Release Notes

Detailed List of Enhancements:

Highlights

• New Automatically CC Linked Contacts in Bulk Emails

• New Watermark images with your logo

• New integration with MyDeposits

• New integration with Property Button- Now available for Ireland

3rd Party Integration

• New Integration with MyDeposits Custodial and Insured schemes. (ACQDESK-112)

• Leadpro Instant Valuation Tool Emails can now be imported. (ACQDESK-14)

• Registration emails from Property Pal can now be imported. (ACQDESK-109)

• Touchright reports are now downloaded as PDFs so it's now easy to right click and send as an attachment. (ACQDESK-33)

• Returned Signable Documents screen now has a filter on User. (ACQDESK-58)

• For Signable an option has been added to attach existing Acquaint documents when sending a document to Signable. (ACQDESK-51)

• Fixflo now includes phone numbers when uploading tenants / occupiers. (ACQDESK-58)

• A option in the export to Fixflo to filter which Properties are sent according to Management Type. (ACQDESK-229)

• Fixflo housekeeping will not affect Properties when changing branch. (ACQDESK-225)

General

• Support for the latest Dymo Printer drivers. Acquaint V17 has been updated to use the new Dymo Connect driver, so you should ensure that the Dymo Printer you are using supports 'version DYMO Connect for Desktop 1.3.2' as minimum. (ACQDESK-194)

Contacts

• Configurable background and foreground colours for Contact Type and Status. (PDRs 7276,7275,7290,7291)

• Default Max. bedrooms for new Contacts is now set as 15. Contacts with max. bedrooms of 10 will be updated to 15. (PDR 7311)

• On Contacts → More Details → Contact Introduction Fee and Management fee have been updated to support values of 2 decimals places.  (PDR 7412)

• On Contacts → More Details → Passport Number the Passport validation now allows for a passport number to be entered. If Veriphy is switched on then the machine readable passport number (the longer number at the bottom of the passport) has to be entered. (ACQDESK-21)

• A new option to specify a start time as well as a start date when creating a Task. The Task List will only show the date. (ACQDESK-215)

• Linked Contacts can automatically be CC'd in bulk emails with a new Auto CC Linked Contacts option on the General tab of the Email screen. This is defaulted on but can be switched off in File → Configuration → Site/Branch → Emails → Auto CC Linked Contacts in Bulk Emails. (ACQDESK-48)

Properties

• When entering UK addresses, towns and regions you can now entered owns and regions manually . (PDR 7312)

• A new Other group has been added in the Property Types section of a Contact's Property Requirements. (PDR 7371)

• The Properties Details Sent screen now has a new Method filter so it's easy to see who has viewed a Property at a glance. (ACQDESK-40)

• Properties with a type of Land, Farm Land, Land Residential or Plot are now excluded from the Properties with Unknown / Expired Tax Rate and Properties with Unknown Tax Band Home Page reminders. (ACQDESK-45)

• Marketing Emails (Development Details / Newsletter / Property Detail / Bulletin / Property Feedback) now use the Default Email Font specified in System Configuration. (ACQDESK-44)

• A Contact Status filter has been added to the Details Sent grid on the Sent / Offers section of a Property. The filter will be remembered. (ACQDESK-156)

• A new option to use your logo as a watermark when uploading Property images. (ACQDESK-159, 189)

Appointments

• When Property Feedback emails are sent automatically, the email now uses the latest template design. (ACQDESK-50)

• Property Feedback Request emails are now sent from the User attending the Appointment. If there are multiple users attending the appointment, the email will be sent from the first attending user that has an email address. (ACQDESK-73)

• Appointments now include a create a Task as well as a follow up reminder for example to create a reminder for Property valuation after 2 days. This is configured via Appointment Types which has a new "Follow-up Task" tab using a new Task Type of "Property Valuation". Note this is in addition to the existing "Follow-up Interval" which creates a Home Page Reminder. (PDR 4768)

• Automatic Appointment Reminders weren't using the default font specified in System Configuration. (ACQDESK-79)

Lettings & Accounts

• It's now possible to automatically change a Prospect Landlord to Landlord when a Lettings Property is set as Instructed / Available. This is set in File → Configuration → Lettings → Landlord Type When Property Available. (ACQDESK-47)

• Landlord statements can now be undone if they contain a deposit that’s been received back from the Custodial Scheme. (ACQDESK-60)

• For Lettings properties. The Rightmove feed now includes a new Minimum Tenancy field . This assists with supporting the Consumer Protection Regulations (CPRS) which requires disclosure of any information material to a prospective tenant. A new Minimum Term field has been added to Details #3 of the Property screen, the version update will set this to 12 (months) for all rental properties where the rental terms are set to 'Long'. Optionally, you can specify the default Minimum Tenancy term in File → Configuration → Site/Branch → Lettings → Default Minimum Tenancy Term (months), changing this option will only apply to new properties and not existing ones. When creating a new Property, the Min. Term field will be set to the Default Minimum Tenancy Term System Configuration option. (ACQDESK-53)

• A new System Configuration option makes it possible to disable "Pay advanced rent to Landlords now" on the Process Tenant Payments screen. (ACQDESK-138)

• The Contact's Accounts screen has been optimised for speed, most noticeably Consolidated Landlords. (ACQDESK-115,37)

• A new "All" option has been added to the Show Past Transactions filter on the Bank Reconciliation screen. (ACQDESK-7)

• A new date range makes it easier to view transactions in a date range on your Company Account. It's still defaulted to showing the last 30 days. (ACQDESK-46)

Good to know Invoice Footer text is now linked to Bank Accounts instead of the Property Category (Sales or Lettings) making it now possible to pay a Landlord into their Current Account instead of Client Account. Invoice footer text settings have been moved to Bank Account settings, no longer appearing against Company Configuration. The update will automatically move your Invoice Footer text into your respective Bank Accounts. (ACQDESK-49)

Property Management

• Work Order quotations can now optionally include Tenants contact number and email address. A new Work Order Quotation Show Tenant Details option has been added to File → Configuration → Site/Branch → Property Management. This defaults to Full. When this option is set to anything other than None, the Tenant’s details will be displayed on the Work Order Quotation report. (ACQDESK-148)

• The Work Order List screen now has an option to Filter Rows. (ACQDESK-137)

Financial

• New functionality to add a Closed Period on a Bank Account so no transactions can be added up to this date. Note this is different to the Closed Period linked to Bank Reconciliations. A Bank Account Close Period is set via a new Company Closed Period option on the Financial tab of the Main Menu. (ACQDESK-8)

System

• When changing the branch selection on the login screen the branch selected will be stored in the database file. (ACQDESK-19)

• Deleting Correspondence now writes more information to the Event log. (ACQDESK-23)

• The System Configuration setting for “Bulk Anonymise No Transaction Since (years)” can now be set as 5 years. (ACQDESK-38) 

• Correspondence records are no longer created when a letter errors. (ACQDESK-57)

Ireland

• For agents that charge an advertising cost upfront, the following changes have been added to support this (PDR 7109):

  • A Licence number field has been added to the User Settings screen for a User Contact.

  • A new Advertising Costs product has been added and when used as a merge field this will sum up all the transaction debits raised against a Property assigned to it.

  • New Merge Fields have added for "User Licence Number" and "Property Advertising Costs" which could be used when producing a letter of engagement.

• For properties in Northern Ireland, the Search Online Tax Band button should load the Northern Ireland government website instead of the England & Wales website. (PDR 7359)

• Agents in Northern Ireland can now enter a Property in Ireland (the Property's address has a country code of Ireland) and attach a BER which appears the Services screen. The Certificate will still be named Energy Performance Certificate. (ACQDESK-6,27)

• A Receive Booking Deposit option has been added to the right click menu of the Offers grid . (ACQDESK-75)

• Kilmedy has been added as a town in County Limerick. (ACQDESK-136)

• Dunlewey has been added as a town in County Donegal. (ACQDESK-135)

• Killarney is now set as the primary town for V93. (ACQDESK-196)

• Daft Enquiries were not bringing emails back associated to the Property the enquiry was setup with. (ACQDESK-77)

• Belfast / North Ireland postcodes address look-ups now include their localities. (ACQDESK-56)

• For Properties in Northern Ireland, the Search Online Tax Band button now loads the Northern Ireland government website. (ACQDESK-13)

Fixes

• Changing the Status of a Property from Under Offer to Instructed did not Reject the Accepted Offer. (PDR 7377)

• The Copy Property function did not recalculate a rental Property's Deposit value if a New Price was entered. (PDR 7376)

• When the Diary was in Month View, adding a New Appointment automatically added the last User based on the column selected when it was Viewing Split By User. Now when the Diary is in Month View it will now never try and pass the previously selected User. (PDR 7363).

• Cancelled Tenancies were appearing in the Tenancies to Check Out Home Page reminder. (PDR 7410).

• Postcodes starting with BS49 are now in North Somerset instead of South Gloucestershire. (ACQDESK-3)

• OX18 Postcodes now offer Carterton, Bampton, and Burford as post towns. (ACQDESK-5)

• When sending a Tenancy to the TDS Insured platform, the address was displayed incorrectly if a Property name and street name was present. (ACQDESK-1)

• When performing a banking file import, the transaction lookup always defaulted to the default Client Account rather than the Bank Account selected on the Import Banking File screen. (ACQDESK-4)

• Documents uploaded by the recipient to Signable are now downloaded. (ACQDESK-52)

• The Company Account screen no longer resets the Date Range filter after clicking the New Charge or Receive Payment buttons. (ACQDESK-108)

• Clicking the Cancel button when creating a new transaction caused the grid to refresh unnecessarily. (ACQDESK-154)

• On slow running PCs an error could occur on the Property List. (ACQDESK-146)

• Editing a Development from a Property record said it was locked when it wasn't. (ACQDESK-157)

• Outlook emails weren't imported if they were received from the same contact with the same subject. (ACQDESK-133)

• Changing the Start Date of an existing Pre-Tenancy with Rent Review not ticked, caused an invalid date exception. (ACQDESK-9)

• Transactions were unable to be unlinked for split transactions when they were on a bank reconciliation. (ACQDESK-72)

• Sending an email from a Proof of ID Certificate could cause Acquaint to freeze. (ACQDESK-205)

• Rent Due dates could be incorrect after extending tenancy when payment date of the tenancy was 29th / 30th / 31st. (ACQDESK-178)

• Property Gas and Electricity Certificate Expiry Date Merge Fields were not populating for expired Certificates. (ACQDESK-134, 143)

• Notes in Correspondence were displayed below emails as no time was displayed. (ACQDESK-193)

• The Status column on the Find Property screen ignored the selected Under Offer terminology. (ACQDESK-230)

• Vorenys AML checks weren't sending through address details correctly. (ACQDESK-221)

• When creating a Contact, menu items were incorrectly set as enabled on the Advanced tab . (ACQDESK-252)

• A Contact record was still copied after selecting No to the confirmation prompt. (ACQDESK-253)

• TDS Insured errors when authenticating are resolved. (ACQDESK-237)

 Version 17.0.0.90

 Fixes

• Lead Pro Emails were not being imported. (ACQDESK-249)

• On The Market "Valuation enquiry" emails were not importing correctly. (ACQDESK-265)

• Appointments were incorrectly set as followed up. (ACQDESK-264)

Version 17.0.0.100

Enhancements

• New option to Send Details To Solicitor, this is accessed from a Contact record under the Advanced tab. This uses a new Email Template of Solicitor Advice Enquiry Lead. (ACQDESK-267,248)

Fixes

• If a Contact did not have an Email address, sending them to an IFA would display an Acquaint error and stop the process. (ACQDESK-270)

• Tenancy Checkout incorrectly retained the Deposit. (ACQDESK-263)

• Payments Overdue Home Page Reminder was not filtering out Rent Benefit. (ACQDESK-262)

• When saving and deleting an Appointment a mouse spinner now appears. (ACQDESK-269)

• Credit totals display for Landlords were not including future dates. (ACQDESK-272)

Version 17.0.0.104

Enhancements

• LeadPro emails with subject lines of Renter and Prequalified can be imported. (ACQDESK-276)

Fixes

• Process Outlook Emails could produce an "Arithmetic operation resulted in an overflow error". (ACQDESK-277)

Version 17.0.0.112

Fixes

• Closing a Work Order in FixFlo without a Contractor caused errors to be reported in Acquaint. (ACQDESK-278)

• Find Work Order screen crashed when Text To Find was blanked out. (ACQDESK-281)

Version 17.0.0.130

Enhancements

• Changes to support the latest Twitter authentication process. (ACQDESK-287)

• Integration with Property Button. (For customers in Ireland only)

Fixes

• InventoryBase Self Service templates weren't appearing or being emailed to Tenants. (ACQDESK-285,293 )

• Property list with Pictures report could display pictures incorrectly. (ACQDESK-294)

• Bedrooms has been added to the HMO Occupancy screen. (ACQDESK-296)

Version 17.0.0.142

Enhancements

• A new option of Default Account Screen Date range has been added in System Configuration to change the default Date Range used on the Account screen. The default has been reverted back to showing all dates. (ACQDESK-301)

• For Ireland only - the Property Button Check In / Check Out screen now shows Electric Meter Reading labels as per the Property Button Switch screen.. (ACPB-162)

• Acquaint can now import banking files from Metro Bank. (ACQDESK-963)

Fixes

• The Aged Debtors Summary Report from Rent due screen did not show rent dues for Notice Served Tenancies. Running the report will now correctly match those on screen when the “Only Include Current Tenancies” is ticked. (ACQDESK-302)

• When paying a Landlord with Split Payments and Links, the Emailing of their Statement could error with a "Record Already Exists with this ID" message. (ACQDESK-980)

• The filter rows option on the Certificate List screen did not filter the Certificates Report. (ACQDESK-307)

• A fix has been implemented for the MyDeposits integration where a customer has no MyDeposit Branch. (ACQDESK-303)

• Sending a Title of "Mr & Mrs" to the TDS caused a validation error. (ACQDESK-308)

Version 17.0.0.144

 Fixes

•  When previewing an email an Object Reference error occurred. (ACQDESK-309)

Version 17.0.0.150

 Enhancements

• Maintenance requests can now be changed to outstanding after being rejected. (ACQDESK-321)

• New Suppress Landlord Details fields have been added to the 3rd Party integration section in System Configuration for the TDS Custodial and Insured schemes to suppress Landlord's data. (ACQDESK-315)

• A new merge field has been added for Selling method. (ACQDESK-320)

• The Bank Account Balance report for expenses is now output as a .CSV file. (ACQDESK-323)

Fixes

• Fixflo Properties and Jobs were being archived en masse. Fixflo housekeeping will now not run for Basic integrations. (ACQDESK-313)

• N37 postcode in Ireland had the wrong region. (ACQDESK-333)

• CC Linked Contacts without an Email Address caused a Gmail error. (ACQDESK-322)

Version 17.0.0.150

 Enhancements

• The User who renewed (extended) the Tenancy now appears in the Renewal History grid on the Renewals tab of the Edit Tenancy screen. (ACQDESK-325)

• A new merge field has been added for Tenancy Rent Review Date. (ACQDESK-340)

Fixes

•  Fixflo Properties and Jobs were being archived en masse. Fixflo housekeeping will now not run for Basic integrations. (ACQDESK-313)

• Signable signing instructions were being duplicated. (ACQDESK-341)

• When changing a Tenancy from fully managed to let only incorrectly wrote an error to the error log. (ACQDESK-342)

Version 17.0.0.168

Enhancements

** CHANGES TO OVERSEAS TAX PLEASE READ**

• For Irish customers a new parallel Oversea Tax system that works alongside the existing system has been added. The Payment Run and Consolidated Payment process works exactly the same apart from calculating the overseas tax based on each landlords individual settings. The version update process will set the Overseas Tax Method field to "Deduct Tax - Balance Minus Expenses" i.e. the current method.(ACQDESK-297)

• For UK customers the Overseas Tax Deduction is now named Overseas Tax Method and the options have been changed. The HMRC Export Landlord drop-down tax options have changed accordingly. The version update process will set the Overseas Tax Method field to Deduct Tax Balance Minus Expenses for contacts where their Overseas Tax Rate field has been entered and their Overseas Approval Number is blank.(ACQDESK-357)

• Additional error handling has been added to MyDeposits. (ACQDESK-327)

• For Ireland County Rosecommon Eircodes now includes Athlone appear as a Town in the drop down list. (ACQDESK 372)

• For Signable the 'Document sent to Signable' note created against the Contact now contains the Signable Fingerprint. (AQDESK-425)

• A note is now added when a document gets cancelled. (ACQDESK-424)

Fixes

• Requests for an Email Receipt when sending an email has been fixed. (ACQDESK-328)

• Water meter reading field was cut off when switching to the various meter reading type. (ACQDESK-337)

• Property Button Utility integration now has additional validation for missing address information and telephone numbers. (ACQDESK-329, 344)

• Tenant Shop integration now checks to ensure a Local Authority has been added. (ACQDESK-348)

• Fixflo Desktop Alerts are now switched off when the integration has been switched off. (ACQDESK 360)

• Bill markups were incorrectly showing on Account Statements. (ACQDESK 359)

• Property Button Switches weren't showing today's switches. (ACQDESK-414)

Version 17.0.0.190

 Enhancements

• Artificial Intelligence (AI) is now available for the creation of written content . (ACQDESK-373)

• For Ireland changes to support the new Daft email format. (ACQDESK-420, 464)

• On the Work Order screen the “Send Work Order” email button is now enabled even if a Contractor has not been selected. This can be used to email a Contractor to enquire whether they would perform maintenance on a property. (ACQDESK-445)

• A Copy To Clipboard button has been added on the Property Web Viewings screen so it can be printed or emailed. (ACQDESK-446)

• The Correspondence screen now bolds the Subject Line for Notes / Tasks / Emails and SMS. (ACQDESK-455)

• The Progression screen now bolds the Subject Line for Notes / Tasks / Emails and SMS

Fixes

•  Blank lines could appear in Account Statements. (ACQDESK-423)

• Telephone and Alt Telephone line on the seller's contact record are no longer blanked on completion of Property Sale. (ACQDESK-421)

• Payment Summary Report has been updated to use the new Tax Calculation. (ACQDESK-355)

• The Consolidated Payment Summary Report has been updated to use the new Tax Calculation. (ACQDESK-356)

• Bulk sending emails to Contacts from Contact list / Tenancy List / Applicant List screen was not displaying the “Auto CC Linked Contacts” option. (ACQDESK-419)

• Accounts Statements incorrectly showed VAT element for rent dues if split. (ACQDESK-435)

• Changes to how Overseas Landlords are converted if they had been set as Tax Exempt. (ACQDESK-434)

• For Fixflo Work Orders could not be downloaded due to errors and the Properties not being found in Acquaint. (ACQDESK-437)

• Additional validation has been added to Property Descriptions to stop invalid characters preventing Properties being uploaded to Rightmove. (ACQDESK-444)

• The Minimise button is now disabled on Property Directions. (ACQDESK- 460)

 Version 17.0.0.196

 Enhancements

• The recent change to display Bold text on Correspondence is now optional or the colour of the text can be changed. This can be turned off in File → Configuration → Site /Branches → Correspondence and setting “Bold : No”, Subject Fore Colour: 0 and “Subject Line Breaks Before Body: None. These changes are system wide across a branch. View some examples here. (ACQDESK-466)

Fixes

•  Correspondence type icons (Word / PDF) weren't being displayed. (ACQDESK-465)

• The Home Page Reminder for AI could error for some customers due to their Anti-virus / Firewall settings. (ACQDESK-467)

• Issues with Syncing Diary Appointments with Microsoft Outlook. (ACQDESK-470)

Version 17.0.0.210

Enhancements

• A Tenancy Export option has been added to the Tenancy List, accessed via the Menu button and clicking Reports. (ACQDESK-476)

• Changes to support new Daft enquiry email format. (ACQDESK-480,496)

• A new merge field of Property Council Tax Rate has been added for NI. (ACQDESK-491)

• Rent Due is auto adjusted when Tenancy Ends Early (End Date is back-dated) - (ACQDESK-494)

• Sales Property Pipeline report now displays the name of Sales Progressor (not the user who added the offer) - (ACQDESK-488)

For Property Button

• Landlord Switch 'Do you want to have a Direct debit option and text and bank details options are removed from the Billing Address tab. (ACQDESK-490)

• The Send Utility Switch To Property Button screen now displays an option to select the Gas Meter Type. (ACQDESK-495)

• For Ireland, Currans has been added as a Village in Co. Kerry. (ACQDESK-475)

• The right-click option on Correspondence to add a 'Standard Document' now allows .CSV in the filter list. (ACQDESK-492)

• The Home Page reminders for Pending Signable Documents and Returned Signable Documents now filters on the Branch selected. This looks at the Branch assigned to the main Contact of the Signable Document. (ACQDESK-493)

• Matching can now re-include Applicants when there is a price change that have previously said 'Not Interested' . (ACQDESK-458)

Fixes

• The Correspondence screen did not handle Line Breaks / Carriage returns properly if a Note did not have a Subject. (ACQDESK-474)

• MS Word icons were not showing correctly on the Correspondence for some customers. (ACQDESK-478)

• Guarantor Merge Fields did not work correctly if there were no Offer or Tenancy Merge Fields in the document. (ACQDESK-481)

• Resolves an issue with HMRC ROPL export reporting a message "The cell or chart you're trying to change is on a protected sheet." (ACQDESK-482)

• Filtering now works for Certificates just linked to Contacts. (ACQDESK-473).

• Resolves an issue with Appointments not Syncing with Outlook since the last update. (ACQDESK-470)

• Home Page Pie chart totals no longer includes Cancelled Tenancies. (ACQDESK-487)

Version 17.0.0.228

Enhancements

• Sales Progressor (a User) now displays an when sending an email from the Property. (ACQDESK-503)

• 'Inspection Due' Home Page reminders are now linked to the Assigned User of the Property. (ACQDESK-501)

• Added a new System Configuration to hide the User’s last name when attaching the .ics file in the appointment confirmation email. (ACQDESK-500)

• Certificate List now includes postcode within the Property Address. (ACQDESK- 512)

• Certificate List can now be filtered via Property Postcode. (ACQDESK-513)

• Updated the Payment Run screen to populate a drop down list of Payment Export file formats. (ACQDESK-502)

• Added a Merge Fields for TenancyID (ACQDESK-517)

• When Emailing Tasks to users we now use the Full address including Property Name instead of Display Address. (ACQDESK-518)

• Home Page reminders for 'Properties with unknown / expired tax rate' are now Branch Specific. (ACQDESK-447)

• Tenancy List now filters on Tenancy Site ID rather than the Property Site ID. (ACQDESK-489)

• Weekly Reoccurring Appointments now generate up to 12 months of Appointments rather than 3 months. (ACQDESK-521)

Ireland Only:

• Created a new default Certificate called “RTB Registration”. (ACQDESK-519)

  • Must be Linked to a Property.

  • Has a 12 month duration by default.

  • Home Page Reminders for Expiring, Expired, Required Certificates.

  • Only works for Residential Properties.

  • New Merge Fields created “TenancyRTBRegistrationReference” (Letter, SMS and Email)

  • New Merge Fields created “TenancyRTBRegistrationExpiryDate” (Letter, SMS and Email)

  • RTB details are shown within the system info of the tenancy screen. (Reference and Expiry)

• Irish NLWT export (ACQDESK-507):

  • Now only includes Rent Received credits for the Landlord.

  • Has been updated version to use “21.3.0”.

  • Removed the currency symbol and ensured it only uses two decimal places.

Fixes

• A warning message that was incorrectly appearing on Windows 7 PCs due to firewall blocking API access. (ACQDESK-499)

• Green-Acre Portal enquiry email is now importing after update. (ACQDESK-504)

• Resolved an issue with Property Button Integration, performing a check out now uses correct billing address. (ACQDESK-505)

• Resolved an issue with Account statements where tax breakdowns where appearing outside the date range selected. (ACQDESK-510)

• Solved a problem where transactions were being duplicated from the check out screens when making a ‘deduction to pay landlord’ and using a product that had “Transfer When Paid” ‘Landlord’ selected. (ACQDESK-511)

• Changed the property address in account summary statements to use the wording “Consolidated Property Transactions” instead of using Brightlogic Address. (ACQDESK-516)

Version 17.0.0.234

Enhancements

• Key List now shows the contact type assigned to the signed out key. (ACQDESK-527)

Fixes

• Resolved an issue where the tenancy list report wasn’t working within the homepage reminders. (ACQDESK-523)

• Resolved a problem with “Pre-Tenancies Created” homepage reminder and the Tenancy List filter option. (ACQDESK-524)

• Fixed a bug where excluding a contact from a bulk email and then re-including them would keep them excluded. (ACQDESK-526)

Version 17.0.0.238

Enhancements

• When performing a Check Out and answering yes to the Property Price matching the current Rent amount the Max Deposit is also now updated. (ACQDESK-541)

• Tenancy Export additional columns added for up to six Landlords (Primary + 5 Links). (ACQDESK-538)

Fixes

• Fixed a 405 error when performing a Rightmove Reference. (ACQDESK-542)

• Fixed an issue with the “NRL without FICO/Tax Deduction” homepage reminder. (ACQDESK-543)

Version 17.0.0.250

Enhancements

• Added Banking File Type - Virgin Money for exporting payments. (ACQDESK-546)

• When producing “Property Bulletin All” Emails which are set to “All Properties” takes into consideration the “Match Properties Under Offer” System Configuration setting. If this is set to “Yes” include all Available and Under Offer properties.

• Removed 'Summary Upload' from Details #3 of a property - Properties that were set as ‘Summary Upload’ will now be uploaded in Full. (ACQDESK-529)

This function has been removed as it is no longer compliant with Trading Standards.

• Home Page Reminders for Certificates that “Require Electric” will now include properties that support any of the new 4 electric supply types. Mains Supply, Wind Turbine, Solar PV Panels, Private Supply. (ACQDESK-535)

• Services Tab on a property record - setup to help with Material Interest. You can now select the Service and Supply Type, Electric, Gas, Water, Telephone, Broadband, Sewage/Drainage and Others. (ACQDESK-534)

  • All should be set to Unknown.

• VAT Column Width has been increased. (ACQDESK-559)

• Display a new Home Page Reminder for properties where any service supply type is set to Unknown (ACQDESK-556)

  • Separate reminders for Sales and Lettings

  • UK Properties only

  • Include Statuses of Instructed, Available and Under Offer

• Updated Properties screen to give warnings if Material Interest info is missing (ACQDESK-536)

Fixes

• Fixed a problem where appointment end dates were ending a minute early. (ACQDESK-548)

• Fixed an issue with “Send Property Feedback”, it’s now updating against the contact record correctly. (ACQDESK-547)

• Fixed an Overseas tax issue which caused landlords in Ireland to go into a negative balance with a payment made to you. (ACQDESK-550)

• Fixed an issue when producing an Account Statement, it would add the name of the linked contact as the person who received the payment when adding a credit note or balance brought forward. (ACQDESK-549)

• Fixed an issue where Importing Contacts via Website Registrations wasn’t working in all circumstances. (ACQDESK-555)

• Fixed an issue with Deleted Contacts breaking the message list. (ACQDESK-560)

Version 17.0.0.254

Enhancements

• Updated the Deposit Amount field to match appropriately to the offer on the property. (ACQDESK-566)

• Sending an SMS message more than 1280 characters not allowed. Now displays an error. (ACQDESK-561)

Fixes

• Fixed an issue where payment runs were not able to be produced if balance was £0.00 (ACQDESK-565)

• Reminder for Material information prompt no longer appears if: (ACQDESK-564)

  • The Property is Commercial

  • If the Property Type is set to:

    • Land

    • Land Residential

    • Plot

    • Farmland

Version 17.0.0.266

Property Button Updates:

• When performing a Landlord Switch we store the readings within the check out reading fields (ACQDESK-604)

• When performing a Tenant Switch we store the readings in the check in reading fields. (ACQDESK-603)

• Update Checked Out process to now ask for meter reads if Sending to Property Button (ACQDESK-602)

• Update Check In process to ask for Property Button prompt first if you are a Property Button Contact. (ACQDESK-601)

• Support Cases List display has changed to now show on the Web App. (ACQDESK-577)

• Switches List display has been changed to be displayed on the Web App. (ACQDESK-576)

• From the Property Progression screen we have added a new “Utility Switch” button. (ACQDESK-575)

• Updated Landlord Switch process, Check outs to be sent to Property Button. (ACQDESK-574)

• Updated Tenant Switch process, Check ins to be sent to Property Button. (ACQDESK-573)

Enhancements

• Added New Merge Fields for Utility Suppliers for both Email and Word. (ACQDESK-608)

• Added another Central Heating option of “LPG Heating”, also will be sent to Portals. (ACQDESK-599)

• Added Rent Benefit to the Management Fees Forecast Report. (ACQDESK-609)

• When emailing you can now add invoices and payment run statements from the attach button. (ACQDESK-606)

Fixes

• When performing a Tenant Switch, set the Check In date to the Meter Reading Date (ACQDESK-600)

• EIRCODE’s that contains V95 will now set the town as Ennis (Ireland) (ACQDESK-607)

• Fixed an issue with Developments for customers with multiple branches not uploading correctly. (ACQDESK-598)

• Fixed an issue with Works orders being able to be Billed twice…you are no longer able to re-bill a works order without undoing the original bill first. (ACQDESK-610)

• Fixed a problem with the homepage reminder “Tenancy Deposits Due”, will now show correct amount. (ACQDESK-611)

Version 17.0.0.282

Enhancements

• Added Smallholding to the list of Property Types in Acquaint. (ACQDESK-614)

• Added Farm to the list of Property Types in Acquaint. (ACQDESK-614)

• Added Banking Exports options for Consolidated Payment Run. (ACQDESK-613)

• Implemented sending of Emails via Azure. (ACQDESK-622)

• Added Birr to appear as a town in County Tipperary as well as County Offaly. (ACQDESK-632)

• Subject lines for emails are now mandatory to help prevent email servers from classing them as spam. (ACQDESK-639)

• Signable integration now have a new option called “All at once” where documents are sent to all participants at once. (ACQDESK-630)

• Changed validation on email field due to issues in the utility switching portal. (ACQDESK-638)

• Task List by User now displays the completion date as well, only if the task is set to Completed. - (ACQDESK-620)

• When deleting a Bank Reconciliation it will now appear in the Event Log. (ACQDESK-650)

• Added a new System Configuration Option for Credit Safe “Multi Bureau” Option is defaulted to “No” (ACQDESK-652)

• Added a “Multi Bureau” option to Credit Safe AML Check form. (ACQDESK-652)

Fixes

• Account statements are now displaying ‘Received from Name' correctly. (ACQDESK-612)

• Fixed the Guarantor Merge Fields, wouldn't display correctly when used from a Landlord record. (ACQDESK-640)

• Fixed an issue with Office 365 Diary syncing. - You may need to re-authenticate your account via the pop-up or directly from their user record. (ACQDESK-646)

• Fixed Loqate integration after they updated their API. (ACQDESK-644)

• Can now pay a landlord if the balance on the account is £0.00+ and invoice fees separately is ticked on. (ACQDESK-645)

• Fixed a bug where Website Contacts were not being downloaded and imported into Acquaint correctly. (ACQDESK-649)

• Updated Emails + Signatures to support Base65 encoded images. (ACQDESK-641 + ACQDESK-642 + ACQDESK-643)

Version 17.0.0.286

Enhancements

• Extra Merge Fields have been added for Mortgage Brokers and Mortgage Providers (ACQDESK-653)

• Fixed a performance issue that was affecting some cloud hosted customers. This was caused by the new Email Engagement enhancement. (ACQDESK-658)

Fixes

• Setting Contractor Liability Insurance / Proof of ID Certificates inactive now removes existing Home Page Reminders. (ACQWB-657)

Version 17.0.0.304

Enhancements

• OnTheMarket Enquiry Emails now Important Contact’s Email Address (ACQDESK-662)

• Importing Email Registrations from Properstar (ACQDESK-711)

• Splink Integration (ACQDESK-656)

Fixes

• When unlinking a Credit from a Paid Fee, the Transfers Fees indicator should be reset (ACQDESK-648)

• If a Fee is Paid and a Statement produced, undoing the Statement should not reset the Transfer Fees indicator (ACQDESK-661)

• Change Irish Locality “Killmore” to “Kilmore” instead (under Dublin 5) (ACQDESK-664)

• Fixed a problem with Letterheads being applied to letters for Multiple Company setups. (ACQDESK-680)

• Deleting Newsletter items now reorder remaining email items. (ACQDESK-695)

• Deleting Emails Items now reorder remaining email items (ACQDESK-694)

• When re-sending Contractor Statements they now generate the correct attachment date stamps. (ACQDESK-684)

• If a property age category is set as “New” we allow the property to be uploaded to the web if the council tax amount is zero. (Only Northern Ireland Properties) (ACQDESK-708)

• When setting an Appointment as Cancelled any related “Viewing” History on the Contact’s Property Details Sent screen will be deleted (ACQDESK-685)

• Added a new “Marketing Click Throughs” total. This works from clicking on a Marketing Email / SMS URL. (ACQDESK-686)

• Duplicate smtp.azuremcomm.net emails settings should be deleted / not created in the first place (ACQDESK-688)

• Fixed a bug if a Linked Property is merged into another, we give a 'DBNull' error when producing Payment Run Statements to the Landlords. (ACQDESK-710)

• Merging a User Contact now updates the Properties Sales Progressor ID (ACQDESK-696)

Splink Integration (ACQDESK-656)

• Added Mergefields for Emails, SMS Texts and Letters for Payment Links. (ACQDESK-670)

  • PaymentLinkDueDate

  • PaymentLinkAmount - this will be the selected Transactions' debit Amount

  • PaymentLinkDescription - this will be the selected Transactions' Product Description

  • PaymentLinkURL

  • PaymentLinkTextURL

• When setting up a Pre-Tenancy ask if a Payment Link should be created and sent (only if you’re not receiving payments upfront). (ACQDESK-683)

• Updated Contacts Account screen to offer Payment Link functions (ACQDESK-675)

  • From the Contacts Accounts screen menu, we require options to

    • Generate a new Payment Link. This will select transactions and send an Email

    • Resend a Payment Link. This will resend an Email

    • Delete a Payment Link

  • These options should only appear if Payment Link functionality is switched on i.e. a Splink API Key exists

• Added the ability to select one or more unpaid transactions to be included on a Payment Link (ACQDESK-668)

• Created a new Payment Link List screen accessible from the Main Menu. (ACQDESK-706)

  • This will show the below fields:

    • Added date

    • Description

    • Amount

    • Status

    • Contact

    • Property

    • Added by User

  • Option to filter on:

    • Status

    • Date

    • Branch

  • Right click options to:

    • Resend (Payment Link Email)

    • Delete

• Implement new Home Page Reminders: (ACQDESK-707)

  • Unpaid Payment Links.

    • When clicked, will display the Payment Link List screen.

  • Recently Paid Payment Links.

    • When clicked, will display the Payment Link List screen.

    • Will also show a message asking if the Home Page Reminder can be removed.

Version 17.0.0.308

Enhancements

• If Landlords to pay show a negative amount is present, we now display a label with a disclaimer such as “Floats to retain are causing the negative amount”. (ACQDESK-701)

Fixes

• Rent Guarantee Payment screen would sometimes show incorrect bank account for fees we have corrected setting the Bank Account / Company and therefore now displays the correct account. (ACQDESK-713)

• Mergefields for Ireland [TenancyAmountinWords] reading incorrectly. (ACQDESK-718)

• Fixed the Applicant Record Window Title showing "Buying up to c0" (ACQDESK-720)

• Issues when creating a certain type of brochure would make Acquaint error due to word update. (ACQDESK-722)

• Account statement wasn’t displaying correctly if a transaction had statement notes and was in custom range date. (ACQDESK-721)