Changelog

You can now add temporary fee discounts to units to offer incentives to owners on management fees, as well as customising tenant find and renewal fees when creating a new application.

More improvements & fixes

• Future-dated invoice items

• Paid at filter on payments

• Allocate part payment screen

• Mark an owner payout as paid without sending a statement

• Reveal external account details

• Pending invoice items appear on upcoming invoices

• The ability for a landlord to countersign a contract

• Invoices attachable on account collections

• Quarterly payout schedules for owners

• Auto-assign invoices to the building assignee

• Unit rental amount on unit ownership export

• Email notification of deposit registration is sent to tenants after a certificate is uploaded via the deposit dashboard

• Support Sage files for payment runs

• Include currency options in unit export

• 4 weekly payment schedule

• Owner balance transaction trace

• Preview contracts on the contract detail page

• A gas safety certificate is now optional

• Bulk actions API in the dashboard

• Tax-inclusive unit fees

• Dynamic tax form dates

• New settings for negative owner payouts

This release supports new ways to monetise collections, you can now specify a platform fee to add commission from any account collection.

More improvements & fixes

• New application end behaviours

• Application UI updates

• Ability to remove contract templates

• Edit a destination when editing invoice items

• New keyboard shortcuts

• Search improvements

• Unit management type filter

• Pre-application terms can now be uploaded and hosted by Yorlet

• Additional documents sent with the contract completion email

• Auto-assign invoices to the building assignee for better arrears management

• Unit rental amount on unit ownership export

• Dispute updates

• Cancel autogiro payments while they are processing

• Added building filter to unit searches

• Instant payouts

• Exports improvements

• Allow destination updates for account collections

• Filter updates

This release brings new functionality for creating new fund flows for owner records, you can now route payments to suppliers, move funds between owner accounts, and manage the collection of fees to a new platform owner account.

More improvements & fixes

• New label on a unit showing whether it is fully managed or let only

• Extended the contract selection modal to show more units

• Extended the contract template API, for updates and deletion

• Allow customers to download PDFs on the hosted invoice page

• Get compliance document expiry dates on units export

• Added document storage to enquires

• Renewals can now be filtered on the due date

• Added customer names to the tenancy list

• Transfer destinations for invoice items

• Extended the dates an invoice can be paid off the platform

• Marked as "uncollectible" tab on the invoices page

• New filters on applications

• New collapsible sidebar

• Application detail page redesign

• Customers can now download their contract as an attachment on contract completion emails

• Extended early invoice creation to 7 days

• Optionally toggle to send a receipt email when creating a payment in the Dashboard

• Owner balance now included in owner exports

• Editable optimised collection date for subscriptions set to manual invoice

We've improved how invoices calculate tax, redesigned the PDFs, allowed customers to download PDFs on the hosted invoice page, and enabled post-payment credit notes.

Improvements & Fixes

• New Contracts table page to see all current contracts

• Extend Owners API with new type: landlord and leaseholder

• Compliance page filtering extended to 60 days

• Optionally send compliance document updates to the current tenants

• Setting for users to add their VAT number and it appears on Owner statements and payout receipts

• Tenancies can now be filtered by building

• Subscription items have customisable proration behaviours

• Paid invoices breakdown of invoice items

• Made direct transfers searchable

• Display payment initiation information on direct transfers

• Invoices paid off platform can now supply a custom paid at date

• Improved filtering on tables

• New label for a unit to show whether it is fully managed or let only

• Extend the contract selection modal to show more templates

• Extend contract template API to allow editing and deletion of templates

• Allow customers to download PDFs on the hosted invoice page

• Improve invoice tax calculations

• Ability to assign a user to a building

• Display the share of rent to applicants in the application flow

• Show the contract address and allow editing during the creation process

• Prorate refunds for split line items

• UK VAT numbers are now checked against HMRC's API

You can now add VAT IDs to company Owner records, these IDs will then appear on payout receipts and statements delivered to Owners.

Improvements & Fixes

• New Contracts page, which lists all current open contracts for easy tracking

• Unit compliance now defaults to 60 days' notice

• Tenancies can now be filtered by buildings

• A new report for getting a breakdown of invoice line items for paid invoices

We've added the ability to create post-payment credit notes on invoices and completely overhauled the UI to make it much easier to process credit notes.

Miscellaneous

• Renewals now show the move-out date on the table UI

• Added a new 'Trading As' field on the Owner record

• Ability to see the owner fees on the application create page

• You can now set a default footer that will be added to new invoices

• Show the tenants name on the deposits list

• Compliance docs now visible on the application screen

• The contract confirmation email has been extended to show the contract name

• Deposits can now be held by the owner

• Improved invoice tax calculations

Bug fixes

• Compliance not recognised as complete

We've enabled setting pricing and charging customers in multiple currencies so you can set local pricing for customers in different countries.

Improvements

• Display move-in-out dates on applications and tenancies

• Add emails to contracts

• Added accounting codes to buildings, units and products

Miscellaneous

• Extend lease changes to handle move-in-out dates

• Add currency options to units

• Lease change of unit → change the snapshots

• Create deposit record from post-application payment session

You can now create custom products with different preset prices to make it easier to sell additional services to customers. Additionally, you can set up all your applicable tax rates to make charging sales tax and VAT much simpler.

Features

• New Products, Prices and Tax rates API

Miscellaneous

• Invoices can now be configured to be created a certain number of days before they are due

• Lease changes have been extended to include units

• Added ability to assign a user to a building

• Custom payout descriptor per owner

• Payment sessions can now be configured to add the payment amount to a customer's balance

• Owner cc emails for payout receipts

• PDF invoices