Upgrade notes Version 2021.1

This Alto release went live on 21st January.

This article includes: 

Feature Improvements

Add a reason for viewing cancellations

You can now add up to 250 characters of Notes to a viewing when it has been cancelled.

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The Notes for the cancellation field is optional and it will also show in the following locations:

  • Property Timeline

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  • Contact Timeline

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  • Viewing Card - Internal notes

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  • Existing viewing reports

Update to your GDPR reports

We have updated your customers’ Data Portability Request and Subject Access Request reports. They now include any feedback that your customer submitted via PropertyFile.

Text shown in the Applicant(s) Feedback (portal) field will now be included in your customers’ data requests.

Removal of window card finishes

The following finishes have been removed from corresponding window card templates, in line with what is currently offered by Ravensworth:

Template Code and Description Finish removed
WC13 - A2 Landscape Window Card 250 Matt Lam, 250 Gloss Lam, Intran
WC28 (WC27) - A2 Portrait Window Card 250 Matt Lam, 250 Gloss Lam, Intran
WC29 (Both Portrait & Landscape Options) 250 Matt Lam, 250 Gloss Lam, Intran

In addition, finish LF23 has been removed from all window card templates.

Property Management Feature Improvements

Rents and other payments arising from land - statutory return (ROPL-01)

If you receive a notice from HMRC requesting a ‘Rents and other payments arising from land statutory return’, you need to create the corresponding Alto report in Reporting> Property Management Financials>Schedule 23

Statutory guidance and the return template can be found here

New report columns

The Alto report has been updated to include additional columns as required in the current HMRC template. If the data is stored on the landlord record in Alto, the new columns will be populated as detailed in the table below. If no data is available, the field will be left blank.

Column Alto field
Payee National Insurance number Not stored in Alto
Payee unique tax payer reference (utr) Not stored in Alto
Payee vat registration number VAT registration number
Payee Bank Sort Code Bank details sort code*
Payee Bank Account Number Bank details account number*
Payee email address Email address
Payee telephone number Home (or mobile) telephone number
Freeformat code 1 Additional info as requested by HMRC
Freeformat code 2 Additional info as requested by HMRC
Freeformat code 3 Additional info as requested by HMRC

*Payee Bank Sort Code and Account Number

Alto will include details of the bank account specified on the property payment group.

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Where there is no bank account specified on the property payment group, details of the landlord’s default bank account will be included. 

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Landlords and properties included in the report

Previously the report included landlords and properties where income had been receipted in the report period. The report has been updated to include landlords and properties with a tenancy with an active term in the report period regardless of tenancy status and income.

Full details of Schedule 23 Finance Act 2011 can be found here.

Property Management Issues Resolved

Supplier Remittance document

When paying a supplier from the Property Management Dashboard, if Include Part Payments was ticked, supplier payment transactions for £0 were generated and the remittance document showed transactions where there were no funds available with £0 in the amount, vat and gross columns. This issue has now been resolved.

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