What's new

Recent additions to the platform and where they are documented.

The most significant recent additions, newest first. Modules marked Beta are live and supported but still evolving; some are gated behind a feature flag your administrator has to enable.

Collections

A whole module that turns arrears from a report into a worked queue.

AdditionGuide
Collections overview console — arrears exposure, ageing, case flow, collection rate, billing performance by service type, officer activity, penalties and legal panelsCollections overview
Worklist and case workspace — ranked queue with quick-view chips, case timeline, interactions, debt breakdown, related leasesWorklist & cases
Dunning strategies — configurable ladders with band targeting, approval gating and contact-frequency capsStrategies
Demand letters — generated notices with issue, delivery and acknowledgement trackingStrategies
Promise to Pay — renamed surface, with instalments and kept/broken evaluationPromise to Pay
Penalties — promoted to its own module under CollectionsPenalties
Legal register — matters, hearings, parties and costs, usable standalone or as a case escalationLegal register
Debt aging — moved from accounting reports into Collections, rendered with grouping and totalsDebt aging

Finance

AdditionGuide
Allocations promoted to its own destination, with preview → execute → revert and an allocation run logAllocations
Expense wallets — petty-cash style funds with a hard insufficient-funds guard, top-ups, quick spend and a ledgerExpense wallets
Bulk expense import from CSVExpenses
Payments reconciliation — import a bank/M-Pesa statement, auto-match against recorded payments, work an exception queue, sign off a periodPayments reconciliation
Statement drill-down — from a statement line to its constituent journal linesFinancial statements
Recurring invoices with quantity and unit price, and amounts auto-filled from service-type defaultsRecurring invoices
Charge escalation — schedules, shapes and projectionsCharge escalation
Bank accounts with active/inactive statusBank accounts
Bank account sharing — grant properties access to collect through a shared settlement account, with a history-aware warning before withdrawing accessBank accounts
Bank account availability — restrict which units and charge types may pay into an account, independent of sharingBank accounts
Bank account insights — balance and activity tiles on the account overviewBank accounts
M-Pesa STK push credential setup on the account itself, with a credential testBank accounts
Locked identity fields on bank accounts with activity, to protect the payment-matching trailBank accounts
Redesigned account Settings tab — plain-language explanations of each switch, and a live preview of the composed payment referenceBank accounts
Checkout account routing by payment rail — the accounts offered at checkout reflect what the account can actually collect, not just its typeBank accounts
Tax exclusive semantics applied consistently platform-wideTax & eTIMS
eTIMS — redesigned integration tab with status, audit trail and live updates; KRA certified receipt with QR code rendered on the invoice; re-file for accepted invoices; provider mappings console with retryTax & eTIMS
KRA tax class selection on DigiTax mappings, and dynamic tax-code loadingChart of accounts

Owners

AdditionGuide
Owner workspace hardening — overview, UUID-addressable detail pages, consistent page chromeOwners & landlords
Payout accounts and editable contract commission termsOwner contracts
Owner statements at invoice grain with a brought-forward → carried-forward running balance, and statement schedulesOwner statements

Ownership plans (TPS)

AdditionGuide
TPS home dashboard and navigationTPS overview
Contract generation from applications, with activation and exception handlingLease applications
Onboarding lobby with officer assignment, SLA tiers and bottleneck detectionTPS overview

Operations

AdditionGuide
Assessments (Profiling) — versioned questionnaires with photo, signature and repeatable captureAssessments
Bulk upload v2 — new wizard, embeddable launcher, sample templates, retained files and a full run history with per-row outcomesBulk upload
IoT dashboard refresh — health banner and workspace cards, plus the IoT playbooksUtilities & smart meters
IoT arrears enforcementUtilities & smart meters
Broadcasts — audience handling, pagination, and message broadcast to leasesTemplates & broadcasts
Notice board visibility toggle with inactive status shownNotices & polls

Reporting

AdditionGuide
Lease Report and Lease Expiry ReportReports
Debt aging — include zero-balance toggle for the lease viewDebt aging
Ledger report filters — multi-select on block, unit, lease and ownerReports
Category on general ledger and journal linesFinancial statements

Platform and interface

AdditionWhere
Dark mode toggle in the user menu, persisted per browserNavigating the app
Quick filters — segmented primary dimension with the rest collapsing into dropdown pillsNavigating the app
List view switcher — grid, kanban and calendar, with multiple events plotted per rowNavigating the app
Breadcrumbs, page actions and UUID routes across detail pagesNavigating the app
Category-driven settings panel with a contextual gear buttonSettings
Approvals — server-computed capabilities and state summaries, so the actions you see are the actions you may takeApprovals
Runtime per-tenant branding and centralised theme tokensOrganisation & branches
Version banner — the app tells you when a newer release is availableNavigating the app
Feature flags management UIFeature flags
Platform health scans, issues queue and rulesPlatform health

Documentation

This documentation set was restructured and rewritten: navigation regrouped by how work actually flows, every existing guide brought up to date against the current app, and around thirty new guides added for modules that had none. Start at Introduction or Product overview.