What's new in P10 (Release 2025.2.10.9321)

New Features

  1. Clicking Notify Investors on a previously performed Distribution will save the information on the Distribution window, including information on the Cover sub tab of the window.[24361]
  2. Investors and Investor Contacts have VAT code of T9 for Service Charge Schedules.[24360]
  3. You are able to enter invoice details even if "Their Ref" field is blank, when the ‘Their Ref Compulsory for Purchase Invoices’ setting is activated under Admin > General > Invoices tab.[24348]
  4. The General settings tabs are now arranged alphabetically. [24383]
  5. The permission "Create/Edit transactions before the account closure date" has been added, which will affect transactions before account closure date even if config "Allow transactions before account closure date after getting confirmation from the user" is set.[24384]
  6. VAT Code column appears before Net column in both Sales Invoice and Sales Credit Notes.[24499]
  7. Trial balance excel file includes date and company name in file name.[24698]
  8. When selecting a Landlord for a Partnership, the contacts list now defaults to Landlords [24912]
  9. Company Names are now restricted to 150 characters.
  10. Contact's Phone and Mobile numbers are now restricted to 50 characters.[24944]
  11. Only one tenant can have the 'responsible for payment' tickbox ticked.[24997]
  12. The Sort Code, Account Number, Account Name, IBAN Code and Swift Code on a Bank account are encrypted when the Admin > General Settings > General tab "Encrypt Bank Details on both Companies and Investors" option is ticked.[24978]
  13. Able to search for the bank account details by Company, by Investors or Company & Investors.[24978]
  14. A new column called Last Passing Rent has been added in front of the Passing Rent column to the Property Schedule Report.[24972]
  15. The service charge budget details report shows the unit distribution relevant to the budget ie if the current date is within the budget period, it takes the unit distribution percentages as of the current date, if the budget is in the past it takes the unit distribution percentages as of the budget end date and if the budget is in the future it takes the unit distribution percentages as of the budget start date.[25051]
  16. Double click on the Property Name in either Invoice or Payments lists will open the Property Details window.[25052]
  17. Show activity across companies for Default Nominal Account.[24979]
  18. When the "Use a different document template for invoices posted straight to VAT" option IS ticked, under Admin > General Settings > Invoice Documents tab, the Documents menu on the invoice details window will be enabled on Purchase Invoices from managing agents, to allow the user to view the managing invoice document generated by the system..[24377]
  19. A new way to run some Company Accounting Reports (Year End Reports) has been added. Click here for details. [24698]
  20. The Distribution Nominal Report and Distribution Report Summary, are now generated even if there are no funds. [23095]
  21. You can now configure which Document Types are displayed on the Investor Portal. Click here for a guide. [22115]
  22. Changes have been made to ensure that duplicate emails are not sent from the email queue when two users are approving emails in the queue. [24966]
  23. A new Arrears Control function has been added. It includes the ability to Chase and Not Chase debtors (Tenants etc) as well as individual invoices. Reminder emails can also be queued from here as well. The feature is accessed from a new Arrears Control button on the left of the main LogiPro window. A manual will be created and linked to in this article.Click here for a guide. [24640]

     

Defects Fixed

  1. Items on Distribution are not reincluded in the Distribution when any Nominal Changes are made under the Invoices tab.[24301]
  2. Updating a Payment Nominal from either a payment or an invoice, will automatically update the Nominal shown in the Distribution window.[24302]
  3. Updating a credit note nominal or unlinking a credit note, does not change the values to negative in the Credit Note window, figures remain positive.[24302]
  4. A Partnership can not be deleted, if there are current leases present for the Partnership.[24352]
  5. A user can enter a tab character in a textbox without causing an error to display under the history tab.[24398]
  6. Changing an existing fixed rent lease to a stepped rent lease does not regenerate any of the todos that were already run when the lease was a fixed rent lease.[23597]
  7. Contact is empty when doing Import Payments for bank payments In or Out.[24314]
  8. When adding a new Quarterly Schedule, it is saved correct and no Error messages are displayed.[24447]
  9. Unreconciled amount do not include cancelled cheques in the calculations on the bank accounts.[24598]
  10. The Bank Account box in the Payment Details window has been extended.[24523]
  11. When specified in Tenant / Landlord SC settings then reconciliation and supplementary invoices are posted straight to VAT.[24675]
  12. Management invoices generate even if default managing percentage is set to zero in the configuration.[24712]
  13. The error that occurred when opening the Profit and Loss window from a Company window has been resolved [24757]
  14. No VAT is being charged for additional items on any T9 unit.[24770]
  15. Current rent is zero on a stepped lease where all steps are in the future [24842]
  16. Import of payments should validate that the bank account belongs to the Company.[24407]
  17. When making payments, the property and unit are only updated when contact is changed or when a new line is added.[24673]
  18. No longer getting a constraint error when redoing a multi line invoice with a T9 or T0 vat code.[24842]
  19. Periods are saved correctly even when there is zero percent on multiple distribution periods.[24900]
  20. NO exception is thrown when a bank account has no balance and it is selected in the Distribution Details window.[24919]
  21. The user is now able to close a bank account even if there are non-invoice related todos associated with the bank account.[24967]
  22. Payment date on VAT Invoice is showing the correct date.[25032]
  23. The system will generate one invoice for the balancing charge, a positive line for the schedule that has a positive balance and a negative line for the other schedule that has a negative balance.[24663]
  24. Attachments created from templates now have the relevant Investor displayed in the History tab's InvestorName column.
  25. When closing a Bank Account only entities that have NOT been sold will be affected. [24598]
  26. If you close Client Account that is used in To-dos/Invoices for a Property that has been removed, those will then be attached to the new Client Account that you choose. [24598]
  27. The error when making payments that was caused by changes made to encryption of some details on the database has been corrected [25227]
  28. The error resulting from opening the Bacs Batch Export window and then creating a new queued Payment Out has been fixed [25227]
  29. There is no longer an error when importing bank statements regardless of the Bank Account encryption settings [25234]
  30. When saving the exports of Companies, Properties & Units, Contacts, Bank Accounts, Ref Codes, they are placed in C:\Users\<User Name>\AppData\Local\Temp\DSM.BusinessLogic\<random number>. This ensures that the user can access them and/or save them somewhere else. [22574]
     

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