RentHQ has had the ability to created reports as either PDF files or CSV files for a long time.
With this latest release you now also have the option to save it as an Excel file in the xlsx format.
To use this new option, down the bottom right corner of the reports screen, choose Excel as the preferred file format prior to generating the report.
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In RentHQ you can add attachment files to tenants and properties and owners etc. Now with the latest update, you can get RentHQ to email those files to someone such as the tenant or owner they belong to. This is very similar to the way you email report files.
This could be useful for example if you attach a tenancy agreement to the tenant, and then want to send a copy to that tenant via email.
To send an attachment via email, you need to edit the attachment, and press the new Email button (the one that looks like an envelope). You then get to choose who to send it to. RentHQ tries to recommend the most likely recipient for you like the tenant or owner the file is attached it.
For people that use Dropbox or OneDrive for their file storage, you will need to wait until the file has been uploaded to your storage account before you can email it.
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The grid list, which lists things like the cashbook transactions or the list of properties or the list of tenants etc, has been updated.
You can now resize the columns by dragging the column separator in the column heading, and this width is remembered the next time you visit the same screen.
You can sort the data by clicking on the column heading – this is not new. However when you revisit the same screen again now, the chosen sort column and sort direction is remembered and reapplied.
RentHQ has a lot of reports, and you probably have your favorite few which you print regularly.
RentHQ now has a new feature which means you don’t need to manually generate those report any more – RentHQ will generate them for you and send them straight to your email inbox. You can choose which reports you want to see, and how often you want to see them, and RentHQ will do the rest.
This new feature is called Scheduled Reports, and is found under the Functions/Setup/Scheduled Reports menu option. You just have to create your schedule, add your reports, and wait.
You can watch a 2 minute video tutorial of this new feature here
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You may have created an income or expense group a while ago, used it a few times, and now you don’t want to use it again. However you cant delete a group which has been used.
Now you can choose to Close that group instead. Closed groups will no longer be visible in the cashbook for the creation of new transactions or when importing transactions. However it will still be available for search or reporting on old transactions.
To close a group, go to the Functions/Setup/Chart of Accounts menu option, edit the group in question, and choose the Close option.
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The android app has been enhanced with the use of ‘paging’ for grids.
This means when there is a table with a large number of rows, the app will only show a small number of rows, and you have next and previous buttons to move forwards or backwards between the rows. This makes the app faster as it does not need to show hundreds of rows on the screen at the same time.
You can also click the column headings to sort the data based on the column you have chosen.
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A collection of small enhancements have been recently released.
– When adding mileage log entries, you can now specify a business entity rather than a property to log the mileage against.
– On the inspection details screen, you can specify whether the inspection is a ‘Move In’, ‘Move Out’ or ‘Regular’ inspection. The default is a ‘Regular’ inspection. All existing inspections are marked as ‘Regular’.
– The inspection checklist report title will indicate if it is a ‘Move Out’ or ‘Move In’ inspection when required.
– The inspection checklist report now has room at the bottom for the tenants and managers signature.
Sometimes there are charges which need to be passed on to multiple tenants, however the share of the charge each tenant gets is not even. This is common with commercial properties where there are expenses which are split based on the floor area of each tenant.
This has been catered for with the new extra charge split on allocation feature. Each tenant is given an allocation amount on the tenant details screen. This could be their floor area or any other numerical value such as a percentage. Then when creating bulk extra charges, you get the option to split that charge across multiple tenants based on their share of the sum of the allocations.
A video tutorial has been created to help explain.
In RentHQ we have previously reported arrears as a single amount per tenant. However that can be a bit confusing, as tenants can have both rent arrears, and extra charges arrears. For example a tenant could be up to date with their rent payments, but be far behind in extra charges, or the other way around.
So now we report these as separate numbers.
– The Arrears portion of the dashboard screen now shows 3 numbers, being rent arrears, charges in arrears, and a combined total.
– The Rent Status report also now shows 3 numbers, being total, rent and charges due.
– The Rent Arrears report now only shows arrears from rent, and excludes extra charges.
– The Extra Charges Arrears report likewise only shows the extra charges due balance, and excludes rent.