Client Accounting December Updates

Month Wrap-UpDec 1, 2025
Client Accounting December Updates

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.

More updates