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Portable Commercial Rental Tracker Plus Changelog

What's new in Portable Commercial Rental Tracker Plus 1.2.9

Oct 21, 2015
  • Fixed Import problem in Expense Tracker regarding Tax Deductible setting.
  • Fixed Sort order problems in Rental Income Tracker Report options.
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.8 (Sep 28, 2015)

  • Highlights:
  • Added Payment Method to Tenant Tracker Payments field.
  • Added Periods menu and other improvements to Payment History Report
  • Added Include options to Rent Roll
  • Added Unit or Building chooser to Rent Roll
  • Replaced Due Date with Rent Due in Rent Roll unless you Sort By Due Date
  • Other Improvements to Rent Roll
  • Improvements to Auto Import Income in Other Income Tracker
  • Statements and Invoices can once again be created from RIT records that are PAID
  • Payment History Report will now report payments made for future months or weeks
  • The Minimize and Restore buttons have been removed from most Window Titlebars so the component will always open properly when chosen from a menu or other button.
  • When printing reports that have bolded headings you now have the choice of printing the bolded headings or to add headers and footers with the name and date of the report and page numbers
  • Fields names in Commercial Tenant Tracker and Commercial Unit Tracker changes from Amount Paid to Amount Due because these amounts are computed whether the rent has been even partially paid.
  • Improvements to Deleting Payments from the Commercial Tenant Tracker Payments field.
  • Additional months are no longer added to RIT records if there is an overpayment. The entire payment is applied to the current Due Date on the RIT record.
  • Rental Income Tracker reports only collect Deposit info when getting data from Tenant Tracker and if a date range is selected only those that have a Dep Paid date in the Deposit Details section will be included in the report.
  • Improvements to the Property Management Invoice
  • Improvements to the Rent Roll
  • Rental Income Tracker:
  • If you are creating the first record for a New Tenant in Rental Income Tracker, rather than the Deposit(s) being automatically added to the Charges field, they are now added to the Notes field, and two new buttons appear next to the Create Receipt button. One is Add, which adds the Deposit(s) to the Charges field, so they can be paid, along with the Rent, in one payment. If the Deposit(s) are being paid with a separate payment, then you should click Paid, which creates a separate receipt for the Deposit payment and marks the Deposit(s) paid on the Tenant Tracker record. Once you leave the record, these buttons are hidden.
  • If you add a Batch # to a Rental Income Tracker record with a Deposit, when you run a Batch report, the payment for the Deposit(s) will be included.
  • You can now ONLY delete the Last RIT record for a tenant or ALL records for a tenant.
  • Rental Income Report for specific dates fixed (for data from RIT records with more than one payment.)
  • Improvements to Rental Income Tracker Report totals and subtotals
  • Improvements in Tenant Tracker and Rental Income Tracker for new Tenants with large Balances Due or Balances on Account.
  • The Payment field in Rental Income Tracker is now called Amount Paid
  • Added Payment Method to Rental Income Tracker's Income Report
  • Fixed problems with creating Receipts and Statements in Rental Income Tracker
  • Other improvements to Rental Income Report
  • Reports with bolded lines are now printed correctly but no longer have footers.
  • When Remove Header is selected in Rental Income Tracker's Statement or Receipt window, the footer is now also removed. This allows receipts to be printed on half a page (or less).
  • Added support for printing on A4 paper in reports. A4 option must be set in Print Invoice options
  • Commissions for partial payments in Rental Income Tracker added to PM Invoice.
  • Fixed a problem creating a Rental Income Tracker Receipt when there is a Balance On Account larger than the amount due.
  • Editing the Payment Method has been fixed in Rental Income Tracker
  • Added Address to the information sent to Marathon/Synapse for Credit Card processing. This should prevent some declines.
  • Expense Tracker:
  • Expense Reports now show "Depreciate" and "Not Deductible" properly if the "Tax Deductible Only" option is deselected.
  • Improvement to Property Management Invoice totals in Expense Reports.
  • Fixed PM Invoice to include income from Vacated Tenants
  • Improved Tax Form Report
  • If the Automatically Duplicate This Expense Each Month option is enabled on an Expense Tracker record (click ADE to access this option) the ADE button will now read "ADE +" so it is easy to tell if this option is enabled or not.
  • Fixed a problem with the Add New Expenses Now feature (in the ADE section of Expense Tracker) with adding records with the same Payee but for different Accounts.
  • Other Charges added to Rental Income Tracker records can now be included in a Property Management Invoice (PM Invoice). A This charge to be included in PM Invoices option was added to Tenant Tracker's Other Charges Description.
  • Rent Roll:
  • Generating a Rent Roll from Tenant Tracker for No Payments Yet has been fixed.
  • Rent Rolls for All Balances Due that include tenants who have made payments in the current month but have balances due are marked Payment Made.
  • If there is a Default Moved In Date specified and a Tenant has Payments that start before that date, then the first payment Due Date will be now be used for the Starting Date.
  • Commercial Unit Tracker:
  • Improvements to Modifying Unit and Building names
  • Unit Names are now added to the Address field automatically when creating new single Unit records for Buildings.
  • Fixed a problem with updating all Unit Records for a Building from the Unit Cost section.
  • Commercial Tenant Tracker:
  • Added Payment Method to the Tenant Tracker Payments field
  • Added Payment Method to Payment History Report
  • Improvements to Tenant Tracker when Posting Rents for New Tenants.
  • Improvements in Tenant Tracker and Rental Income Tracker for new Tenants with large Balances Due or Balances on Account.
  • Improvements to Payment History Report and Balance Due field in Tenant Tracker
  • When the Lease Exp Date is updated in Tenant Tracker, the new date is now displayed properly in Unit Tracker.
  • In Tenant Tracker when Post New Rent is clicked and there is a partial payment already entered for the current month, you are asked if you want to add a partial payment. If you answer Add a Partial Payment, the Payment Date on that record is changed to the current date and a Late Charge is added to the Charges field. If a Late Charge was already listed in the Charges field on that record you will be asked for a new Late Charge amount.
  • If there is a Balance on Account you will be asked if you want to apply a Credit Adjustment, in the amount of the current month's rent, to the Balance.
  • If the Moved In Date does not match the first Payment's Due Date in the Payments field, the Moved In Date will be automatically corrected when you click the Moved In Date field.
  • The Balance Due is now restored if you delete the last Rental Income Tracker record or payment for a Tenant.
  • Tenant Tracker Preferences are now Exported and Restored
  • Added a control to limit the number of payment periods included in the Payment History report.
  • Many other improvements to Payment History report.
  • Check #s are now added to the Method column in the Payments field.
  • Improvements to Rent Roll and Tenant Reports
  • Other Income Tracker & Account Register:
  • Added the option to Auto Import All Payments, All Except Deposits, or Import Only Deposits in Other Income Tracker.
  • Improvement to the Other Income Tracker Report
  • Improvements to Account Register
  • All Components:
  • Export files can now be saved in CSV format.
  • Other Components:
  • The Add Repair Notes to the Work Order feature is now working again in Work Order Tracker
  • Improvements to List Contacts report.
  • Updated Exchange Rates in the Universal Calculator's Currency Money Exchange section.
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.6.3 (Dec 18, 2013)

  • This version has a minor fix for Amazon downloads.

New in Portable Commercial Rental Tracker Plus 1.2.6.2 (May 11, 2013)

  • Data is now exported properly from Expense Tracker.
  • Improvements to Check Printing
  • Improvements to Combine feature in Expense Tracker
  • Help button in 1099Misc window fixed
  • Improvements to Transfer to Account feature
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.6.1 (May 11, 2013)

  • Changing a Distribution option in Commercial Unit Tracker now changes that option for all units in that building.
  • Expenses for multiple tenant units are now distributed properly when creating a new Rental Income Tracker record.
  • If the % of Utilities option in Commercial Unit Tracker is enabled any Metered Utilities will be split among the tenants of the Building as a percentages of the Total Area (Useable Sq. Ft. divided by Building Sq. Ft.).
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.6 (Feb 13, 2013)

  • Other Expense Types listed in the Expenses paid by this tenant field are handled as follows: If the Unit field on the Expense Tracker record is a Building name then the Expense will be distributed if the % of Expenses option is enabled. If the Unit field on the Expense Tracker record is a Unit name then the entire expense will be added to the Charges field on the next Rental Income Tracker record.
  • When you set an Expense Tracker record to Tax Deductible, then the Expense type is now added to the Tax Deductible Expenses list and subsequent records for that Expense Type will always be treated as Tax Deductible.
  • Added unlimited photos to Asset Tracker.
  • Added Size selector to Check Printer and made Voucher resizable.
  • Clicking the "E-mail" label in Contact Tracker will now either copy the e-mail address to the clipboard for pasting into your e-mail program or open a new e-mail for that contact in your desktop e-mail program.
  • Fixed Add to Contact Tracker feature in Owners/Managers window
  • Improvements to deleting Payments from Tenant Tracker or Rental Income Tracker and deleting Rental Income Tracker records.
  • Problem with PM Invoice fixed
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.5.1 (Feb 13, 2013)

  • Fixed Building Sq. Ft. problem in Commercial Unit Tracker
  • When you set an Expense Tracker record to Tax Deductible, then the Expense type is now added to the Tax Deductible Expenses list and subsequent records for that Expense Type will always be treated as Tax Deductible.
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.5 (Feb 13, 2013)

  • When you delete the most recent Rental Income Tracker record for a Tenant, the associated line in the Tenant Tracker Payments field is now automatically deleted also.
  • The Payment History Report in Commercial Tenant Tracker now included payments in the current month.
  • When another payment is added to a Rental Income Tracker record after the Late Date you will be asked if you want a Late Charge added (if Late Charge > 0).
  • When deleting more than one Rental Income Tracker records, you now have the option to also delete the payments from the Tenant Tracker Payments field. If you are only deleting one record, this happens automatically to prevent Payments with no Rental Income Tracker record.
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.4.1 (Jul 11, 2012)

  • Transferring funds from one Rental Expense Tracker Account to another is now possible again.
  • Improvements to Backup and Restore
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.4.0 (Jun 8, 2012)

  • There is a new Suppress Restore Continue Dialogs option in the General section of the Preferences window, which allows the Restore Records process to proceed without any user interaction. If this option is not enabled you will be notified when the records have been restored to each component of the software.

New in Portable Commercial Rental Tracker Plus 1.2.3.7 (May 22, 2012)

  • Improved Work Order format. The Priority is now added to the Work Orders.
  • If you add a second payment in Rental Income Tracker on the same day, with the same Batch number, both payments now appear in the batch report.
  • The Rent Paid button in Rental Income Tracker is now called Record Locked.
  • Date format in backup file name has been modified
  • Other minor improvements.

New in Portable Commercial Rental Tracker Plus 1.2.3.6 (May 22, 2012)

  • 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.
  • 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.