2024 Changes
14th November 2024
Bug fixes: We have implement a number of bug fixes to help resolve and improve user experience around certificates and ownership of properties.
5th November 2024
Bulk Correspondence: We have added the ability to communicate on bulk to Tenants and Contractors. We have added the ability to select and correspond to Property management within either the tenant, contractor or Landlord pages.
The communications will use the existing Rezi POST packs, so there is no need to create new communication packs, however if you do, please reach out to the support team and we will be happy to assist.
Any document (SMS, email or letter) generated will be attached to the person record for audit purposes.
Accounts -> Money Due Out: We have taken feedback from accounting users and simplified the display of the deduction information. Following this change all information related to a single deductible invoice is displayed on the same line:
25th October 2024
Bulk Correspondence: We have added the ability to communicate on bulk to landlords. We have added the ability to select and correspond to Property management within the Landlord page.
The communications will use the existing Rezi POST packs, so there is no need to create new communication packs, however if you do, please reach out to the support team and we will be happy to assist.
Any document (SMS, email or letter) generated will be attached to the person record for audit purposes.
23rd October 2024
Bulk Payments: We have introduced an additional check to the bulk payment, which ensures all payees are approved beneficiaries.
As part of this change, we have also streamlined the creation of bulk payments: when a user has previously provided consent between Dezrez and the Bank, we no longer ask for the bank selection at step one of the bulk payment process.
10th October 2024
Accounts - Bank Integration: Following customer feedback we have loosened the constraints placed on the matching of bank transactions.
Prior to this change our market leading bank integration, would only match when the Invoice Due Date matched the exact date of the bank transaction. Following feedback we have changed the constraints so it now takes into account the invoice type. The news rules are as follows:
Monthly : plus or minus one week either side of invoice due date
Fort-nightly: plus or minus 4 days either side of invoice due date.
Weekly: plus or minus 2 days either side of invoice due date.
Daily: exact date match required.
Others: plus or minus 2 days either side of invoice due date
Fee/bespoke invoice (default): plus or minus one week either side of invoice due date
If you have any follow up questions please reach out.
19th September 2024
Accounts: We've updated the bulk payment UI to incorporate the unique banking transaction reference earlier in the user journey, along with other minor adjustments to its look and feel.Accounts: Find out how to integrate Property Management with your Bank to simplify rent checking and paying of landlords. PS we have a limited number of free upgrade opportunities.
12th September 2024
Accounts: We're thrilled to share that we've launched a new feature allowing you to filter all account transactions by the associated property. Now, when you access any accounting grid, you'll find a 'Property' filter option. This feature enables you to sort transactions according to the property they're associated with. For instance, you can now easily filter landlord transactions by the address of a particular tenancy.
A key advantage of this method is the capability to produce individual account statements for each property. To do this, simply use the new filter to select the property, and then click the 'Generate Statement' button.
5th August 2024
Contractors & Commissions: : We have resolved a few minor bugs around the adding and removing of commissions for contractor invoices.
As a result, when you create a invoice where a contractor is the beneficiary, you will be presented with the option to add a commission.
Even better, if you associated a default commission to a contractor, we will automatically add this commission to all future invoices. This can be done via the contractor preference.
Once the invoice (where a commission is associated) is paid, Property Management automatically created the commission invoice for you. All funds received against thsi invoice, will be placed in Agency funds.
29th July 2024
Contractors: : We have added the ability to create a new Contractor entity form within Property Management. Next time you navigate to the contractor screen you will be presented with a Add Contractor button.
When selected you will be able to add details to create a new contractor record.
As with all elements of Property Management, a contractor added here is also available within Rezi real-time, without the need for a refresh or sync.
23rd July 2024
Accounting - Commissions: Following feedback from our accounting users, we have added the ability to create a percentage based commission. When you create an invoice payable to a contractor, you will be presented with the option to add a commission. Commissions can be created based on a static value i.e. £10 or a percentage of the invoice amount.
Please note, the invoice for the commission will be created at the point associated/parent invoice is paid.
Tasks: Within Property Manager, you have an option to create, edit and delete Tasks. Tasks can be used to help manage and keep track of your daily tasks. To access the Tasks, select the Tick check box from the top tool bar.
We have updated the Tasks to provide new bulk options:
1. Bulk delete of tasks.
2. Bulk assign of tasks to specific users.
3. Bulk update the status of a task.
All three of these new options can be found in the top tool bar:
In addition to the new bulk options we have also resolved a styling issue with the create/edit task panel:
10th July 2024
Accounting - Reconcile: We have resolved a minor issue with the client account reconcile.
Customer relationship: We have made an UI amendment to the Customer relationship section of the person details page. Following customer feedback we have simplified the display to more clearly illustrate the properties the person has previously marketed and also details of the tenancies the person is currently a tenant on.
4th July 2024
Accounting - Reconcile: We have resolved a minor issue with the client account reconcile.
Customer relationship: We have made an UI amendment to the Customer relationship section of the person details page. Following customer feedback we have simplified the display to more clearly illustrate the properties the person has previously marketed and also details of the tenancies the person is currently a tenant on.
1st July 2024
Accounting - Bulk Statement Generation: We have added the ability to generate statements for one or more person at a time. When you navigate to the Accounts screen, you will now be presented with the option to select one or more person.
Once you selected, you can use the Bulk Correspondence button to generate accounting statements for those people.
All documents generated will appear in the document section associated with that person.
Accounting: We have release a minor bug fix which ensures the balance displayed on the landlord screen is automatically updated when a credit note is applied.
12th June 2024
Accounting: We have added a new filter to the Customer Accounts screen which allows you to filter the accounts based on the type of person whom the account belongs (tenant, landlord and/or contractor).
With the new filter, you now have the ability to display the balances of a specific group of people in one single view.
7th June 2024
Accounting - Accounting Statements: We have updated the Accounts screen to include the ability to generate a accounts statement.
Simply navigate to the Accounts screen and select the new burger menu item:
When you select the menu option, you are presented with an option which allows you to select the date range you want to generate the statement for:
Once selected a document will be presented and will allow you to preview before generating. Please note, this functionality used the Accounting Statement Rezi Post template, so ca be branded as per your needs and can also be setup to include email, SMS and letter notifications.
All generated documents will be available within the document section for that person
31st May 2024
Accounting: We have implemented a minor change to the Money Due Out -> payment details panel, to ensure the details header and footer always appears. Thsi hopefully adds consistency to look and feel.
Accounting: We have resolved a issue which resulted in the audit event for a Invoice creation not being generated. Now when a invoice is created for a tenancy, the Notes & Activities section always includes a audit log for the creation of the invoice.
24th May 2024
Accounting: We have implemented a number of performance improvements.
23rd May 2024
Accounting - Open Banking: We have released a change which drastically improves and streamlines the tracking of rent demands. This change is the final step in fully integrating Rezi PM with your business and management of rent demands. We have added the ability to store, renew and revoke perission to your online bank within Rezi PM. This is key in streamlining and automating the time consuming process of checking if your tenants have paid.
For more information on consents and our bank integration, please see: Link to Video
13th May 2024
Accounting: We have released a change which drastically improves the overall performance and load times for the Money Due Out screen and associated actions.
6th May 2024
Accounting: We have released a suit of UI changes to the grids which display accounting transactions. Prior to this change the details of who made a payment or the details of the person whom the payments were sent to, where all included in one single column 'From/To Column'. We have split this column into two distinct columns: 'From' and 'To'. The from column shows the course of the funds and the To shows the beneficiary of the funds.
1st May 2024
Accounting: We have released a number of performance improvements and UI adjustments to ensure efficiency and easy of use for the user.
Certificates: We have added the ability to store multiple 'other' certificates to a property. In the every change compliance environment, the ability to respond and store certificates of all types is key to ensuring your business is compliant.
Accounting - Commissions: You can now add a bespoke or agency standard commission to any invoice generated for a contractor. This is key to allowing your organization to reclaim the cost associated with handling maintenance jobs.
Accounting - Reconciliation: We have updated the View Reconcile details page to include the balances associated with the client. This brings key reconciliation information into the single view.
29th April 2024
Accounting: We have released a number of performance improvements and minor UI adjustments to ensure efficiency and easy of use for the user.
Certificates & Licenses: We have released a change to support a new certificate type: Selective License. For more information around Selective Licenses, please see: https://www.gov.uk/government/publications/selective-licensing-in-the-private-rented-sector-a-guide-for-local-authorities/selective-licensing-in-the-private-rented-sector-a-guide-for-local-authorities
From within Rezi, the new type can be selected from within the pre-tenancy hub.
Any certificate added in Rezi will also appear in Rezi PM. Within ReziPM the new certificate type can be found within the Certificate License section:
22nd April 2024
Accounting -> Reconcile: We have simplified the client account reconcile to ensure all the required transactions are presented in the single location/data grid. The aim here is to simplify and streamline the user flow.
Accounting -> Money Due Out: We have released a change, which aims to simplify the flow the Money Due Out flow. Previously, when a payment was added to the transaction list, the user was presented with edit/preview dialog for the payment statement. This changes removes these additional dialogs, the transaction is added directly to the transaction list, the statements will still be generated automatically for you. If you want to amend or remove the generated statement, you can do so by selecting the 'eye' icon, located in the transaction panel.
19th April 2024
Accounting: We have have made some technical changes to improve performance of the accounting module.
18th April 2024
Money Due In: We have updated the search within the Money Due In screen, to include the payee account name.
Accounting Grids: We have resolved a limited issue where the grids were not reflecting British Summer Time.
15th April 2024
Accounting & Deposit management: We have implemented a number of bug fixes and improvement to accounting.
12th April 2024
Accounting & Deposit management: We have implemented a number of bug fixes and improvement to accounting.
10th April 2024
Accounting & Deposit management: We have implemented a number of bug fixes and improvement to accounting.
9th April 2024
Accounting & Deposit management: We have implemented a number of bug fixes and improvement to accounting. we have also resolved a bug which resulted in cash and cheque deposit transactions to be marked as uncleared.
8th April 2024
Accounting & Deposit management: We have implemented a number of bug fixes and improvement to accounting and Deposit management
4th April 2024
Accounting: We have implemented a number of bug fixes in and improvement to accounting related warning messages.
2nd April 2024
Accounting: We have implemented a number of bug fixes in and around the Money Due Out functionality
27th March 2024
Performance: We have implemented a number of performance improvements focused on the accounting grids and the retrieval of accounting transactions.
Accounting: We have implemented a number of bug fixes in and around the Money Due In/Out functionality
21st March 2024
Right To Rent: We have implement a change to the 'right to rent' field for a tenant. We have removed the validation which prevented you from setting a expiry date which was before the end date defined for the tenancy.
Rent Demands: We have introduced a few changes to enhance the rent demand functionality.
Rent & Fee Schedule - We have updated the row ordering to ensure the most recent rent demand is always placed at the top of the grid.
Rent Demand Widget: We have introduced a new widget to the management dashboard.
The widget provides the following information:
1. A visual indicator and link to view the number of active tenancies which are have rent demands due in the next 7, 14 and 30 days.
2. A count and link to a list of active tenancies which have overdue rent demands.
3. 2. A count and link to a list of active tenancies which do not have a rent demands.
Tenancy Notes: We have resolved a bug which results in tenancies notes, not appearing when you view the notes section within a tenancy.
Inspection Notifications: We have added the ability to generate a customer notification when a Inspection is created, modified, rescheduled or cancelled.
When you create a routine or follow-up inspection, you will be presented with a new check box: Send notification to attendees. When selected, you will be able to send SMS messages, send email messages or print a PDF letter which notifies the customer of the inspection.
The inspection can include the following fields:
1. Attendee details
2. Title,
3. Description.
4. Date,
5. Time,
6. and location.
If you need assistance setting up the associated Rezi POST templates please reach out.
4th to 8th March 2024
Performance: We have implemented a number of performance improvements across the Rezi PM solution.
27th Feb 2024
Appointments -> Add Note: We have made a change that allows you to be able to record a note against an appointment.
Simply navigate to the appointments screen and select the 'View / Add note' option from the burger menu for the appointment.
Alternatively, you can add a note to an inspection via the Inspection tab on the tenancy screen.
23rd Feb 2024
Accounts -> Last Payment: We have made a minor change to ensure the 'Last Payment' date is always populated.
The 'Last Payment Sent' date is populated when a user processed a payment for a person via the money due out page. It allows for a quick and easy way to identify when the landlord last received a payment.
Account Statement: When generating an accounting statement via the tenancy screen, a small number of customers were seeing a blank string instead of the property details. We have resolved this issue. When the account statement uses the merge field PROP_address, the generated notification will include the address of the property.
Right To Rent: Right to Rent certificates have four key statuses: 1. None, 2. Valid, 3. Expired, and 4. Expiring. Before this change, the status of None and Expired were combined in a single status.
We have also updated the Management dashboards to include this change aswell.
2nd Feb 2024
Money Due out: Within PM the user has the ability to allocate a credit note against a invoice item.
We have updated Money Due out to display the details when a partial credit note has been allocated to a deduction.
Over the coming weeks we will extend this functionality to ensure the credit note information is included in the payment statement and to include details of invoices which have been paid in full with a credit note.
If you have any further suggestions or guidance please reach out: [email protected]
31st Jan 2024
Appointments: We have resolved an issue which was preventing the correct sorting of the appointment grid based on the appointment date.
30th Jan 2023
Inspections Appointments: Taking onboard customer feedback, we have added a new tab to the tenancy information. We have introduced the ability to create, edit, view and cancel inspection appointments (routine and follow-up) from within a newly created Inspection tab.
Over the coming weeks, we plan to enhance this functionality with the ability to add notes to inspections and integrate the inspections with Rezi POST functionality, to enabled appointment reminders.
If you have any further suggestions or guidance please reach out: [email protected]
23rd Jan 2024
Payments: We have resolved a intermittent bug which prevents the ability to add a payment item to the payment batch.
17th Jan 2024
Setting & Preferences: We have introduced a agency configuration setting: 'Enable Bulk Payment Transfer'.
Currently the configuration does not change any functionality within the accounting module. The intention is to control the default option presented to the user for how they transfer payments to the landlords/payees. If you would like further information please reach out - [email protected]
16th Jan 2024
Payment Batches:
To support the ability to create a fully integrated payment solution for our accounting module, we have added the ability to create bulk payment transactions. This change ensures all payments added via Money Due out, are added to a payment batch (batch created automatically).
To view a payment batch.
Navigate to and click on the Agency client account via the Accounts dashboard:
Then select the new tab option called 'Payment Batches'.. Upon left click, a grid is displayed which shows all payment batches created, date created, person who processed the payment, total number of payments within the batch and the total amount of all payments.
For each row n the grid, you have two options:
1. View batch
Upon selection of the view batch menu option you are presented with the details of the transactions included in the batch and the bank details related to the person.
2. Download a CSV file.
If you select the Download batch option, you trigger a download of the batch CSV file. The batch file follows the BankLine CSV format (https://documentation.in-time.co.uk/download/attachments/557165/NW%20Bankline%20import%20file%20layout%20guide%20-%20Bankline%20CSV%20format-1.pdf?version=1&modificationDate=1432197656000&api=v2).
Please note, if the associated payee does not have bank details associated, then you will be unable to generate the csv batch file. In these instances you will be presented with the following error message.
To add bank details, please navigate to the person and add the bank details via the Bank Information Tab.
This is our first increment of the batch payments, so will will be making enhancements over the coming weeks/months. If you have any suggestions please reach out.
11th Jan 2024
Rent Demands: We have resolved a minor bug where the rent demand for a tenant who has multiple tenancies. The rent demands was appearing on all tenancies and not isolated to the specific tenancy.
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