Upgrade notes Version 2021.12

This Alto release went live on 23rd June 2021.

This article includes:

Property Management Feature Improvements

Landlord Statement Documents

To help you request a payment from a landlord, we have added the option to show a negative balance on a statement as an amount due.  You may find this useful when a property is let only, or no longer managed. 

To use this feature:

  1. Tick Show Negative Balance as due in Configure Payment Group on the landlord contact record

When Show Negative Balance as due is selected and the statement has a negative balance, it will show a positive amount due. Here's how that looks:

When Show Negative Balance as due is not selected and the statement has a negative balance, as  previously, the statement summary will show a negative balance carried forward. Here’s a reminder of
how that looks:

Reporting>Property Management Financials>Fee Export (Cash)

If the Accounting Method was Cash and the Account ID or Customer Name field in the accounts export profile was left blank, the contact name was output to the CSV file as ' 0 0 0 & 0 1 System' instead of the landlord contact name. This issue applied to ad-hoc property fees only and not management commissions.  This issue has now been resolved.

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