Release Date: January 2017
New Features:
CFPwinMan Version 4.6.5.5 onwards now offers:
- Fee Improvements: The ability to add an unlimited number of additional fees against a Landlord or Property
- Fee Improvements: The ability to specify an end date against a Landlord or Property Additional Fees
- Fee Improvements: The ability to set up a fee schedule for Lettings or Management Fees
- The ability to split Contractor expenses
- The ability to customise the commission wording as shown on the Contractor payment remittance
- The ability to link contractor invoices to tenancy expenses on the Deposit Refund screen
- The ability to link a Landlord Invoice to a property
- Invoices that are credit noted between statements displayed on Landlord Statements
- Improvements to the separate invoice on Landlord Statements
- The ability to export most reports to Excel
- A new Projected Fees report which calculates a list of projected fees for the coming year
- New Security options around Reporting functionality
- Users are now prompted to remove the Property Available Date at Tenancy creation
- Brochures and Photolists are now printed or displayed via Adobe Reader
- An email brochure button available on the Property Screen
- The addition of merge codes in the Word Processor and Custom Report Generator to merge in the Enquiry Source from Landlord and Tenant
- The addition of merge codes in the Word Processor that will display various combinations of information relating to all Tenants in a Tenancy
- The addition of a merge code in the Word Processor to merge in the Property Manager
- Users are now able to merge an email or letter to Landlords and Tenants based on Property Status
- The Key Set Type shown on the Worksheets Organiser report
- Bank Reconciliation Screen has been increased in size
- History Log Default Visible Period
- A new Autobanking format for Yorkshire Business Online
- The ability to turn on or off match as you type filtering on winMan Locate screens
- Properties and Applicants can now be filtered by branch from within Match and Mail
- New messages added to indicate dimensions of Full Width Headers and Footers in Match and Mail
- Unlock button in User Defaults now only clears locks for users not logged in
- Service Charge users the ability to email or print a budget report and instalment plan at the point of producing invoices
- Service Charge users are now able to alter expense types and schedules for expenses that have been paid to contractors
- Service Charge users the ability to invoice in arrears for service charges without having to charge in arrears for the whole schedule
- Service Charge users the ability to run reports to list money owed by tenants and owed to contractors as of set dates
- Multi Office configurations using Alternate Branches can now use the Branch, Department & Fee Earner reporting
- Multi Office Stationery: Tenancy Statements, Contractor Statements and VAT Reports can now have branch specific stationery settings
- Multi Office Stationery: The Word Processor can be configured to merge company information and apply headers and footers relating to the branch of a record rather than the user’s main branch
- Multi Office Stationery: A warning is shown if Invoice Settings are different to Word Processor settings
- DocuSign: New Signature and Date merge code layouts are available and amended layouts
- DocuSign: There is the ability to add Checkboxes to documents
- DocuSign: There is the ability to add Notes fields to documents
- DocuSign: The ability has been added to specify the period before a reminder is sent to the recipient if they have not signed a document. There is also the facility to specify how frequently afterwards other reminders are sent
- Knowledge Centre: Offering 24-hour access to How To Questions, User Guides, FAQ's and ability to Submit a query online from within the software
- Property File: an online and mobile platform designed to keep your landlords and tenants informed and updated
Please click on the below link to access the Release Notes: