Version 1.12.3.6 has the following improvements:
* Added a new option menu to Expense Tracker which has the choices Tax Deductible, Not Deductible, and Depreciate. A list of Expenses to be Depreciated is now added to the end of a Tax Form Report.
* Several improvements to Work Order Tracker:
* Added a Permission to Enter option.
* Added Tenant Name and Phone Number to Vendor Notes.
* Added ability to add Notes Regarding Repairs to Work Order.
* Text of actual Work Orders removed from export and backup files making these files much smaller.
* When Importing Work Order Tracker data, Job Types are now added to the menu.
* Work Order Headers and Footers and Custom Header data are now exported and restored to the Work Order printing window.
* Improvements to the Tenant Tracker Report or Rent Roll window:
* if you click the Sort by Unit or Bldg option a Select Building button and field now appears.
* Improvements in Rent Roll including New Totals for all Due balances, all Late balances and all Overpaid balances.
* There are new buttons in the Rent Roll window so you can switch between List All, List Only Late, and List Due or Late reports.
* Fixed a problem generating a Tax Form Report when the Unit's Owner field does not contain a percentage.
* Updated Synapse gateway scripts for online payments.
* Other minor improvements.
Version 1.12.3.4 had the following improvements:
* Fixed problems with adding Owners to Units.
* Added Company Name and Address from header to the top of Emailed Receipts.
* Balance Due no longer added twice to RIT record.
* Balance Due now can be added for New Tenants.
* Partial Payments now correctly added to Rental Income Tracker Report.
* If the most recent Rental Income Tracker record is not fully paid, you will be asked if you want to create a partial payment or a new record when you click Post New Rent.
* Other minor improvements.
Version 1.12.3.3 had the following improvements:
* Changed Daily Briefing to Rent Roll on Welcome screen.
* There is now a Post New Rent button in Tenant Tracker that creates a Rental Income Tracker record for that Tenant. This does the same thing as the Create RIT button but is clearer and more readily available.
* Fixed a problem with adding a second month's rent to a new tenant's RIT record.
* The Rent Roll is now sorted by Balance Due when the Due or Late sort is selected.
* Improvements to Expense Reports
* Several other minor improvements.
Version 1.12.3.2 had the following improvements:
* Improvements to Rent Roll
* Improvements to Late Notice
* Improvements to Rental Receipts
* Improvements to Rental Income Report
* Invoice headers are now exported, backed up, imported and restored properly.
* Improvements to Import and Export of Account information in Expense Tracker.
* Fixed a problem with the printing of some reports.
* Several other minor improvements.
Version 1.12.3.1 had the following improvements:
* Improvements to Rent Roll
* Improvements to Late Notice
* Improvements to Vacate Tenant and Multiple Tenancy in Unit Tracker
* Improvements to Invoice & Receipt Printing
* Improvements to VAT Report window
* Improvements to Time Chooser
* Improvements to Other Income Tracker Report
* Several other minor improvements.
Version 1.12.3 had the following improvements:
* New Address Format menu now changes to reflect the preference for each record
in Contact Tracker. Minor problems with this new feature have been fixed.
* if there is no check number when you click Print in Expense Tracker you are
now asked for one.
* The $/mi amount in the Travel Deduction section of Expense Tracker will now
accept a different amount for each record.
* Added a Category menu to Task Tracker so you can easily create several
different to do lists.
* Added new Find feature for Expense and Other Income Trackers. Instead of
asking if you want to go to the first or last record and then asking for a parameter
(Expense, Payee, Source, or Account), a list of records for the current
parameter is displayed. You have the option of changing the parameter, going to
any record in the list, or duplicating a record with the current date. Great for
recurring expenses.
* Added Owner accounting reports. After creating a Property Management Invoice
there is a new Reconcile Owner's Account button in the top right corner of the
Invoice screen. Clicking this button creates a new Rental Expense (or Other
Income) Tracker record for the payment to (or from) the Owner. The payment is
also added to an Account field on the Owner's record in the Details section of
the Owner window. You can Print this field or create an Account Register for
the Owner.
* New option in Expense Tracker's New record dialog creates a Combined record
or check for the current Payee with the current Date.
* Management address now optional for Receipts and Notices.
* Added income and Expense totals for Buildings and ALL buildings and units to the
Property Management Invoice.
* Improvements to Work Order Tracker.
* Improvements to Rental Income Tracker report.
* Improvements in Adding and Selecting both Units and Tenants.
* Improved Late Notices, Past month's rents and Special Late Charges (base
amount plus daily amount) now reported correctly. You can now also print an
Envelope in all notices.
* Improved Rent Roll report.
* Negative or Credit Payments now allowed in Rental Income Tracker
* Credits now handled properly in Rental Income Tracker's Charges field. Recurring Credits also
supported.
* Improved printing of Receipts and Statements. You can now also print an
Envelope.
* Selecting, Adding and Vacating Tenants from Unit Tracker improved.
* Selecting, Adding and Vacating Units from Tenant Tracker improved.
* New dialog reminds you about choosing the correct Moved In date and then
displays the Date Chooser dialog.
* Problem with Auto Import Income in Other Income Tracker fixed.
* Minor problem with Auto Import Income in Contact Tracker fixed.
* Fixed a problem with the Waiting Tenants Report.
* Improved Invoice Printing including clarified More Printing Options.
* Added Liquid preference for Gals or Liters or Litres to Prefs window.
* Improvements to Other Income Tracker Reports.
* Improvements to Task Tracker Reports.
* Minor problems with Deleting Sample Data fixed.
* Minor improvements to Backup and Restore.
* Several other minor improvements.
Version 1.12.2.1 had the following improvements:
* Tenants with no Payments are now listed in the Tenant Report with their first month's rent due..
* Fixed a problem with Restoring backup files.
Version 1.12.2 had the following improvements:
* Added Address Format menu to Prefs and Contact Tracker. There are now more options for both the Zip Code and State or Province field labels. Addresses can now be formatted correctly in 12 different international formats.
* Added an A4 Paper Size option for European users to the More Print Options in the Create Receipt window. Choosing the International Version in the Format section of Prefs, will also set the printing preference to A4.
* GST & VAT Tax Form generator has been moved to the Tax Forms section of Expense Tracker's Report section. You must enable the International Version in the Format section of Prefs to access this feature.
* Fixed problem with specifying a fixed amount management fee in PM Invoice
* Fixed a problem with inaccurate balance due reporting in Rent Roll.
* Added PayPal to list of Payment Types in Rental Income Tracker.
* Improved reporting of payment types (Method) in Other Income Tracker Report.
* Improved the Translation algorithm for all reports and invoices.
* Added two more Misc. fields to Contact Tracker for a total of four that you can use for any purpose.
* Added the World Time Map to Contact Tracker. Look for the Area Codes & WTM button above the Notes field.
* Several other minor improvements.
Version 1.12.1 had the following improvements:
* Rental Income Tracker (RIT) records can now be left with no payments. You must still Create a Statement or Receipt (but the payment amount can be zero). When New (in RIT) or Create RIT (in Tenant Tracker) is clicked, the existence of a record with no payments is checked.
* Improved Rent Statement when no rent has been paid.
* If the Charges in Rental Income Tracker are changed after creating the first receipt, the Payments field in Tenant Tracker is now updated with the new Amount Due.
* Fixed wrong dates on Late Notice.
* Added the number of days until Lease Expiration to the end of the Rent Roll report.
* This update is recommended for all users.
* Several other minor improvements.
Version 1.12.0 had the following improvements:
* All import and export scripts now are interrupted only by holding down the ctrl or command key.
* Account Register sliders now work in unison.
* Several other minor improvements.
Version 1.11.7.2 had the following improvements:
* Fixed Find Unit in Tenant Tracker
* Choosing a Unit in Tenant Tracker now displays Only Vacant Units
* Show Only Vacant Units now toggles with Show All Units.
* Fixed Interest Rate, Loan Months and Months Left to Pay fields on Rental Unit Tracker records for single units.
* Several other minor improvements.
* This update is recommended for all users.
Version 1.11.7.1 had the following improvements:
* First Time Users who Click Here to Set Initial Preferences are now offered the choice of setting the Desktop Cover immediately.
* When you are changing a date - if the date field is not empty and you click a Choose button - the month, day and year for the date to be changed are displayed instead of the current date.
* Added Temperature and Area converters to the Universal Calculator
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.7 had the following improvements:
* Long amount is now added to Dollar field in the Check Printing window.
* Stray clicks will no longer interrupt the Export or Backup process.
* Improvements to the Add Payment feature in Tenant Tracker's Payments section.
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.6.2 had the following improvements:
* Fixed minor problem in Backup button that could exclude Asset Tracker and Work Order Tracker.
* Improved Contact Chooser feature.
Version 1.11.6.1 had the following improvements:
* Minor fix to Restore button
Version 1.11.6 had the following improvements:
* Added 1099-MISC Printing feature to Expense Tracker's Reports - this works similarly to the check printing feature.
* Fixed a problem in Rental Income Tracker when subsidy = rent amount.
* Fixed problem with using Default Moved In date in Rental Income Tracker.
* Fixed problem with Auto Import Income in Other Income Tracker.
* Made a few changes to the way the batch reports work in Rental Income Tracker.
* New Sort feature in Go To screen in Contact Tracker which now loads much quicker with large numbers of contact records.
* Fixed a problem with Main Menu buttons having the wrong label after restore.
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.5 had the following improvements:
* Management Fees are now exported and imported in Unit Tracker
* In Work Order Tracker's Add/Select Issuer window there is a new button which Adds Tenants to the List. When a tenant is chosen from the list, the phone number is added to the Vendor Notes and the Unit ID is automatically filled in.
* Fixed Reset button in check printing window
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.4 had the following improvements:
* Fixed a problem in PM Invoice - if the total of other income > 0 then total due to or from owner is now correct
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.3 had the following improvements:
* Improved Work Order Tracker
* Late charges are now added to the First Payment in Rental Income Tracker if the tenant is late.
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.2 had the following improvements:
* Adding deposits to Rental Income Tracker records for new tenants has been improved.
* Added expiring lease dates to the Rent Roll report
* Fixed a problem with the Rental Income Graph feature for Weekly tenants.
* Translations table in Preferences window is now updated properly on Restore Records
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.1 had the following improvements:
* Rental Income Tracker's Graph Report now offers Biggest month AND Rent Due options
* Multiple batch numbers can now be added to one Rental Income Tracker record (one for each partial payment for example)
* Memorial Day is listed on the last Monday in May in the Calendar
* Several other minor improvements.
This update is recommended for all users.
Version 1.11.0 had the following improvements:
Rental Income Tracker
* In Rental Income Tracker, you can now unlock older records so you can add or edit Charges and Payments by using the new Rent Paid option.
* You can now process Online Credit Card Payments. When the Enable Online Payments option in Commercial Tenant Tracker Preferences is selected, a new button will appear at the bottom of the Rental Income Tracker window called OCCP. Clicking this button opens a new window where you can Store and Lookup credit card information for your tenants. When you choose the payment type of Credit Card in Rental Income Tracker, you will have the option of using this new feature. Go to http://www.productivity-software.com/online_payments.html for more information.
* The new Online Credit Card Payments feature now handles Credits too.
* Notes about Payments in Rental Income Tracker now include amounts as well as dates and the method paid. If the method is Online Credit Card Payment the confirmation number and process id # are both added to the Notes field.
* Added an Exclude Subsidy Payments option to Rental Income Tracker report
* A problem causing an inaccurate Balance Due for Rental Income Tracker records with Metered Charges (and Usage amounts) has been fixed. Usage amounts are now always added to Metered Charges.
* Clicking a line in the Rental Income Tracker report, when the data was pulled from Tenant Tracker, now goes to the correct record. This feature is implemented in most reports.
* In Rental Income Tracker reports there is now a Graph Monthly Totals button which has limited functionality and only works for All Dates.
* Improvements to the Automatically Create Payments (ACP) feature in Rental Income Tracker.
* Subsidy Payments are no longer automatically added to Rental Income Tracker records. When you receive a subsidy payment, you should return to the correct Rental Income Tracker record and add a partial payment for the Subsidy Payment. If the Rent Paid option is enabled, click it to allow editing of the record. Then choose the correct Payment Date, enter the subsidy Payment amount and click Create Receipt. If you liked the way it worked before, click Prefs in Tenant Tracker and select the Automatically Add Subsidy Payments option. Subsidy payments are now always listed second instead of first in the Payments field in both Tenant Tracker and Rental Income Tracker.
Tenant Tracker
* You can now add additional Rents (such as a Guest Rent) to Tenant Tracker's or Rental Income Tracker's Charges field. You can no longer add Metered charges directly to Rental Income Tracker, they must be added to Tenant Tracker first.
* Fixed a problem with saving multiple lines in the Additional Lease names field in Tenant Tracker.
* Added a Sort feature to the Batch Chooser window in Rental Income Tracker's Report Options.
* Added a List only unassigned tenants button to the Choose Tenant window in Unit Tracker and the Go To Tenant window in Tenant Tracker.
* New Edit Payments dialog in Tenant Tracker's Payments section allows you to change dates and amounts more easily.
* Payments in Tenant Tracker's Payments field are now sorted automatically. To invoke this feature for existing payments, click the Sort button with the ctrl (or Apple) key held down.
* Fixed a problem generating Rent Roll Reports from the Tenant Report (enabling the Late or Due Tenants option changes the report to a Rent Roll report). * Balance Due field is no longer updated by Payment History report button in Tenant Tracker.
Unit Tracker
* Fixed a problem with Modifying the Building Type for a building
* Clicking the Add Building button with the ctrl (or Apple) key held down will rebuild the Buildings list. This trick works in most list windows.
Other Improvements
* Tab adjustment buttons now work together in all reports.
* Added Register and Download buttons to the Register screen. An external links.txt file is now available for Affiliates to use, to have these buttons access their affiliate links.
* Improved Email features. Users now have the choice of using the email program on their computer or an online email program.
* Improvements to window positioning. Windows users should no longer experience the invisible windows problem.
* Many other minor improvements.
This update is recommended for all users.
Version 1.10.1 had the following improvements:
* New preference in Tenant Tracker lets you choose between paying Rent First or Deposits First
* Online Credit Card Payment Processing now available. Click for more information.
* All of the following have to do with the Payments field in Tenant Tracker:
* Fixed Add Payment button in Tenant Tracker and a sorting problem
* Improvements with Delete Payment
* New Edit Payment dialog with improved functionality
* Added option to Sort button to sort Payments field (hold ctrl or Apple key then click)
* Much improved Email features
* Tab buttons in reports now work together much better
* Many other minor improvements.
This update is recommended for all users.
Version 1.10.0 had the following improvements:
* Asset Tracker keeps track of any appliances, furniture, etc. that is rented with the unit.
* Work Order Tracker keeps track of any repairs or maintenance schedules.
* Rental Income Tracker has a new Graph Report
* Tenant Tracker View RIT and Create RIT buttons in Payments section
* Improvements to the posting of Weekly payments to Tenant Tracker
* A few other minor improvements.
This update is recommended for all users.
Version 1.9.8.1 had the following improvements:
* Fixed a bug in Modify Charges in Rental Income Tracker
* The method of payment is now recorded in Rental Income Tracker again. and is also added to the Receipt.
*All payments are now added to the Payments field (formerly the Partial Payments field) in the expanded Rental Income Tracker window
* US Holidays feature added to Monthly Calendar
* The lists of Units and Buildings are now Exported and Imported properly.
* A few other minor improvements.
This update is recommended for all users.
Version 1.9.8 had the following improvements:
* New Tenant Tracker Preferences allows you to set a Default Moved In date. Instead of entering the first date for using the software for existing tenants in the Moved In date field, you can now put the actual moved in date there, and enter the first date for existing tenants in the new preferences window. You can also reset whether to add Subsidies to Receipts.
* Backup files now record all window colors, locations and if they were open or not, so that more of the users environment can be restored.
* Problem selecting Tenant in Unit Tracker fixed.
* The method of payment is now recorded in Rental Income Tracker again.
*Many other minor improvements.
This update is recommended for all users.
Version 1.9.7.1 had the following improvements:
* In Tenant Tracker, daily late charges (ie, $25,$5) are now calculated properly for Balance Due
* The number of days late is reported on the Rent Roll.
* You can now add Metered Other Charges for electric or water
* Added Vacate Unit button to Unit Tracker
* Fixed problem with rent receipts reporting an amount of $0
* Improvements made to the Money Exchange section of the Universal Calculator
* The state of the Waiting button and the list of Other Charges with their descriptions are now included in the Tenant Tracker section of the backup file
* Many other minor improvements.
This update is recommended for all users.
Version 1.9.7 had the following improvements:
* Improved functionality in adding buildings and units in Unit Tracker.
* In Tenant Tracker a Unit must now be selected before choosing the Moved In date.
* In Tenant Tracker, changing the Due Date, after the first Payment has been posted, is now prohibited.
* In Tenant Tracker when creating a new record the software now remembers the Rent, Deposit, Late Charge, Due Date, and Late Date and uses these as default values when the user creates another record in the same session.
* You can now add or change a Manager or Owner(s) for all the units of a building.
* Added three new options to the Rent Roll button: Only Late, Late and Due or List All.
* Improvements to Guided Tour.
* Improvements to emails sent to users during their trial period.
* New Tips for getting started with Rental Property Tracker Plus page posted to http://productivity-software.com/rental/tips.html
* Other minor improvements.
This update is recommended for all users.
Version 1.9.6.2 had the following improvements:
* Fixed a bug and improved functionality in Add Multiple Units feature in Unit Tracker.
* Added ability to add a payment of $0 in Rental Income Tracker
* Fixed problem going to Task Tracker from Daily calendar
* Fixed a problem reporting deposits in Rental Income Tracker report when data comes from tenant tracker
* Expenses can now be negative for posting refunds and credits in Rental Expense Tracker.
* Other minor improvements.
This update is recommended for all users.
Version 1.9.6.1 had the following improvements:
* All Expense types are now included in the Tax Form Report.
* Added Export Emails Only option to Export button in the Mailing List’s Contact Chooser window.
* Fixed a problem in Rental Income Tracker caused by adding a note before the check number.
Version 1.9.6 had the following improvements:
General
* Preference for currency types of $1,234.50 or $1.234,50 or 1.234,50$
* Preference for the number of decimals (1,234, 1,234.50, 1,234.56, 1,234.567 or 1,234.5678)
* Copy to Email buttons now appear on almost every invoice or receipt.
Contact Tracker:
* Each record can be assigned a Contact Type (Client, Customer, Guest, Friend, Family, Vendor, Owner, Employee, Sales Rep, or Other)
* A TaxID# field appears for Owners and Employees, a Management Fee field appears for Owners, and an Employee # field appears for employees
* The Customer # field now only appears on Contacts with the Type of Customer
* Sort by Contact Type
* Mailing List Special Select by Contact Type
* Expand Notes
Schedule Tracker
* Improvements to Monthly Calendar
Expense Tracker and Other Income Tracker:
* An Account Number and Type can now be assigned to each account
* A new option in the check printing window prints a Voucher below the check
* In Rental Income Tracker you are now asked for the method of payment.
* Tenant Notices and Rent Receipts can now be emailed by using the new Copy to Email button.
* If the Tax Type in the Preferences window is set to VAT or GST, when creating a Property Management Invoice you will be asked if you want to add tax to the Management or Service Fees. Choices are Always, Never or Ask First.
* Improvements to Property Management Invoices
This update is recommended for all users.
Version 1.9.5.1
had the following changes:
* A problem with adding partial payments has been fixed.
* Other minor improvements.
This update is recommended for all users.
Version 1.9.5
had the following changes:
* New Add Unit and Add Building features. You can now create buildings in Unit Tracker and add one or more units to them. After choosing a building you will be asked if you want to add one or more units. Multiple units will be numbered sequentially. When you create a building you will be asked to specify a unit type (ie, apt., room, suite, etc.)
* Update Balances and Mark Late Rents have been removed and a Rent Roll report has been added to Tenant Tracker. The Rent Roll lists all Tenants, the amount they owe and if they are Late, Due or Paid. Balances Due are now only updated when Create Receipt is clicked in Rental Income Tracker so this amount is now always correct.
* When adding an Owner or Manager to a Rental Unit Tracker record you will be asked if this person is the same for all units. If so they are then automatically added to all subsequent records.
* Unit Tracker Reports can now be run on one building or unit.
* Expenses can now be assigned to ALL units and buildings for tax reporting.
* You can now Generate a Lease for a tenant who has not moved in yet.
* Unit reports can now be generated for a single Unit or Building
* Printing Improvements
* Better compatibility with Windows Vista and Mac OS 10.5
This update is recommended for all users.
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