We're excited to share some fresh updates we've been working on at Uplisting. Our latest feature set includes Owner statements, expense tracking, and yes, you guessed it - custom management fee formulas!
We know how it's been. Preparing client statements was a task that often felt like piecing together a jigsaw puzzle. Juggling multiple spreadsheets, manually inputting booking data, keeping track of every property expense, and calculating management fees was time-consuming, error-prone, and quite frankly, a bit of a headache.
Well, we heard you. And we're thrilled to say - those days are over.
Here's a brief rundown of what's new:
- Automatic client statement creation: On the 1st of each month, you'll find a statement for each property in your account, ready and waiting. It covers the previous month - no fuss, no hassle.
- Booking integration: All your bookings that have checked out in the previous month? They're on the statement. Automatically. No manual entry needed.
- Expense tracking: You can now directly add expenses to each statement. It's all in one place, easy to see, easy to manage.
- Easy access and downloadable statements: Your statements are readily available online in your client portal. Need a hard copy? Just download it as a PDF.
- Automatic management fee calculation: We've automated the calculation of your management fee. It's added to each booking and statement without any extra effort on your part.
- Custom management fee formulas: Yes, you read that right! You can now set up custom management fee formulas tailored to your needs.
How to get started with automated client statements
- Create your first client statement here.
- Learn how to create client statements here, and how to add custom management fees, here.
We appreciate your continued support and can't wait to bring you more exciting updates.