> For the complete documentation index, see [llms.txt](https://help.immodio.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.immodio.app/en-start/changelog.md).

# Changelog

The changelog lists all new features, improvements, bug fixes and technical changes to Immodio over time. When you open [my.immodio.app](https://my.immodio.app) you are automatically using the latest version.

## Version 2.3.0

Release date: 07/09/2026

🔥 **Connecting bank accounts**

* **Connecting bank accounts is now available to all Immodio users and is no longer restricted to beta testers.**
* Bank accounts can be connected directly to Immodio and the associated transactions retrieved.
* Balances and transactions are available per bank account. Transactions can be searched and opened with their details.
* Display name, account type, icon and DATEV account number can be maintained per bank account; accounts without an IBAN (for example for credit cards) are also shown unambiguously.
* Bank transactions can be linked to one or more entries from "Income and expenses". The links are shown in the transaction. The linked entry can be opened directly from the transaction.

**🚀 New features**

* Income and expenses: Monthly rent entries are created automatically for active tenancies that have not yet ended. If a tenant moves in or out during the month, the rent is calculated pro rata; rent adjustments are taken into account.
* DATEV export: Entries can be exported as a DATEV posting batch for the selected owner and year. The advisor and client numbers are recorded during the export.
* Operating cost statement: Public-law restrictions and the EU ETS exemption can be recorded and taken into account automatically when splitting CO₂ costs.
* Operating cost statement: "Tenant electricity" is available as an operating cost item assigned directly to a tenancy.
* Operating cost statement: The notification to the tenant is now more prominently placed and is pre-filled with a text including any back payment or credit.
* Viewings: Prospective tenants on the waiting list are informed by email when new appointments are created or booked appointments become available again.

**🧪 Features for beta testers – user management**

* Users with read permission can see role information provided they have access to the associated record.
* User management stays on the correct settings area after a direct page call or a reload.
* User management: Users can be managed directly from their tile, roles are mandatory when inviting, and invitation links can be copied again.

**🐛 Bug fixes**

* When a tenancy is generated from an application and the rental agreement is fully signed, the application status reliably changes to "Completed".
* Page titles and navigation remain stable when switching between Material and GoRouter routes.

**🎨 Improvements**

* Bank accounts use a clear two-column view with banking products in the sidebar and the associated transactions alongside.
* Bank account tiles show the balance and currency more prominently; further bank, account and update details are available in the tooltip.
* Transactions as well as income and expenses are each sorted from newest to oldest.
* Transaction details show the amount, booking and value date, contra account, credit institution, payment reference and currency.
* Linked payments and entries use consistent lists, selection fields and actions for opening or removing the link.
* The banking product dialog uses clearer guidance on the DATEV account number and a reliable loading state.
* Unnecessary bank synchronisations are skipped; once a link has been completed, the current transactions are loaded.
* Operating cost statement: Notes on relevant entries lead directly to the matching help pages.
* Operating cost statement: The card on exemptions from the CO₂ cost split only appears when the CO₂ split is enabled.
* Operating cost statements, tasks, defects, income and expenses as well as viewing periods show a loading state when being deleted, followed by clear feedback.
* Income and expenses: The entry text and gross amount are validated according to the DATEV limits; for long entry texts a note points out that they will be truncated in the export.
* Rental agreement: The action is now unambiguously called "Edit rental agreement"; the edit icons name the respective contract section.
* Rental agreement: For pupils, students and trainees, suitable guidance and terms are offered for the minimum rental period.
* Navigation: A visual gradient makes further scrollable entries in the sidebar easier to recognise.
* In the production version, browser tabs show a stable page title matching the area you have open.
* The help videos for parties, operating cost statements, notices and messages have been updated.
* Terms for bank accounts and operating cost statements are used consistently in the plural.

**🔧 Technology & performance**

* Bank transactions are included in the data export and deletion processes. Synchronisation and storage have been optimised for large volumes of data.
* The DATEV field names for the advisor and client numbers have been standardised across the app, backend and data storage.
* Role and database permissions have been corrected for user management.
* Flutter has been updated to version 3.47; central components have been further decoupled from Material-specific dependencies.
* Time-dependent tests for viewing reminders have been stabilised and the release checks for version 2.3.0 extended.

## Version 2.2.1

Release date: 07/08/2026

**🚀 New features**

* Documents: All file types can be uploaded and downloaded. PDF, JPEG and PNG files continue to be displayed directly in Immodio.
* Notifications: New activity is shown directly in Immodio as a toast notification.
* Search: The "F" key focuses the search directly; "Esc" takes you back out of it.
* Tasks and defects: In accounts with user management, a responsible user can be selected.
* Viewings: Individual viewing days can be removed afterwards without deleting the entire viewing. Affected prospective tenants are placed on the waiting list and informed by email.

**🤖 Now for everyone: capture invoices with AI**

* AI-assisted entry capture is now available to all landlords.
* Fields and entry items taken from the AI are clearly marked.
* WEG statements are taken into account more specifically during the AI analysis.

**🧪 Features for beta testers – connecting bank accounts**

* Immodio now lets you connect your bank accounts and retrieve transactions.

**🐛 Bug fixes**

* Rental agreement: The wording on the number of full months for fixed-term tenancies is no longer output.

**🎨 Improvements**

* Income and expenses: If a shareholder without a DATEV party number is selected, Immodio points this out; the entry can still be saved.
* Income and expenses: The shareholder assignment is validated more reliably when saving and is mandatory whenever the field is shown.
* Operating cost statement: The note on stating CO₂ costs has been revised and linked directly to the matching help page.
* Navigation: Tabs no longer switch accidentally when you swipe horizontally.
* Income and expenses: The overview leaves enough space below the list so that the button for creating an entry does not cover any item.
* Onboarding: New help videos are available on the dashboard.

**🔧 Technology & performance**

* Production operation: Data and security rules have been updated.

## Version 2.1.0

Release date: 24/07/2026

**🚀 New features**

* Income and expenses: As soon as all landlords have signed the rental agreement, Immodio automatically creates an unpaid entry for the agreed deposit.
* Income and expenses: For a company's privately paid entries, the associated shareholder can be selected and saved including their DATEV party number.
* Properties, units and tenancies: Comments can be recorded directly in the relevant record and displayed chronologically.
* Tasks: Linked tasks are now also shown directly in the relevant property, unit, tenancy, party and viewing.
* Rental agreement: Garages can be recorded as a separate rent item with an individual name and their own amount. The garage rent is included in the total rent and in the rental agreement.
* Rent schedule: The export contains up to four upcoming rent adjustments. If fewer future adjustments exist, the most recent past rent adjustments are added.
* Defects: When exporting a defect as a PDF, the contact details of the associated tenant are taken into account.
* Prospective tenants: "Public service" is available as an additional type of employment.

**🤖 From now on for beta users, and for everyone from the next version: capture invoices with AI**

* Beta users can have uploaded invoices analysed with AI.
* Several files can be processed together as pages of one invoice.
* The invoice number, invoice date, due date, payment status and description are read automatically.
* Immodio generates suitable entry suggestions with amounts, categories, tax rates, billing periods and, where clearly identifiable, the assignment to a property or unit.
* For data protection reasons the AI function has to be enabled explicitly. Only after this activation can invoice files be transmitted for AI-assisted processing.

**🐛 Bug fixes**

* Rental agreement: The number of full months is calculated correctly for fixed-term tenancies that end on the last day of the month.
* Prospective tenants: When going back from the self-disclosure form, the open dialog is closed correctly.
* User management: For invitations that have not yet been accepted, only "Withdraw invitation" is offered, and not "Delete user" as well.

**🎨 Improvements**

* User management: Email addresses that are already registered or already invited are recognised and reported with a clear message.
* Account: Account and data processing agreement settings are only shown to the intended user roles.
* Role, file and database permissions for the new account and user management have been extended and secured.
* Comments and linked tasks use more consistent lists, action areas and empty states.
* Tasks and defects have been further harmonised in terms of links, to-dos, status information and the associated property and unit data.
* Tasks and handover reports show additional help videos in suitable empty states.
* Documents show a loading state directly in the drag-and-drop area while an upload is running.
* Invitations for tenants and further users have been structured more clearly and guide users more understandably through registration and setting a password.
* Deletion and withdrawal dialogs in user management state the effects and deadlines more clearly.
* The areas of the account settings have their own routes and can be opened more specifically.
* Bottom sheets as well as various form and action areas have been harmonised visually.

**🔧 Technology & performance**

* The comment system has been centralised and harmonised for properties, units, tenancies, parties, tasks and defects.
* Linked tasks are synchronised automatically with the records concerned and cleaned up when a record is deleted.
* Flutter, Firebase and other project dependencies have been updated.

## Version 2.0.1

Release date: 12/07/2026

🔥 **Operating cost statement**

* **The operating cost statement is now available to all Immodio users and is no longer restricted to beta testers.**
* Energy consumption for fuels can be recorded directly in kWh as an alternative to the standard unit of measurement.
* For district heating, greenhouse gas emissions and the primary energy factor can be taken into account.
* New checks and notes provide support with WEG statements, changes of tenant during the year, heating costs, hot water and the assignment of relevant entries.
* Statements without an assigned tenant can be completed without having to be provided to anyone.
* Operating cost statement: New confirmation dialogs protect against providing a statement accidentally.

**🚀 New features**

* Tasks: Tasks can be linked to one another as parent and child to-dos.
* Tasks: Links to parties, properties, units, tenancies, operating cost statements, chats and viewings can be maintained directly in a task.
* Defects: New or existing tasks can be linked as to-dos from within a defect. The property and unit of the defect are adopted automatically.
* Defects: Linked tasks can be exported as a PDF.
* Tenancies: Rent schedules can be exported as a PDF or CSV. Among other things, the export contains rental periods, current rents, operating costs and the most recent rent adjustments.
* Parties: Comments are shown in a separate tab and can be deleted irrevocably if required.
* Parties: For service providers, the additional categories "Property management", "WEG management" and "Property management (separate property)" are available.
* Income & expenses: The DATEV cost centre hierarchy can be exported for properties and units.

**🧪 Features for beta testers – new user management**

* Several users can be managed within one account and invited with different roles and permissions.
* Account: Users can be activated, deactivated or marked for deletion. Roles can be changed afterwards.
* Account: Invited users are shown in user management with their email address and invitation status. Invitations can be withdrawn.
* Account: When a role is selected, the associated permissions are shown directly.
* Account: Navigation and the available areas depend on the user role. If a permission is missing, a clear message appears.
* Account: The settings have been structured more clearly and divided into the areas "My data" and "Accounts".

**🐛 Bug fixes**

* Tenancies: IBANs can once again be entered without digits jumping or shifting.
* Tenancies: When searching, the filter cards once again show the number of tenancies actually found.
* Rental agreement: An energy certificate is only mentioned in the contract if an existing energy certificate was selected in the rental agreement assistant.
* Dashboard: An occasionally permanently visible loading indicator has been fixed.
* Parties: After a comment has been added, the input field is cleared again.
* Parties: When saving, only the fields relevant to the respective party type are adopted.
* Documents: When applicants become a party or tenant, they receive the intended default folders without existing documents being overwritten.
* Templates: For document templates that cannot be deleted, the "Delete" action is no longer offered.
* Income & expenses: Mandatory fields, assignments, categories and billing periods are validated more reliably.

**🎨 Improvements**

* Operating cost statement: An additional note warns about possible duplicate statements.
* Parties: Spacing, the action bar and comments have been harmonised visually.
* Parties: The action for saving a comment has a clearer name.
* Tasks and defects: Links, to-dos and the associated property and unit data are connected more consistently.

**🔧 Technology & performance**

* Role and permission checks as well as the associated database rules have been extended for multi-user management.
* Invitations, emails and plan assignments have been prepared for accounts with several users.
* The loading states of actions and forms have been harmonised technically.
* Account, login and invitation processes use updated listeners and cloud functions.

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