Veco Changes Document - PDF document

1 Veco Changes Document Ve rsio n 2. 2
Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 1 Veco Changes Document Introduction This document reflects all changes made to t he “Veco” software and database starting from version 1. 5 . 0 . 0 . A list of previous changes is available to download: http://www.veco - online.com/veco/pdfs/Veco - Changes1000 - 1130.pdf http://www.veco - online.com/veco/pdfs/Veco - Changes1140 - 1180.pdf http://www.veco - online.com/veco/pdfs/Veco - Changes1181 - 1220.pdf http://www.veco - online.com/veco/pdfs/Veco - Changes1221 - 1320.pdf http://www.veco - online.com/veco/pdfs/Veco - Changes1330 - 1404.pdf To find out which version of “Veco” you are currently running, click the “Help” menu and then choose “About Veco - onesystem”. This Document Includes Details of all changes up to v ersion n umber : 2 . 2 . 2 .0 – August 2020 Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 2 How to Install Updates “Veco” database updates can only be installed by a Veco “Administrator”. To install an update, follow these instructions: Ensure you have a verified backup of your SQL Server database. Backups are the responsibility of your SQL Server administrator. Eurolink accepts no liability for loss of data caused by failure to create recoverable backups. If your SQL Server was insta lled by Eurolink , a backup program would have been installed to create daily backups of your data in the BACKUP folder. Check the BACKUP folder in your “Veco - onesystem” folder area to ensure backups are being made every day. Altern

2 atively, contact Euroli nk Support who w
atively, contact Euroli nk Support who w ill be able to check that backups are being made. When running in a Terminal Server configuration, ensure ALL users have logged out of Veco otherwise the new downloaded program will not be able to be installed into the live programs folder . From the top menu, click “Admin : Check for Updates”. “Veco” will first carry out a full data backup to the BACKUP folder. This may take a few moments depending on the size of the database. Any new changes to your database will be automatically insta lled. New ‘veco - onesystem.exe’ and ‘setup.exe’ files will be downloaded and automatically installed as appropriate. Installing a new ‘setup.exe’ file may require that your PC has ‘administrator’ rights. If you encounter ‘install’ errors when running ‘se tup.exe’ you may need to refer to your System Administrator. New “layouts” and “reports” may be also downloaded as appropriate. Each user PC where the “Veco” software is installed will automatically detect a new version of the software and install it. T his does not app ly to terminal server users who will always be up - to - date. After updating each PC click “Help : About” to ensure you are running the latest released version. Veco Replimate™ When running Veco in a distributed server environment where Vec o Replimate™ is used to synchronise all changes made in each remote location, please note that Replimate™ will stop synchronising until ALL servers in the server farm have been updated. Note Non - support customers are not entitled to software improvements , chang

3 es, and b ug fixes, and will not be ab
es, and b ug fixes, and will not be able to install updates using the above method. Important Note From version 2. 2 .0.0 onwards Veco requires Microsoft .NET Framework 4.6. 1 (or later) to be installed on your server and all PCs that access Veco. Ins talling the Veco u pdate should prompt you to install this if you do not already have it installed. However, we recommend that you consult the person or company responsible for your IT infrastructure if you need assistance in ensuring Microsoft .NET Framew ork 3.5 (or late r) is correctly installed. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 3 Updating Property & Contact Form Layouts From time to time the “Default” Property and Contact form layouts may change as additional fields are added. If your Veco Administrator has tailored the form layouts t o allow for diff er ent departments, they will need to be re - created based on the “Default” layout, otherwise the additional fields will not appear. To do this: 1. Open any existing Contact or Property 2. Select “Default” from the department layout selection l ist 3. Click “Load L ayout” 4. Click “Customise” 5. Make changes to the form layout as required 6. Select the relevant department from the selection list 7. Click “Save Layout” 8. Do this for other departments as required 9. Close the existing Contact or Property 10. This o nly needs to be co mpleted once and not for every Contact or Property! 11. If the only change to a layout has been the addition of new fields, these can be added to the layo

4 ut manually by using the layout “cust
ut manually by using the layout “customisation” facility. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 4 Ver sion 2.2. 2 .0 - August 20 20 U pd ates and New Features Neg Work Space (Sales and Lettings) Dashboard Widgets The dashboard on the Neg Work Space can now be customised using the toggles on the bottom right corner of the screen. These layouts will be sa ved for future access. Property Service Provided Look Up When chang ing the Property Service Provided field the system updates all the old tenancies to the current servic e provided. We have amended the functionality to only update the current tenancy. Cha nge "Unique Email" to "Portal Email" The label on the communication form has been updated to display “Portal Email” however the functionality remains the same. Displ ay Property Notes on Owner Contact Notes grid A parameter has been added that when sele cted will allow the user to see all property notes on the owner contact notes grid. My Regional Offices User setting add ed to allow the user to see data for selected offices rather than all offices in a region. Multi property owner tick box S elf - updating tick box added to the Owner Contact grids. This will be updated to reflect if the contact is the main contact is in two or more Owner Groups with active properties. Display bank nominal in unknown receipts grid The bank nominal is now avail able on the unknown receipts grid Neg Work Space To Do List R ecord Filters You can now fil

5 ter your records on the To Do Lists by
ter your records on the To Do Lists by "My" , “ My Office" , "My Region" and “ Al l” Veco Rooms Structure Functionality added to allow room management by linked proper ty r ecords. For more details please speak to your Account Manager. Neg Work Space To Do List ability to create Views You ca n now create and run Views from the To Do List Next Contact Date is now Lettings and Sales Contact Specific You now have the abi lity to add default reminder options for both "Lettings Next Contact Date" and "Sales Next Contact Date" so they work independe ntly of each other. Landlord Payments CBR You now have the ability to create scheduled “guarantee d ” CBR on landlord accou nts. For more details please speak to your Account Manager. Told and Sold (Referral) Development Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 5 Told and Sold functionality has been enhanced to display on the specific records, you can record the status and value of the referral and you can link a prop erty record . For more details please speak to your Account Manager. Float retention when paying invoi ces We have added a p arameter that when select ed will ignore the float retention value when there are PLI ’ s to be paid. Self - Calculating Age Fi e l d The contact now has a field that will calculate the contact age if the DOB field has a value. Case Management There is now the ability to add and manage case records on Veco. These cases can be linked to other records. For more details please spea k to your Account Manager.

6 Custom Form Validation Custom
Custom Form Validation Custom form validation can now be added to prompt the user when opening and saving records. Users can create their own SQL statements and messaging via the admin option in Veco. For more details plea s e sp eak to your Account Manager. Key Management We have enhanced the existing key functionality to allow users to manage key board s and key hooks in the office. For more details please speak to your Account Manager. EICR Regulations We have adde d functionality which allows users to manage their EICR compliance. We have added an addition al tab to the property form to manage the result s of e ach EICR requirement includ ing the ability to manage follow up appointment s and business logic to no t allow tenanc ies to be made LIVE when a requirement is outstanding. For more details please s peak to your Account Manager. Additional Field Added to Veco Record Field Type Property - Market Appraisal Agent Valued Currency Property - Marke t Appraisal L andlord Requested Currency Property - Market Appraisal Marketed Price Currency Property - Lettings Marketing Details Notice Tick Box Property - Lettings Marketing Details Notice Date Date Property - Lettings Marketing Details Reason for Wi thdrawal Opti on Set Property - Lettings Marketing Details Property Vacant? Tick Box Property - Sales Marketing Details Notice Tick Box Property - Sales Marketing Details Notice Date Date Property - Sales Marketing Details Reason for Withdrawal Option S et Property -

7 Sales Marketing Details Property Vaca
Sales Marketing Details Property Vacant? Tick Box Sales Offer/Sales Progression Deposit Amount Currency Sales Offer/Sales Progression Case Handler - Vendor Solicitor String Sales Offer/Sales Progression Case Handler - Applicant Solicito r String Sa les Offer/Sales Progression Additional Survey Tick Box Sales Offer/Sales Progression Additional Survey Type Option Set Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 6 Sales Offer/Sales Progression Additional Survey Type Date Date Sales Offer/Sales Progression Surveyor Look Up (Supplier s) Sales Off er/Sales Progression Additional survey completed Tick Box Sales Offer/Sales Progression Qualified? Tick Box Sales Offer/Sales Progression Qualified By? Option Set (St a ff List) Sales Offer/Sales Progression Qualified Date? Date Sales Appli cant Applican t Deposit Value Currency Fixe s Neg Work Space Bulk Report Email does not default the subject line text Resolved Duplicate Contact Clean Up had an issue where if the contact had more than one email address it removed both contacts Resolv ed Index was out of range error when closing forms Resolved Unhandled Exceptions on the calendar Resolved Emailing applicants from the Neg Screen had no attachments on emails Resolved 'Viewing Arrangements' and 'Open Owner Group' options missing on the right - cl ick on Neg Work Space . Resolved Email Window Lock ed when opened from right clicking on the communication details Resolved Repairs unread count in tree

8 Resolved Sales and Lettings Neg Wor
Resolved Sales and Lettings Neg Work Space refresh button not refreshing Resolved Sp ecific Applic ant Form added Alt + N for new note Resolved Break Clause 'Immediate' missing from T enancy A greement fields Resolved Typo on draft transactions grid Resolved Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 7 Pie chart sections showing percentage s in correctly Resolved Adding photos to E s tate works o rders Resolved Create Appointment on Sales M/A form , the appointment creates with the 'Lettings M/A' type. Resolved Global Search returning multiple results for the same record Resolved Error when saving Sales M/A Resolved Neg Work Spa ce: Sales and Lettings To Do List. Add ability to set grid as custom and department layout Resolved Emailing attachments from Document Preview t he email window no longer shows the selected attachments being emailed on the email form before clicking Sen d Resolved C NR Reference on Owner Group not clearing Resolved Add Note button on property form s Resolved Email all Owners not attaching to notes Resolved "Today Only?" tick box on Diary Dates Grid causes Veco to freeze Resolved Error when removing Da te From / Date To from a PLI Resolved Unknown Receipts unable to type some addresses in the property field on the transactions Resolved 'New Email' to tenant contact from tenancy form not filling in email address Resolved Adding the same tenant co ntact twice t o the same tenancy Resolved Anonymised applicants

9 unable to set to archived Veco Ch
unable to set to archived Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 8 Resolved Note logged from the right - click menu doesn't update Last Contact field Resolved Lettings/Sales MA communications appear ing blank on final step Resolve d Portal con tact conflicts for Merge Contact function Resolved Movement ticked for Statements when transactions are reversed/deleted Resolved Reversing a CBT when Estate A ccount and R eserve account have the same details Resolved Importing Estate Re ceipt s to sel ected bank account Resolved News Feed View on Neg Work Space Resolved Neg Work Space (Sales and Lettings) - Available Properties – unable to m inimise function on the Map and Photos Resolved 'Useful Information' tab missing from Proper ty form Reso lved Developments Form: Marketing Details button incorrect position on the form Resolved Select row in grid now highlighted to make it clearer when selected. Resolved Increase number of characters on mobile search to 5 (Quick Forms an d G lobal search ) Resolved Edit Log button missing from the transaction form Resolved Restricted Access missing Resolved Incorrect syntax error when adding new Property record Resolved Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 9 To Do list missing record counts Resolved Quick Applicant fo rms has incorrec t tabbing order Resolved Sales MA quick form unable to go back from the Confirm Details s creen Resolv

10 ed Rightmove Imported Leads Error
ed Rightmove Imported Leads Error Resolved EPC Rating "D" no t displaying Resolved Mass Anonymisation password screen not displayin g Resolved Ema il Statement / Demand tick box not set be default when using the Quick Lettings/Sales M/A or Quick Owner & Property forms Resolved Adding addresses on new quick forms when Postcode Anywhere is not in use was not all owing manual address entry Resolved F ixflo Account details not updating database correctly Resolved Quick Lettings / Sales Applicant form Follow Up Date dropdown not populating Resolved Amended bank account details access on a copied contact Resolved No full preview on mail merge Resol ved Adding to the Quick Access Toolbar on forms not saving layout Resolved 'Import TDS File' process changes to import file Resolved Sales Offer updates to property record not upda ting the amended by field Resolved Archived Tenants sti l l able to be selected on a works order Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 10 Resolved NLJ Transaction not allowing transfe rs between sub departments Resolved When Mail Merging from powergrid the process will run for all records shown (not just those that are ticked as selected). Users n e ed to filter down to just those that are selected to only send to these records Resolved Error when assigning Appointment Colours Resolved Email not attaching to notes as the file name is too long Resolved Error when selecting an existing property o n Sales M

11 /A q uick form Resolved New Qu
/A q uick form Resolved New Quick Forms mark the Email method as the default rather than Mobile 1 Resolved Map not displaying on property form Resolved Error editing 'Label Colour and Tex t' Resolved Invoice Generator assign ing invoice numbe r s even when the report has an error. Resolved Invoice Generator not displaying PLN transactions as a Negative amount and adding themselves to the totals. Resolved Sales Offers updating both property Sales Status and Web Status Resolved Retry progr e ss when uplo ading photos to portal Resolved Applicant to P roperty match displaying multiple records but only sending to one Resolved Incorrect notification style attached to Pu sh Form Resolved Error completing sales offer if the buyer is a company Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 11 Resolved De fault Note type not selected on Sales and Lettings Neg Work Screen To Do List Resolved Error when a dding a repair Resolved Error when emailing Images / HTML Resolved Leaseholder Statement not running/splitting Resolved Initial Charges print/email form layout not visible Resolved Version 2.2.0 .0 - December 2019 U pd ates and New Features U p date/cl e an u p ap p oin t me n t fo r m t o inclu d e o pt i on for a l l p a r t ies A d d i t i on of f l a g s f or ow n er a n d a p p li c a nt to c o n f i r m a p p o i nt m e nt a nd p a r a m e ters f or v a l i d a t i on G lo b al s e a r ch o

12 p t ion A d d i t i on o f a
p t ion A d d i t i on o f a g l o b a l s e a r c h fu n c t i on A d d the abili t y to p in no t e s A b i l i ty to p i n n o t es to t he to p o f t he n o tes li s t w i t h i n a r e c ord U p date d e s kt o p i c o n Cha n ge t o t h e i c o n f or V e c o™ U p date l oading s c r e e n New u p d a t ed loading s cr e e n w h e n i n i t i a ll y st arti ng V e c o™ U p date “ P op u p ” f un cti o nal i t y o f W hile Y ou W ere O ut and T old a nd S old Upd a t e t o t h e way p o p u ps f or W hile Y ou W ere O ut a nd r e p a i r s are s h o wn. T h i s n ew f e at u r e u s es t h e W i n d ows n o t i f i c a t i o n ce n t re on t he user ’ s m a c h i n e . U p date S kins Upd a t e t o sk i ns w i t h i n V e c o™ Fixflo ad d itio n al URL A d d i t i o n al F i x f l o URLs t o a l l ow m o r e t h an o ne F i x f l o a c c o u nt p er da t a b a s e. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 12 Include P o w e r g r i d s on t h e 'Ac t io n s L o g' P r i n t i n g a n d e x p ort i n g f r o m P o w erg r i ds n o w s h ows i n t he ac t i o n s l og Ze r o Dep o s it - Dep o sit s c heme o p t ion A b i l i ty to a dd a zero d e p o si t sc h e me t o a te n a n c y re c o r d U p date r i bbo n on a l l fo r ms R i b b o n s n ow h a v e sp e ci f i c c o l o u r s

13 re l at i ng t o t h e f o r m
re l at i ng t o t h e f o r m t y pe you h ave o p en U p date t he c a t eg o r i e s p h o t o o pt i o n to use dr a g a n d drop A d d i t i on of t h e a b i li ty t o ca t e g orise p h ot o s by dr a g g i ng t h e i m a g e s to order U p date M y V e co, r ibb on a nd t ree i c o n s Up d a t e a nd refre s h of t he ic o n s used i n M y V e c o a n d t he V e c o™ T r e e U p date e m ail f o r m to in c lu d e e m b ed d ing i m ages Up d a t e to a l l ow e m b e d d e d i m a g e s i nto e m a i l Pr op e r t y f ee f ield t o be I nclu d ed in the s t atement d a ta so u rce P r o p erty p er c e n t a ge f ee f i e l d i n c l u d e d as p a r t of t he s t at e m e n t d a ta s o ur ce U p dated Neg W o r k S p a ce Red e si g n e d N eg W ork S p ac e Le a d M a n ageme n t The a b i l i ty to f e t c h l e ad d i r e c t l y from R i g h tm o v e a n d m a n a g e t h e l e a d q u a l i f i c a t i o n pro c e s s U p date d t o comm u ni c ati o n da t abase v i ew Upd a t ed vi ew t o return d a t a m ore e f f i c i e nt l y . U p date d Q uick F o r ms Im p r o v e m e n ts a nd u p d at e s to t h e w a y d a ta i s e nt e r e d i nto V e c o ™ Fix e s Ca n not w r ite to log file w hen tw o ins t ances o f V e c o a r e o p en Re s o l v ed A p poin t me nt s i nco r r e c t ly m o ving w ith

14 pro p e r t y m a nager c h an g e
pro p e r t y m a nager c h an g e Re s o l v ed Ar c hi v e Ap p l i c a n t s pr o c e ss ig n o r es u n a m en d ed c on t a c t s Re s o l v ed Fil e name f o r ini t ia l / r ene w al ch a r g es inv o i c e P DF n ot u n iq u e Re s o l v ed Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 13 S e r vi c e C h a r ge Bu dg et r e p o r t - at t a c hing to w r ong co nt a c t s/pro p e r t ies Re s o l v ed Pr e v e nt P r in t / E xp o r t u s er s e tt ing d o e s n't ap p ly t o t he P o w e r g r id p r in t /e x po r t b utt ons Re s o l v ed N o t able to c l e a r Con t r a c t E xp i r es Date Resolved Printing N o tes – alignment i ssues Resolved N on - G D P R co m pl i ant i s s ue w h e r e u sing ' Da t a He l d' exp o r t o pt ion Resolved U n able to s a v e o w n e r gr o up w hen t he s plit p e r c e n t age has deci m al pl a c e s R e s o l v ed Ampe r s and (&) ch a r a c t e r d o e s n't r en d e r c o r r e ctly on sta t ement Re s o l v ed Err o r w hen u s i ng ' F o r get C o n t a c t ' o n a s y stem w i t hout AuditM a t e Re s o l v ed Amen d ed By on ch a r ges t able n o t u p dated w hen a r chiving te n anci e s Re s o l v ed DI S TINCT r eq u i r ed in th e data s o u r ce f o r r emi tt an c e a dv i ce Re s o l v ed O il S e r v i ce da t e c a nnot b e c l e a r ed o n ce s e t

15 Re s o l v ed G et Map o p t i o
Re s o l v ed G et Map o p t i o n n o t t r e a t i ng five ch a r a c t er p o stc o d es c o rr e ctly Re s o l v ed Ava i l able a pp l ic a n t s s e ar ch r e sul t s not being able to c l e a r /reset o pt ion Re s o l v ed Err o r w hen s a v ing S a l e s MA Re s o l v ed N o t able to o p en F r e e ho l der G r oup f r om p r ope r t y w in d ow Re s o l v ed Pr int i c on on Di a r y Pr oj e c t i on Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 14 Re s o l v ed Mi s la b el l ed d r opdo w n b o x e s on the F i lter s e cti o n f or Di a r y Pr o j e c t ion Re s o l v ed Time sh ow n on Req u i r e d F r om f ie l d on ap p l i c a nt p op o u t Resolved Adding A c counts to Agreed Fees Res olve d N L Js n o t inclu d ed in t he Bro u ght F o r w a r d and C a r r i e d Fo r wa r d c al c u l ati o ns Resolved Tenancy S t at u s C h an g e l og - lo g ging e rr oneo u s e n t r ies r el a t ing to D ep o sit Rel e a se Re s o l v ed Pr op e r t y/Co nt a c t fo r m l a bels w r iti n g to log fi l e Re s o l v ed V e c o al l o w ing m u ltiple i n sta n c e s of the s a m e R e p air r e c o r d to b e ope n ed Re s o l v ed Version 2.1.7.0 Upd ates Get Maps Fixed issue with generating map via get ma ps on property screen Docu ment Renaming Performance improvement Resource C alendar Performance impro vement

16 While You Were Out popup cl ashes wi
While You Were Out popup cl ashes with the GD PR pro mp t wi ndo w Update to prevent the G DPR popup clashing with the while you were out popup Date Validation: W he n 29th Feb entered as Date of Birth Update to year and vali d ation. Update to when mu ltiple users open the same bank rec o nciliation Only one u se r ca n n ow update a bank reconcili ation record at a time. Estate Budget Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 15 The Estate Budget Form now checks for any mi ssing units and adds them in where they are missin g . This fixes the issue and any historical ones where units are added in future years an d bu dge ts fail w hen browsed . U pload Documents not saving/uploading from the L ettings/ S ales Specific form Update to allow saving to complete. Estate Budget - Sub de p artment Receipts SLP now checks for a sub department on the t ransaction to be alloca te d to an d whether the amount alloc ated is the same on the SLI and SLP and updates the SLP if applicable. Ali gnment on Tree Access Update to allow scrolling on the tree when not previously availa ble. S cheduled C harge s - R aising Charge In Arrear s Upda te d ti me/ da te conflict. Admin / Neg Responsibility Of - not updated when archived These fields are now upd ated with the new user when a user is archived . RTF M ail M e r ge preview window renders fonts 0.3pt larger than Word Docume nt now loading in the c or rect si ze . Staff list on email form shows archived users . List now only shows a

17 ctive users. Receipts SL P - lowe
ctive users. Receipts SL P - lower half of screen doesn't update Resolved . Incorrec t Communication details att ached to repair Resolved. Display ing Less future a llocat ed rec eip ts Query updated to now i nclude freeholder department. MyVeco shortcuts can be used to bypass the E nd of Mont h lock M yVeco Tool Bar no longer enabled to the u s er who is doing the period end routine. Freeholder payments Update to validat ion of b a lan ce to check the Estate connec ted to the transaction. Recurring appointments disappearing Update to fi x the issu e . Supplier Salutation on Work Order email This m erge field is now availabl e on the Works Order email . Tenancy Offers – Populat ing Mo ve Out Da te on created tenancy reco rd Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 16 Resolved. Make Live on Draft Transactions When processing Draft tran sactions, it now looks to see if allocations are allowed whe n tenancies are not live an d if not then do not create the allo cations. Email All Te na nts - i gnores whether the tenant has moved out Updated so this now only selects active tenants . Rounding I ssue on SL I & PLI Resolved. Reversed transaction remaining allocated Resolved. Live SLP made CBR by Unknown Receipts wh en two user in dr afts t ra nsac tio ns Resolved. Powergrid Emailing Emailing from Powergrids now defaults to BCC . Form Data Types - Job Rol e Spelt Incorrectly Resolved. Email All Tenants - does not make a note agai ns

18 t the contact Resolved. Supplier
t the contact Resolved. Supplier Discounts on AdH oc Inv oi ces Re solved. issue where suppli er discount was being removed If sort code / account number detail is rese t back to blank/NULL - 'add account details' only users are a ble to change the details. On both the contact and owner form when the user ha s ‘ add b ank det ails ’ checked but not ‘ upd ate bank details’ it searches for any bank details changing in the audit lo g and a llo ws it to be edited or not if the field is currentl y empty ( new or emptied by another user). Method of calculatio n on the Quarterl y Tax Re turn gr id causing rounding issues Resolved. Contact bank details not logge d in Detail Changes Resolved. When enter ing a new plot on Developments you cannot save the record due to error Resol ved. Error when using Create one in voice per Tenancy param et er Res olved. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 17 Importing receipt s crediting reserve banks when same b ank detail being used Resolved. to al ways use d efault bank TDS Bulk File Upload Erroring Amende d the timing of checking th e TDS site for the results file to e xtent to two minu tes . Su spen se account shows on the Tenan cy Balances grid - errors when opening Suspense accounts will now be prefi xed with ' Suspense - ' in the Tenancy column, this is picked u p when double clicking a ro w and fires the Owner routine instea d. Directors Ema il fie ld pre ven ts freeholder statements f rom being sent if set to NULL Resolved.

19 Incorrect Note user permission R es
Incorrect Note user permission R esolved. Editing CBT removes bank rec flag Resolved. Comm u nication details of unrela ted contacts appear to be merging R esolved. - C trl - f 10 wil l not ope n when a communication for m is open. Brought Forward Balance line disappears from the Account Summar y statemen t grid Resolved. Multiple Freeholders tick box - doesn't clear freeholder o wnership against the Estate Resolve d. Bank Rec - ba tch wi nd ow i gno res bank rec flag Resolve d. Bank Rec - finalising without Refreshing The finalise button will not become act ive until a refresh has been done after selecting a transaction. Bank Rec - B ank R ec difference figure doesn't r ecalculate when p asting f igur e w ith mouse Resolved. Bank Rec - R econciling after a transaction has been edited It will now refresh the grid and recalculate when the finalise button is pushed . Then checks transaction i s still equal to zero, if not messag e box asking to r efresh a nd r e t ry. Email used to ema il w hen using the Tenancies and Main Contact MM data source C hange query to us e default communication when ordering email addresses so def a ult will always be picked first to give some control to the us er. Double Click on Pi vo t G r id produces an error Res olve d. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 18 Forget contact - anonymisation where mandatory fields not already popul ated It w ill no longer prompt to save changes when closing t he contact form. Have also prevented

20 saving changes when using the save bu
saving changes when using the save button. Usin g 'For get Contact' on active te nant s Resolved. Deposit Diaries If R esponsibility Of changes then it updates the Depos it Release Appointment. Archive Tenancy When imp o rting a receipt and it mat ches an Archived tenancy it will now set the Tenancy Status t o Ac tiv e . Sales Offers Chain Det ails If there is no chain then the tab title will display "Chain (no chain )" Right Click Menu on Grids Resolved. issue where wrong m e nu was being displayed fro m right clicking on grids . PLP Paym ents Added a gri d refr es h in to the error handler . If it e rrors, you close the error box and the grid will refresh. Error when delet ing from W orks Orders Resolved. Calendar not filling Reso l ved. Archiving users that are set as Renewal Clerks If the r enewal clerk of t he ten an cy i s n ot part of the renewal off ice it will still display them in the dropdown. Error when dismissing appo intment re minders Resolved. Error when emailing Freeholder Statements Wasn't handlin g multiple freeholders correctl y now Resolved. Invo ice No . in d esc ription of PLI part paymen ts on manual allocations Resolved. Lock view neg work screen Fields add ed to allo w a restore. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 19 Upgrades Customising Negotiator wo r k screen Ability to cu stomi s e the property grid within the Ne gotiator workscre en. I nc reas e N otes Increase Notes in ri ght click view Booking Multiple Vie

21 wings You can now can drag a list
wings You can now can drag a list of p roperties into the order they wish to book viewings in. Sui t able Applicants Grid A column added to the suitable applicant ’s grid for last contac te d. Col umns o n contact grids Add ition of "GDPR Lawful Basis Recorded", "GDPR Date Lawful Basis Recorded", " GDPR marke ting Data" and "GDPR marketing Data" columns to th e following grids. - Ow ners - Lettings Applicants - Tenants - Suppliers - Sale s Appl ic ants - Genera l - CRM Contacts - G uarantors Page breaks in mail merge templates (RTF) Page breaks are avail able when you CTRL RETURN(ENTER) is availabl e . Multiple d o cs to notes Will now h andle selecting multiple docs from the dialogue window. Estat es Det ect ors Tab Added detectors t o the estates grid Email from Works Order Addition of functionality to al low for em ails from works orders Workflow on Sales Progress i on W orkflow template s added to Sales Progression . Function to email all owne rs fro m t he own er group Changes to Email form and Ownership form to allow email to all owners. Pop Up to be displa yed when r eactivating a contact GDPR form will now display i f Tenant, Supplier, Own er or Applicant status is changed from Archived. Detect or Dat es De tec tor dates added to the pro perties screen Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 20 Version 2.1.6.3 Fixes Update to Workflow T arget Date A dded Param eter to decide if the Ta rget date is Consecutive o r Concurrent Tenan

22 cy Ren ewal Clerk no longer mandatory
cy Ren ewal Clerk no longer mandatory Change so t h e Renewal C lerk i s only re levant if the parameter of which user is linked to the Visa Check Date on a Contact is s et to 'Renewa l Clerk' . A prompt will now only d isplay if there is a Visa C heck Date on a Tenant in the Tenancy and the Parameter is set to 'Re newal Clerk '. Te na ncy Vie ws Fix issue relating to error 91 being displayed when on the grid Right to Consent GD PR prompt on Neg Worksc reens Added the Right t o Consent prompt on the Qu i ck Lettings Applicant, Q uick Sales Applicant, Quick Contact an d Quic k Owner & P ropert y. Er ror posting SLP from unknown receipts to non - live tenancy Fixed error occurring when pos ting SLP from unknown r eceipts Properties Un its Licensing Schemes If L ettings/Management is ti cked at a later date, it now picks up the li censing sch eme Te nanc y O ffers/ Initial Charges R eceipts added on initial charge on tenancy offe rs now carried over to tenan cy Saving Tenancies Records “ Cap acity Exceeded” error reso l ved Anonymising Record s Address Update Error resolved, ad dress now replace d with N ULL ins tead of being deleted Upd ated Service Charge Demand D ata source Missing freeholder fi eld and bough t forward balance field included Anonymising Note Type Err o r Field length increa sed to stop error Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 21 Version 2. 1. 6 . 0 New an d ad dition al fea tur es Anti - Money Laundering Details for anti

23 - money laundering will be visible from
- money laundering will be visible from the Applican ts and Vendor co ntact records. These fields are visible as read on l y from the Sales Progres sion/Offer Progression screens Right to Rent (Visa Che ck / E xp iry) E nhancements to the Right t o Rent functionality within the Tenancy screen including: • A popup d isplay ed when us ers open a tenancy with an expi red Right to Rent d a te • A popup displayed whe n users attempt to enter or amend a re newal date wh ere there is an exp ired Right to Rent date or a Right to Rent date that will expire during the new term • Mandatory field of ‘Renewa l Clerk’ to be in place at the point of setting th e tenancy to active Mini mum EPC Rating Added ability to filt er Lettings P rope rty gr id and Ma naged Properties grid by E PC number and EPC letter grading – This can be enabled under “Admin” > “Gen eral Param eters” and is on the main detai ls tab. Added abil i ty to exempt properties from the minimum EPC requirement – Thi s can be foun d on the “ Le ttin gs Marketing Details” tab of a property. GDPR All GDPR functionality can be found under a contac t reco rd by goin g to “Actions” and selecting “G DPR Details”. There is a further “Actions” m enu item once the GDPR window is open. The “Actions ” me nu fro m with in the GDPR window is only ac cessible by admin users. Below are items that have been inclu ded in Vec o™ with regards to the legislat ion changes coming i nto force for General Da ta Protection Regulation (GDPR). We su ggest you con tact your ow n

24 Da ta Protection Officer/GDPR Co nsult
Da ta Protection Officer/GDPR Co nsultant/ Information Commissioners Office for information on how you compl y with the se changes. GDPR – Privacy by Design An additio n al tick box has been add ed on the contacts screen, allowing th e users to re cord conse nt . Th e p oint at which the tick box is amended, a date will also be added to the field ‘consent date’ so shoul d you be u sing Consent as your lawful bas is you are able to t rack when consent was ob tained and therefore when it expires. For all exis ting conta ct s th e t ick box has been ticked by default. An additional prompt has been added at the point of creat ing a new contac t which is confirming you have a valid lawful basi s for storing and process ing the data – This can be enabled und er “Admin” > “Gen eral P ar amet ers ” and is on the main detai ls tab (disabled by default) GDPR – Right to be F orgotten Added fun ctiona lity to co mply with the Right to Erasure (Right to be Forgot t en) in the GDPR and enab les you to remove a contact from the s ystem should you need t o. Vec o d oes not delete the contact but anonymises the data, Veco carries out various checks on the reco rd to ensure tha t you are not retaining this da ta under a Legal Ob l igation or Contract Basi s such as no transactions in the last 6 years and n o ou tstand in g ba lan ce on the account. An audi t is also added to show the time and date of when this action took pl ace if a contact can’t be forgotten from the sy stem. GDPR – Right to Access Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020

25 ( 12/08/2020 ) 22 Additional f unc
( 12/08/2020 ) 22 Additional f unctionality added to comply with the Right to Acce ss r equire me nt i n t he GDPR to allow for infor mation relating to a contact to be provided to the individual in a ma chine readable f ormat. The running of this func tionality will resu l t in all information hel d in Veco relating to that contact to be downloaded int o a Sp re ad S hee t. An audit has also been added to record the time and date when this information was downloade d from the datab ase. GDPR – Data Portability The Data Portabil i ty requirement is also c overed in the same functionality as ab ove, as you c an p rovide t he S pre ad Sheet to the individual to transfer the data you hold about them Van Mi l dert Tick box adde d to u ser profil e to restrict access to Van Mil dert referencing in f ormation, restricting th is can control who in your business ha s access to t he p ersona l info rma tion of all your contacts that is passed and held by Van Mildert. Please note that all users wi ll be unticked b y default and you will need to manually tick each u ser that will require ac cess to the “Track Reference” and “Ord er Reference” fea tures. Fixe s Offers & Sales (Completion ) The applicant is also set as an Owner. Repairs (Open Current Tena ncy) If there a re two tenancies with the same Occupied date, one a rchived, the archived on e might be opened instead of the curre nt active ten ancy . Pro pe rtie s/U nits (Key Log) If there i s only one set it was not allowing the key to be logged out even thou gh it had been m arked as returned. Unknown Rec eipts (Non

26 - live Ten a ncy) You were able to
- live Ten a ncy) You were able to a llocate monies to a non - live Tenancy. Types (Renta l Fr equenc y) It wa s possible to add to this list. Properties/Units (Copy Property) The parameter to limit the n umber of propert ies an Owner Group can have was not being applied. Mail Merge Templates (R TF) An error was occurring when using Save As. Us ers ( Archi vi ng F utu re Appointments) A prompt is now shown asking to archive only future appointments. Properties /Units (Upload D ocuments) These are now saving in the appropriate sub folder. Spell Check er This has randomly lost the diction ary and liste d al l word s as i nco rrect. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 23 Notes (Follow Up A ppointments) Duplicate Follo w Up Appointments were being created when the N ote was sa ved again. Workflows (Target D ates) This was bei n g calculated differently depending which at which point the st aring Target Date was e nt ered . N ow the Target Dates are ca lculated from the starting target Date. Specific Forms (Notes) The Incorr ect column was not on the Notes tab of th e Specific Property and Applicant forms. Te nancies/Deals (Balances Grid) Some te nancies were show ing as h avin g a balance even though it wa s zero. Properties/Unites (Categorise Photos) The buttons on this f orm co uld be los t when resizing the form. Tena ncies/Deals (Tenant s Grid) A blank row on t his grid was causing a saving issue. Diary Dates G rid (Save Se lect ion ) If there were more rows in the g

27 ird than were shown saving the selection
ird than were shown saving the selection would caus e an erro r. V ersion 2.1 .5.3 Notes Error saving note attachment from Dr a g & Drop Tenancy Transf ers Issue with long processing time PLI Allocatio ns Param et er t o a llow allocations for PLI & PLP for non - live tenancies not working correctly Properties/Units, Sales Marketing Details Contract Expires date not saving Owner G r oups, Main Office Not b eing updated if Office name changes M issing functi on r elated t o no n - r esident landlord tax calcu lation causing errors Properties/Units Error generating Map Prope rties/ Units Ma p as well as EPC are automatica lly save in Photos Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 24 Version 2.1.5.2 Suitab le Properties, Email Properties Erro r when embedd ing list Te nanc y O ffers, Initial Charges Er ror opening form Transactions Error in mfAllocation Version 2.1.5. 1 Pro perties/Un its Gas Expiry date not savin g Version 2.1.5.0 Additional Functionality to Existing Features Rent Guarantee Added an a ddit ional p a rame ter in general parameters to use 3rd party insurer Estates, Invoice Apportionment Current Budge t not always dis playing as such Contact Saluta tions Added missi n g Owner Group Title para meter options Contacts Added GDPR D etails under Acti ons me nu Pr ope rties/Units, EPC Graphs When generated the EPC graph is now automatically added as a photo M ail Me rge Cha nged Tenancies data sour

28 ce to i nclude Visa Check D a te Mai
ce to i nclude Visa Check D a te Mail Merge Changed Tenancies and Main Contact to include Tenant Visa Chec k Date Sale s P rogression Grid Added Fe e Amount column Transaction By Nominal Grid Added Deleted column BACS/ Cheques Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 25 CBRs for HMRC are included Ban k Reconciliation When Finalise is clicked the form re - opens Prop erties/Units, Works Orders Grid Add it ion of Invoice Number column Own er Payments Grid Addition of a parameter in accounts parameters to refre sh this gr id if inactive after set number of minutes Paymen t s (PLP) Addition of a p arameter in accounts parameters to sho w Freeholder Bala nce & Fl oat an d also Estate Balance & Fl oat columns Payments (PLP) Addition of a parameter in accounts para meters to order by Payment Priority column Ten ancy Offers Added Initial Charges to the t enancy offers screen, which are then c opied to the crea ted Te na ncy Ma il Merge If data is mis sing that previously resulted in a blank final document a message is now sh own instea d Sales Progression Grid Add ition of Marketing O ffice column to the sale s progression grid Image Editor Ad ded a Saved c onfi rmatio n mess age Transactions, SLN Can now add an attachment to a sales credit note Estate Year End Att achmen ts to PLN and SLN transactions will also be emailed to Accou n tant as part of the esta te year end process Tenancies Grids Ad

29 ded Parki ng a nd Out si de S pac e colu
ded Parki ng a nd Out si de S pac e columns to the grid Off ers and Sales Added prompt to update Web Status of Property to Par ameter va lue whe n Offer Status is set to Comple ted Properties/Uni t s Added a bove Commerci al tick box to grid Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 26 Properties Grids Added a bove Com mercia l colu mn to grid Tenancies/Deals, Add Tenant Added a parameterised prompt to warn if contact is alre ady in another T enancy Properties/Units, Detec tors Added Statu s column to grid Propert ies/Units, Appliances Added Status column to gri d T enanci es /Dea ls, Initial Charges Added Deposit Release tab to grid Repairs, Import from FixFlo Can impor t bloc k/estate i ssues Repairs, Import from Fix Flo Invalid medi a types are added to note as link Contacts, Joint Applicants Added Includ e I n Match t ick so when property match is don e on one applicant the other ticked applicant also receives sent matc h resu lts Prope rties, Gas Safety Added Capp ed option and Cappe d Gas Date to grid Conta cts, Owner Details Added Land Regis try and ID fi elds to fo rm De vel opments Added upload to portals Owner Groups, Actions, Reports Added reports for Freehol ders PLI Alloca tions Added parameter to all ow allocations for P LI & PLP for non - live te nancies Estates Added Directors ta b Freeholder Gro ups A dded Di rectors tab Estates Veco Changes Documen

30 t Ve rsio n 2. 2 . 2 . 0 A u g 20
t Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 27 Ad ded Email Directors Statement field Improvements / Bug Fixes Grid Views Fixed e rr or where column TDSL had been s aved Mailmerge F ixed e rror Incorrect syn tax near ; fixed Types, Property, Fre quency Fixe d e r ror al lo wed thi s list to be added to Unk nown Receipts Unless parameter set non - live tenancies can't be sel ected Propertie s/Units, Key Log Fixed e rror not allowing keys t o be booked out where set s have been returned Version 2.1.4.1 Additional Func tional it y to Ex isting Features Works Ord ers, Email Works Order Added prompt to also email any Photos if the re are any Deve lopments Grid Added Report bu tton to toolbar De v elopments Added Brochu re Properties/Units, Licensing Scheme s Administr ator s can ma rk a sc heme as Excluded Properti es/Units, Licensing Schemes If an existing property is ticked as Let tings/ Management on save any relevant Licensing Schemes will be ad d ed to the Property Lice nsing Schemes Missing Postcodes can be added to a sch eme P ro pert ies /Units Added Oil Service Key Date field Properties/Units Moved H eating Type to Main Detail s tab Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 28 Improvem ents / Bug Fixes Initial Charg es Resolved e rror on saving Renewal Receip ts Initial Charges Fixed Screen Lay out Tenancie s/De als, C om muni cat ion Tab Resolved ‘E mail All Tenants ’ error when us

31 ing Outlook Notes, Email Attachment
ing Outlook Notes, Email Attachment Reso lved e rror when sending a RFT as PDF Repairs, Print Notes Outpu t is sized to note detail s Works Orders, Contact 2, Contact No Resolved i ssue with f i eld not filling in even though da ta has saved. Works Orders Resolved e rror when saving new if Invoi ce Num ber is fil led in Works Orders, Contact 2 Can be cleared f r om field Properties/Uni ts, Key Log Resolved issue with not allowing r etu rned sets to be boo ked out Users Resolved e rror when saving a new User Mail Merge Templates, RTF Resolved e r ror on Save As Version 2.1.4.0 Additional Fu nctionality to Exis t ing Features Contacts, Specific Forms Addition of a CRM De tails button Off ers & Sa les, Co mmunications Also shows a ny communications for any Vendor related Contacts Joint Applicants Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 29 Added parameter to archive all applicants in a joint application , f ound in general paramete rs Diary Dates Grid Added save and l oad selection to the gr id Pr ope rties/Units Added paramet er to prevent EPC date from being cleared Contacts, Registered Addre ss Ad ded parame ter (general parameters) so if the contact is a Te n ant and has a Company Na me it must also have a Registered Addr ess Specific For ms Ad ded Cat egory list box Power Grid s, Emailing Now will only send where the selected column is ticked Tenan cies/Deals , Communication Tab Added ri ght click option to

32 Email All Tenants Sales Progres
Email All Tenants Sales Progression Grid Added Create View options on gr id Suppli er s Ba lan ce Grids Added Estate co lumn to grid Properties/Units Grid Added Estate Name column to gr id No tes, Email Note Can now minimise the E mail form to allow n avigation to other scree ns Tenancies/Deals, Deal Status A dded User set ting to al lo w th e c hanging of Deal Status if not set as Manager Tenancies/Deals, Archive Can now Archive if the re is a move out date that has been reached whi ch is before the va c ating date Owner Groups , Documents Preview Now also pulls t hrough Contac t no te doc um ents K eys Can reuse a referen ce if the previous set is marked as No Longer Held Key Log Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 30 Can boo k out up to the number of sets held Email Atta chments Can now m ulti - select files Freeh older Group Grid Added Float Amount column to the gri d Dia ry Pro jec tion Added parameter (ge neral parameters) to default to All Users and All Offices Follow Ups Th e Note Typ e is now the Appointment Subjec t within the diary Freeholder Statement Added Last Payment Date field to the s tatement Wo rks Orders Ad ded Second Contact fields to the Works Order form. Please note, some manual adjustment will be re quired to your W orks Order template before thes e new fields will s h ow on the Works Order pr intout/email. Please contact our sup port departme nt s hould yo u ne ed help add

33 ing these. Estate Added Boile
ing these. Estate Added Boiler Service Date key date Properties/Units Added Boi ler Se rvice Date key date Notes Added user s etting to allow mar k ing as Incorrect Applic ants Grids Can set a colour to highl ight as a new app licant b ased on parameter settings (gener al parameters) Contacts, Contact Details Added Time at Address field Contacts, Additional Details Added Ag e on Registration f i eld Improvements / Bug Fixes Contacts A note is now added when made a cont act is m ade Act ive and Archived Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 31 Specific Forms Resolved bug trying to open too many Contacts/Properties fro m the Specific f orms Version 2.1.3.0 Additio nal Functionality t o Existing Features SMS Property Details Added [Web Link 1] a nd [Web Link 2] a s merg e fiel ds Repairs Added option to email all attachments such as documents and photos Tenancies/Deals, Meter Readings Added Miscellaneous field Tena ncies/Deals Added T enancy Sub Type field an d added to Tenancy grids Draft Transa ctions Added Sav e and Lo ad s ele ctions options Suspense A ccounts Added Save and Load selections options Repairs Added Print Notes option T asks Managers can remove docum ents from completed tasks Sales Progression Grid Added Office drop down Applica nts, Specific For ms Ad de d cr eat e Appointment option Owne r Groups Title field is linked to Salutation settings Appointments, Vi

34 ewi ngs Prope rty marketing details
ewi ngs Prope rty marketing details are pulle d through to the De s cription Joint Applican ts, Notes Added option to view all jo int applicant Not es Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 32 Ma il Mer ge Added option to lock fini shed merged document Applicant Areas Added user setting to limit th e list of areas by office region Available Let tings Properties Gr i d Added options to colu mn chooser for Pets, Smokers, Sharers and Students Imp roveme nt s / Bug Fixes Owner Groups, Acco unts Summary, Tax Pending Was including the tax element of receipts for fe e charges set as % of Rent Due Leasehold er Statements Adde d individual address fiel ds for the leaseholder in the report d atasource Ow ners hip, A cc ount s D etails Resolved issue wit h details being saved with stars Import Receipts Added parameter to allow negative values to be imported as SLRs e lse draft SLPs Dra f t Transactions Negative SLPs can't be moved to suspense Tena ncy Transfers No longe r crea tes the SLI Create TDS File Can mark a tenancy as uploaded but was not part of the TDS file Pro pertie s/Units, S ub Tabs Moved Agreed Fees and Licensing Schemes f u rther forward Appointme nts, Remainder Date Resolved e rror on save if clea red Calen da rs Imp roved loading performance Void Periods Users Registered date if after Start Date range Lette rs Re solved e rr or saving Contacts, Documents Tab Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 )

35 33 Resolved e rror trying to ope
33 Resolved e rror trying to open emails T enancies/Deals, Legal Insurance Resol ved issues wh ich c an ca us e Ve co™ to get stuck if occupied date is before the first accounting period Estates, Budgets Resolve d issu e with c he ck Schedule Lines causing an er ror Version 2.1.2 . 2 Additional Functionali ty to Existing Features CN R Tax Grid Added right clic k menu o ptio n t o create draft invoice tra nsactions Tenancy Transfers Grid An SLI is also created now Tenanc ies/De als Accou nts Summary tab moved next to A greed Fees tab Rai s e Charges (SLI) Added p arameter to prevent charges for a futu re accounting per iod be in g ra ise d Works Orders Added Tim e Created and Time Completed fields Works Orders Added parameter to allow the chang ing of the Date Created Improv ements / Bug Fixes Properties/Units, Tenanc ies The Add Tenancy button was not li nked to Form Acce ss rig ht s Ver sion 2.1.2 .0 New Features Tenancy Fees Pending • Addition of a new grid to allow a percentage t enancy fee amoun t. • A parameter option has been added which will n e ed to be selected for th is to work. Additional Functionality to Existing Feat ures In voic e G enerator Added parameter to create one invoice per Tenancy . CNR Tax Grid Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 34 Addition of new c olumn on the abo ve grid to show No Tax Report R equired. Communica t ions Now can be fully audited through Automate . Import Re ceipts Nega tive A

36 moun ts are no w imported as SLRs
moun ts are no w imported as SLRs Appoi ntments, Recurrence Issue fixe d where error message displayed when a n end date is en tered against the recurrence S ervice Charge Budge t Report Order of report now sorts by addressee and/or address . Freeholde r St atemen t Or der of report now sorts by ad dressee and/or address . Leaseholder Statements Order of report no w sort s by addre ssee and/or address . Improvem ents / Bug Fixes A u to Allocate (SLP) Grid Improved performance of loading grid . Diary Proj ecti on R es t of Mo nth now filling correctly. Licensing Schemes Changed to also match by full postcode Clea nup Du plicate Co ntacts Resolved error occurri ng on search of dup l icate contacts. Bank Reconciliation Resolved r ounding iss ue causing 1p dif ferenc e . Dev elopments, Reports Resol ved e rror on running the above reports Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 35 Void Periods Resolved issu e of t he above n ot calculati ng correctly . Sta tements, Attachment s Resolved issue of d el eted transactions' attachments being i ncluded as pa rt o f the st atem ent s process. Raise Charge s (SLI) Resolved e rror when processing the above grid. Calendar F orm, U ser Calend ar Resolved issue with the ab ove loading slow. Key Log Resolved issu e with the f ind option not locati ng al l Properties . Versio n 2.1. 1.0 Additional Functionality to Existing Features Freeholder Groups Additi

37 on of new field on c ontact screen fo
on of new field on c ontact screen fo r a float amount to be entered for Freeholders. Th i s will hold back the amo unt entered when running payments. Tenancies/Dea ls, Deposi t Deta ils Addition of two new fie lds in the deposit tab on the tenancy to record if the deposit scheme is Cu stodial or Insured. Tenancies/Deals Ad dition of a new par a meter in General Paramet ers to set a default deposit scheme an d to restrict use rs fro m the abi lity to change this in a t enancy. Developments Added functionality for entering marketing d etails against a development in Veco™. This wil l give users the ab i lity for entering photos and marketing descriptions. Marketing section for deve lopmen ts is acc essed via a button on the developments screen. Improvements / Bug Fixes Statements, Tenancy Due Resolved issue of tenancy due being calc ulated on property a nd tenancy but not also joining the owner group so if a proper ty changed ow ner during a per iod this would appear on both owner group statements. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 36 Quick MA Forms Change to allow 0 (zero) to be entered a gainst bedrooms. Properties/U nits Change to th e Last Contact Date that is set when adding a note so that it i s set based o n th e mark et ing sta tus. Properties/Units, Le ttings Additional field on the Properties/Units Lettings grid to sh ow the Let Type of the property. Service Char ge Budget Report D ate range picker added t o the reports screen to allow users to choose

38 which bud gets a re to be included
which bud gets a re to be included. Statements R efunds now use allocation date instead of transaction date when calcu lating the arrea rs total. Freeholder Fees Pe nding Now takes in t o account the last time the process had been run. Repairs R esolved issue wit h erro r bein g d isplayed when saving a rep air against an estate. Complaints Additional parameter added to al low an y departme nt user to be displayed in the assigned to list. Grids, User Lists User s list has been changed to look for al l non archive d us ers; t hi s is a change from the list previ ously looking at active users. Statements, Bookmarks check A warn ing me ssage is n ow displayed and the process st opped if statements do not have a bookmark s etup and the old statement process is used. Auto Allo cate ( SL P) Re solved issue with same all ocation Date & Time when multiple allocations occur against one trans action . Diary Dates Grid Filter bar now dis playing on the grid when it first loads, thi s is when grid is set as home. Trans actions, CBT Amo unts a re now di splayed in the analysis fo r reversed transactions. Initial Charges, Landlord Changed so repo rt no longer dis plays multiple lines if the Ren t account is used m o re than once on the Init ial Charges template. BACS/Cheques Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 37 Change to pr even t Cash B ook Rec eipts (CBR’s) being includ ed in the BACS and Cheques grid if the bank reference has been remove d from the trans action. Tax Pendi

39 ng, Don't Ra ise Tax Transaction s whe
ng, Don't Ra ise Tax Transaction s where Insufficient fund s Resolved issue where calculation f or the curren t ta x bala nc e wa s n ot rounding, which could r esult in a slightly higher bank balance and so not raise a valid tax transa ction. Version 2.1.0.1 Diary Projecti on Grid Rest of Mo n th figure not showing co rrectly for December. Version 2.1.0.0 Owner Payme nt G rid, P or tfol io Reference Number Addition of a new column on the Owner Payment Grid, this will display the por tfolio reference number for the Owner Group. Bank Reconciliation , Transaction Search Add ed search functionality to allow for t ransactions t o be searc he d wi thi n bank reconciliation. A s earch box has been added; when a value has been searched all matching trans actions wi ll be displayed on screen. P ayments (PLP) Grid, Balance and Float Amount Addition of two new columns to the P ayments (PLP) gri d. The se nee d t o be enabled via a paramet er in Accounts Parameters. • Column one will display the owner balan ce amo unt. • Colu mn two will display the owner g roup float amount. Statements to Multiple Email Addresses The ability to send s tatements to mult iple e ma il a ddr esses during the statement s process. On the communications screen within a contact, a new tick box ha s been add ed, to select the email address es for which the st a tements will be sent to. Only those email addresses that have this box tick ed w ill ha ve the st atements sent to them. V iew Account Details New User setting to allow users to see full acco unt de tai

40 ls with read only access. Default
ls with read only access. Default Fo nts for Emails Abi l ity to set a default fon t within Veco™ which can be applied to emails. Ve co™ Estate s New Rel eases Year End A new pro cess within Veco™ to close down and move onto a new year. This proces s will result in the following occurring. • Mov e the Control Date o n a year. • Move the Year End Date on a year. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 38 • Set the budgets fo r a year – If you add a b udge t t o an estate where there is an existing budget you are prompted if you want to copy the existing budge t. If yes then you are given the option t o adjust the amount s for each a ccount by a % . • A Nominal Ledger transaction created to zero bala nce the in co me a nd expenditure for the year. • Invoices sent via email to accountants (see below). Invoices to Acc ountan ts As par t of the Year End process, ther e is the ability to send invoices for Leaseh olders and/or Freeholders to Accountan ts. Accountan ts w ill ne ed to be setup in Veco™ as a relate d contact to either the Freeholder or Leaseholder. All invoices will be sen t via emai l attachment in a zipped file f ormat. Invoice Ap p ortionment The ability to apportion an invoice, this will al low a user to set this ag ains t a budget and a sub departme nt within an estate. Screen Access Screens within Veco™ can now be minim ised so th at users can navigate to other parts of the system if required. These scree ns are: o Accounts Summary_Statement o

41 Ent ering a manua l tr ansact io n vi
Ent ering a manua l tr ansact io n vi a t he live transaction screen o Email Works Order to supplier Email from Notes When sending an ema il fro m the note s section of Veco™, the system will now pull throu g h the contact records em ail address if one exists. If one does not exist, u sers will st ill be able to enter an address m anually. If emailing from property notes then the contact used will be th e main own er contact. If emailing from th e tenancy then the c ontact used will be the main tenant contact. Bank Reconcilia tion Summary Repo rt, Un re conc ile d Transactions A new summ ary report titled Unreconciled Transactions. This report will show al l tran sactions t hat have not been reconciled in the Bank Reconcili a tion. The report will de tail the date of the transaction and f urther inform atio n rega rd ing the transaction. Remittance Advice Remittance Advice’s will now have the ability to display bot h a co mpany name and an address title. This all ows for the Remitta n ce to be directed to a p articular contact within a supplier. Email and Pr int Demand s A n ew option to email and print copy demand, when run from within Veco™. When selected, all those tha t can be sent by email will be sent. When the e mails have been sen t a PDF report will be pr oduced which has all of the demands, w hich can then be printe d. S upp lier Discounts on AdHoc In voices When entering a supplier payment into Veco™ through Live Tran sactio ns, two fu rther transactions will be crea ted to take off the supplier discount. Ten ancies/Deals, Accounts Summary,

42 Tenant Tenancy Cli ent Bank i s u
Tenant Tenancy Cli ent Bank i s used as the main bank if one is s et Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 39 Payments (PLP), Tenancy Department Tenancy Client Bank is used as th e main ban k if one is set Offices, Offic e Manager Drop do w n not limited to users i n the same office Freeholder Statemen t Incorrect cal culati on of Arr ears balance Offers & Sal es Error when emailing Works Orders Added 'Tenant Completed' Jo b Stat us Proper ties/Units, Brochure Categorisi ng If Brochure Cat e gory is not set in numer ic order, Veco™ will warn the user but will not pre vent savin g Ve rsi on 2 . 0 . 9.2 Raise Invoices (PLI) Will no longer make the Schedule Inactive if the last schedul e line is raised Ownership Added ‘ Don't use Faster Payment ’ fie l d BACS/Cheques For BA CS there is a Faster Payment column wh ich will crea te 2 BACS fi les if there is a mix of Faster a nd Non - faster payments FixFlo Import Added a parameter to see if th e User should de fault to the Property Manager Negotiator Workspac e , Sales Prospect Proper ties don't show if a future Next Conta ct date exist s. Import R ecei pts Bug with random halt of processing Version 2 . 0 . 9.1 Tenancy Transfers Addition of a Tenancy Clien t Account on the tenancy record and the a vailable balance in this account in the Tena ncy Department will get paid out and t hen into the Land lords cl ient ac count via CBP and SLP. Ve rsion 2 . 0 . 9.0 Veco Change

43 s Document Ve rsio n 2. 2 . 2 . 0
s Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 40 Import Receipts If a Carriage Return Line Feed had be en inc luded in t he stored Standing Order refere nce it wouldn't mat c h Negotiator Work Scree n, Mass SMS Was not being linked to U ser setting Bank Recon ci liat ion , Closing Balance on State ment This could be changed accidently by using the mouse wheel, thi s has been preve nted Bank Reconciliation, Unse lect All This woul d only untick where they had been ticked when the form was open ed Tenancies /Dea ls, Te na nts Mi ssing OfficeFK not an issu e if not by region Power Grids Error on refresh Properties/Units, Archiv e Only Fr eeholder department Schedule Ch arges were being ma d e inactive Owner Groups , Add Owner Error message "Conversion failed when conv erting f rom a c haracter string to uniquei dentifier" Contacts, Email SMTP is not attaching the Email in the N ote P roperties/ Units & Contacts When changing portfolio/company t he Category list was bei ng added to again each change Appoint ments, Recurr ence If y ou cha nge d the time of the recurren ce it was not updating the recurring appointments. Properties/Units, Uploa d Document s URL's not enforcing correct numbering Properti e s/Units, Upload Document s Remove button also applies to URL Tenancies/Dea ls, Renewa ls Cle rk If changed the appoint al so takes the office of the Clerk Properties/Units, Map Was showing as a g rey block Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 41 Ne

44 gotiator Workspace, M/As No t showin
gotiator Workspace, M/As No t showing on popup g rid Repairs Grid, User List If a user is Locked then they we ren't showing Ba nk Rec on cili ati on Where CBTs no longer s how if both sides have the same account number & sort code if they ar e the same Accou ntFK they will be automatically reconciled on fina l isation Future Period S LIs Added a parameter to prevent allo cating agains t SL Is in a futu re accounting period Payment s (PLP), Accounting Period Doesn't show period of actual date if it is the last day of the month and not the Defaul t Accounting Period Demand Generator If ei ther Estate or Freeholder department t here is the o ptio n to P re view th e demands when processing Licensing Schemes • Added new grid to show license schemes setup • Adde d setu p screen t o allow for new schemes to be c reated • When adding n ew scheme, prompt displa yed to allow for users to select to up date all exis ting prope rt ies • New tab on properties screen ‘License Schemes’ displaying all schemes for the property • Prompt upon openi ng a prope rty advising it falls under a l icense scheme Stat e ments, Accountant Statem ents Emailed were also being included in bulk prin t PD F Mai l Merg e, RTF Save As not working Transactions, Admin Accounts Edit Validation was preventing previous perio d dated tr ansactions Owner Payments Add ed parameter to use Payee Name in descriptio n Tenancy Offers Added new screen t o enter tenan cy o ffers P rint St atement Invoices Expanded out the types of attachments

45 that can be printed Upload & Downlo
that can be printed Upload & Download TDS Ce rtificates Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 42 Error if data includes '&' P roperties & Units B rochure Category – Abili ty to categorise photos in a different order to the upl oad, f or use in marketing material and br ochures. Notes When printing text was wrapping so being cut off N egotia tor Work S creen, Email Error The warning message box was hi d den behind the processin g window Import Receipts Duplicate p osting Date & Tim e on a ll ocat ion s Contacts, Other Names If change d, was not updating any Owner Group salutations to match En crypte d Password s Additional security and enc ryption added to th e passwords. Sales Mile stones Added Due Dates & Sales Milest ones grid Fi xFlo V2 A dd itio n o f the following features w hen using Fixflo • Automatic setting of Property M an a ger against the re pair • A utomatic m essage to Property M anager to i nform of new issue • A utomatic message to Offi ce Manager if repair has not been view ed within a u ser define d time pe riod FixFlo Scheduler Ap plication A new application which allows users to setup a schedule f or imp orting iss ues into Veco™. A directory fol der will need to be installed on the server which contains the application. Upon launching th e ap plicat io n th e f ollowing will need to be e ntered. • User clicks the add company button. User will be required to enter the databa se details, including the user id and password. • A f ter

46 entering database de tails, users will b
entering database de tails, users will be required to selec t the relevan t co mpany fr om a dr op down list, based on the company’s setup in the database. • Once this has been set a new row w ill be displayed on screen, users can then sele ct the second tab a t the top titled ‘Schedul e’ • User id and password of the machine needs to be ente red al on g wi th the start in path. This wi ll be the same path as the Veco™ shortcut. This can be found by right click ing on the Veco™ icon and selecting prope rties. • User can th e n define the schedule: w hen the schedule will start, the timin gs and the fr eque ncy of t he s che dule. Once all have been s et, user will be required to click the generate schedule button. This will then set t he schedule. Version 2 . 0 . 8.3 Properties/Units, O S Property Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 43 Additional c olumns added to New Let grid: • Purchase Price • Offer Acce pted D at e • Bu yer • Sales Source • Conveyancers • Exchange Date • Fall Through Date • Other Costs • Capital Works Supplier • A cquisi tion Costs Version 2 . 0 . 8.2 Bank Reconc iliation Fills tem p table with only current portfolio Raise Charges (SLI ) Inco rrect PLIs be ing raised Prop ert ies/Units, Suppliers & Uni ts Suppliers not showing using find Schedule Charges PLI Where Freque ncy is set to Annually the Start Date rem ains the same, not m oved on by 1 year Prope rties/Units, Copy Property Error whe n

47 copying Ne goti ator W or k Sc ree n
copying Ne goti ator W or k Sc ree n, Quick Property Match Not returning any matches Negotiator Work Screen, Refresh Applican ts gri d is not r eflecting Applicant Office drop down Tenancies/de a ls, Renewal Clerk If t he User's name is changed it is not up dating the Re newa l Cler k Rep air s Adding a Property to a new repair works now Applicants, Specific Forms Communications no t show ing when r ecord is read only Offers & Sa les, Sales Status, W eb Status Added label to inform that portals are also update d with the ne w we b stat us Ow ner Payments Grid Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 44 When Filt ering the Selected column an error is shown Account Validation Add ed pro xy details where in use Users, Archiving , Appointments If the replacement user was in a different office the appointment s weren't cha nged to th at off ice Contacts Search Change d to not link to OfficeFK if not using Regional Access Only Sales Ne gotiat or Workspa ce, Vendor Prospects Added Re gistering Office Na m e column to popup grid Tenancies/Deals SA System tab showin g even when n ot u sing S A Syst em Properties, Specific Form s Error uploading to portals for the first time Version 2 . 0 . 8.1 Tax P ending Ad ded parameter to calculate for Tax Landlords based on the Date Became Non R esident Payments (PLP), Tenancy Depar tment Improv ed p rocess in g pe rfo rmance Raise Charges (SLI ) Improved processing performance Negotiator Workspace â€

48 ¢ Added User settin g to open on sta
¢ Added User settin g to open on start up • Added a static note s box • Added a refre s h button to the popup fo rms • Added a prompt to see if an entere d note/feedba ck s hould be sav ed when changing row, refresh ing data or changing grid • Vendor Prospects now have parameter setting s to d etermine w hich applicant statuses should be included Negoti a tor Workspace, Sales • Ad ded additional breakdowns for the User s office • My M /As and My V iewi ngs show only appointments da ted today • Added Sales Status, Responsibility Of and Marketing Office column s to the P roperties popup grid • Deals show all statuses selec t ed in the parameter sett ings Owner Payments Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 45 Unallocated Futu re monies was bei ng cou nt ed t wic e CBP Transactions Valid ation error 'must be a Bank' on saving when editing Statements Unal locate d SLRs bei ng included in Tenancy Due bala nce calculation No t es, Next Call Date For Lettings & Sales Properties & Applican ts Parameters hav e been a dded to default this date to x da ys in the future for specified Note Types Mail Merge Datasources, Te nancie s and Main Contact Changed to use Additi onal Occupants tabl e Negotiator Work Screen Improved speed of loading Sales scre en Users A dded Admin A ccou nts User setting Joint Appli cants Added Main Contact tick Added Parameter to hide all but the Ma in Con tact in Ap plicant grids Active Applicant s Grids Added Join e d With to give a c

49 ount o f how many other applicants the a
ount o f how many other applicants the applic ant is joined wit h Cen tu ry 2 1 S tatement Error calculatin g B/F & C/F balances over different date ranges Properties/Units, Ma rketin g Descript ions Added Strapline fields P roperties/Units In c reased the number of upl oad photos from 20 to 25 Emailing Er rors are now logg ed and i n ma ss emailing the process conti nues to the next unless there is a timeout error Tenancies/Deals, In itial Charges D isplays Service Provided, Renta l Amount and Rental Frequency and shows a li st & percentage of Lettings and Manage ments fees fr om t he Agr ee d Fe es Owner Groups, Ownership Users with only Add Account Details can now enter Bank Account detail s wher e they are not set Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 46 Tax Transactions A p rompt now shows if t he added transaction wil l increase the Tax Liability greater t han the bank bala nce R ep airs I mportant Notes tab now sho ws Available Lettings Properties Grid Shows the current status afte r the Property s hort address Version 2 . 0 . 7.8 Statements – Corr e cted timeout issues when getting tenant data. Version 2 . 0 . 7.7 Tenancy /Dea ls, Le ga l - Add ed Global Calendar Changed to Global User & added Global Contact and Global Property sea rch ta bs Version 2 . 0 . 7.6 Rem ote App Added use r setting so if user uses the Remote App if applies a fix for p opup controls Power G rids , B ulk Invoice s Adde

50 d optio n to take Supplier & Invoi c e n
d optio n to take Supplier & Invoi c e number from the grid Added parameter to app ly Supplie r Discou n t to PLI Offers & Sales Bug Read On l y not working if another user has the record open Tenanci es/Deals Add ed H D Rate s tab Import Receipts Grid Ad ded Sub Department column & import field Diary Dates Grid Cr eate V iew now wo rking Users Added Notes & Important Notes ta b s Offices Added No tes & Important Notes tabs Users, Archiving W as n ot mov in g Wo rks Orders where Works Order status was 'Works Order' Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 47 Calendar Bug where User was being used inste ad of Offi ce Power Grids, Mail Merge Can print where n o email Email was BC C when Outlook was used Increased Timeout Pri nting Gr ids Bu g due to new Dairy Dates g rid Statements Bug with Tax calculation for Archived Owner Grou ps Regional Access Only Added limit by Of f i ce Region to all s earch forms Ad Hoc Fees Now starts as blank and validate s a values ha s be en ent er ed a nd no longer restricted to Ma nager Tenancies/Deals, Van Mildert Bug filling in Mobile number Bacs/Chequ es Added new Coutts import fil e Freeholder S t atement Balances not be ing calculated correctly Owner Income & Exp ense Grid A dded pa rameter to run by date ran ge rather than periods W

51 orks Orders Added Photos tab
orks Orders Added Photos tab Repai rs Ad ded Photos tab Repairs Grid, Import from FixFlo Photos are now imported Works Orders Added User setting to suppress the Repa ir Cha ng e st atu s prompt Works Orders Added parameter to complete the Repair once all linked Works Orders are ei th Complet ed or Cancelled Version 2 . 0 . 7.4 Users Error when saving new Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 48 Version 2 . 0 . 7.3 Tenancies/Deals, Legal Insur ance If not allo wed to e dit and you tick and untick it wi ll now set and then unset the RLP Supplier & RLP Commences fields Of fice S ecurity Changes made to allow for offic es to be ring - fence d . Diary Dates Changed to improve memory usage & release Ver sion 2 . 0 . 7.2 Sup plier Co ntac ts Non - grouped payments fie ld not being saved Power Grids, Refresh Corrected error ‘expected a non - empty stri ng for the source table name’. Users, Department Changing department not prompting Form Access update. Sub Ag ent Fee, Fixe d Am ount P LI I nvo ice Status is now fixed to ‘Pay In Full’. Cannot use ‘Allow Pat Payment’. Properties, Units Fixed form layo ut so Key Date fields show corr ectly Note Tabs, A t tachments Filtering on Blanks and Non - blanks now works correc tly Office, Add New E rr or ' Con version failed when conver ting from a character string to uniqueidentifier' Version 2 . 0 . 7.1 P ropert ies/Units, Upload Documen

52 ts Brochures c an now either be a
ts Brochures c an now either be a f ile or a URL which must also have a description CBR Transacti ons Correct ed e rror w he n ed iti ng/saving. Contacts, Addi tional Details, Visa Check Date Added a Parameter to determin e who t he key date is l inked to - Property Manager, Te nancy Responsibilit y Of or Renewal Clerk . Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 49 T his is now enabled for Related Contact s linked to a n Ac tive T en ant of an Active Tenancy Tenanci es/Deals, D eposit Details, Deposit Release Date Added a Parameter to deter min who th e key date is linked to - Prope rty Manager, Tena nc y Responsibilty Of or Ren ewal Clerk . Tenancies/Deals On openi ng of the for m if any A ct ive Ten ant of any rel ated contact has an expired Vi sa Check Date then a prompt will list them . Tenan cies/D eals, Othe r Details • Added a Parameter to only allow General & Accounts Departments t o edit RLP . Automatically set details . • Added a Para mete r to a ut omat ica lly set the RLP Supplier • A dded a Parameter to automaticaly set the RLP Commences • Changes to the RLP f ields are logged Available Sales Propert ies Grids 0 Bedroo m s no w showing as Studio . Attributes Removing All was not be ing saved Us ers Adde d para met er to allow the setting up of User templates based on department. Contacts, Supplier Details Added Used By fi eld Version 2 . 0 . 7.0 Chart of Accounts Added Res e rve Account tick box to the Bank Details section to indicate

53 t hat the bank acco unt is a res e
t hat the bank acco unt is a res erv e sub - account. Reserve Ac counts Can only be selected in Estate Reserve Accounts and in CBT tr ansact ions. The y cannot be reconciled or proce ssed in BACS/Cheque s . Bank Reconciliation Where both bank accounts in a CBT tran saction have the same s or tcod e/a ccount number the transact ion will not appear in the bank rec. This transaction would indicate a mov ement of f unds to a reserve account rathe r than a physical m o vement of funds between bank accounts. SLR Transaction Corr ected error w hen saving i n Qu ick Monies Notes Grids Add ed column to indicate if the note has an attachment. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 50 Version 2 . 0 . 6. 9 Sal es Progres sion Now complies with the use r ‘Region Access On l y’. Estate Budgets Pr operty Percentages now correctly use B udget Unit Na me. Email V alid ati on Now checks for addres ses beginning with @ Transaction Sub - Dept Changing sub - department no lon ger unreco nciles the transaction. Proper ties/Units – Lettin g s Added Attributes fie ld Applicants Added Attributes fie ld, and Use A ttri butes fo r Ma tch tick box Suitable Proper ties, Normal Grid, Multiple Viewing A Viewing column now appears S uitabl e Sales Ap plicants Added Selling Positi on column Demand G e nerator, Estate Added Budget Unit Name to Budget Report data source Vers ion 2 . 0 . 6. 8 Ten anc ies/Deals Corrected error setting status to Active if property has Det

54 ectors. Corrected error setti ng s
ectors. Corrected error setti ng status to Active if property has Legio nella Assessment da t e by expiry parameter va lue is null When a tenancy is extende d any fixed a moun t PLI sc hedu les are checked to make sure they have a new charge line. Discounts (PLR) VAT amount is now sto red if relevant. Mydeposits Joint Tenants no t showing Offers & Sales – Mail Merge Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 51 Add ed joint applicants to mail merge data source. Prop erti es & U ni ts - Fe atures These can now be fixed by types rather than free text. Properties - Detectors Corre cted b ug with em pty drop - down for detectors. Version 2 . 0 . 6.7 Tr a nsactions Ensure intern al bank field BankFK is updated if the bank account is change d. Fe es Received Grid Ensure gri d is filled if first grid visited. Works Orders Corrected error wh en ope ning Estat e works order. Works Orders, S upplier When typin g to search for a Supplie r - ensure Regional Suppliers are take n into accoun t . Draft Tr ansa cti ons Correct error when mo ving draft transactions to suspense. Tenancies/Deals, Deposit Detail s Add ed Deposit Release Date key date field C ontacts, Addit i onal Details, Government Comp liance Added Visa Check Date key date field, enabl ed i f con t a c t is in an Active or 'Under Negot iation' tenancy . Properties/Units Added Attributes for Lettings Mar keting Details Moved Financial Details section to the Accounts Su m mary tab

55 Added Legionel la Asse ss ment tick box
Added Legionel la Asse ss ment tick box field which whe n ticked enab les the Le gi onel la Asse ss ment key date . Adde d Selective Licencing tick box field which when ticked enables the Li cence Expiry key date. If expired will show a p ro mp t on Pr i or i ty f o rm load and prevent Tena ncy from becoming Active Added Detect ors tab Once a D e te cto r has bee n added the new Detector C heck Date key date is available Parameters Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 52 Added Legionella Expiry parame ter which if set determin e s when the Prop erty Legionella Ass e ss ment key date has expi red and will show a prompt on the load of the Prope rty and pr ev ent a T enancy becoming Active Ad ded Detector Expiry parameter which if set determin e s when the Proper ty Det ector Chec k Date key date has expired and will show a prompt on the load of the Prope rty and prevent Tenancy from becoming Active Vers ion 2 . 0 . 6. 6 Acc oun ts, Bank Accounts It is n ow possible to specific an individual ‘Unknown Receipts’ nominal acco unt fo r each Ban k account. Draft Transactions Grid When moving t r ansactions to Unknow n Re ceipts will use Account settings befor e using the d efau lt Par am eter . Office Details Added Def ault Client A/C field Default Bank Where Office is selected and Def ault C lient A/C is set then this is used before the Default Bank Version 2 . 0 . 6.5 Mail Me rge Corrected an error when merging. Version 2 . 0 . 6.4 Offi ce Ema ils Added additional office email addre

56 sses. SMTP ‘From’ Address
sses. SMTP ‘From’ Address Added User option to have em ail Fr om Address dynamically based on Office of who is being email e d Quick Sales Applicant Re - sized form to fit under 768 pix el height Ve rsio n 2 . 0 . 6. 3 R ich - Text Marketing Descriptio ns Added spell - checking. Sales Applicants Added Buyer field whic h if t icked does not validate Matching criteria Sales Applicant G r id Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 53 Added Buyer field Sales Progression Grid Added Buildi ng name to pr oper ty add re ss Reg ional Letters & Reports A dded parameter so when templates are saved they are stored against th e User ’ s office and when processing only those with no Office set o r the same Region as the User's Office are listed. This does n ot apply to H ead Office . Wor ks Orders Added parameter so that only Suppliers for the same Office Region as the selected Prope rty's Managing O ffice Region Properties, Addin g Photos It is now possible to select multi ple photos Quick Applicant & MA Forms , Search If usin g Regi on al A cce ss only then only Contacts in the same Office Region as the User's are returned Mail Merge, Ad dition al Fields, Office Details Added addition al field of Link to Office to Mail Merge tem plate which points to an OfficePK fiel d in the data sour ce whi ch is use d to get the Office detail s instead of the User's Version 2 . 0 . 6.2 My Deposits Corrected iss ue wit h creating My Deposits file. Statements Added ability to

57 p rocess expenditure trans actions (PL
p rocess expenditure trans actions (PLI/PLN) Version 2 . 0 . 6.1 HT ML Emails C orre cted i ss ue w her e attachments from previou s email were being retained.. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 54 Version 2 . 0 . 6.0 New Features /Major Improv ements St atement Processing The Stateme nt routine has been re - programmed to give su bstantial improved processing times es pecially on s yste ms whe n larg e n umbers of statements are p repared. Quick Applicants The layout of the Quick Applicant forms c an now be custom ised by moving, adding, and rem oving fields, inclu d ing custom fields. This can be carried out by your System Adm inistrator. Plea se not e that , s imilar to other customisab le forms, the layout will revert to a default format following an upd ate. Customisab le text in HTML emails Report templates can be co n figured to allow for cus tomisable text to be entered at the po int of sendin g th e emai l. Aft er matching, chose a template , a box is displayed to allow a manual message to be entered. Config uratio n of HTML templates: For a Report embedd ed as HTML Define a parameter called pCustom Text Set the default for pCustomText t o the text in the first l abel of the report Set the value of the first label of the report to pCustomText For a HTML Template Put t he tags d iv id="customtext"� and /div i d="customtext"� aro u nd the first paragraph i n the HTML template Grid Changes Pow er Grids Co rrec ted is su e wi th error when run from Negoti ator Workscreen

58 . Tenancy/Deals – Balances
. Tenancy/Deals – Balances • Added Tenancy Deposit Sch eme fi elds to gr id. • Added Occupied Date and End Type columns . Tax Return Grid can now be processed by Accounting Periods rathe r than transa ctio n date . Dra ft Transactions Added Owner Group reference field. Fees Received Added Account Period column a nd can now fil te r by Acc ounting Period From/To Improvements / Bu g Fixes Note Tabs – Docu ment Preview It is now possible to se lect and emai l up to 20 a ttac hme nts. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 55 Reports Grid Correc ted issue where report was showing even if not selected for user depa rtment . Tenancy /Deals • Added missing Break Cl ause values. • Manage m ent Department users inc luded in Sold By list • When Ticked you must also ent er R LP Com me nces an d Sold By • Added Parameters to not allow the RLP Commences date to be in a closed Accounting per iod • Wh en Unticke d added parameter to se the RLP Supplier • When Unti c ked RLP Cancellation Dat e and RLP Cancellation Reason must be entered • If th e Re newals C lerk is changed the Renewals appo intment Office was being set to the Office of the Renewals Clerk Pro perty/ Units • Cha nging the assigned Property Man ager now doesn’t up d ate key appointments if the appointment is also linked to a te nancy. • If the Man aging Of fice is changed key tenancy appoi ntments are not updated. Developments/Plot • Corrected error if plot name

59 changed. • C orrected error when s
changed. • C orrected error when saving Mark eting descriptions. User Details Added Own er Group Financial Details parameter t o allow acces s to Finan ci al D eta ils section even if Accoun ts Details cannot be accessed. Freeholder – Scheduled Charges Correc ted er ror when e ntering % amount. Quick Monies – Deposit Return The End Type is now also set to No Dispute if it was previousl y Periodic S ched ule Ch ar ges, Fi xed PLI Added the option to 'Always Charge the Full Fixed Amount' for tenancy charges. Freeho lder P ayments R eversed transactions were being included in calcul a tion of Unallocated bala nce Mail Merge Templates If user on ly has Open F orm Access r ight s t he template is now opened as ‘read only’. Owner Group – Address Title If the Other Names is c hanged on the Co ntact it was not updating the O wner Group Transac t ion Department Changin g the department on a transaction did not change th e An alysis . Cal end ar Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 56 • Added a right - click o ption to allow Save Layout. • Corrected issue when updating date range not se lecting up to end of the last day. Quick Applicants Added shortcuts AltGr+E (Letti ngs) and AltGr+A (Sales) Suitable Mat ch Buttons Adde d a pa ra mete r t o disable Suitable Applica nts and Suitable Properties buttons on contacts. Suitable Applicant Matchi ng It is now possible to send HTML emai ls. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 (

60 12/08/2020 ) 57 Version 2 . 0 . 5 .
12/08/2020 ) 57 Version 2 . 0 . 5 .0 Grid Changes Fee s Received Grids Split Acquisition co lumn into Own er A cquisi ti on a nd Property Acquisition Ten ancies Grid Added Schedule Charge (PLI) column and made Schedule Cha rge on ly show tr ue if it is an SLI charge Pro perties/Units, Tena n cies Grid Added Schedul e Charge (PLI) column and made Schedul e Charge only sho w true i f it is an SLI charge Improveme nts / Bug Fixes Properties/Units, Photos Resized temp display phot o App ointments Viewing Arra n g e ments not being picked up. Sched u le Charges, PLI, Fixed A mount Not taking the end date of the Tenancy into acco unt co rr ectl y w hen creating new lines . A ccountant Statements Corrected e rror when processing Accountant stat ements 'Incorrec t syntax near Inner' . Parame ters, Email Drafts Errors if template conta ins an apostrophe Mail Merge, Mast er Template When delet in g a Mai l Merge template the Lette r record was not being deleted from the other databases Statements Adde d Office N ame, Office Address Line, Offic e Address, Office P h one Number & Office Emai l Address fields HTML Bulk Email Now works for bot h Nego ti ator wo rk screen and Suitable Pro perties. The datasource must not contain a WHERE clause with {Propert yID} Owner G roups Added parameter to Lcok Salutaion field Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 58 Th e Owner field which dipla ys the % split is updated if the Owner Contact name cha nges

61 Con tac ts Added a parameter
Con tac ts Added a parameter to p revent asking if you want to create an 100% owned Owner Group Par ameter s Added f ields to allow if Admin and Man ager users can chan g e the Property Fee descr iption fields Appointments Bug whe re Key Dates coul d be t ic ked as completed if Feedback was entered Repairs Added separate field to show text of Note select ed in grid Ad ded a Parameter to make the Use r mandatory Wor k s Orders, Repair Notes Now show s the User that logged the Rep air Note Offi ce Re na med TDS Branch ID field to TDS/Ot her Branch ID MyDeposits Upload Changed the file created to use the O ffice TDS/ Other Branch ID for the Branch reference field Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 59 V e rsion 2 . 0 . 4.8 Property/ Units – Photos Corrected ‘Out of Memo ry’ error V ersi on 2 . 0 . 4 .7 Of fers & Sales Corrected er ror when adding new offer Contacts Corrected error when adding Comp any Co ntact with Attention Of. Version 2 . 0 . 4. 6 Emails Correcte d issue with & character when converting RTF to HTML Version 2 . 0 . 4.5 Offe rs & Sales Remo ved Add Joint Applicant promp t when adding applicants Changed Minimum Fee % to Minimum Fee Mail Merge – Vendors email is no longer in the To ad dress field by defa u lt Added field for Yiel d Properties/Units – Photos Correcte d memory erro r wh en add in g la rge images where Categorise P hoto parameter is set. Applicants Ad

62 ded a database parameter to chan ge for
ded a database parameter to chan ge for m headings and group/tab headings from ‘A pplicant’ to someth i ng else eg ‘Agent’ Comm unications Added Unique Email tick bo x Internet B rows er Co rr ecte d i ssue with “The Hub” not lo ading. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 60 Version 2 . 0 . 4.4 Additional Functionality to Existin g Feat ures Appo intment Feedback Added a new parameter to allow t he selection of which ap pointment types must have feedback. Grid Changes Sal es Pro gr essi on Date filter can now be b lank Properties (No Owner) Grid Added Lettings Asking Price and Sa les As king Price columns Properties Added La st Contact and Next Contact fields Improve ments / Bug Fixes Payments (PLP) Co rrected an er ror when p ro cess ing Sub - Agent fees. Sales Qu ick Match Corrected a problem where matching didn’t work if Area Gr oups w ere select ed. Calendar Moving outside the default date ra n ge now loads any missing appointments, Salutation Changing c ontact saluta tion now a ut omat ica lly updates Owner Group, T enancy, or Joint Applicant Group salutation. Offers & Sales – Variou s Chan ges • The C hain Status of the offer record is now changed • Add e d Minimum Fee % • Added Mi nimum Fee % to sales data source • Mail Merge to emai l – now al l offe r c ontact email addresses are available • Added End of Chain tick box to Chain Details to indicate n o furt her chain • When the Sales Status

63 changes y ou are now prompted to untic
changes y ou are now prompted to untick ‘On the Market ’ • Removed prompt for ‘Add Joint Applic ant’ • Added ‘O ffer Faile d’ sta tus which replaces the Reject ed status in causing the offer to be locked • Offer form is no longer m odal Sales Prog ression Offer Status and Offe r Amount now show w h en adding new Progress n otes Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 61 Appointment - Viewings Lettings and Sales Vi ewin g Arra ng emen t f ields are now pulled into the appointment Property Details Added Last Contact and Next Contac t fiel ds to mark eting details. These fields ar e updated when ente r ing Notes. Contacts - J oint Applicants • Added Lettings and Sa les columns • A dded butto n to ‘ Unj oin’ applicants • Marketing details of any joint applicants are updated automatically when updati ng any applicant Contact Details Added fields : Visa Required, V i sa Expiry Date, and Visa Type Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 62 Version 2 . 0 . 4.0 New Feature s /Major Impro veme nts N eg otia tor Workspace This new featu re improves on the existing Negotiator Dashboard and can be used as a “To D o” list pr oviding the sales or letting ne gotiator with centr a lised access to their ma in areas of operation. Negotiator Wor kspace is ava ilab le fro m the Mar keting tree menu, and can be also accessed by using keyboard shortcuts: CTRL+ALT+S (or ALTGR+ S) for the Sales Workspace CTRL+ALT+L (or ALTGR +L) for t

64 he Letting s Workspace The facilit
he Letting s Workspace The faciliti es provided for sales negotiators are: To Do - Cu stom isable “ To D o” lists (summaries and detai l) Diaries - Pop - Up Diary/Calendar Workscreen - Access to the Sales Works creen Dash board - Access to Sales Negoti ator Dashboard Prop e rties - Available Sales Properties Grid My Deals - Offers an d Sales Progr essi on Sta ti stic s - Sales Statistics The fa cilities provided for lettings negotiators are: To Do - Customisabl e “To Do” lists (summaries and detail) Diaries - Pop - Up Diary/Cal e ndar Workscreen - Acces s to the Lettings Workscreen Dashboard - Access to Let tings Ne goti ato r Dashboard Properties - Available Lettings Properties Grid My Deals - Tenancies/Deals Grid S tatist ics - Let tings Statistics The “To Do” l ists provides a sum m ary of Applicants, Prope rties, Diaries, and Deals, which are b ased on statu ses. The re leva nt statuses you might wish to provide on the Workspace Summary can be configure via the “Admin:Tem plates :Workspace Parameters” menu option. Clic king on any of the v alues displayed in the T o Do Summary will display a grid of de tails. These gri ds pro vi de a cce ss to the most relevant in formation, and further record information can be accessed by double - c lickin g on recor ds, and by using the right - clic k menu options. Ri g htmove Real - Time Data Fe ed (RTDF) Over the coming few weeks c ustomers who uplo ad dat a to R igh tmove via our PortalPal se rvice will be switched over to the new Real - Time Dat

65 a Feed. This ope rates as follows :
a Feed. This ope rates as follows : • Customers who currently uplo ad to Rightmove via a 2 hourly feed will be migrated branch by branch to the new R TDF over the next month . • Each mi gration should be done ear ly in the morning simultaneously turning off the old feed for the bra nch(s) involved. • We will run a process every 5 minutes (TBC) which looks for updated proper ties intended for Rightmove and proces ses them. • If the update i s su cce ssful the property informa tion should be shown on Rightmove within seconds of us processing. • If the u pdate is n ot successful then the user wil l be informed of th e failure via email and s o will the support team (via The Hub, not currently in place) . Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 63 A ddi tional Functionality to Ex isting Features Notes – Last Contact Date ( 100752 ) Added a paramete r to a llow selec tion of the note types that wil l automatically upd a te the Last Contact Date . Grid Changes Owner Income Corre ct issue wher e se lectin g a “T o D ate” did not include trans actions up to midnight on that date. Improvements / Bug Fixes Prop erty/U nits – Not es Corrected issue with hidde n Add Note button. Notes Next Contact Dat e was disabled – now shows as relevant . Owner Grou p – Catego ry (10 072 2) Tidied up operation o f Landlord and Leaseholder categories: • Landlord can be unticked if t he own er group h as no management propert ies or if Leaseholder is t i cked. • Leasehold

66 er can be unticked if the owner group
er can be unticked if the owner group has no pr op erties or i f La ndlord i s ti cke d. • At least one must be ti cked if the Owner Group owns a property. PortalPal Uploads Added “ Respon sibility O f” field to upload. Fees Pendi ng Corrected i ssue with using the calculate d comm i ssion where there is pence di ff erent to the allo cated am ount . Transactions – PLI (100801 ) Reversing a transaction now allows the invoice number to be re - use d. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 64 V ersion 2 . 0 . 3.0 New Features /Major Impro vements Joint Appl i cants (Version 1) A new feature has been added to allow the c reation of “J oint Appli ca nts” . When adding an applicant ( sales or lettings) via the Quick Applicant form a new button will app ear, a fter addin g the first applicant, to allow the addition of ot h er applicants. The appl icants added this way become “joined”. Joint Appli cant s deta il s wi ll appear whenever an applica nt form is opened. When an applicant becomes a tenant on a tenancy, or an applicant on a sales offer, any joint app licants can be adde d to the tenancy or offer . On the Active Applicant grids joint applicants a re h ighlig ht ed. On the Sales Progression Gri d joint applicant names are added to the Applicant column. Further e nhance ments to t his new feature will be added i n later updates. A dditional Functionality to Existing Features Notes Sub - Type (100854) Ad ded a para me ter to make notes sub - type mandat ory. Sales Propertie

67 s (100867) Added tab for price cha
s (100867) Added tab for price changes. Liste d Prop erties (10 0728) Added field to show if property is listed. If so, the EPC date is exempt. Receipts (SLP) (100949) It is now possi ble to sel ec t wh ich bank account the receipt show be posted to for all departments not just Estate. Properties/Un its – Marketing Options (100865) Added additi on marketing featur e s: • Property ‘Features’ have been increased to 20 • Added Area s ection to pho tos tab. Up load ad ditional details to Portal Pal. Grid Changes Diary Projection Added Importance column to app ointme nts grid. (100902) Grid sort order and fo cused row are now r e membered after opening a n appointment. (100872) Works Orders (100882) Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 65 Ad ded Owner Gr oup col umn. Tenants Grid Added occupation column. Sales Progression (100702) Added columns for v endor and applic ant solicitors. Suitable Prope rties Matching (100 8 58) Added option to vi ew property photos. Leaseholder Conta cts (100703) Ad ded le as ehol der address. CNR Tax (100923 ) Added Marketing Office. Repairs Grid ( 100910) Allow for user n ames w ith apostr ophe. Active Lettings Applican ts Allow for area with apostrophe. Lettin gs Property Grid (100940) Prevent gr id showing ‘n ull’ vacan t flag . Lettings /Sales Properties (Basic) (100808) Now shows Buddy Properties Properties Grids – Vie wings Now loo ks for the word Vi

68 ewing in the appointment type. I
ewing in the appointment type. Improvements / Bug Fixes Demand Generator • The filter bar no longer disapp ears after g ener ati ng demands. (100901) • A mess age now appears confirm emails have been sent. ( 100822 ) • The property addres s has been added to the email subject. (1 00783) New Appoint m ent (100718) Reminder is not now completed automatically if parameter not set . Whi le You We re Out ( 100869 ) Stop tex t appearing in blue. Sales Applicant Form (100784) Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 66 Ensure existing conta ct is cate gorised as a Sales Applicant. Specific Property F o rms (100710) Added spe ll checking to marketing descriptions. Tenancies/ Deal s (100 82 8) Wh en archiving a tenancy a p rompt now appears to allow archiving of the tenant contact. Property Form (100908) Added count to dates tab. Wor ks Order Email ( 100 7 11 ) A message is now s hown to confirm an email has been sent . Sales and Lett ings M /A (10 087 6) Corrected issue where you could not save the M/A if the contact had no address. Works Ord er Fol low Up (10 0836) The Owner Group and Sup plier are now added to the appointment. Rep airs Form (100818) This form is no l onger modal ( ie c an be mi nimi sed ) Appointment Recurr e nces (100856) Deleting the original appointment now deletes the recurr e nces. Leasehold er Groups (100699) Added Arre ars Flag field. Sa l es Applicants (100929) Sales applicants can now be archived when the

69 y hav e an activ e offe r. Tenanc
y hav e an activ e offe r. Tenancies/Deals – Deposit Deduction (100927) The report now always shows even if there are n o dedu ctions. T ransaction – Quick Pay (100917) A prompt is now s hown if the PLI is on ho ld. Transaction – Invoice Number (100 961) Correct ed a n issu e wher e i t was possible to enter th e same invoice number if upper/lower case was mixed. Appointment – T ypes ( 100955) Added a parameter to prevent us ers creating appoin t ments with Key Date type s. Properties Bulk Email (100953) A dded field op tion s for [S alut ati on] and [Yours]. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 67 Sub - Agen t Charges Corrected error if schedule had more than 20 lines raised . Pro perties/Un its Added a user parameter to allow a property t o be saved without an own er. Offers & Sales Chain Each prop erty in the c hain now h as its ow n Status field. Estate Bu dget Stop blank lines being added when switching between tabs. App ointme nts – View ings When selecting a propert y only av ailable pr o perties are returned i f the appointment is a Viewing. Transac tion Contra ( 1009 88) SL N co ntr as to SLI transactions now include the correct bank account. Quick Sales Applicant Once sav e d can now add a Quick Sales M/A Bulk Appointme nts Location is no w saved. Owner Groups – Salutation Salutation is now automati cally complet ed w hen ad di ng O wne rs and Quick Forms. Tenan cies/Deals – Salutation Salutation is now

70 automatically completed wh en add ing te
automatically completed wh en add ing tenant s. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 68 Version 2 . 0 . 2.4 Estate Budg et Width increase d to cater for more than 500 units. Version 2 . 0 . 2.3 FixFlo S ervice Impl emen ted fi x to a llo w for time offset of 1 hou r. Version 2 . 0 . 2.2 FixFlo Service Fixed issue limiting import of 10 is sues. Mai l Merge Corrected email addre sses not being pull e d through. Appointment Fixed error when Contact button is c licked. Ver sion 2 . 0 . 2 .1 Te nan cies/Deals Corrected err or adding new tenancy. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 69 Version 2 . 0 . 2.0 New Features /Major Improvem ents Power Gri ds It is now possible to crea te Bulk Works Order s from Power Grids. Add itional Functionality to Existing Feat ures Workflo w Added th e Do cum ent and Open Document colu mns. Quick Forms Field labels can now be customised. Appointments – Con tact Searc h Contacts can now be searche d by partial email a ddress, first name, and telephone number. Archived contacts a re highlighte d. Offer s & Sa les Solicitors are now auto matically added as Related Contacts. Appointments – Audit Log The Audit Log is now available from the form. Con tacts Added a para m eter to automatically pr ompt for an email address when opening contact, whe re n one ex is ts. Qu ick Applicants Form Adde d parameters to allow certain fields to be m

71 arked as mandatory. Diar y Date s
arked as mandatory. Diar y Date s Added separate parameters for Weeks P ast and Weeks Futur e . Property – Gas Safety Added a parameter to set the defaul t Gas Safety base d on S er vice Pr ovided. Owner Groups Ad ded a parameter to specify the minimum possible Ownership % on new Ow ner Gr oups. Con tacts Added parameter to set the minimum length o f First Name. Added pa rameter to enforce entry of First Name . Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 70 Added par amet er to pr even t i nvalid characters in the F irst Name. Contact Salutations Parameters Added the ability to pre vent c hanges to the “Yours” field. Contacts A dded “For Attention Of” field which can be u sed for Company contacts instead of th e normal Titl e, S urname f ield s. Grid Changes Suitable P roperties Results can now be shown as a normal grid. Tenancies A dded R enewal Dat e column. Negotiator Work Scre en – Lettings Add e d Students column to Nor mal Properties Grid. Diary Dates Ad ded Tenancy O ffic e and Ma rket ing Office columns. Lettings /Sales Property Grids Added right - click “New Appointment”. Added r ight - c lick “Suit able Applicants”. CNR Tax Ch anged column headin g Owner Country to Owner County Estate Balances Now filtered by correct a naly sis de pa rtme nt. Properties/Units Added Gas Safety and Service Agreement fields. Improvements / Bug Fixes Power Grids – P ivot The name of the power gri d is now sh

72 own in t h e title. Corrected error
own in t h e title. Corrected error when using the “Group By” command. N otes Tab Do es n ot now r e - fi ll the grid and l ose filterin g. Sales Properties Added Lease Expires (Year) field. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 71 BACS Proces sing Bank of S cotland – removed 2 leading zer os from total. Tol d & Sold Added menu opt ion to new Specific Applicant and Owne r forms. Acc ount s Summ ar y Dat e Order now consistent whe n changing filters. Tenancies/Deals – Break Clause Added “Twenty - E ight” and “Thirt y - Six” months. Quick (Specific ) Applicant Form O pening an existing conta ct now automatically sets the contact as an applica nt i f not al read y. Repairs – Follow Up Cha nging the User on a repairs now changes the User on the appointment. Keys The firs t key added is now ticked as th e default. The def a ult key cannot be untick ed. Property Photos Removing the EP C will now au toma ticall y upda te the portals. Power Grids Added Refresh button. Offers & Sales – Mail Merge Now allows Ven dor em ail addres s. Negotiator Work Screen A dded Applicant Offi c e menu drop - down. Corr ected odd options on help menu. Prope rty Managemen t Ce ntre C hang ing the office now automatica lly updated any future appointments to the same office. Owner Groups Adde d “Address Title” field which is automati cally completed acc o rding to the Contact Sal utation parameters. Added parameter t o lock “Title â

73 € an d “You rs ” fi eld s which upd
€ an d “You rs ” fi eld s which update if the cont act changes. Tenancies/Deals Change the “Additional Occupiers” fie ld int o a grid. Vacating Date is now updated when the Days field is changed. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 72 Update TDS is now ticked when the Confirmed Date is entered to ens ure an E xten sio n is registered with TDS. Added TLP Cancellation Date The Amended By field is now updated wh en any Key Dates are changed. Accounts Summar y now shows correct Deposit Agreed. Initia l Charges – Renewals – added prompt to update renew al c harges . Dr aft SLP – Estate & Freeholder Now prompts to update the Import Reference. Estate Budget Corr ected bug when r emoving an account which always removed the last l i ne. Reports Corrected error on validation if report name du plicated. In ter Accoun t Tran sfe r (CBT) Corrected issue where wrong description was appearing on the analysis. Offers & Sale s I f a proper ty’s sales status is Completed you can now set an o ffer status to Rejected. Added two new fields – Amount and % - which show the corres tp ondi ng Sales Fee or Sales Fee % a nd automatically update if the Offer Amount changes. Sales Negotiato r Dash board Cor rected issue where “My Office P roperties” was base d on the Lettings Marketi ng Office rather than the Sales Market ing Office. Sale s Prop er ties Only validates the Marketi ng fields if ticked as “On the Market”. Specific Applicants Form

74 A dded R elated Con tacts tab.
A dded R elated Con tacts tab. Contact Title Inva lid “Title” in the d atabase is now shown eve n though this may not be valid accordi ng to the Con tact Title “ Type s”. Mail Merge Templates D ata Source tree fields now quicker. Custom Letter Data Sources Dro p - down list of d ata source fields now fills qui cker. Appointment A ttendees Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 73 Corrected spe lling mistake in form title. Bank Rec onciliation Tran sactio n Batc h g rid can now be sorted. Ad ded totals for items ticked on the Statement Grid. Automatically tic k any batch wher e the balance is zero. Import Receipts Correctl y pick up account number if in the same field as sort code. Of fers & Sales - No tes Co rrec t e rror when Follow Up Date e ntered. Document Renaming Corrected issue where if the source fold er onl y containe d one document it was not being displayed. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 74 Ve r sion 2 . 0 . 1.1 CNR Tax – Mail Merge Now works with RTF to al low productio n of lette rs . V ers ion 2 . 0 . 1.0 Estate - Cal endar Fixed appointment locked message if there are reminders on ap pointm ents. Ve rsion 2 . 0 . 0.9 Statements Ad ded Property Order f ield – by postcode and t hen address. Corrected bug calculati ng Fees carri ed f orward . HTM L E mail Fields Added additio n HTML Email Contact Fields: LettingsAppResponsabilityOf LettingsApp

75 ROJobR ole Lettin gsAppRODirectDial
ROJobR ole Lettin gsAppRODirectDial LettingsAppRO Email LettingsAppRO M obile LettingsAppROTelep hone LettingsAppROOfficeName LettingsA ppROOfficeTel epho ne V er sion 2 . 0 . 0.8 HTML Templates I ntroduced new templates for HTML emailing. Version 2 . 0 . 0.7 Negotia tor Wo rk Screen Correct issue with wrong prop erty when double - cl i cking. Properties/Units Correct Upload Buddy Office error Pivot Power G rids Cor re cted pr oblem where fields not alw ays showing Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 75 Hide Totals on setup not saving Estate Reports Correc t Debt ors Report issue where multiple records s howing Summary Bal a nces Grid Increased Ti meout Main Grid Take into account any Timeout p aram eter. T enan cie s/Deals Added “Renewal D ate” and “Renewal Clerk” fields Office Hierarchy Added “Renewals O ffice” column Version 2 . 0 . 0.6 FTP Control Check for version o f Windows before using sp ecific FTP control. Version 2 . 0 . 0.5 Statements Cor rect e rr or w ith missing column TenancyPK Version 2 . 0 . 0.4 Quick Owner & Property Prevent clicking New Recor d afte r save Qu ick M/A Prevent clicking New R ecord after save A p pointments, Feedback In vestigated Out of Memory error if huge amount of te xt e ntered Dema nd Generator, Invoice Number Correct numbering issue where SLN present Invoice Generator, Invoic e Numb er Correc t numbering issue where PLN pre sent Demand Genera

76 t or, Estate Department Veco Changes D
t or, Estate Department Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 76 R emoved Description column Demand Gene rator Bug wh ere if mor e than 1 demand per Contacts then b lank demands would be produced Invoice Generator If not using the D efer & Split Inv oices parameter then pdfs with the same name can b e produced Pivot Power G rid Added second data field Auto All ocate (SLP) Chan ged th e post ing time of the Allocation so it only increases by 1 sec per SLP being processed, it resets to cur rent f or the nex t SLP Statements Split Tenanc y Balances out to i m prove performance Windo ws 8.1 FTP (Portal Pal) Bug Now using a different FTP contro l V ers ion 2 . 0 . 0.3 Quick Applic ant Forms Corrected Search fields overlapping Version 2 . 0 . 0.2 Pr operti es/Units Properties/Units, Photos - Bug, double clicking on an image didn't show the picture Grids, Grid Filtering Filt er Bar - No l onge r high li ghte d Notes Notes, Bug - If im portant Notes is open on load going straight to Notes does not fill g rid Applicant Form Now request Next Contact date to be updated Quick Sales Applicant Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 77 Added Applicant Status field Sales O ffers Amount s/bu dget s ho uld not now show decimals Basic HMO If ticked HMO Expiry Date now not required Lettings Propertie s Val idation on Marketing now looks for status beginning with A v ailable Property Mark

77 et Appraisal field now clear on form l
et Appraisal field now clear on form loa d Tenant Co ntac t Fix ed bug wh ere Tenant tab would not s how even if Tenant Category was ticked Property Details Asking Pri ce - V alidation error if no price entered Cal endar Setting 'Sho w Time As' to 'Out Of Off ice' no longer tick Not Attending Th e 'Show Time As' reflec ts on app ointments in the Users Cal endar Negotiator Dashboard Error loading Leader Board Tenanc ie s/Deal s, Protect ion Details Added User Parame ter to allow access where not General or Acc ounts department Suitable Applicants Added Recor d Co unt Qu ick Sal es Applicant Added Selli ng Position and Buying Position fields Statements Attachments not sendin g on Final Statements Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 78 Diary Appointment s Now u pdates the A mended By and Amended Da te fields Contact Salutation On ope n salutation re - s ets to s elec ted default Fees Pending E rror where the SLR has a To Date Active Applicants Grid Added Save /Load selection function Document Renamer Ch anged PDF viewer N ote - Document Preview Corrected problem with more than 5 doc uments select ed State me nts Co rrected e rror if more than 1 Accountant Portal Pal Uploads Fee Description & Weblink fields Own er Payment s Refresh - Loads Owner paymen ts even if you have selected Freeholder depa rtment Freeholder Payments Percenta ge not showin g De cimal Pl aces Freeholder Statement Floa t no

78 longer taken into account Leasehol
longer taken into account Leaseholder Stateme nt Department no t set by default so statements come out blank Communications Mo b ile 1 is checked as defa ult otherwise the first in the list Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 79 Statements C orre cted b ug in the calculation of Total Fees Carried Forward Applicant Form Added Matching History tab CRM C ontact Details Added Notes field CRM Contact s Grid Added Notes Column Owner Contact Click ing x on the Notes tab removes it Properties Pho tos S pe cifi c P roperty Forms, Photos - No t validating Categorisation numbering . Auto Categorising of photos w as not ignoring no photos, EPC and Map . FixFl o Created integrat i on to the FixFlo service for creating repairs. TDS Certificat es When uplo adin g tena nc y de tai ls to TDS it is now possib le to download the certificates and have them automatically attached to ten ancy detai ls. P DF Generation Added a n e w Splitter & Merger to correct issues with W indows 8. Version 2 . 0 . 0.1 Communic ations Corr ect error if mor e t han one Mobile number ente red. Quick Applicant Forms Correct layout – search fields overlap ping. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 80 Version 2 . 0 . 0.0 New Features /Major I mprovements Versi o n 2.0.0.0 introduces som e major enhancements to the Veco produ cts: Develop ment Tools The dev elopment tools we use to p rogram Veco have been up

79 graded to the latest versions. These b
graded to the latest versions. These bring a numbe r of impro vements and additional function ality we will be in t roducing in future updat es. Streamlined Forms For users of t he Negotiator Wor kscree n we h ave completely re - designed th e Applicant, Property, and Owner forms to remove unnecessary fields a nd mak e it easie r to access information you mig ht need quickly. I n User Details it is poss ible to select which users should acce ss the stream line d form s. De fau lt Salutation Fields To m aintain data consistency a new feature has been added to allow the sa lutati on fields (“File As”, “Address Title”, “S alutation”) to be a u tomatically set in a def ault format which can then not be chan ged by users. Th ese se tt ings ca n be configured in “Admin : General Parameters”. These default settings take effect for any ne w cont acts or wh en changing the name/company na me of existing cont a cts. Due to the complex ity of deciding which defaults should be used, thes e se ttings d o no t r etrospectively change all existing contacts. Power Pivot Grids (100626) A number of major imp roveme nts have b een made to the Power Pivot Gri d functionality: • O p tion to pre - set up to 5 row fields . • Options to hide or show Su mmary rows an d co lumns so tha t G rand Totals can be shown o r hidden. • The ability to click on the Pivot Grid values to drill - down to th e data tha t makes up the value. • The abili ty to change and sa v e the style conditions t o allow certain values to be highlight ed. Power Gr ids / Dash bo ard (Be ta)

80 Added enhancements to the Power Grid
Added enhancements to the Power Grid facility , including the ability to show multiple Powe r Grid s and Char ts on a user “Dashboard”. The Dashboard can be co n figured from the “Admin” menu and accessed from the main top m enu bar. Neg otia tor Da sh boar ds “At a Glance” dashboards have been introduced for both Sales and Lettings negotiators. Availa ble fr om the Mar keting tree options (or from th e “MyVeco” toolbar) , these screens show the negotiator’s applicants, properties, “ To Do” list, and negoti at or L ead erboard (if used). Detail s can be accessed by double - clicking, and from right - click options. Improv ed Grid Fu nctionality Remove Grid Items - It is now possibl e to temporarily remove r ows from grids by pressing Delete. Thi s is useful i f yo u do n ot wis h t o process all items on a g rid. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 81 “ Save Selection” and “Load Selection” – It is now possible to b e work ing throug h a grid, save the items on the grid, go away and d o something else, and th en come back to the original grid and re - load the p revi ous it em s to pr event having to re - filter. Additional Functionality to Existing Features RTF Mail Merge Te mplate s Added a dditional options to include Pi cture and Text Box f ields in the mail merge templates. Scheduled Fees Added the ability to cr eate a sch ed uled ch arge for fees where the fe e is a percentage of the rent due. The fee invoice (PLI) is then cre ated a t the same time as the rent charge (S

81 LI) is raised. Fees Pe n ding W
LI) is raised. Fees Pe n ding When fees are proc essed by the Fees Pending grid the Dat e From/To fie lds of the P LI t ran saction are automatically set to the earliest/latest dates taken from the rent demands. CRM Co ntacts (100659, 100660, 100661) • Added the abili ty to select up to 5 “Responsibility Of” nam es. • A dded, “Priority” field, and the ability to s elec t mult ip le “ Por tfolio” fields. Tenancy – Tenants (100636) It is now possible to add the same contact again as a T enant on a Tenancy as long as the Move Ou t/In dates do not o v erlap. Transaction Chan ges (100632) Added a new feature to l og all transa ctio n chan ge s. Off ice Details - Emails (1006 71) Added 4 additional email addresses, which can be used by AutoMat e to m ake it eas ier to send copies of reports. Office Details – B a nk Account (100672) Add ed bank account details to be used in mail merge do cume nts. Te nanc y D etails (100670) Added “De posit Provider” column to show if the tenant has a related contact co ded as a “Deposi t Provider”. Archived Records It is now possible to set a parameter so th at archived records are highlight ed in a specific c olou r on m ai n gr ids . Grid Changes Landlor d Group (100674) Added Statement Narrative field Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 82 Estate (100654) The us er “View A ll Offices for Region” paramete r is now checked. D emand Generator (100650) The transaction description has been added to thi s

82 gr id so th at o nly specific types
gr id so th at o nly specific types of charge can be processed. eg Ground Rent, or Insurance . Estate (100649) Add ed Ins pection Da te and Fire Safety Date to E sta te grid. Fees Fore c ast (100645) Added VAT and Gross fields to all Ne t amounts. Payments PLP (100 646) Th e do ubl e - click option to open Own er Group details for “Owner” department transactions now works for th e othe r departme nts. Property Viewings (100644 ) The viewings ava i lable from property grid s do not now include any cancelled app ointments. A ccou nts Su mm ary Sta tement (100666) Transact ion Date From/To dates are now available in this grid. Suitable Appl icants (100638) Added Applicant Type field to the Suitable Appli c ants grid. Tenancies/De als Added a column to indicate of the tenancy has a de posit pr ovid er. The communication detail s also shows deposit provider communications. Fees Pending Correct ed a s light issu e where fees could be missed. Available Propertie s Increased the length o f the address popup time from 2 to 5 s econds. Avai labl e Prop er ties – Viewings (100687) Sortin g by the date column now works correctly. Fees Received Grids Net a nd VAT totals ar e now shown when grouping. Key Log (100667) Adde d a right - click option to open Supplier and Owner Group, and to see Supplier com munica ti ons det ails. Suitable Properties (100680) Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 83 Added a right - click option to show Viewing Arrangements. Appli cant

83 s / Su itable Applicants Added mou
s / Su itable Applicants Added mouse hover to show addi t ional negotiators and nu mber of offers. Improvements / Bug Fixes Sched uled Charg es (10 063 5) Corrected an issue whe re it was possible to change a charge from Fixed Amount to a Percenta ge aft er the sch edule had commenced. Estate Cr editors Report (100 6 31) Corrected an issue where a supplier with an outstanding b alance was no t sh owing on the re port if there w as no trans action movement in the selected period. Freeholder Payments Grid (10 0630) Freeholde r payments processed via the Ow ner Payments Grid a r e now calculated per Est ate so that they correctly show on Fre eholder State ment s , whi ch are al so per Estate. Centralise d Mail Merge Templates Corrected an issue where documents in the mas ter fo 0lder were not being checked for duplicat e names. Estate Wo r ks Order (100656) When creating an invoice transaction (PLI) from the Work s Or der th e Free hol der details are not entere d correctly. Credit Note SLN (100655) When posting an SLN Estate tr ansact ion if the Property is selected first the Bank is not saved i n the transaction causin g the transaction not to appear on som e reports . T his has no w been fi xed. Estate Processing (1 0064 2 ) Selecting an Estate for accounts processing now automatically unsel ects the p revious selection. Estate Pro cessing (100643) T h e ability to select a si ngle Estate for accounts processing ha s now be exte nded to th e Exte nd the BACS and Bank R e c oncil iation processes - so that only bank ac

84 counts relevant to the selecte d Esta t
counts relevant to the selecte d Esta te are sho wn. Demand Emails (100640) Wh en sending demands b y email it is now possib le to attach additional documents. Ba nk Reconcilia tion Sorti ng (10 063 4) It is now possible to use the grid sort facility on the bank reconciliation. Estate Debtor s Repo rt (100617 ) The Leaseholder (Owner Group ) title has now bee n added to the debtors re port. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 84 Property – Buddy Office (100676 ) Corrected an e rror w he n un - ti cking a property. Estate Key Dates Estate Key Dates can now be cleared. ‘No Deposit’ Tenancy (1006 69) Added the Tenancy ‘No Deposit’ optio n to Tenancy clause s . Owner Group Details ( 100673) When adding a new property to an Owner Gro up t he Mai n Offi ce field of the Owner Group n ow defaults to the Property Marketing Office where there is one and t o the Management Office if there isn’t. Owner Contact Changed fi e ld name “Email Statement ” to “Email Statement/Demand”. This f ield now cont rols the e ma ilin g o f Leaseholder Service Char ge demands as well as Owner Statements. Tenancy – Renewal Invoice (1 00648) Added D ate From/To fields which can be used on the renewa l invoice. Views – Curre nt User Corrected an issue where a C urrent User c onta ining an apo str ophe did not show correctl y. Calendar – Show As (100683) Corrected problem with the appointme nt “Sh ow As” set ting not being saved. Estate T ransactions (100639 ) Estate transa

85 ctions ca n now be supressed from the Ac
ctions ca n now be supressed from the Account Su mmary stateme nt. Supre ss ed t ran saction will not appear on Leaseholder Statements. Appointment Follow Ups (100637) Corrected an iss ue where a n appointment follow - up was not pulling through th e contact/property/tenanc y details from the original appointmen t. Statement Inv oices (1 0041 2) Statement Invoices are n ow processed in the same order as Statements. Owner Group Portfolio Refere nce (10055 8) The Owner Group Portfolio R eference is now inc l uded in mail merge data sources. Adding Appointments (100682) When adding a c ontact t o an ap pointment the contact can now be searched by email address. Supplier Discounts (100681) Where an in voice tran saction (PLI) has been posted w ith the breakdown o f VAT the discount % is a pplied to the net value to create a cr edit note (PL N). This PL N no w c orrectly applies VAT at th e same rate as shown on the PLI. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 85 Matching Range Split the match ran ge int o Applican t and Property. Property Searc hing When entering an address to be searche d all words split by a space will be s earched. Off ers & Sale s The so licitor details are now en tered automatically if the applicant or vendor has a ‘Solicitor’ as a relat ed contact . Property Photos • A default p roperty photo type h as been added. • When pho tos are added they can now be categori sed automatic ally . • Adde d a pa ram eter to load photos as a r esized temp image to improve memory us

86 e. Power Grids Changed the wa y
e. Power Grids Changed the wa y Drop Down list s of data source fields are fil led to just get the structure of the query . Quick Sales MA Prop e rty Drop downs not sorted in alp habeti ca l or der . Quick Owner & Property (100688) When adding a property where there is an existing owner the optio n is given to add the property to the exi sting owner group. Mail Merge Improved the method of merging documents into the Tenancy Agree ment . Sui ta ble App licants/Properties Form i s no longer “modal” – other forms can be opened on top. RTF Mail Mer ge C orrected a n issue where Clauses would onl y merge the first o f more than one field. W ithdrawn Tenancies Withdrawn tenancie s cannot now be s electe d when en tering Works Orders and Tr ansactions. Quick Monies (100467) Rent Receipts now take account of the “ Days Delay ” parameter. Temp Files (10064 7) Temporary file s create by Veco are now stored in the user temp folder. Suppl ier Balance S tate ment ( 10 0665 ) This now shows the Works Order reference. Works Orders (100668) Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 86 The Notes tab is now unlock ed aft er saving the Works Order. When creatin g a transaction a p r ompt is now given to all ow a Repair to be marked as Completed. Calendar Ap poin tments ( 1006 75) When marking an appoint ment as Cancelled (or deleted) any attendee is now notified. Negotia tor Wo rk Screens Added label to show if Sales or Lettings. Quic k Applicant Forms (100433 )

87 Added the ability to send SMS and
Added the ability to send SMS and emails. Bank of Scotla nd BAC S F ormat (100433) Added the ability to produce BACS files in the BOS format. Bulk Email (100677 ) Bu lk emails now create a Note. Adding Tena nt from Tenancy (10 0 689) Adding a new Tenan t contact direct from the Tenancy form now automati call y sets t he t ena nt status correctly. Prop erty/Estate Utilities/Suppliers (100690) Hovering the mouse over a Suppli er now sho ws the supplier notes. Repairs (100691) It is n o w possible to add docume nts and Important Notes to a Repairs r ecord. Calen dar (10069 2) T he Appointment Sub - Type is no w shown on the calendar. It is also possible to select a Calendar sp ecific ally for “ Lettings” and “Sales” departmen ts which are define d as any department conta ining the words “Lettings” or “Sales”. Property/Es tate Works O rder ta b (100695) The Works Ord er Reference is now shown. Department Parameter (100696) A paramet er has been adde d to allow a default Department to be set for Acco u nts grids. Veco Changes Document Ve rsio n 2. 2 . 2 . 0 A u g 2020 ( 12/08/2020 ) 87 Versi on 1. 5 . 0.0 New Features This versio n contains ve ry s pecifi c acco unt ing features for handling deferred income and expenditure, with the ability to produce Income & Expen diture and Balance Sheet reports. This w ould mostly be usef u l for those companies wh o manage their own property portfolios , and for est ate manage me nt. Fo r further details see the update notes: http://www.