Release Notes

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Our Software Enhancements

The EstateMaster R+D team is constantly working on improving the product suite based on feedback from our users. This is part of the service that is provided to subscribers to our EstateMaster Annual Software Maintenance program to ensure they are always benefiting from the latest advancements to our software.

Want to Upgrade to the Latest Version?

To download the latest versions, you can do either of the following:

  1. Visit the Download page in the EstateMaster online Client Area (your client id and password required), and manually download and install the latest versions, or
  2. Run the 'Check for Updates' utility found in the Help menu of your EstateMaster application

A complete list of previous software updates can be found below.

EstateMaster CC

 
Version Enhancement

6.95.51.169

  • Enhanced behavior of Portfolio pane on the main screen so that it doesn't refresh to the top of the Portfolio list when deleting a Portfolio or drag n dropping cash flows into a Portfolio.

6.94.39.776

  • Sample Database feature to trial application functionality without needed to set up a database.
  • Import support for DF 6.20 and DM 6.20
  • Modernized user interface.
  • Added HF files (*emhf) in the 'Import EM File' function.
  • Merge Project function.
  • Clone Portfolio function.
  • Bulk Import function to import multiple files stored in a file directory.

6.94.27.203

  • Import support for DF 6.12 and DM 6.12

6.94.19

  • Profit and Loss Summary Consolidation and Comparison report for Hotel (HF) Cash Flows
  • Added Help shortcuts to additional forms and dialogs

6.93

  • New DM Profit & Margin Reports, reporting budgets and variances on a financial year and whole-of-life vs rest-of-life basis.
  • New DM Summary Reports, reporting budgets and variances on a financial year and whole-of-life vs rest-of-life basis.
  • Locking down individual Preferences and Portfolio Settings

6.92

  • Separate line items for Development Management Fees and Sales Commission on Summary-style reports.
  • Separate line items for Capitalised Sales on all reports.
  • A 'Select All' option for the DM Cost Code Cash Flow report.
  • Upgraded application to utilise the Microsoft .Net 4.0 Framework

6.91

  • New IA Executive Summary Consolidated and Comparison report.
  • Separated Development Management Fees and Sales Commission as separate lines on Cash Flow reports.
  • Gross/Net Profit outputs on Forecast Summary report.
  • 'Cost to Date' and 'Forecast to Complete' to DM Variation report.
  • Start and End Date Range options for Variable Period Cash Flow report.
  • A user-defined Current Month option for the Forecast Summary report.
  • Additional IRR/NPV calculation option: Exclude financing and interest but include corporate tax.
  • Updated formatting of Summary and Chart reports.
  • Improved speed of importing of large files.
  • Changed the financial year Gantt and Cash Flow reports to print in portrait mode.

6.90

  • Implemented Microsoft Report Viewer 2012 for the Cash Flow reports, providing ability to export to XLSX format.
  • Database Statistics screen to view information about the database currently connected to, such as file size, number of cash flows, etc.
  • Capitalisation Summary Report for consolidating and comparing Estate Master IA cash flow models.
  • Applied Report Sorting functionality to Comparison Reports.
  • Ability to Edit the Project Number and Name.
  • Added 'Used Fixed' option to Portfolio ribbon menu.
  • Re-ordered Development Cost and Revenue sections in the report to make them consistent with Estate Master DF and DM reporting.
  • Custom formulae entered in the Portfolio Financing Manual Adjustments screen saved.
  • Additional options for Development Margin calculations make it consistent with Estate Master DF and DM.

6.81

  • DM Cost Code Cash Flow report

6.80

  • Added a new DM Cash Flow Variation report, which compares the budgets stored in DM files for the next 12 month period, along with costs to date and forecast to complete.

6.72

  • A new Consolidated Summary report detailing each individual cash flow, as well as the consolidated results.
  • Added 'Project Number' and 'Account Code' to the sort order for reports.

6.71

  • More Information on Summary Reports: Additional information added to the Comparison and Consolidate Summary reports, such as Project Number, Account Code, Construction Commencement and Development Completion.
  • Updated IA Dashboard: Changed the NPV and IRR for IA Cash Flows on the dashboard to include Long Term Vacancy Allowances.
  • Improved Check for Updates Function: Changed the way the software detected updates to include all major and minor updates.
  • Fixed Errors on running reports: Fixed the issue where a error message was displayed when trying to run the Sources & Application of Funds and DCF Monthly reports.
  • Updated Advanced Filters: Changed the Date Range filters to be between and inclusive of the selected dates.
  • Updated Loan 1 Manual Repayments in Portfolio Financing: Allow the user to have manual repayments for Loan 1, even if a Facility Limit was set to zero.
  • Updated Portfolio Financing Rest Periods: Changed the rest periods that the 'Manual Adjustments' table used to be always Monthly, irrespective of the rest period of the individual Cash Flows.

6.7

  • Reports Grouped in Projects: Added an option to group cashflow-style reports by Project Number and Name.
  • Removed Merged Columns in Excel exports: Remove merged cells in the cash flow columns when reports were exported to Excel.

6.6

  • New Report filtering: Filter the lists of Projects and Portfolios to show all of them, or just the ones created by the current user.
  • Advanced Filters: Filter the list of all the cash flows in the database by different criteria, such as Type (Residential Comm, etc), Status (Approved, Completed, etc), Location, Developer, Land Owner, etc.
  • Custom labeling of Miscellaneous Cost sections: The custom heading labels that the user defined in the DF/DM Miscellaneous Costs sections now come through on the CC reports, with the added benefit of overriding these labels as well when creating a Portfolio.
  • New KPI’s on reports: Including a ‘Peak Equity Exposure’ on the Summary reports and the ‘Gross and New Profit’ and ‘Profit Share' on the DM Variation reports.
  • Print Multiple Copies of Reports: Added ability to define number of copies when printing.
  • Delete Multiple Cash Flows at a time: Rather than having to deleted one cash flow at a time, select multiple cash flows and delete them all in one click.
  • Fix the current Cash Flows in a Portfolio: Right-click a Portfolio and fix the current Cash Flows to it so that the Portfolio is set with those.
  • Improved Speed of Reports: Redesigned some reports to generate the results quicker, especially for larger Portfolios.

6.0

  • Stock/Inventory Reports to track what is exchanged and settled on a quantity and area basis.
  • Sources and Application of Funds Report to track where funds come from and where they are then utilised in a project.
  • ‘Profit and Loss' and ‘Balance Sheet' reporting.
  • Ability to filter the data by criteria such as location, developer, project type and status, etc.
 

EstateMaster DF

 
Version Enhancement

6.30.53.199

  • No features given

6.30.51.194

  • Duplication/Clone function for Project Milestones.
  • Gantt Chart Printing option for Project Milestones.
  • Added xlsm file format to the Export to Excel function.
  • Data Validation tool, to check for input data integrity, such as Circular References caused by user's custom formulas.
  • Added Residual Land Values to Status Bar KPIs
  • Select specific stored Options/Stages to Export to Excel.
  • Preference to charge Line Fees in arrears or in advance.
  • Background calculations to check for multiple IRRs or where an IRR could not be calculated using the provided guess rate.
  • New Funding Charts that graphically display the levels of debt and equity in the project.
  • A 'Go To' feature to assist with navigating to specific input and reporting areas of the program via the F5 shortcut.
  • Dedicated KPI dashboard with a collapsible panel and additional reporting metrics.
  • Added Zoom scroller in application window for easier zooming in/out of spreadsheet interface.
  • Additional input validation to improve data integrity.
  • Update of spreadsheet interface (Spreadsheetgear), which includes support for 51 new Excel-compatible functions, Excel 2016 compatible conditional formatting and roved the performance of a number of worksheet functions.

6.20.42.616

  • Some minor bug fixes and enhancements

6.20.40.516

  • Project Milestones: Control the timings of your costs and revenues across all Development (DF and DM) CashFlows in a Project using an interactive Gantt Chart.  
  • Added formatting functionality (bold font and coloured cells) for Code/Stage/Description input fields for each line item.
  • Allow linking to an Excel File that already has a link to an DF file with the same name.
  • Added the input fields on the 'Intro' sheet to the Input Cell Protection function, so the user can password protect these inputs.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Added Residual Land Values and WACC to One-Way Sensitivity table.
  • Added Three-Way Sensitivity tables for Residual Land Values.
  • Advanced Word Linking, allowing the user export defined cells and charts on custom worksheets to linked Word Documents.

6.12.27.205

  • Added Sample Files library on the Welcome screen.
  • Added 'No of Units' column in Rental Income section to be able to enter multiple tenancies on one line.
  • Added options to enter rental income on a 'per unit' basis and also on 'weekly' basis.
  • Ability to enter in a Settlement date before the lease end date for Capitalised Sales.
  • More detail on the Land Owners Cash Flow for Joint Venture models.
  • 6 additional customisable S-Curve Profiles.
  • A Preference for determining how Global Costs are proportioned across each stage in the StageCF report.
  • A Preference for determining at what point the IRR and NPV for each stage is calculated from in the StageCF report.
  • New PDF functionality that doesn't depend on postscript printer drivers.

6.11

  • A 'Recalc All’ function for the stored Options/Stages to automatically recall and store each option to recalculate any formulas links to custom worksheets or external Excel files.

6.10

  • A central application 'Welcome' screen that is loaded from a single shortcut within Windows.
  • A Regional Settings function to define currency and tax settings that all new Estate Master file adopt.
  • A 'Recent Files' listing in the 'Welcome' screen for each Estate Master application, showing all files recently saved and opened by the user.
  • New application interface, along with more modernised report styling.
  • Template functionality to allow user to create application templates that contain pre-defined inputs and settings. *
  • Stage Cash Flow report, allowing the user to assign individual cost and revenue line items to a specific Stage in the project, then have the Stage Cash Flow report, provide a stage-by-stage breakdown. *
  • Inserting a Property/Project image or photo on the Intro tab and Title page.
  • Data tables to accompany the 2-Way What If Sensitivity charts.
  • Remove DPI and file size limitations for inserting logos/images.
  • * Not included in DF Lite

5.32.3

  • Improvements in the 'Change Source' and 'Break Links' options in the Excel Links functions

5.32

  • Added Capitalised Sales as a separate item to be exported to the Enterprise Database.
  • Sped up certain functions (File Open, Recall Option, Database Import, and Import from Previous).
  • Disabled the automatic recalling and storing of Options/Stages when a previous versions file is opened in a new version of the application.
  • Ability to define a single cell on a custom worksheet to store its value in the Enterprise Database.
  • Added .dotm and .dotx file format to Word Links function.
  • Ability to increase Revenue Collection Profiles to 20.
  • Expand the the 'Month from Construction Start Release from Escrow' Inputs to one per ‘Revenue Collection Profile’.
  • Changed Handover Summary calculations to ignore Revenue Collection Profile instalments.
  • Upgraded application to utilise the Microsoft .Net 4.0 Framework.
  • Exporting to an existing Excel file by appending worksheets.
  • Password protection on custom worksheets.

5.31

  • Percentage breakups for Rental Income and Sales Revenue category line items on Summary report.
  • IRR/NPV calculation based on a cash flow excluding financing and interest but including corporate tax.
  • Flexibility in creating Defined Names on custom worksheets, including the ability to set a value or text as the RefersTo property, not just a cell reference.
  • Increased Disclaimer character limit to 2500.
  • Separate Tenants sheet option in Print Reports menu.
  • Reset function for the Preferences Password.
  • Loan Type preference for Loans 1, 2, 3 and 4 to indicate whether a Loan is a 'Debt' or 'Equity' facility.
  • Stipulate when to release sales revenue that is collected via the ‘Revenue Collection Profile’ instalments, based on the number of time periods after Construction Start.

5.30

  • Increased maximum time periods to 480.
  • Manual Override option for Corporate Tax liability payments so they can be adjusted on a periodic basis on the Financials sheet.
  • Ability to set the payment frequency of Corporate Tax liability payments, such as monthly, quarterly, bi-annually and annually.
  • Option to realise tax benefit at time of loss or roll forward loss until profit is realised.
  • Revenue Accrual/Adjustment manual input line on the Revenue Recognition section of Financials worksheet.
  • Asset Revaluation Adjustment manual input line on the Fixed Asset section of the Financials worksheet.
  • Amortization Expense (Write-Back) manual input line on the Profit and Loss section of the Financials worksheet.
  • Automatically default to the filename of the file when exporting to Excel.
  • Provide option to export all Options/Stages in the file as separate files when exporting to Excel.
  • Paper Size option added to the Page Setup settings of custom worksheets
  • Added the Preferences report to the main Print Report menu.
  • Ability to still calculate Stamp Duty even when 'Nil Tax' is set in the Preferences.
  • Ability to resize the windows when an external Excel file is opened while using the Excel Links feature.
  • Allow user to select any Excel file when using 'Change Source' option in Excel Links feature.
  • Multi-coloured Gantt Chart, which each cost and revenue section is represented by different coloured bars.
  • Ability to open an Estate Master DF Lite (*.emdfl) file.
  • Upgraded SpreadsheetGear spreadsheet interface, including support for SUMIFS, AVERAGEIFS and COUNTIFS functions.

5.21.1

  • 'Insert Image' function on custom worksheets.
  • 'Data' functionality, such as Sorting, Grouping and Auto-Filters on the custom worksheets.
  • Displaying the last Option/Stage recalled or stored in the application Status bar.
  • Ability to copy any of the charts (on either the standard reports or custom worksheets) to the clipboard so it can be pasted in external documents as an image.
  • Listing the status of Integration Modules (whether they are enabled or disabled for the specific licence) in the About screen.
  • Updated the 'Export to Excel' function so that additional components (i.e. Charts, Range Names) are exported with the file.

5.21

  • Integration with Microsoft Word, to allow Bookmarks in a Word Document to be populated by predefined outputs.
  • Integration with Microsoft Excel, to allow 2-way live linking with external Excel Workbooks.
  • Allowing copying/pasting of formulas on standard worksheets.
  • Ability to change the order of custom sheet tabs as they appear in the workbook.
  • Relabelling Construction heading on Summary sheet to remove "(inc Contingency)" if no contingency is used in the model.
  • Added warning when renaming or deleting custom sheets that it may impact Options/Stages.
  • Print custom worksheets from the main Print Menu.
  • Improved logic for Sales Commission calculations so that the calculated amounts each period aligned with the Sales Revenue payments, rather than being evenly spread.
  • Allowing larger cost codes to be entered and displayed in the model.

5.13

  • The ability to password lock input cells for over 40 different input areas for increased data integrity.
  • New Formatting menu for custom sheets, including a Format Painter.
  • Increased number of instalments from 9 to 12 for the Sales Revenue Collection Profile.
  • Ability to vary the corporate tax rate for each cash flow period.

5.12

  • Added the Freeze Pane functionality to custom sheets.
  • Increased maximum for Construction, Sales and Tenant input rows to 500

5.0

  • Work has completed in seamlessly migrating the Estate Master DF and DM programs into a Microsoft .Net software package independent of Microsoft Excel. This resulted in the following benefits:
  • Significantly smaller file sizes (measured in kilobytes rather than megabytes!)
  • No dependence on Microsoft Excel required.
  • Microsoft Excel compatible functions such as entering formulas in input fields, linking cells, inserting additional worksheets, etc.
  • Faster opening, saving and closing of files.
  • A more robust and scalable software platform, providing a better development foundation for future enhancements.
  • This process has already been successful in our new Investment Appraisal (IA) program. For an example of how this new platform will look, please download and evaluate a trial of Estate Master IA.

4.xx

  • Some minor bug fixes and enhancements

3.xx

  • Some minor bug fixes and enhancements

2.xx

  • Some minor bug fixes and enhancements
 

EstateMaster DFL

 
Version Enhancement

6.30.53.177

  • No features given

6.30.51.166

  • Added xlsm file format to the Export to Excel function.
  • Data Validation tool, to check for input data integrity, such as Circular References caused by user's custom formulas.
  • Added Residual Land Values to Status Bar KPIs
  • Select specific stored Options/Stages to Export to Excel.
  • Background calculations to check for multiple IRRs or where an IRR could not be calculated using the provided guess rate.
  • A 'Go To' feature to assist with navigating to specific input and reporting areas of the program via the F5 shortcut.
  • Dedicated KPI dashboard with a collapsible panel and additional reporting metrics.
  • Additional input validation to improve data integrity.
  • Update of spreadsheet interface (Spreadsheetgear), which includes support for 51 new Excel-compatible functions, Excel 2016 compatible conditional formatting and roved the performance of a number of worksheet functions.

6.20.42.616

  • Some minor bug fixes and enhancements

6.20.39.463

  • Added formatting functionality (bold font and coloured cells) for Code/Stage/Description input fields for each line item.
  • Allow linking to an Excel File that already has a link to an DFL file with the same name.
  • Added the input fields on the 'Intro' sheet to the Input Cell Protection function, so the user can password protect these inputs.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Added Residual Land Values and WACC to One-Way Sensitivity table.
  • Add Three-Way Sensitivity tables for Residual Land Values.

6.12.27.177

  • Added Sample Files library on the Welcome screen.

6.12.26.123

  • Added 'No of Units' column in Rental Income section to be able to enter multiple tenancies on one line.
  • Add option to enter rental income on a per unit basis and also on weekly basis.
  • Ability to enter in a Settlement month before the lease end date for Capitalised Sales.
  • New PDF function that doesn't require installation of postscript printer drivers.

6.11

  • A 'Recalc All' function for the stored Options/Stages to automatically recall and store each option to recalculate any formulas links to custom worksheets or external Excel files.

6.10

  • A central application 'Welcome' screen that is loaded from a single shortcut within Windows.
  • A Regional Settings function to define currency and tax settings that all new EstateMaster file adopt.
  • A 'Recent Files' listing in the 'Welcome' screen for each EstateMaster application, showing all files recently saved and opened by the user.
  • New application interface, along with more modernised report styling.
  • Inserting a Property/Project image or photo on the Intro tab and Title page.
  • Data tables to accompany the 2-Way What If Sensitivity charts.
  • Remove DPI and file size limitations for inserting logos/images.

5.32.2.162

  • Some minor bug fixes and enhancements

5.32.0.155

  • Sped up certain functions (File Open, Recall Option).
  • Disabled the automatic recalling and storing of Options/Stages when a previous versions file is opened in a new version of the application.
  • Added .dotm and .dotx file format to Word Links function.
  • Upgraded application to utilise the Microsoft .Net 4.0 Framework.
  • Exporting to an existing Excel file by appending worksheets.
  • Password protection on custom worksheets.

5.31.0.128

  • Percentage breakups for Rental Income and Sales Revenue category line items on Summary report.
  • Flexibility in creating Defined Names on custom worksheets, including the ability to set a value or text as the RefersTo property, not just a cell reference.
  • Increased Disclaimer character limit to 2500.
  • Separate Tenants sheet option in Print Reports menu.
  • Reset function for the Preferences Password.

5.30.0.106

  • Some minor bug fixes and enhancements

5.30.0.104

  • Automatically default to he filename of the file when exporting to Excel.
  • Provide option to export all Options/Stages in the file as separate files when exporting to Excel.
  • Paper Size option added to the Page Setup settings of custom worksheets.
  • Added the Preferences report to the main Print Report menu.
  • Ability to still calculate Stamp Duty even when 'Nil Tax' is set in the Preferences.
  • Ability to resize the windows when an external Excel file is opened within EstateMaster DF Lite while using the Excel Links feature.
  • Allow user to select any Excel file when using 'Change Source' option in Excel Links feature.
  • Upgraded SpreadsheetGear spreadsheet interface, including support for SUMIFS, AVERAGEIFS and COUNTIFS functions.

5.21.1.58

  • 'Insert Image' function on custom worksheets.
  • 'Data' functionality, such as Sorting, Grouping and Auto-Filters on the custom worksheets.
  • Displaying the last Option/Stage recalled or stored in the application Status bar.
  • Ability to copy any of the charts (on either the standard reports or custom worksheets) to the clipboard so it can be pasted in external documents as an image.
  • Listing the status of Integration Modules (whether they are enabled or disabled for the specific licence) in the About EstateMaster DF Lite screen.
  • Updated the 'Export to Excel' function so that additional components (i.e. Charts, Range Names) are exported with the file.
 

EstateMaster DM

 
Version Enhancement

6.30.53.172

  • No features given

6.30.51.172

  • Duplication/Clone function for Project Milestones.
  • Gantt Chart Printing option for Project Milestones.
  • Data Validation tool, to check for input data integrity, such as Circular References caused by user's custom formulas.
  • Added xlsm file format to the Export to Excel function.
  • Preference to charge Line Fees in arrears or in advance.
  • Background calculations to check for multiple IRRs or where an IRR could not be calculated using the provided guess rate.
  • New Funding Charts that graphically display the levels of debt and equity in the project, changes between budgets, and a forecast of the future funding requirements.
  • A 'Go To' feature to assist with navigating to specific input and reporting areas of the program via the F5 shortcut.
  • Dedicated KPI dashboard with a collapsible panel and additional reporting metrics.
  • Additional input validation to improve data integrity.
  • Update of spreadsheet interface (Spreadsheetgear), which includes support for 51 new Excel-compatible functions, Excel 2016 compatible conditional formatting and roved the performance of a number of worksheet functions.

6.20.42.616

  • Some minor bug fixes and enhancements

6.20.40.558

  • Project Milestones: Control the timings of your costs and revenues across all Development (DF and DM) CashFlows in a Project using an interactive Gantt Chart.  
  • Added formatting functionality (bold font and coloured cells) for Code/Stage/Description input fields for each line item.
  • Allow linking to an Excel File that already has a link to an DM file with the same name.
  • Added the input fields on the 'Intro' sheet to the Input Cell Protection function, so the user can password protect these inputs.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Allow locking of the Current Month column in the Cash Flow, in addition to the historical months.
  • Added WACC to One-Way Sensitivity table.
  • Locking the 'Date of First Period' input and 'Cash Flow Rest Period' preference, once the model has rolled forward past period 0.
  • Advanced Word Linking, allowing the user export defined cells and charts on custom worksheets to linked Word Documents.

6.12.27.194

  • Added Sample Files library on the Welcome screen.

6.12

  • Added 'No of Units' column in Rental Income section to be able to enter multiple tenancies on one line.
  • Added options to enter rental income on a 'per unit' basis and also on 'weekly' basis.
  • Ability to enter in a Settlement date before the lease end date for Capitalised Sales.
  • 6 additional customisable S-Curve Profiles.
  • A Preference for determining how Global Costs are proportioned across each stage in the StageCF report.
  • A Preference for determining at what point the IRR and NPV for each stage is calculated from in the StageCF report.
  • New PDF functionality that doesn't depend on postscript printer drivers.

6.11

  • Extended Cost and Revenue Escalation Tables to 20 Years.

6.10

  • A central application 'Welcome' screen that is loaded from a single shortcut within Windows.
  • A Regional Settings function to define currency and tax settings that all new Estate Master file adopt.
  • A 'Recent Files' listing in the 'Welcome' screen for each Estate Master application, showing all files recently saved and opened by the user.
  • New application interface, along with more modernised report styling.
  • Template functionality to allow user to create application templates that contain pre-defined inputs and settings. *
  • Stage Cash Flow report, allowing the user to assign individual cost and revenue line items to a specific Stage in the project, then have the Stage Cash Flow report, provide a stage-by-stage breakdown.
  • Inserting a Property/Project image or photo on the Intro tab and Title page.
  • Data tables to accompany the 2-Way What If Sensitivity charts.
  • Remove DPI and file size limitations for inserting logos/images.

5.32.3

  • Improvements in the 'Change Source' and 'Break Links' options in the Excel Links functions.

5.32

  • Added Capitalised Sales as a separate item to be exported to the Enterprise Database.
  • Added integration with MYOB Live.
  • Additional outputs added for the Word Link feature (bookmarks for the stored Forecasts/Budgets and Cost to Date data).
  • Sped up certain functions (File Open, Recall Option, Database Import, and Import from Previous).
  • Ability to define a single cell on a custom worksheet to store its value in the Enterprise Database.
  • Added .dotm and .dotx file format to Word Links function.
  • Ability to increase Revenue Collection Profiles to 20.
  • Expand the the 'Month from Construction Start Release from Escrow' Inputs to one per ‘Revenue Collection Profile’.
  • Ability to increase Sales/Rental Land Use categories to 20.
  • Added CSV file types to importing accounts data from External File option.
  • Changed Handover Summary calculations to ignore Revenue Collection Profile instalments.
  • Upgraded application to utilise the Microsoft .Net 4.0 Framework.
  • Exporting to an existing Excel file by appending worksheets.
  • Password protection on custom worksheets.

5.31

  • IRR/NPV calculation based on a cash flow excluding financing and interest but including corporate tax.
  • Flexibility in creating Defined Names on custom worksheets, including the ability to set a value or text as the RefersTo property, not just a cell reference.
  • Increased Disclaimer character limit to 2500.
  • Separate Tenants sheet option in Print Reports menu. (DF only)
  • Reset function for the Preferences Password.
  • Loan Type preference for Loans 1, 2, 3 and 4 to indicate whether a Loan is a 'Debt' or 'Equity' facility.
  • Stipulate when to release sales revenue that is collected via the ‘Revenue Collection Profile’ instalments, based on the number of time periods after Construction Start.
  • Project Budget Variance report.
  • Manual Budget column on Cash Flow worksheet to manually input a budget per line items.
  • Auto-Save feature after setting Budgets.
  • Locking function for individual Cash Flow line items.
  • Stage filter on the Cash Flow report.
  • Printing Input Assumptions in Landscape mode for all paper sizes if applicable.
  • Reduced time taken to Roll Forward.

5.30

  • Increased maximum time periods to 480.
  • Manual Override option for Corporate Tax liability payments so they can be adjusted on a periodic basis on the Financials sheet.
  • Ability to set the payment frequency of Corporate Tax liability payments, such as monthly, quarterly, bi-annually and annually.
  • Option to realise tax benefit at time of loss or roll forward loss until profit is realised.
  • Revenue Accrual/Adjustment manual input line on the Revenue Recognition section of Financials worksheet.
  • Asset Revaluation Adjustment manual input line on the Fixed Asset section of the Financials worksheet.
  • Amortization Expense (Write-Back) manual input line on the Profit and Loss section of the Financials worksheet.
  • Ability to unlock the Equity, Surplus Cash and Loan Drawdown and Repayment lines in the cash flow for manual override of the default formulae.
  • Expanded the 'Cash Flow View Options' function so that more columns in the Cash Flow sheet can be hidden.
  • Automatically default to the filename of the file when exporting to Excel.
  • Paper Size option added to the Page Setup settings of custom worksheets
  • Added the Preferences report to the main Print Report menu.
  • Ability to still calculate Stamp Duty even when 'Nil Tax' is set in the Preferences.
  • Ability to resize the windows when an external Excel file is opened while using the Excel Links feature.
  • Allow user to select any Excel file when using 'Change Source' option in Excel Links feature.
  • Multi-coloured Gantt Chart, which each cost and revenue section is represented by different coloured bars.
  • Upgraded SpreadsheetGear spreadsheet interface, including support for SUMIFS, AVERAGEIFS and COUNTIFS functions.

5.21.1

  • 'Insert Image' function on custom worksheets.
  • 'Data' functionality, such as Sorting, Grouping and Auto-Filters on the custom worksheets.
  • Ability to copy any of the charts (on either the standard reports or custom worksheets) to the clipboard so it can be pasted in external documents as an image.
  • Listing the status of Integration Modules (whether they are enabled or disabled for the specific licence) in the About screen.
  • Updated the 'Export to Excel' function so that additional components (i.e. Charts, Range Names) are exported with the file.

5.21

  • Integration with Microsoft Word, to allow Bookmarks in a Word Document to be populated by predefined outputs.
  • Integration with Microsoft Excel, to allow 2-way live linking with external Excel Workbooks.
  • Allowing copying/pasting of formulas on standard worksheets.
  • Ability to change the order of custom sheet tabs as they appear in the workbook.
  • Relabelling Construction heading on Summary sheet to remove "(inc Contingency)" if no contingency is used in the model.
  • Print custom worksheets from the main Print Menu.
  • Improved logic for Sales Commission calculations so that the calculated amounts each period aligned with the Sales Revenue payments, rather than being evenly spread.
  • Allowing larger cost codes to be entered and displayed in the model.
  • Detailed Stock Summary, showing Quantity and Area Handed Over on a line-by-line basis
  • Integration with MYOB Exo accounting system
  • The option to ignore cost code warnings during the Update from Accounts process
  • Updated the 'Standard Table' format for the 'Update from Accounts' procedure to allow dates to be populated by formulas.
  • Updated the 'Standard Table' format for the 'Update from Accounts' procedure to exclude the header row in the selected data.
  • Importing of custom worksheets from a DF file when importing a feasibility.

5.13

  • The ability to password lock input cells for over 40 different input areas for increased data integrity.
  • New Formatting menu for custom sheets, including a Format Painter.
  • Increased number of instalments from 9 to 12 for the Sales Revenue Collection Profile.
  • Ability to vary the corporate tax rate for each cash flow period.
  • Updated MYOB integration to import 'Money Spent' and 'Money Received' transactions.
  • Updated MYOB integration to allow user to select to import data on either cash or accrual basis.
  • Additional Chart to display the Net Cash Flow for all budgets/forecasts.
  • New data import format for the 'Update from Accounts' function.

5.12

  • Added the Freeze Pane functionality to custom sheets.
  • Increased maximum for Construction, Sales and Tenant input rows to 500

5.0

  • Work has completed in seamlessly migrating the Estate Master DF and DM programs into a Microsoft .Net software package independent of Microsoft Excel. This resulted in the following benefits:
  • Significantly smaller file sizes (measured in kilobytes rather than megabytes!)
  • No dependence on Microsoft Excel required.
  • Microsoft Excel compatible functions such as entering formulas in input fields, linking cells, inserting additional worksheets, etc.
  • Faster opening, saving and closing of files.
  • A more robust and scalable software platform, providing a better development foundation for future enhancements.
  • This process has already been successful in our new Investment Appraisal (IA) program. For an example of how this new platform will look, please download and evaluate a trial of Estate Master IA.

4.xx

  • Some minor bug fixes and enhancements

3.xx

  • Some minor bug fixes and enhancements

2.xx

  • Some minor bug fixes and enhancements
 

EstateMaster HF

 
Version Enhancement

2.10.53.933

  • No features given

2.10.51.933

  • Data Validation tool, to check for input data integrity, such as Circular References caused by user's custom formulas.
  • Added xlsm file format to the Export to Excel function.
  • Select specific stored Options/Stages to Export to Excel.
  • A 'Go To' feature to assist with navigating to specific input and reporting areas of the program via the F5 shortcut.
  • Dedicated KPI dashboard with a collapsible panel and additional reporting metrics.
  • Additional input validation to improve data integrity.
  • Update of spreadsheet interface (Spreadsheetgear), which includes support for 51 new Excel-compatible functions, Excel 2016 compatible conditional formatting and roved the performance of a number of worksheet functions.

2.10.39.619

  • Allow linking to an Excel File that already has a link to an HF file with the same name.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Advanced Word Linking, allowing the user export defined cells and charts on custom worksheets to linked Word Documents.
  • A central application 'Welcome' screen that is loaded from a single shortcut within Windows.
  • A Regional Settings function to define currency and tax settings that all new Estate Master file adopt.
  • A 'Recent Files' listing in the 'Welcome' screen for each Estate Master application, showing all files recently saved and opened by the user.
  • New application interface, along with more modernised report styling.
  • Template functionality to allow user to create application templates that contain pre-defined inputs and settings.
  • Inserting a Property/Project image or photo on the Intro tab and Title page.
  • Remove DPI and file size limitations for inserting logos/images.

2.10.39.619

  • Allow linking to an Excel File that already has a link to an
  • file with the same name.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Advanced Word Linking, allowing the user export defined cells and charts on custom worksheets to linked Word Documents.
  • Added Sample Files library on the Welcome screen.

2.10.26

  • New PDF functionality that doesn't depend on postscript printer drivers.

2.10.19

  • A 'Recalc All’ function for the stored Options/Stages to automatically recall and store each option to recalculate any formulas links to custom worksheets or external Excel files (DF only).

2.00

  • Conversion from Excel to .Net Spreadsheet application
  • Integration with Estate Master Enterprise Database (exporting and importing)
  • User-definable 'Days per Year' operational input.
  • Office Links feature: integration with external Excel Workbooks and Word Documents.
  • F+B Revenue input for up to 20 Restaurants.
  • Upgraded print menu functions, including the ability to nominate number of copies, report sort order, printing multiple stored options/stages and printing custom worksheets.
  • Inbuilt PDF functionality.
  • Ability to set and password lock preferences.
 

EstateMaster IA

 
Version Enhancement

3.40.53.978

  • No features given

3.40.51.978

  • Data Validation tool, to check for input data integrity, such as Circular References caused by user's custom formulas.
  • Added xlsm file format to the Export to Excel function.
  • A 'Go To' feature to assist with navigating to specific input and reporting areas of the program via the F5 shortcut.
  • Dedicated KPI dashboard with a collapsible panel and additional reporting metrics.
  • Additional input validation to improve data integrity  
  • Update of spreadsheet interface (Spreadsheetgear), which includes support for 51 new Excel-compatible functions, Excel 2016 compatible conditional formatting and roved the performance of a number of worksheet functions.

3.40.42.616

  • Added formatting functionality (bold font and coloured cells) for Code/Stage/Description input fields for each line item.
  • Allow linking to an Excel File that already has a link to an IA file with the same name.
  • File Autosave function, allowing the user to define a time interval between automatic saving,
  • Allow changing tab colours of custom worksheets.
  • Advanced Word Linking, allowing the user export defined cells and charts on custom worksheets to linked Word Documents.
  • Added Property Description input field on Intro tab.
  • Allowed Rent Review Start to be manually set for each Tenant.
  • Added Escalation profiles to Capex items.
  • Added Preference to calculate Market Rent escalation at lease anniversary or financial year start.
  • Added Preference to recover outgoings when the cost is paid, or spread over the financial year.
  • Added an 'Upwards Only' rent review option for each Tenant.
  • Added Fixed Percentage annual rent review options for each Tenant.

3.40.27.193

  • Added Sample Files library on the Welcome screen.

3.40.26

  • New PDF functionality that doesn't depend on postscript printer drivers.

3.33

  • A central application 'Welcome' screen that is loaded from a single shortcut within Windows
  • A Regional Settings function to define currency and tax settings that all new Estate Master file adopt.
  • A 'Recent Files' listing in the 'Welcome' screen for each Estate Master application, showing all files recently saved and opened by the user.
  • New application interface, along with more modernised report styling.
  • Template functionality to allow user to create application templates that contain pre-defined inputs and settings.
  • Inserting a Property/Project image or photo on the Intro tab and Title page. More Info
  • Remove DPI and file size limitations for inserting logos/images.
  • Tenancy Import function to import tenancy schedules from Excel or CSV files exported from other systems.
  • Improvements to the Quick Input wizard, including easily setting a Lease Term, cloning a
  • Tenant and setting up the frequency of rent reviews.
  • Added Print Sorting functionality.

3.32

  • Ability to define a single cell on a custom worksheet to store its value in the Enterprise Database.
  • Added .dotm and .dotx file format to Word Links function.
  • Upgraded application to utilise the Microsoft .Net 4.0 Framework.
  • Exporting to an existing Excel file by appending worksheets.
  • A Quick Input Wizard for entering tenant and lease inputs via a form interface.
  • Password protection on custom worksheets.

3.31

  • Preference Locking
  • Flexibility in creating Defined Names on custom worksheets, including the ability to set a value or text as the RefersTo property, not just a cell reference.
  • Increased Disclaimer character limit to 2500
  • Assumed Purchase Price excluding Costs in the'DCF Approach' section on the Exec Summary report.

3.30

  • Automatically default to he filename of the file when exporting to Excel.
  • Paper Size option added to the Page Setup settings of custom worksheets.
  • Added the Preferences report to the Preference dialog and to the main Print Report menu.
  • Ability to resize the windows when an external Excel file is opened while using the Excel Links feature.
  • Allow user to select any Excel file when using 'Change Source' option in Excel Links feature.
  • Upgraded SpreadsheetGear spreadsheet interface, including support for SUMIFS, AVERAGEIFS and COUNTIFS functions.

3.21.1

  • Insert Image' function on custom worksheets.
  • 'Data' functionality, such as Sorting, Grouping and Auto-Filters on the custom worksheets.
  • Ability to copy any of the charts (on either the standard reports or custom worksheets) to the clipboard so it can be pasted in external documents as an image.
  • Listing the status of Integration Modules (whether they are enabled or disabled for the specific licence) in the About screen.
  • Updated the 'Export to Excel' function so that additional components (i.e. Charts, Range Names) are exported with the file

3.21

  • Integration with Microsoft Word, to allow Bookmarks in a Word Document to be populated by predefined outputs.
  • Integration with Microsoft Excel, to allow 2-way live linking with external Excel Workbooks.
  • Ability to copy/paste of formulas on the standard input worksheets.
  • Ability to change the order of custom sheet tabs as they appear in the workbook. Print custom worksheets from the main Print Menu.

3.14

  • Ability to manually nominate a Terminal Sale Value.
  • Added Vacancy and Lease Up period to Bonus/Shortfall calculations.
  • Added Bonus/Shortfall rental cash flow on DCF
  • Adjusted Terminal Sale Value by incentives and Lease Up vacancies.
  • Changed the way rental income was handled at Lease Expiry/Termination to make it more in-line with industry standards in relation to lease terms.
  • Option to group the data on Tenant charts by Tenant Name or Tenant ID
  • Restore the view options for the Tenants, Outgoings, DCF and Investment sheets when the file is opened to their previous state (e.g. user-defined hidden rows, columns, etc).
  • In-built 'Email File' function to send files directly within program to any email address.
  • Updates to the 'Status Bar' to show Sum/Average/Count of highlighted cells
  • A warning on the Tenant 'Reset Row' function.
  • Updated styling on many of the dialogs/forms, such as Preferences, Printing, etc.
  • Updated Printing functionality to include in-built PDF printing and multiple copy printing.
  • Updated Outgoings chart to hide any cost rows or benchmarks that are not used.
  • Added the Freeze Pane and Sheet Protection functionality to custom sheets.
  • New Formatting menu for custom sheets, including a Format Painter.
  • Additional input validation on File Save to ensure the correct Use and Escalation Profile codes have been entered throughout the model.
  • Added Help buttons to most dialogs/forms, for a quick link to the relevant topic in the Help file.
  • Ability to import a custom worksheet from an external Excel file.

3.0

  • Up to 40-year property cash flow and investment reporting.
  • Yearly Investment Cash Flow
  • Debt Service and Interest Coverage Ratios
  • Option to recover outgoings at lease anniversary or financial year
  • Ability to enter Recoverables as Lump Sum and Percentage basis at the same time
  • Long Term Vacancy Allowance in the DCF
  • Passing vs Market Rent cash flow tables
  • Line-by-line item detail for OG's and Capex on the DCF tables
  • Manual Adjustments prior to Capitalisation
  • Option to enter in Market Rents Gross or Net
  • Letting Fees for the Initial Lease
  • Option to enable/disable Recoverables during Rent Free period
  • Average Lease Term options for long term tenant renewal forecasting.
  • A secondary Digital Signature and an option to hide them
 

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