What's New in LogiPro Release 2022.8.11.8392

New Features

  1. Distribution Summary Totals in the Distribution Details window are now  automatically updated when any of the the transactions in the grids are edited or redone. (22107)
  2. Company  Tenancy Schedule - for leases that are either in the future or are currently in Rent Free Period, the future rent details are now displayed in the Rent steps column. (22109)
  3. A new Notes field has been added to the Bank Details tab of the Investor window. (22110)
  4. A new Bank Change Log tab has been added to the Investor window. This log displays what change was made (bank details added, edited or deleted), when and by whom the change was done. (22110)
  5. A new configuration setting has been added to allow Transactions to be made before the Account Closure date.
    NOTE: for import bank statements - there's no way to allow transactions after the accounts are locked - even if the config is set. If this functionality is required please raise a new feature request. (20301)
  6. A new Default Year-end Month field has been added to the General Settings>Company tab. This field is used to select a month that will be used as the default Year-end month for all Companies/Partnerships. (22102)
  7. A warning is now displayed when manually entering a Invoice/Payment/Journal with a date that is after the end of the current year. (22102)
  8. A new "Show Invoice Date in Invoice List in Overdue Reminder" configuration checkbox has been added to General Settings>Invoice Documents tab. This setting controls whether the Invoice Date column should be displayed in Overdue Reminders. (22299)
  9. It is now possible to change the 'Their Ref' information on a Purchase Invoice once it has already been put on the system. Note: This is not possible for Sales Invoices. (22366)
  10. A new managingAgentOnInvoice merge field has been added to the Arrears Reminder Templates. This merge field will display the Managing Agent of the Invoices that are included in the Arrears Reminder if they are all the same. If the Invoices do not all have the same Managing Agent this merge field will be empty. (22553)
  11. A new UnitsInInvoice merge field has been added to the Email Cover Note for the Invoice documents. This merge field displays the Unit(s) name(s).  (21832)
  12. A new admin setting has been added to General Settings>Invoice Documents tab to show the Unit column in Invoice list on the Overdue Reminder Letters. When this setting is selected, and the user has added a new column to the template, Unit column will be displayed. (21976)
  13. It is now possible to save a Distribution as a draft to be continued at a later time. (22125)
  14. Distributions now have Distribution Numbers to help identify them. (22143)
  15. There is a new Reverse Write Off button for Invoices. This enables the user to reverse the write off of Invoices. (20361)
  16. There  is a new Trust Registration Number field in the Accounting tab of the Partnership details window. (22367)
  17. A new admin setting has been added to disable the option to write off Purchase Invoices. (22365)
  18. A new admin setting has been added to General Settings>Investor Distribution tab to hide the Share Capital column in Investor Details>Partnership tab. (22148)
  19. Investor Details>Companies/Partnerships tab has been renamed to Partnerships. Within Partnerships tab, Company Type column has been removed. (22148)
  20.  All Date fields now automatically place slashes between the day, month and year without the user needing to type them in. (22141)
  21. The column width in the Tenancy Schedule have been made wider so that all info are displayed without having to manually adjust the column width.  (22364)
  22.  The column width in the Investor Details Report are now auto resized so that all info are displayed without having to manually adjust the column width. (22128)
  23. A new Approve All menu option has been added to the Email Queue window. Selecting Approve All marks all listed/filtered emails as approved. (22104)
  24. A new Sale Notes field has been added to the Sales tab of the Property window. (22124)
  25. In the Investor Details>Tax tab and in the Investor Details Report, the Tax Ref field/column has been removed. (22126)


Defects Fixed

  1. An issue where NonUKResidentLandlordPIN column was listed twice with different information in the Investor Details Report has now been fixed. (22128)
  2. A typo has been fixed on the Investor Details window and the Investor Details report for NoneUKResidentLandlordPIN field. (22145)
  3. It is no longer possible to Reconcile a Bank Account where there is a previously saved (but un-reconciled) reconciliation. (22610)
  4. A defect that caused the Bank Account Balance in the Profit & Loss Report to double in a specific situation and Misc Bank Accounts to not be listed has now been fixed. (22629)
  5. A defect that caused a Tenant with an Active Tenancy with more than one email address to be displayed twice in the Tenancy search has now been fixed. (22587)
  6.  A defect that affected the formatting of PDF documents when a specific font was used has now been fixed. (22134)