05.12.24 | Release Notes
Ailo
05 December 2024
What's New in Ailo
5 DECEMBER 2024
In The Office, team work is even easier with assignee templates
Does Dwight have great sparky contacts, while Jim and Pam are skilled at coordinating logistics with renters?
You can now set up an assignee template with specific team members to use over and over again for new Projects.
Assigning actions to the right people as part of your project templates means you can create a project and immediately get stuck into it.
Ps. Does anyone else think Jim and Pam might be dating?
Save time & boost collaboration
Check out the Help Centre to learn how to set up your assignee templates.
Projects
So you don't have to plan your day with post-its
✅ Updates to filtering on Actions and Projects:
There is now a property filter on the projects list to make it easier to find projects based on a property. The My Actions filters are also much easier and faster to use (with no pesky pop-ups!).
✅ A new automation hack! You can now select previous actions for due date automation in Projects
You can now select to base the due date on a previous action, so that you don’t have to constantly update the automation if things change
customer communication
Keeping everyone in the loop & on track
✅ Just in time for the holidays, meet Ailo Mail
You can now distribute emails to more than 2,000 recipients in one go! More info to come next week, but if you’re teeing up an early holiday hours email, click here to learn more.
trust accounting
Less time on the books, more confidence in the ledgers
✅ Bulk receipting is faster, smoother and basically waaaay better
- Drag and drop bulk receipts
- Matching made easy: Even if there are pesky leading zeros in the bank file, matching works like a charm.
- Rent & amount due: We now use both rent amounts and the amount due for perfect receipt matches
- Pre-filled rent amounts: Less typing, more time for coffee (or bubble tea)! ️
- It works on Safari now, too
- UI overhaul: heaps of design improvements to make the whole experience more Ailo-ey!
We currently support .txn, .qif and .pay files. Please contact your Account Manager if you are interested in learning more about this feature!
✅ Receipt, allocate and resolve bond claims and bond claim mismatches in trust accounting
Ever had a renter come back six months later and say, "I never got my bond back”? Ughhhh. Fear not, as Jack and the team have made it so much easier to document how bonds are disbursed at the end of tenancies.
In the platform, funds can now be applied to a bond claim in trust, so that anything paid from the bond will now show on the receipt, the renter history, and in the bond claim history.
“This is so much easier now! A lot, lot better.”
— Anna, a property manager in Brisbane (QLD)
It's the little things 💪
✅ Decluttering bills: cancelled compliance bills are no longer visible for you and your investors
Kate in Bowral, Karl in Western Sydney, Lee in Barossa Valley, and Kiara in Batemans Bay – thanks for the feedback 🫡
✅ It’s easier to see when a filter has been applied on the bill drafts page
Now when a filter is active (such as assignee, tax category or team filter), a banner will appear on the page to highlight its active. A quick link to reset the filter is also now provided - easy peasy!
Shh! Secret Squirrel 🐿️
Every month, we’ll take a peek at our roadmap and share a sneaky glimpse of a new feature we’re building that our customers asked for. Just don’t tell the product managers 😉 – Liz & Emma from Marketing
Coming soon: keys check in/out!
‘Got the keys!?’ will soon be a thing of the past, as you’ll know the answer to that question within a few clicks in Ailo! A few offices are piloting this now for us, and we expect to have this to you in the new year.
November live events 🍿
Foundations | Every Tuesday, 10am AEDT
Designed for anyone in their first 6 weeks using the Ailo platform, we'll cover the basics to ensure you're confident moving through your work everyday. Ask questions anonymously if you prefer and capture real-life advice.
Ask me anything | Every Thursday, 2pm AEDT
We'll leave the support questions to Ailo's Support Team, but you can ask me anything that starts with "How do I..." You can turn your camera and mic on to ask a question, or go incognito and submit one anonymously – it's your choice!