PaTMa Property Manager Changelog

Sometimes updates are released multiple times a day. At other times we might be a few weeks working on a major feature. This changelog provides a summary of changes released prior to each date listed.


  • Advanced property key location tracking.
  • Automatically match Open Banking transactions with repeating expenses.
  • Ability to archive a rental property - archived properties are stored free of charge.
  • Fix property stats summary on landlord pages.
  • Fix bug that could allow deletion of the first rent schedule (disabling all rent).
  • Support non-recurring, fixed length rental periods - allowing "rent day" adjustments.
  • Ability to delete a tenancy directly, without contacting support.
  • Monitor the area around each of your rental properties for planning applications.
  • Approved for HMRC pilot of Making Tax Digital for Income Tax and Self Assessment.
  • Property/portfolio "optimisation" page - test remortgage scenarios on your existing portfolio.
  • Advanced multi-user permissions management.
  • Property/portfolio CGT (Capital Gains Tax) estimates.


  • Fix bug in inventory duplication process.
  • Extension of UI re-work - migrate long pages to tabbed pages.
  • Improve speed of large inventory PDFs.
  • Updated Open Banking integration support.
  • Show property summary on individual landlord pages.
  • Support tracking of expense recharging to landlords.
  • Improve rent quick-entry from Open Banking feed.
  • Display portfolio summary stats on property listing page.
  • Support "no gas supply" flag to silence gas safety warnings.
  • Add portfolio ROE display.
  • Improve stored mortgage information.
  • Support storage of more types of (safety) certificates.
  • Improve portfolio statistics layout and display.
  • Automatically send new safety certificates to existing tenants, with e-signing, when updating (or manually later).
  • Improve new tenancy checklist automation.


  • Huge UI re-work - migrate long pages to tabbed pages.
  • Much improved mobile accessibility.
  • Improve support for large inventory PDFs (with 100s of images).
  • Send a consolidated reminders email each day, rather than multiple.
  • Fix bug in date-picker for rent schedules.
  • New start / on-boarding / home / dashboard page to help you get started.
  • Improve layout of new tenancy page.


  • Making Tax Digital for Income Tax and Self Assessment in HMRC testing.
  • Improved initial rental property creation process - clearer HMO and single-let distinction.
  • Improve address auto-completion UI.
  • Fully automated full data backup/export - it's your data, you always have complete access with no lock-in.
  • Open Banking public release (from private beta) - streamline your data entry.
  • Server cluster upgrades! Faster site.
  • Add warning about new tenancy checklist completeness for non-England postcodes.


  • Fix bug in HMO, per room utility records.
  • Fix bug in "Cancel" destination when entering expenses.
  • Improvement reliability of Open Banking integration.
  • Improve the display of images attached to tasks.
  • Improve the main property detail page UI.


  • Improvements to Open Banking integration.


  • Improve generated inventory content, including a table of contents.
  • Add "check-in" step to new tenancy checklist.
  • Improve EPC expiry display.
  • Improve task display and editing.
  • Don't send emails for very overdue tasks.
  • Renewal reminder emails for EPCs.
  • Open Banking support for easy rent and expense entry.
  • Fix repeating expense date issue.


  • Migrate to privacy protecting site stats - removing Google Analytics.
  • Fix bug in landlord expense documents.
  • Add Tenant Portal - contracts, documents, rent status and ticket access.
  • Start Making Tax Digital integration work with HMRC.


  • Easier entry of property addresses with auto-completion.
  • Support automatic creation of deposit prescribed information documents.
  • New and improved site layout and menu navigation.


  • Show council contact details for all stored properties.
  • Improved repeating expenses view.
  • Fix a bug when deleting repeated expenses.
  • Fix bug in repeated expense creation when adding an expense.


  • Support moving expenses between individual properties and landlords (ie portfolio wide).
  • Improved filters for finding expenses.
  • Support repeating expenses - enter details once, just click to confirm each month.


  • Fix a bug in the tax return display.


  • More fine-grained email subscription controls.


  • Increase expense search results.
  • Fix mortgage expense quick-entry.


  • Re-work and improve the expenses interface, enabling more flexible search and export.
  • Add support for portfolio (landlord) expenses that do not need to be linked to a single property.


  • Expenses spreadsheet download improvements - include tax category and fix formatting for amount.
  • Improved tax category details for Expenses.
  • Clarify "profit" on tax reports as "cash based", add a separate number showing the "profit" that HMRC use.
  • New supplier fields: contact name, address, website.
  • New supplier categorisation options.
  • Improve supplier list filtering.


  • New property inventory template - automatically populating with data from the property utilities.


  • Fix safety certificate expiry date auto-calculation.
  • Auto-copy Date Paid (or Invoice Date) when entering an expense - often all that's wanted or to provide a starting point.

Not specific to Property Prospector but this week also included a major database upgrade (which unfortunately took longer than expected).


  • Fix Task menu.


  • Advanced support for utility supplier storage.
  • Search and filter options for open and historic maintenance tasks.