Recap of recent Pereview updates and enhancements

Here's what's new.

Hello Friend,

So far this year we've deployed several meaningful updates designed to enhance your experience with Pereview. Below is a recap of recent releases and enhancements, as well as a look at what's on the horizon. 

Updates and Production Available Releases

Custom Forms

Custom Forms in Pereview provide a flexible way to capture and track evolving data like ESG metrics, tax credits, or box score ratings that may not fit neatly into standard fields. Now you can build custom data entry forms, attach documents, and update records over time to keep critical asset-level information current and organized as your reporting needs grow. This functionality is currently in testing, with enhancements coming based on client feedback.

New Controls Over Workflow Data Fields

With our latest release, you now can mark specific fields as required or read-only, giving you greater control over data entry and helping ensure the integrity of your workflows. Watch this video to learn more and see this new functionality in action.

Video: Read Only and Required Fields Enhancements for Workflows

Ensure Data Integrity with New Validation Tools

We’ve expanded our data validation tools with feedback from clients. New reports (GL Last Post Date and Ending Balance) help flag discrepancies against partner financials, making it easier to catch data integrity issues or prior period adjustments.

Workflow Enhancement

Customizable workflow emails: Add specific instructions or details directly to email notifications.
Direct task links: Configure emails to include hyperlinks that take users straight to the relevant workflow task.
Client branding: Include your organization's logo in workflow-related emails for a consistent branded experience.

Variance Tab Enhancement

Enhanced grid visibility for easier scanning and analysis
Highlight rows based on variance thresholds: Automatically flag variances that exceed custom thresholds to prompt user commentary.
Seamless navigation: Jump between the Variance tab and Workflow tasks for the same period without losing context.

FTP File Upload Notification

Now Pereview enables users to be proactively notified when FTP files are successfully or unsuccessfully uploaded to Pereview with the new FTP File Upload Status Notifications sent via email. Here's what you need to know to configure this for your team.

API Updates

We’ve made several API enhancements, including the addition of new Leasing Cost and Disposition Comment APIs.

The Account Hierarchy API has also been updated to include additional fields, with the summary view now deprecated.

The GL Transactions API now provides the ability to expose the Source System Ending Balance columns from the transaction details.

Product Roadmap Updates

More Variance Tab updates on the way

We're continuing to roll out additional functionality for Variance Tabs. Watch for future announcements as these are released. 

AI functionality coming in the second half

Pereview is currently testing AI file classification internally with our DMS team with the goal of making it available to clients in the second half of this year. This new capability is designed to streamline the file upload process by using AI to automatically recognize and apply the correct data template. You will always have the option to override the AI selection if necessary.

This will allow for: 

Faster onboarding of files
Reduced manual effort
More efficient data workflows

This is another step toward delivering intelligent, automated data management. Stay tuned for updates in coming releases.

Minor Fixes and Updates

Ability to add client Logo to the login page (reach out to your Client Success Manager to take advantage of this update) 
Workflow added delete confirmation on file attachments 
Workflow large text fields increased to 1,000 characters
Updated Pereview logo
Improved Asset Report configuration options 
Google Maps improvement
Updated File Upload design

We're Here To Help!

All the ways you can access support

We are 100% committed to your success and to driving more value for you in Pereview. Support is crucial, that's why we've made it even easier to get in touch.

#1 Email Support

Email your questions to support@pereviewsoftware.com.

#2 Connect Via Chatbot

Visit pereviewsoftware.com and use the new chatbot to enter your request.

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