Reorganized the Rental Management menu around the property register

The Rental Management menu now has seven items, and a new Property Profile shows each property's contracts, income and expense details, reports, repairs and owner information on one screen. Former menu screens remain as tabs.

Before#

The Rental Management menu had 15 items, and checking the contracts, payments and reports for a single property meant switching back and forth between screens.

What's new#

• The menu is now organized into seven items: Property Register, Vacancies & Listings, Contract Management, Payments & Collections, Monthly Statements, Remittances & Reports, Owners & Tenants and Repair Management. For example, lease contracts, renewals and move-out settlements are now under Contract Management, and monthly income and expenses, income and expense reports, qualified invoices and withholding tax are under Monthly Statements, Remittances & Reports. Links to the old screens automatically take you to the corresponding tab on the new screen.
• Open a Property Profile from the property register to review and edit everything for that property on the Overview, Contracts, Income & Expense Details, Reports, Repairs and Owner & Management Agreement tabs.
• Income and expense reports can now be published, have remittances recorded or be sent back directly from their row in the list. You can also undo publishing or a recorded remittance.
• Management numbers (property codes) can now be assigned automatically. Use Management number on the Managed Properties screen to set rules such as a prefix and the number of digits, or enter numbers from your previous system manually. The management number is printed as the report number on monthly income and expense reports.
• When registering a property, you can enter unit numbers as a range, such as "101-105, 201", to register them all at once.
• A property's occupancy status (occupied, move-out scheduled, vacant) now updates automatically when you register a contract or complete a move-out settlement.
• On-screen terms such as "owner," "finalize" and "income and expense details" now follow standard rental management usage.

Who it's for#

• Industries: real estate
• Screens: each Rental Management menu item (Property Register and others)

How to use it#

1. Open Rental Management > Property Register.
2. Click a property name to open its Property Profile.
3. Switch tabs to review its contracts, income and expense details, reports and more.