release notes propco enterprise r19...2 scope this document contains the release notes for the...

Release Notes

PROPCO ENTERPRISE R19 THE RESIDENTIAL LETTINGS, PROPERTY MANAGEMENT AND ACCOUNTS SOLUTION

DOCUMENT STATUS: RELEASE VERSION 1.0DATE OF ISSUE: 11TH DEC 2017

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Scope

This document contains the Release Notes for the latest version R19 of your PropCoTM Enterprise system.

Issues listed in the schedule are referenced by their tracking number. Where these issues arise from a client request, details of the originating ticket are given.

Details of the Release changes are given below.

These Release Notes comprise an addition to your PropCoTM Enterprise Manual.

© Technology Blueprint Limited 2017The Atrium | 21/23 Clemens Street | Leamington Spa | CV31 2DW

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Release 19 OverviewIn this update we are introducing a large number of improvements to PropCo system including bug fixes, enhancements to current functionalities and introduction of new features.

We have detailed 36 key changes in these release notes and grouped them by the area they relate to in alphabetical order in the table below. The actual number of individual entries in the index may be less as some of them describe more than one change.


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FUNCTIONALITY # OF IMPROVEMENTSAccess Rights 2Applicant Matching 1Change History 1Critical Safety List 1Deposit Returns 2Diary 1DMS 1Emails 1

111

Landlord Record 2Logout 1Mail Merge 1Maintenance Quotes 1Notes 1Property Record 4Propose / Confirm 1Safety Inspections 1Tenant Record 1UI 2Unallocated Transfers 1User Administration 2Viewings 1

4Total 36

EPCsFastStartKPIs

Workflows

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Release 19 Overview Graph:


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Table of ContentsScope .................................................................................................................................................................................. 2 Release 19 Overview ................................................................................................................................................... 3 PEV-800 – UI: Homepage & Toolbar Icon Update – Functionality– RT# ......................................... 7 PEV-123 – UI: Nominal Code List & Editor layout refined – Functionality – RT# ........................ 7 PEV-232 – PROPOSE/CONFIRM: New option ‘TICK_PRINT_CHECKBOX_ON_PROPOSECONFIRM’ introduced to control the default state for`Print invoices & Print Agreement upon finish’ checkboxes – Functionality– RT# ............... 9 PEV-231 – FAST START: Landlord name will now get populated in the FICO field when adding a new property – Functionality – RT# ............................................................................................ 9 PEV-114 – PROPERTY RECORD: Scroll bars added to Maintenance and Notes tables to improve visibility – Functionality – RT# .................................................................................................... 10 PEV-106 – LANDLORD RECORD: New Field `Associated Office` added under Address Details - controlled by access right ‘Can Change Property Office’– Functionality – RT# ........................ 11 PEV-103 – USER ADMINISTRATION: New field ‘Marketing Name’ added to Office/Branch Details – Functionality – RT# ......................................................................................................................... 11 PEV-100 – USER ADMINISTRATION: Search facility added to Office Definition to enable searching for an Office using Name & Office Code – Functionality – RT# .................................... 13 PEV-97 – APPLICANT MATCHING: User is now able to email a brochure to the applicant if they have already viewed the property – Functionality – RT# .......................................................... 13 PEV-93 – PROPERTY RECORD: Property Home screen now shows the Tenancy Agreement number under Tenant Details – Functionality – RT# ........................................................................... 14 PEV-91 – NOTES: Emails recorded under Notes now display the subject header – Functionality – RT# ............................................................................................................................................. 15 PEV-90 – DIARY: The “Info bar” on the right-hand side of the Diary screen now shows the tenant’s email address – Functionality – RT# ......................................................................................... 16 PEV-87 – EMAIL BRANDING: New feature added to configure Email signatures at the Office/Branch Level – Functionality – RT# ................................................................................................ 17 PEV-84 – CHANGE HISTORY: Changes history on records to now display in chronological order – Functionality – RT# ............................................................................................................................ 18 PEV-82 – CRITICAL SAFETY LIST: New inspection type 'Chimney Sweep' added to the Critical Safety List – works in conjunction with 'Does the property have solid fuel' option under Property Checks – NEW FEATURE – RT# .................................................................................... 18 PEV-122 – TENANT RECORD: System now prevents the user from adding a duplicate BACS ID – Functionality – RT# .................................................................................................................................. 19 PEV-77 – PROPERTY RECORD: New System option ‘SMALL_DESCR_THRESHOLD_LIMIT’ introduced for issuing a warning and limiting the word count for the Short Description field – Functionality – RT# ......................................................................................................................................... 20 PEV-76 – SAFETY INSPECTIONS: System now asks for the EPC Rating when uploading an EPC via Property Photos and Safety Inspections – NEW FEATURE – RT# ................................... 21 © Technology Blueprint Limited 2017

The Atrium | 21/23 Clemens Street | Leamington Spa | CV31 2DWVersion Number 0412

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PEV-73 – WORKFLOW: New field added to Workflow Action Details where action type is ‘DynamicReportEmail’, for defining the Output File Name – Functionality – RT# .................. 22 PEV-72 – WORKFLOW: New tick added to Workflow Template to automatically set the default due date when the workflow is triggered – Functionality – RT# ..................................... 23 PEV-441 – PROPERTY RECORD: Property Address Fields `TDS Building` & `TDS Street` and renamed to `Building` and `Street` respectively to avoid confusion that these relate to TDS – Functionality – RT# ............................................................................................................................................. 24 PEV-445 – WORKFLOWS: Workflow ‘Info bar’ will now show the Current landlord details associated with the property for Fixflo type Workflow – Functionality – RT# ........................... 25 PEV-118 – ACCESS RIGHTS: `CAN CHANGE PROPERTY OFFICE` will now also apply to the Office field on the Market Appraisal Form – Functionality – RT# .................................................... 25 PEV-290 – DEPOSIT RETURNS: Fixed an unusual problem with allocating part of the deposit to pay a fee during Deposit Statement process. – Functionality – RT# ......................................... 26 PEV-287 – VIEWINGS: The View button under Property/Person Association screen can be used to view the Applicant record – Functionality – RT# .................................................................. 27 PEV-307 – DOCUMENT MANAGEMENT: Fixed a cosmetic visibility problem with the Comment box on smaller screens – Functionality – RT# .................................................................... 27 PEV-302 – WORKFLOWS: The ‘ExecuteReportEmailDirect’ action now works for Scheduled workflows – Functionality – RT# ................................................................................................................. 28 PEV-303 – MAINTENANCE QUOTES: Word-wrap implemented for the Full Narrative field under Raise Quote screen – Functionality – RT# .................................................................................... 28 PEV-301 – MAIL MERGE: Fixed a problem where a letter has the recipient as ‘Tenant’ and has merge fields for both tenant and landlord will now be audited only against the tenant – Functionality – RT# ............................................................................................................................................. 29 PEV-282 – DEPOSIT RETURNS: Fixed an uncommon problem with paying fees via Deposit Return due to penny rounding – Functionality – RT# ........................................................................ 29 PEV-116 – LOGOUT: Fixed a problem which let the user log out even if they clicked Cancel/No – Functionality – RT# ................................................................................................................... 30 PEV-123 – Unallocated Transfers: Remedied an error which comes up while performing batch Unallocated Transfers stating that the amount required exceeds the amount available to transfer despite the amounts actually matching – Functionality – RT# .................................. 30 PEV-466 – KPIs: Daily Update and other Accounts processes can now be run while the KPI Checker is running in the background – Functionality – RT# ........................................................... 31 PEV-81 – ACCESS RIGHTS – Optional - Once data has been entered in the Deposit Scheme No and Deposit Scheme fields and record saved the fields are greyed out and can only be amended by someone with a new access right "Amend Deposit Scheme" – Functionality – RT# ............................................................................................................................................................................ 32 PEV-281 – FEES – Optional - Date filters introduced under Fees & Disbursement screen controlled by new system option 'FEES_DISBURSEMENT_DATA_BYMONTHS' – Functionality – RT# ......................................................................................................................................................................... 33 PEV-83 – EPCS - EPC Exemption recording – Functionality – RT# ................................................. 34 © Technology Blueprint Limited 2017

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PEV- 800 – UI: Homepage & Toolbar Icon Update – Functionality– RT#

# Change Summary: Homepage & Toolbar Icon Update

# Nature of Change: User Interface

# Where: Homepage

# Earlier: N/A

# Now: We have refreshed the icons on the homepage.

NB: The order of icons has not changed.

We hope you like the new icons but if you don't, or wish to roll back to the previous icons for any reason, please contact the support desk.

PEV-123 – UI: Nominal Code List & Editor layout refined – Functionality – RT#

# Change Summary: Nominal Code List & Editor layout refined

# Nature of Change: User Interface

#Where: Go to Tools > Data Set up > Accounting > Nominal Codes

#Earlier: N/A

#Now on:


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https://jira.techblue.co.uk/browse/PEV-123


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List: All the columns are now visible by default.

Editor:

Fields that were no longer in use have been removed.

Control Heading field can now be typed into which makes it possible for the user to create new headings.

Two new fields introduced: 'Report Heading' & 'Wear and Tear'

Their use is optional and only relevant if reports are configured to consider them. Contact Support for further details.


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PEV-232 – PROPOSE/CONFIRM: New option ‘TICK_PRINT_CHECKBOX_ON_PROPOSECONFIRM’ introduced to control the default state for`Print invoices & Print Agreement upon finish’ checkboxes – Functionality– RT#

# Change Summary: New option ‘TICK_PRINT_CHECKBOX_ON_PROPOSECONFIRM’ introduced to control the default state for`Print invoices & Print Agreement upon finish’ checkboxes

# Nature of Change: Functionality

# Where: Selecting/un-selecting the Print Invoice OR Print Agreement tick boxes on Agreement Screen while reviewing a tenancy agreement.

# Earlier: These boxes were always ticked by default even if not used by everyone.

# Now: With new PropCo OPTION TICK_PRINT_CHECKBOX_ON_PROPOSECONFIRM user can set the default value as per the requirement, I.e to be selected by default or vice cersa.

PEV-231 – FAST START: Landlord name will now get populated in the FICO field when adding a new property – Functionality – RT#

# Change Summary: Landlord name will now get populated in the FICO field when adding a new property


#Where: Filling up FICO details for newly added landlord when its associated property is under process of creation in PropCo via FAST START

#Earlier: Landlord name had to be typed in manually while adding a FICO / CNR tax record.

# Now: The name will be auto populated.


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PEV-114 – PROPERTY RECORD: Scroll bars added to Maintenance and Notes tables to improve visibility – Functionality – RT#

# Change Summary: Scroll bars added to Maintenance and Notes tables to improve visibility


#Where: Go to Property > Maintenance screen where there are lots of Works orders and invoices

#Earlier: The Notes table at the bottom of the screen wasn't always visible if the Maintenance table had a large number of entries

#Now on: Scroll bars appear next to Maintenance & Notes section


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PEV-106 – LANDLORD RECORD: New Field `Associated Office` added under Address Details - controlled by access right ‘Can Change Property Office’– Functionality – RT#

# Change Summary: New Field `Associated Office` added under Address Details - controlled by access right ‘Can Change Property Office’

Screenshot:


#Where: Open the Landlord record via the MA Form and specify an Office.

#Earlier: There was no facility on the Landlord record to check, which office the landlord belongs to, except going through Market Appraisal Form

#Now on: A new field has been added to display the Office name under the Address Details screen. Editing of this field is controlled by the access right “Can Change Property Office”.

PEV-1 03 – USER ADMINISTRATION: New field ‘Marketing Name’ added to Office/Branch Details – Functionality – RT#

# Change Summary: New field ‘Marketing Name’ added to Office/Branch Details

Screenshot:


#Where: Tools > User/Branch Management > Office Management > Add / Edit > Office Details

#Earlier: There was only one field to indicate the Office name which was used for administrative and marketing purposes which works for most agents


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but not agents who want a different name to display for marketing purposes.

#Now on: The Marketing Name can be be used to label an office differently. The use of this field is optional and requires the feeds, workflows etc to be modfied to make use of this change. In other words, it will not affect your existing set up.


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PEV-100 – USER ADMINISTRATION: Search facility added to Office Definition to enable searching for an Office using Name & Office Code – Functionality – RT#

# Change Summary: Search facility added to Office Definition to enable searching for an Office using Name & Office Code

Screenshot:


#Where: Go to Tools > User/ Branch Management > Office Definition

#Earlier: There was no way to search within the office list.

#Now on: A Search bar at the bottom of screen has been added to allow users in searching for an office.

PEV-97 – APPLICANT MATCHING: User is now able to email a brochure to the applicant if they have already viewed the property – Functionality – RT#

# Change Summary: User now has the option to email a brochure to the applicant again if they have already viewed the property


#Where: Applicant Matching > Select a property which the applicant has already had a brochure for > Click Email

#Earlier: If the user tried to resend the Property brochure to where a viewing is booked, the System did not allow the user to email a brochure

#Now on: If the user has checked the 'Ignore previous viewing' checkbox the System will let them proceed in emailing the brochure.


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PEV-93 – PROPERTY RECORD: Property Home screen now shows the Tenancy Agreement number under Tenant Details – Functionality – RT#

# Change Summary: Property Home screen now shows the Tenancy Agreement number under Tenant Details

Screenshot:


#Where: Property record > Home > Tenant Details

#Earlier: Not available

#Now on: Under Tenant Details of Property Home screen, user can see the Agreement ID


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PEV-91 – NOTES: Emails recorded under Notes now display the subject header – Functionality – RT#

# Change Summary: Emails recorded under Notes now display the subject header

Screenshot:


#Where: Property or “Recipient” record > Notes

#Earlier: User was only able to save email with EMAIL FROM and TO email ID only

#Now on: User is able to save email in notes with following fields in Header section:

• Email From

• Email To

• Email Subject


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PEV-90 – DIARY: The “Info bar” on the right-hand side of the Diary screen now shows the tenant’s email address – Functionality – RT#

# Change Summary: The “Info bar” on the right-hand side of the Diary screen now shows the tenant’s email address

Screenshot:


#Where: Diary > Click 'Show Info Bar' button under Diary Controls > 'Hover cursor over an appointment

#Earlier: Tenant Email address did not show on the Info bar

#Now on: Tenant’s email address will now be shown.


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PEV-87 – EMAIL BRANDING: New feature added to configure Email signatures at the Office/Branch Level – Functionality – RT#

# Change Summary: New feature added to configure Email signatures at the Office/Branch Level

Screenshot:


# Where: Tools > User / Branch Management > Select Office > Office/Branch Details

#Earlier: There was a single set of options for configuring a global email signature under System Options.

#Now on: Email signatures can be configured per Office, i.e. the users can have different set of email signatures by branch


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PEV-84 – CHANGE HISTORY: Changes history on records to now display in chronological order – Functionality – RT#

# Change Summary: Changes history on records to now display in chronological order

Screenshot:


#Where: Right click on a PropCo field where Change history is normally visible and click “Review Change History”

#Earlier: Order for showing Changes History results was not chronological

#Now on Changes History will not be displayed in date order with more recent first.

PEV-82 – CRITICAL SAFETY LIST: New inspection type 'Chimney Sweep' added to the Critical Safety List – works in conjunction with 'Does the property have solid fuel' option under Property Checks – NEW FEATURE – RT#

# Change Summary: New inspection type 'Chimney Sweep' added to the Critical Safety List – works in conjunction with 'Does the property have solid fuel' option under Property Checks


#Where: Critical Safety List > Type

#Earlier: Chimney Sweep as a drop down value/type wasn’t present in Critical Safety List. This can now be added if required. Contact Support if you would like to have this added.


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#Now on: Safety Inspection reminders/visits for a property can now be filtered for 'Chimney Sweep' category, where available.

On selecting option “Chimney Sweep”, records should match to the item “Does Property Have Solid Fuel” on the Sales – Property Details tab Property Checks section when this is ticked “Yes”.

PEV-122 – TENANT RECORD: System now prevents the user from adding a duplicate BACS ID – Functionality – RT#

# Change Summary: System now prevents the user from adding a duplicate BACS ID

Screenshot:


#Where: Tenqant record > Banking > BACS ID

#Earlier: There was no validation at user level, which restricts a user or warns them about the data filled in Tenant BACS ID is used on another records.

#Now on: The System will prompt the user about Duplicate BACS ID and prevents them to save or continue in entering the data with duplication.


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PEV-77 – PROPERTY RECORD: New System option ‘SMALL_DESCR_THRESHOLD_LIMIT’ introduced for issuing a warning and limiting the word count for the Short Description field – Functionality – RT#

# Change Summary: New System option ‘SMALL_DESCR_THRESHOLD_LIMIT’ introduced for issuing a warning and limiting the word count for the Short Description field

Screenshot:


#Where: Property → Sales → Description → Small Description

#Earlier: No check was in place which restricts and/ or prompts the user about a character limit specified by Rightmove & Zoopla

#Now on: Where the option ‘SMALL_DESCR_THRESHOLD_LIMIT’ is enabled, i.e. the Value is set to anything other than '0':

This option defines the character limit for the Short Description field.

The User will be shown a warning if the word count exceeds the limit for Rightmove & Zoopla which are as follows:

Zoopla – 200 characters


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Rightmove – 255 characters

PEV-76 – SAFETY INSPECTIONS: System now asks for the EPC Rating when uploading an EPC via Property Photos and Safety Inspections – NEW FEATURE – RT#

# Change Summary: System now asks for the EPC Rating when uploading an EPC via Property Photos and Safety Inspections

Screenshot:


#Where: Property record > Pictures > Add Photo > Check 'EPC'

Property record > Pictures > Add EPC

#Earlier: There was no prompt to enter the EPC rating while uploading a Photo or a safety certificate of type 'EPC


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PEV-73 – WORKFLOW: New field added to Workflow Action Details where action type is ‘DynamicReportEmail’, for defining the Output File Name – Functionality – RT#

# Change Summary: New field added to Workflow Action Details where action type is ‘DynamicReportEmail’, for defining the Output File Name

Screenshot:


#Where: Workflow with action type as `DynamicReportEmail`

#Earlier: Static name was given to file generated by Workflow

#Now on: With workflows using actio type as DynamicReportEmail allows the user to geenerate the output file with dynamic filename.


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PEV-72 – WORKFLOW: New tick added to Workflow Template to automatically set the default due date when the workflow is triggered – Functionality – RT#

# Change Summary: New tick added to Workflow Template to automatically set the default due date when the workflow is triggered

Screenshot:


#Where: Start new Workflow

#Earlier: The Start date for the workflow had to be confirmed by the user while starting the workflow

#Now on: Where the 'Default Duedate' option is ticked for the Workflow, the System will not prompt the user to pick a start date for the Workflow.


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PEV-441 – PROPERTY RECORD: Property Address Fields `TDS Building` & `TDS Street` and renamed to `Building` and `Street` respectively to avoid confusion that these relate to TDS – Functionality – RT#

# Change Summary: Property Address Fields `TDS Building` & `TDS Street` and renamed to `Building` and `Street` respectively to avoid confusion that these relate to TDS

Screenshot:

# Nature of Change: Cosmetic

#Where: Property Address > Building and Street fields

#Earlier: These 2 fields were displayed as `TDS Building` & `TDS Street`

#Now on: `TDS Building` have been renamed to `Building`

`TDS Street` have been renamed to `Street`


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PEV-445 – WORKFLOWS: Workflow ‘Info bar’ will now show the Current landlord details associated with the property for Fixflo type Workflow – Functionality – RT#

# Change Summary: Workflow ‘Info bar’ will now show the Current landlord details associated with the property for Fixflo type Workflow


#Where: Workflow Type is FixFlo > Workflow `Info Bar` on right hand side panel

#Earlier: Workflow `Info Bar` only use to show the previous landlord details

#Now on: Workflows with Type as `FixFlo` will show the current landlord's details in the Info bar.

PEV-118 – ACCESS RIGHTS: `CAN CHANGE PROPERTY OFFICE` will now also apply to the Office field on the Market Appraisal Form – Functionality – RT#

# Change Summary: `CAN CHANGE PROPERTY OFFICE` will now also apply to the Office field on the Market Appraisal Form


#Where: Market Appraisal Form > Landlord > Office

#Earlier: User(s) accessing Market Appraisal were able to change Assigned Office to a Property without any access restriction.

#Now on: Only user(s) with access `CAN CHANGE PROPERTY OFFICE` will be able to change Landlord's Office on Market Appraisal screen.


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PEV-290 – DEPOSIT RETURNS: Fixed an unusual problem with allocating part of the deposit to pay a fee during Deposit Statement process. – Functionality – RT#

# Change Summary: Fixed an unusual problem with allocating part of the deposit to pay a fee during Deposit Statement process.


# Where: Tenant > Deposit > Deposit Return Statement

# Earlier: While paying a fee using the Deposit, if the user closed the window, the system would add a fee with amount £0.00 and subsequently throw an exception when finishing the process.

On clicking ‘X‘ a fee with amount £0.00 was added which resulted in an error:

Error:

# Now on: The fee is no longer added if the user clicks the ‘X’ or cancels out and the process can be finished successfully.


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PEV-287 – VIEWINGS: The View button under Property/Person Association screen can be used to view the Applicant record – Functionality – RT#

# Change Summary: The View button under Property/Person Association screen can be used to view the Applicant record


# Where: View option under Task Information:

# Earlier: Nothing happened when user clicked on the View button

# Now on: Applicant record will open.

PEV-307 – DOCUMENT MANAGEMENT: Fixed a cosmetic visibility problem with the Comment box on smaller screens – Functionality – RT#

# Change Summary: Fixed a cosmetic visibility problem with the Comment box on certain screen size (1366 x 768)


#Where: Property record > DMS > Add Document

#Earlier: On screens with resolution of 1366 x768 px , if there's large number of tenancies and the user tries to upload a document the Comments / Notes section box wasn't always visible.

#Now on: Scroll bar have been added onto `Select Agreement` section to ensure Notes section is visible properly even if there are large number of


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tenancies

PEV-302 – WORKFLOWS: The ‘ExecuteReportEmailDirect’ action now works for Scheduled workflows – Functionality – RT#

# Change Summary: The ‘ExecuteReportEmailDirect’ action now works for Scheduled workflows


#Where: Workflows > Action type > `ExecuteReportEmailDirect`

#Earlier: User have to manually trigger the Qorkflow and send the report via email.

#Now on: Workflows configured with action as `ExecuteReportEmailDirect` will allow the reported selceted in this workflow to be emailed on scheduled timings.

PEV-303 – MAINTENANCE QUOTES: Word-wrap implemented for the Full Narrative field under Raise Quote screen – Functionality – RT#

# Change Summary: Word-wrap implemented for the Full Narrative field under Raise Quote screen


#Where: Quote > Full Narrative

#Earlier: There was no word-wrap implementation, and complete description was displayed a 1 long sentence.

#Now on: Word-wrap have been implemented that forces all text to be confined within defined margins


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PEV-301 – MAIL MERGE: Fixed a problem where a letter has the recipient as ‘Tenant’ and has merge fields for both tenant and landlord will now be audited only against the tenant – Functionality – RT#

# Change Summary: Fixed a problem where a letter has the recipient as ‘Tenant’ and has merge fields for both tenant and landlord will now be audited only against the tenant


#Where: Letter Audit

#Earlier: The System use to store the letter under Letter Audit tab of Tenant but saves the same under Landlord’s Letter Audit Tab too because there were merge fields present in the letter for the Landlord.

#Now on: The letter will now be saved only on the tenant, and property, if applicable

PEV-282 – DEPOSIT RETURNS: Fixed an uncommon problem with paying fees via Deposit Return due to penny rounding – Functionality – RT#

# Change Summary: Fixed an uncommon problem with paying fees via Deposit Return due to penny rounding


#Where: Deposit amount used for paying rent and fees with an amount including penny say, £20.83

#Earlier:f In rare cases, the System use to throw an error when the user tries to pay fees via Deposit Return where the amount was specified to the pence.

#Now on: This problem has now been fixed.


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PEV-116 – LOGOUT: Fixed a problem which let the user log out even if they clicked Cancel/No – Functionality – RT#

# Change Summary: Fixed a problem which allowed the user to log out even if they clicked Cancel/No


#Where: Click the Logout button or cross on the top right corner

#Earlier: In case of user tries to exit application and clicks No the system still logged the user out.

#Now on: The System does not log the user out.

PEV-123 – Unallocated Transfers: Remedied an error which comes up while performing batch Unallocated Transfers stating that the amount required exceeds the amount available to transfer despite the amounts actually matching – Functionality – RT#

# Change Summary: Remedied an error which comes up while performing batch unallocated transfers stating that the amount required exceeds the amount available to transfer despite the amounts actually matching


#Where: Unallocated Accounts Transfer > Select multiple amounts > Transfer

#Earlier: A warning would show saying the amount being transferred out exceeds the funds available despite the amount available

#Now on: The error no longer appears if the amounts are the same.


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PEV-466 – KPIs: Daily Update and other Accounts processes can now be run while the KPI Checker is running in the background – Functionality – RT#

# Change Summary: Daily Update and other Accounts processes can now be run while the KPI Checker is running in the background


#Where: Accounts > Periodic Tasks > KPI Data Check

#Earlier: Users are unable to run accounts processes which update PropCo because they are locked when the KPI checker is running. The user receives a PropCo prompt telling them this if the try and have have to wait for the KPIs to finish

#Now on: The error no longer appears and the KPI Check can be run simultaneously with other processes.


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PEV-81 – ACCESS RIGHTS – Optional - Once data has been entered in the Deposit Scheme No and Deposit Scheme fields and record saved the fields are greyed out and can only be amended by someone with a new access right "Amend Deposit Scheme" – Functionality – RT#

# Change Summary: Once data has been entered in the Deposit Scheme No and Deposit Scheme fields and record saved the fields are greyed out and can only be amended by someone with a new access right "Amend Deposit Scheme"


#Where: Property > Rent tab

#Earlier: Deposit Scheme No. and Deposit Scheme drop down remain editable after they are filled in and saved.

#Now on: This feature is turned off by default and can be switched on by setting the system option ENABLED_AMENDDEPOSITSCHEME_ACCESSRIGHT to '1'.

Once enabled, only the users with access right 'Amend Deposit Scheme' and 'Administrator' can edit the Deposit Scheme No. & Deposit Scheme fields once data has been entered and record saved.


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PEV-281 – FEES – Optional - Date filters introduced under Fees & Disbursement screen controlled by new system option 'FEES_DISBURSEMENT_DATA_BYMONTHS' – Functionality – RT#

# Change Summary: Optional - Date filters introduced under Fees & Disbursement screen controlled by new system option 'FEES_DISBURSEMENT_DATA_BYMONTHS'


#Where: Fees/Disbursement screen on Landlord, Tenant & Contractor Record

#Earlier: N/A

#Now on: A Date filter is available under 'Filter/Search' panel

By default this screen will only display data upto last 12 months old.

Click 'Load all' to load all historic data

Screenshot:

The option 'FEES_DISBURSEMENT_DATA_BYMONTHS' is set to '0' by default and sets the default date range to be last 12 months. Setting it to a numeric value sets the corresponding default date range. Setting it to 6 for example would set the default date range to be 6 months.

If option value is set to '-1', the date filter does not apply and will load everything by default.


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PEV-83 – EPCS - EPC Exemption recording – Functionality – RT#

# Change Summary: EPC Exemption recording


#Where: Property > Description > Notes for Branch Use Only

#Earlier: N/A

#Now on: Following fields are visible under 'Notes for Branch Use Only' panel

• Exempt from EPC Regs: Enables the following fields if ticked:

◦ Date Recorded

◦ EPC Exemption Expires

◦ Reason for Exemption

Screenshot:


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release notes propco enterprise r19...2 scope this document contains the release notes for the...

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