Release Notes

Client Accounting December Updates

December’s updates focus on streamlining workflows. The platform now features auto-refreshing screens after transfers and automatic invoice regeneration when charge descriptions are edited.

Find records faster with name-based search.

Find records faster with name-based search.

You can now search by name across all major tables, including Tenancies, Deposits, Contractors, Rent Arrears, and Matching Rules, making it quicker and easier to find the record you need.

Auto-refresh after a transfer completes.

No more manual refreshing, your screen now updates automatically when transfers finish.

Automatic invoice updates for edited charge descriptions.

When you update a charge description, the linked invoices now regenerate automatically, keeping everything accurate and removing the need for manual fixes.

Updated payment advice preview.

Payment advice previews now reflect all of the latest document changes, ensuring full accuracy before sending.