In this update, we made a number of changes to the menus in order to simplify them and improve the user experience. Most of the changes were made to the Accounting menu, where we consolidated a number of menu items under four new headings:
Accounts Receivable
Accounts Payable
General Ledger
Banking
You can now track tenants' insurance information, including insurance company, policy number, and expiration date. In the near future, you will be able use Breeze to enroll tenants in a master insurance policy linked to the property.
We have enhanced the ability to upload images. If a photo comes in with the wrong orientation, you can rotate the image in Breeze to correct it. Also, on the Dashboard map, we changed the zoom level when there is only one property, so you can see the property and the surrounding neighborhood.
We have added a number of features on the Tenant screen that allow you to help tenants with RentCafe: you can lock/unlock their account, you see if they are registered, you can edit their email address or verify it for them. Also, If you are using RentCafe to market your property, you can now share marketing data with other ILS sites. Previously, the default setting for RentCafe applicants was one per unit -- now you can allow multiple applicants per unit, by changing a setting on the Property screen.
On the Tenant screen, we have added a tab with user defined fields, allowing you to enter any extra information about the tenant that you would like to track; for example, their license plate number and the type of car they drive. You can change the labels to meet your specific requirements.
We also added the Additional Contacts tab to the Tenant screen, where you can link third parties to a lease; for example, on a Commercial lease you enter a billing contact, and then you can invoice that person instead of the tenant, or you can just use it for an alternate mailing address. In addition, you can now track security deposits separately from pet or key deposits.
There are two new features related to security: maintenance users and user/property security. A maintenance user can only access maintenance data: maintenance requests, inspections, and unit records (in order to perform inspections). With user/property security, you can limit which properties a user can access. Almost everything in Breeze is linked to a property, so this is a very powerful way to implement security.
In this update, we have added Recurring Journals. You can save an existing journal as a template, and then use it to create new journals as often as required.
You can now edit unit addresses, if they are different from the property's address. (Previously each unit inherited the property address and there was no way to change it.)
Bill Pay is now available -- if you want to set it up, contact us via Chat.
In this update, we have added the following reports:
Tenant Contacts
Tenant Other Info
Tenant SMS History
Inspections
Expense Distribution
We have made the following enhancements to existing features:
On the Inspection screen, you can now mark an item N/A.
You can now use data replacement tokens in email messages and SMS messages. For example, you can put in a token for the tenant's name, and the system will pull the correct name for each individual message.
On the Late Fees Posting screen, we have added back the Consider Charges Created Before This Date field.
The Check Book Maintenance feature now includes a way to set a reconciliation date on a number of transactions at once.
The file size limit for attachments has been increased to 25 MB.
There is a new option for Tenant Correspondence: the Unpaid Invoices Summary.
The Toolbox menu item has been added to the User Access page (so you can now keep users from accessing it).
Deposit accounting will now combine charges and create a single charge invoice. Previously it would create one charge per line item.
There is new validation on the Charge Code screen -- you can no longer link a charge to a Cash account.
When you edit GL accounts, you can no longer mark an Income Statement/Credit GL Account as Cash.
In this release, we have addressed the following issues:
The Check Register no longer shows duplicate amounts. Previously, amounts were duplicated if the property had multiple owners.
Previously, when you NSF'd a receipt, the JE was created in the month of the receipt. If it was a past month and the user did not have access to past months, the NSF would fail. Now, there is a Post Month field on the NSF screen that defaults to the current month.
We've resolved the out of balance issue in monthly reports.
Previously, when you ran tenant invoices, Correspondence would create an invoice for each owner that was linked to the property. Now if the property has multiple owners, it only creates one invoice.
The Delinquency report now shows only delinquent tenants (previously it was showing all tenants in some circumstances).
For the Monthly report packet, the Accrual option is now working correctly. Previously, even if you selected Accrual, it would show Cash accounting.