We're pleased to introduce the first phase of our new Bank Feeds functionality, designed to streamline receipt processing and bank reconciliation workflows. This release adds the ability to import bank statement data directly into Propman, providing a structured foundation for matching transactions and reconciling statements.

Users can now import bank transactions and match them against Propman records through two new screens: Bank Statement and Bank Matching. These tools provide a clearer, more auditable workflow that reduces manual data entry, improves accuracy, and ensures all system activity aligns with imported bank statement lines.

This release establishes the foundation for future enhancements, including open banking integration and automated supplier/client matching, giving you greater control and consistency across all stages of receipt processing.

• [SUP-4550] Bank Statement Import: Introduced new functionality to import bank statement files into Propman. Supports CSV, TXT and QIF formats, with flexible Header Mapping to align differing bank export layouts to Propman fields. Imported transactions are stored as records and prepared for downstream matching and reconciliation.

• [SUP-4552] Bank Statement Screen: Delivered a new Bank Statement tab providing a complete view of imported bank transactions. Includes filtering by date, searching, delete/restore options, running balance display, and status tracking (Unreconciled, Allocated, Deferred, Reconciled, Deleted). Acts as the central hub before transaction matching and reconciliation.

• [SUP-5056] Bank Maintenance Shortcut: Added a new shortcut button within the Bank Statement tab to quickly open the System Bank Maintenance screen, improving usability and reducing navigation steps during reconciliation and transaction review.

• [SUP-4804] Bank Transaction Matching: Added a dedicated Bank Transaction Matching screen to review imported transactions and match or create tenant receipts, refund and unallocated cash transactions. Users can match, defer or restore items.

• [SUP-4416] Auto-Match and Auto-Post Logic: Implemented automatic matching rules with Green/Amber/Red indicators to classify match confidence. Green matches can be bulk auto-posted, creating receipts or refunds where required. Amber and Red items prompt manual review. Matching uses reference, description, tenant alias, and exact/partial amount logic.

• [SUP-5049] Bank Reconciliation - New reconciliation process: Introduced a new reconciliation process driven by the bank transaction records rather than nominal detail. This can now be completed directly from the Bank feeds - Bank Statement screen, replacing the previous standalone bank reconciliation routine. Each imported bank transaction now carries its own allocation link, forming the basis of the reconciliation process and removing reliance on the previous cash item workflow. Unmatched or deferred items can be reviewed and reconciled manually. This approach simplifies reconciliation, improves accuracy, and ensures all matched items are traceable back to the original bank statement line.

• (SUP-5125) Manual Reconciliation of Ledger-Only Transactions: Introduced a new manual reconciliation screen to allow users to reconcile Propman ledger transactions that do not have a corresponding bank transaction, such as reversal pairs. Users can select ledger items that net to zero and include them within a bank statement without affecting the closing balance. This prevents these items from appearing repeatedly as unmatched and aligns the behaviour with the previous reconciliation process.

From April 2026, HMRC will require certain landlords and property businesses with qualifying income to keep digital records and submit quarterly updates through Making Tax Digital for Income Tax (MTD ITSA). As part of these requirements, businesses with UK property income over £50,000 will need to provide structured quarterly and annual submissions using the SA105 UK Property form.

To support customers preparing for these changes, Propman now includes a full suite of tools for managing MTD for UK property income.

• [SUP-4962] Updated MTD Configuration Screen: The MTD settings area has been enhanced to separately configure VAT and Income Tax. Each tax type shows the correct API version and HMRC scopes, and a new API Version override function lets you specify versions for individual endpoints where required. The Test Connection button now checks the relevant service depending on the selected tax type.

• [SUP-4963] Income Tax Token Management: Users can now create and manage Income Tax authorisation tokens. The system guides users through HMRC’s authorisation steps, clearly displays token status and alerts users when a token needs to be refreshed. VAT and Income Tax tokens are now clearly marked in all screens.

• [SUP-4969] Tax Return Mapping Improvements: A full mapping structure has been added for SA105 (UK Property). Each HMRC box includes:
  – A mapping code
  – A JSON submission path
  – A periodic/annual indicator
  Nominal codes can now be linked to SA105 boxes, and reports and searches now include the new mapping fields. Annual-only and periodic-only boxes are applied correctly during calculations and submissions.

• [SUP-4970] HMRC Income Tax API Integration: Propman now connects to HMRC’s Income Tax APIs for property businesses. This includes retrieving quarterly and annual obligations, creating or period summaries, retrieving cumulative totals and handling annual submissions.

• [SUP-5037] NI Number & Tax Return Group Creation: The NI Number field has been moved to Payees. When a valid NI Number is entered, the user can tick “Tax Return” and a Tax Return Group is created automatically. Invalid NI Numbers prevent the checkbox from being activated. Existing VAT Company Registration Numbers are unaffected.

• [SUP-5130] Tax Return Calculation (SA105): A new Tax Return screen calculates the SA105 values for UK Property using nominal mappings. Test Mode previews the results, while Live Run stores them for submission and reprinting.

• [SUP-5043] Tax Return Period Maintenance: A new maintenance screen shows the details, submission history and summary calculations for each Tax Return Period. Users can filter by group, date range, Report Run and Submitted flags. Status text now matches HMRC wording.

• [SUP-5044] Improved Tax Return Reprint: Users can reprint previously submitted Tax Returns using the stored results. Quarterly and annual periods can be reprinted together.

[SUP-4988] Renters Rights Form 4: Added a new ‘Form4’ template to produce the statutory Section 13 rent increase notice, ensuring the correct HMRC-compliant format is generated in line with Renters Rights requirements.

[SUP-4958] Add a new default Minimum Notice on Rent Reviews: Updated Rent Review and Head Lease Review functionality to include a default notice period.

[SUP-5161] PASOE session initialisation improvements: Applied changes to prevent recursion and improve PASOE stability, including earlier session initialisation and safe parameter update logic.

[SUP-5148] Web Portal performance improvements: Updated portal session handling logic, improving stability and responsiveness during high traffic or automated access scenarios.

SUP-5087 Added a new validation to check unit history before posting PIR.

SUP-5107 Tenant write-off balance not cleared: Fixed an issue where tenant write-off balances were not cleared correctly.

SUP-5020 Unable to edit user details when all users in use: Resolved locking and concurrency issues preventing user detail edits.

SUP-5023 Rent Review Letter Exceptions: Excel output disabled: Removed the Excel output option as this report is designed for spooler output, preventing previous errors.

SUP-5066 Selecting Maintenance view does not change selected entity if window already open: Corrected behaviour to ensure correct entity refresh when re-opening screen.

SUP-4974 Import UTT date format error: Corrected date parsing logic to prevent failures during import.

SUP-4809 User Defined Criteria incorrectly forcing date: Corrected criteria behaviour to prevent unintended date overrides.

SUP-5077 Plaintext passwords appearing in emails: Corrected output to ensure passwords are no longer included in email content.

SUP-5109 Correction to Client Contact Import town update logic: Resolved an issue where Town and Town-Name fields were not updating correctly during contact imports, ensuring address information is now validated and applied as expected.

SUP-5132 Excessive spacing in email output: Corrected an issue where system-generated emails contained large gaps between lines, ensuring consistent formatting across all email templates and improving the presentation of outbound communications.

Progress OpenEdge Version 12.8.9: Propman has been tested against Progress OpenEdge version 12.8.9, providing stability and vendor vulnerability updates.

This version has also been fully tested and validated on Microsoft Windows Server 2025.