Renterra Product Updates – September 16, 2025

This changelog brings powerful workflow improvements including our new Maintenance Kanban board, plus enhanced accounting flexibility with custom ledger accounts and other Chart of Accounts customizability.

🚀 New Features

Maintenance Kanban Board – Visualize and manage your maintenance workflow with drag-and-drop assignment. Each column represents a staff member, with cards showing customer, severity, dates, and item being serviced. Filter by date range to focus on upcoming work.

Chart of Accounts Customization - Create your own ledger accounts beyond the built-in system accounts. Choose from all five standard account types (Asset, Liability, Equity, Income, Expense), add descriptions, and edit or archive as needed. Search and filter make finding accounts instant.

Order Duration Accepts Billing Cycles – The order duration field now recognizes “c” to denote billing cycles (for example, entering “2c” sets the duration to two billing cycles). This makes it easier to create orders aligned to cycle‑based billing periods.

💡Improvements

• Customer Portal Impersonation: Administrators can securely view the Customer Portal as a customer to help with support and troubleshooting. A one-hour session opens the portal in a new tab.
• Track Who Closed Maintenance Tickets: A new "Closed By" column and filter allow you to quickly see which team member closed a maintenance ticket and filter by closer.
• Complete QBO Account Mapping Required: The QuickBooks integration now enforces that all Renterra ledger accounts are mapped to QBO to prevent sync errors.
• Customer Details on Quick Sale Screen: When creating a quick sale, the customer summary now appears at the top of the form. This helps you verify the customer's contact details and credit status before finalizing the sale.
• Timestamped Contract Signatures: Custom contracts now show the date and time beneath the signature so you have a clear record of when the agreement was signed.

🛠️ Bug Fixes

• Send Bad Debt Invoices: You can now email a bad debt invoice to collect payment when a customer is ready to settle the balance.

🔜 Upcoming

• Quickbooks Online Transaction Sync
• Purchase Orders & Vendor Management