> ## Documentation Index > Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt > Use this file to discover all available pages before exploring further. # Product updates > Keep track of the changes to Yorlet ## Compliance A new **Compliance** product helps you stay on top of regulatory changes that affect your portfolio. Subscribe to the councils and topics that matter to you, and we'll surface relevant updates as tasks and deadlines. * A compliance **Inbox** for reviewing incoming regulatory changes, with **Deadlines**, **Tasks**, and an **Archive** for items you've actioned * Configurable alerts by priority (critical, important, and watchlist), delivered immediately or as a weekly digest ## Workflows Introduced **Workflows**, a new automation product for building your own custom processes in Yorlet. Create a workflow from a trigger, then add steps using a visual flow editor, with support for conditional expressions between steps. You can track every run from the workflow's history. ## Disputes Added a dedicated **Disputes** page to the Dashboard for managing payment disputes, including an evidence sheet and a timeline of dispute activity. ### Improvements & fixes * Added owner statements, balance adjustments, and an arrears view to the Owners workspace * Added balances to the customer record, along with new customer balance management actions * Added CSV import for customers, invoices, and units, with support for larger file-backed bulk actions * Added signing secrets and an improved management UI for webhooks * Added the ability to change unit ownership directly from a unit's ownership record * Moved tax filing processing to the background and expanded the owner details included in tax forms * Added the ability to revert an application to a previous step * Added the ability to void a contract for reporting purposes * Added an owner table to tenancies for a clearer view of ownership ## Yorlet AI assistant Meet your new AI assistant, built right into the Dashboard. Ask questions about your customers, invoices, and payments in plain English and get instant answers, without digging through reports. You can enable and configure the assistant from your **Yorlet AI** settings. ## Owners workspace We've rebuilt how you manage owners and their money end to end. You can now onboard owners, track account balances and reserves, run collections, and pay owners out, all from one place. * Owner onboarding and account management * Owner payouts, with mark as paid and mark as failed actions * Owner reserves, collections, and balance tracking * Tax forms and tax filings for owners ## Deposits Creating and protecting deposits is now far simpler. Deposits can be registered automatically with your chosen protection scheme, and you can raise and manage deposit charges directly from the Dashboard. * Automatic deposit registration with supported schemes * Deposit charges and dispute handling * Edit deposits with a redesigned deposit sheet ### Improvements & fixes * Added Tax IDs to customers for accurate tax handling * Added Documents and Notes to more records * Introduced unit groups for organising your portfolio * Added the ability to schedule a subscription to cancel on a future date * Added flexibility around serving notice, including the option to serve notice before the recommended date * Added new revenue and recovery charts to the Dashboard * Added webhook endpoints for developers building on Yorlet * Improved reliability with better error handling across the Dashboard ## Guarantor management Managing guarantors is now built into the application flow. You can add, remove, and manually enter guarantors, including company guarantors, and choose to skip guarantor details where they aren't needed. ## Credit grants You can now create and update credit grants from the Dashboard, making it easier to apply credit to a customer's account. ### Improvements & fixes * Added Metadata and Events to customer and subscription pages * Added the ability to exclude specific payment methods on an invoice * Made the Dashboard editable so you can arrange it to suit your workflow, with your layout saved between visits * Improved rent review and rent increase handling, including Section 13 and Form 4 support * Added payment timings information for Bacs Direct Debit * Strengthened sign-in security with additional verification checks * Added a refunds view for tracking refunded payments ## Income verification and affordability checks We've added income verification and affordability checks to the application process, so you can confirm an applicant can afford the rent before they move in. Please contact your account manager to enable this feature. ## Microsoft single sign-on You can now sign in to Yorlet using your Microsoft account, alongside existing sign-in options. ### Improvements & fixes * Added an account activity log so you can audit changes across your account * Added disputes and refunds management for payments * Redesigned the renewals experience, including a tenancy review step * Added the ability to invite a team member to multiple accounts at once * Added a Dashboard-wide search to help you find records faster * Added coupons to exports ## Application configurations and pre-qualification You can now build reusable application configurations with their own steps and pre-qualification questions, helping you screen applicants earlier and create applications more consistently. ## Advance Rent and Right to Rent We've integrated Advance Rent referencing and Right to Rent document checks into the application flow for a smoother, more compliant onboarding. ### Improvements & fixes * Added mentions and a redesigned notes experience for better collaboration * Added filters by unit and building on the renewal intents page * Added pre-qualification information to applications and tenancies * Added sorting on created and due date columns * Improved how dates are handled to respect each account's timezone * Introduced dated API versions for developers ## Lead management We've introduced lead management to help you capture and qualify enquiries before they become applications. New enquiries are scored automatically, and you can set up qualification rules to prioritise the best leads. * Automatic, AI-powered lead scoring * Qualification configurations to rank and route enquiries * A dedicated enquiries view with details and a split-screen layout ## Billing workspace We've started rolling out a redesigned billing experience, making it easier to manage subscriptions, invoices, and pricing in one place. * Create and manage subscriptions and invoice items * Coupon management * Credit notes ### Improvements & fixes * Added loyalty tiers, with priority and redemption limits for loyalty programs * Added support for restricted API keys for read-only access * Added references management to the Dashboard * Added a rent collected chart to track income at a glance * Added the ability to save your table and view preferences ## Two-factor authentication and passkeys You can now secure your account with two-factor authentication and passkeys. Manage your sign-in security, register passkeys with custom names, and turn two-factor authentication on or off from your profile settings. ## Invoice editing You can now edit invoices before they're finalised, with a clearer editing screen and a finalisation step that shows exactly what your customer will receive. ## Global owner payouts Owner payouts now support currency conversion, so you can collect and pay out across currencies for owners based overseas. ### Improvements & fixes * Redesigned buildings and units management in the Dashboard * Added marketing locations and offers for in-person payments * Added loyalty points redemption * Added API logs and webhook activity to the Dashboard for developers * Added a compliance certificate column to sent emails ## In-person payments and hardware support Enhanced payment processing capabilities with terminal payment support, enabling in-person payment collection and expanding payment method options. * Terminal hardware support * In-person payment processing ## Application workflow improvements Improved the application process with better pre-qualification visibility and expanded renewal tracking options. * Pre-qualification information display on applicant screen * Expanded renewal decision reasons and tracking ## Improvements & fixes * Migrated maintenance system to new service architecture * Investigated and resolved deposit transfer issues ## Reporting enhancements Enhanced reporting capabilities with new export options and improved data tracking for financial operations. * Off-platform invoices and part payment report * Balance adjustments line-by-line report * Invoice prefix support for payout reconciliation reports * Invoice prefix support for customer balance reports ### Improvements & fixes * Fixed urgent checkout session release date issue * Added verification session table for improved compliance tracking ### Improvements & fixes * Enabled bank transfer reconciliation for incomplete transactions * Fixed acceptance text line breaks display bug * Fixed notes attribution bug * Added option to skip verification stage for applicants ## Right to Rent compliance Enhanced visa verification capabilities with support for ETA (Electronic Travel Authorization) visas, expanding compliance coverage for international tenants. ### Improvements & fixes * Implemented customer address auto-update on application completion * Enhanced customer balance reporting across organizations * Fixed invoice charging behavior on renewals * Added failed credit note notifications ## Organisations We've added the ability to create and manage organisations in Yorlet. This allows you to group accounts together into a single entity. ## Organisation sharing for exports Exports can now be shared across organisations, making it easier to collaborate and share financial data between different teams and entities. ### Improvements & fixes * Added tax rate support to invoice line items * Fixed invoice item transfer calculation rounding issues * Added memo field to credit note PDFs * Updated contract display to show partial upfront amounts ex VAT * Added owner payout column to exports * Fixed organisation exports functionality * Improved database export performance and reliability * Expanded application templates with customer balance credit toggle * Fixed billing anchor bug on lease revisions * Fixed navigation from customer records * Fixed OTP authentication bug on tenant portal ## New export for credit notes You can now export credit notes data for better financial tracking and reporting capabilities. ## Counter-signature functionality Enhanced contract signing process with improved counter-signature capabilities for more streamlined agreement workflows. ### Improvements & fixes * References status updates now properly handle tenancy cancellations for better application workflow management. * Billing anchor now remains unchanged unless manually modified, providing more predictable billing cycles. * Added tax rate configuration on individual rent items for more granular tax management. * Setting to disable 'special requests' feature in the application portal for simplified application processes. * Preview functionality when creating applications for better visibility before finalisation. * Total contract value now displayed on tenancy pages for improved financial transparency. * Arrays in CSV exports are now converted to flat columns for better data analysis and integration. ## Application portal redesign We've redesigned the application portal to make it easier to use and more intuitive for applicants. ## Identity verification and Right to Rent checks We've added a new identity verification and Right to Rent check process to the application portal. This ensures that all applicants are who they say they are and have the right to rent in the UK. Please contact your account manager to enable this feature. ## Invoice transfer improvements We've added new statuses to invoices to help to track the status of invoices that have been transferred to owners. ### Improvements & fixes * Fixed an issue relating to editing notes. ## Recurring collections for owners You can now set up recurring collections for owners. This allows you to automatically collect expenses, fees, service charges, and more from owners on a regular basis. ## Set default tax rate and transfer destination on Prices You can now set the default tax rate and transfer destination on prices. This makes it easier to manage your prices and ensures that the correct tax rate is applied to invoices. ### Improvements & fixes * Added a new Deal Assignee field to applications to help differentiate between the deal owner and the application owner. * Fixed an issue with search in the Dashboard. * Added Ground Rent as an expense type. * Fixed an issue with the owner reserve balance report. * Fixed an issue that meant numbered lists were not correctly rendered on a contract PDF. * Added document reference to all pages of a contract PDF. * Fixed a bug that meant notes could not be edited. ## Application templates Added ability to save application templates with custom options for different contract agreements. These allow you to save time when creating new applications with predefined values. For example, you could implement specific template settings for students (manual invoicing) and non-students (automatic charges). ### Improvements & fixes * Improved handling of rolling tenancies during renewals, including rent review tracking and rent increase management. * Fixed issue with deposits not showing registration details. * Resolved an issue future dated lease changes. * Added payment method transactions export feature. ## Enhanced CRM and validation features * We've integrated with more CRM providers, enabling better data synchronisation and management. * Phone number validation is now more accurate, reducing errors during data entry. ### Improvements & fixes * You can now set an application status to "Pending Contract Generation". This helps streamline application management and improves visibility into progress. * Performance and reliability improvements across multiple areas. * Updated systems to ensure seamless functionality and a better user experience. ## "Lets Agreed" report A new report type, "lets agreed", is now available in the reporting service. This report can be generated and viewed seamlessly through the updated interface. ## Improved payment method support We've added new payment methods for greater flexibility and improved reliability and performance in handling payments, ensuring a smoother experience. ## Application status updates You can now set an application status to Pending Contract Generation. This helps streamline application management and improves visibility into progress. ### Improvements & fixes * Performance and reliability improvements across multiple areas. * Updated systems to ensure seamless functionality and a better user experience. * These updates bring enhanced flexibility, improved reliability, and powerful new features to support your workflows. ## Enhanced notes and logging system We've improved the notes system with better components and optimised queries, while adding humanised timestamps to logs for better readability. ## Dynamic table system A new dynamic table system has been introduced, allowing you to toggle columns, sort them in any order, and pin columns to the left or right for better customisation. ## Owner communication improvements Owners now receive detailed termination notification emails, including termination dates, reasons, and descriptions. ## Financial reporting enhancements * Added customer availability in human-readable format to export files * Rent roll reports now display move-in and move-out dates * Introduced a new owner reserve balances report * Added hover effects on invoice tables to show credit note applications ### Improvements & fixes * Enhanced error message display for better troubleshooting * Improved self-managed expansion panels for past-due invoice emails * Added tenancy filtering by start date * Enhanced sorting functionality with conditional options * Upgraded table schemas with robust sorting capabilities * General improvements to user interfaces and data handling * Enhanced flexibility and readability in reports, logs, and tables ## Change of tenant process Through the lease changes section of the dashboard, you can now add or remove applicants from an ongoing tenancy. This will create new subscriptions for the new applicants and cancel the old ones. ### Improvements & fixes * Owner payout reserves can now be created directly on an owner payout. * Renewals now use the source application pricing, not default pricing. * When creating an application from a renewal intent, the system will default to using the pricing details of the source application instead of the unit default pricing. * Settings for controlling multiple subscriptions per customer. * A new report shows how many owners are in negative balance. * VAT invoice for account collections. * Setting on an owner payouts settings to stop all payout receipt emails. * When marking payouts as paid, there is now a toggle to specify whether you want to send payout receipts to the owner. ## New reports for client accounting We've added some new reports to Client Accounting, including customer credit balances and owner cash balances. You can use these tools to understand the cash position in your client's bank account. ## Automatic deposit registration When creating a new application, once you have indicated that you would like a deposit record created, you can specify whether you want the deposit to be registered automatically. You will be prompted to select from deposit protection schemes that you have set up with the appropriate data in the settings area of Yorlet. ## Let-only application improvements Let-only applications will now create an invoice for move-in payments by default. ## Joint owner payout receipts On owner payout PDF documents, in the case of joint ownership of a property, we will be displaying the names of all the owners. ## Applicant audit system On the application page, we will now be displaying a log of certain applicant actions for auditing purposes. For example, if a tenant opens the provided EPC document on the application portal link they receive from an agent, it will show up on the application page for the agent to see. ## Renewal KPIs We have added two new reports on the dashboard, one for viewing the time taken to complete a renewal and another report for recording the amount of late renewals in a specific period. ### Improvements & fixes * You can now see the deposit records for a property on an individual unit * Added a new report showing average rent collected in a specific period * Optionally hide arrears on statements when downloading an owner statement * Added flexibility when creating subscriptions with active tenancies - you can now toggle to use the future billing date ## Yorlet Customer Portal We've begun rolling out access to a new customer portal that your active tenants can sign into and view their tenancy information, upcoming rental payments, past invoices, and compliance documentation. Please reach out if you're interested in getting early access. ### Improvements & fixes * Improved calendar selectors so you can easily select dates far in the past * Set account collections to become available on a future date * Added ability to add and remove photos from maintenance issues * Added setting to block on applications with no fees set * Changed the Maintenance Types API to Maintenance Categories API ## Metadata improvements We heard from feedback that users wanted more customised data in certain exports so we revamped Metadata on all data models in Yorlet. You can now select previously used fields and we include metadata on more exports. ### Improvements & fixes * Added new dashboard reports for move-ins and new lets * Added support for editing permitted occupiers * Landlord and supplier payment runs can now be separated * Added ability to download compliance docs * Added a setting for making account collection destination mandatory * Added export restrictions for non-admins * Added ability to archive and unarchive owners and units ## New year bug fixes We spent the first month of 2024 working on some improvements and fixes that had been high on customers' wish lists. ### Improvements & fixes * Added ability to add unique invoices and purchase order numbers for collections * Added destination display on the deposit charges table * Added default platform fee option for suppliers * Added ability to filter deposits by assigned user * Added ability to update advance rent once an application was sent out ## Yorlet Maintenance Beta We've started work on Yorlet Maintenance, a new product that will allow customers to report and manage maintenance in the Yorlet platform. ### Improvements & fixes * Added unit name display for collections on owner statements * Added unit ID requirement for owner releases * Removed warning for Bank Transfers when customers attempt payments after payee approval * Added ability to set up deposit providers as suppliers * Added ability to create unique invoice numbers and purchase order numbers for collections * Added ability to assign users to units ## New reconciliation tools Part payments have been streamlined with new reconciliation tools to help you manage under and over-payments. ### Improvements & fixes * Added arrears display on owner records for their units * Added 'paid at' date display on the payments table * Added Bacs debit processing timings display on payment records * Improved customer record management * Enhanced contract service functionality * Added automatic deposit charge initiation for sending money to landlord owner records * Improved deposit movement process for sending funds to suppliers * Added setting for sending arrears emails to landlord owners * Added ability to download NRL tax-paid certificates from owner payouts ## Negative payouts to owners Negative payouts enable customers to collect negative balances from owners. ### Improvements & fixes * Added ability to set default days before due for invoices * Added tenant statements feature * Added user email preferences for holding deposit payments * Added automatic contract sending to landlord after signing * Added configurable application stages * Improved owner payout statement descriptors * Made owner fees mandatory for application creation * Added fee change email notifications * Added Alan Boswell email integration ## Duplicate invoices Customers can now duplicate invoices in the Dashboard or through the API. ### Improvements & fixes * Added new web pay service * Added ability to change billing anchors and reset billing cycles * Added new application settings * Added ability to cherry-pick items for owner payouts ## Owner fee reductions You can now add temporary fee discounts to units to offer incentives to owners on management fees, as well as customising tenant find and renewal fees when creating a new application. ### Improvements & fixes * Added future-dated invoice items * Added paid at filter on payments * Added allocate part payment screen * Added ability to mark an owner payout as paid without sending a statement * Added ability to reveal external account details * Added pending invoice items to upcoming invoices * Added ability for a landlord to countersign a contract