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New Highlighted Features and Enhancements
NEW - Four new reports display the financial details for each property on a per-page basis.
Cash Flow (per property)
Cash Flow Annual (per property)
Income Statement (per property)
Income Statement Annual (per property)
You have the flexibility to generate these four new reports either on the spot through the reports section or include them in the owner statement settings. This ensures they are readily available when owner statements are generated.
NEW - Choose the file format for the reports attached to owner statements
PDF (Landscape or Portrait)
Excel
CSV
JSON
You can locate this option within the global settings, specifically in the statement settings.
NEW - Favorite Reports
Now, every user has the option to choose their preferred reports and mark them as favorites. This can be effortlessly done by clicking the new heart icon found among the report menu action buttons.
To make it even more convenient, we've added a new "Favorites" section on the reports page, allowing you to quickly access all your favorite reports in one location.
NEW - Customize the automatic disabling of resident portal payments to your preference
In the global settings, set the number of returns before automatically disabling resident portal payments and optionally select if certified funds are required
NEW - A new global setting has been introduced within the Owner Portal settings, labeled "Is Public Statement Enabled".
This setting provides control over whether you wish to include a link in the owner statement notification sent to owners. This link allows them to access their owner statements without the requirement of signing into their owner portal.
General
A new global setting has been introduced within the Owner Portal settings, labeled "Is Public Statement Enabled". This setting provides control over whether you wish to include a link in the owner statement notification sent to owners. This link allows them to access their owner statements without the requirement of signing into their owner portal.
Enhanced Global Search to support apostrophe’s
Properties
Lease Notes - We've introduced a "lease notes" field in the unit view's settings tab. These notes are now accessible on leases linked to that unit, as well as in the lease report and units report.
Added “Non Revenue” filter to properties list view page
Added additional commercial space types to dropdown selection list
Leases
Added buttons, “add charge” and “add credit”, at the bottom of the Charges and Credits section within the Move Out process
Accounting
Added “Save and Add Another” button to the Create Other Payment (Money In) page
Reports
Four New Reports that show financial details of each property per page
Cash Flow (per property)
Cash Flow Annual (per property)
Income Statement (per property)
Income Statement Annual (per property)
Favorite Reports
Now, every user has the option to choose their preferred reports and mark them as favorites. This can be effortlessly done by clicking the new heart icon found among the report menu action buttons.
To make it even more convenient, we've added a new "Favorites" section on the reports page, allowing you to quickly access all your favorite reports in one location.
Lease Tenant Report - all tenant primary emails are now easily accessible on this report
Deposit Register Report - the amounts on the report now have a hyperlink that will take you to the deposit details page for that deposit
Deposit Report - the amounts on the report now have a hyperlink that will take you to the deposit details page for that deposit
Aged Receivables Report - added the following column options
Tenant phone number
Tenant Email
Tenant DOB
Custom Fields
Tenant Ledger
Added “reference” as a column option
Added PM Company name to header section of this report
Check Register Report
Added “void” filter and column
Provides the ability to see voided checks on this report
Added “other payment type” filter and column
Lease Payment Report (Money In)
Added “Last 4 of Account Number” as a filter and column option
Owner Payment Report (Money In)
Added “Last 4 of Account Number” as a filter and column option
Owner Portal
If the "Is Public Statement Enabled" setting is activated in the global settings, owners now have the choice to determine whether they wish to include the link enabling them to access their owner statements directly from the owner statement notification email, without the need to log into their portal.
Resident Portal
Added “address 2” to navigation menu where it shows the address of the lease
Added ability to not show vendor email or address on service request details
You can locate this option within the global settings, specifically in the resident portal settings.
Vendor Portal
Enhancements have been made to the logout criteria
The time has been extended to 7 days of no activity on the same device This means vendors can stay logged in for a longer time.
Vendor Scheduling of Work Orders
We've improved how residents and vendors schedule work orders. Vendors can now propose a specific time that's not restricted by any buffers or predetermined maintenance windows. They can also modify the scheduled maintenance time after accepting a work order, which is helpful if they need to reschedule.
Added ability to control if vendors can upload invoices from the vendor portal
You can locate this option within the global settings, specifically in the work order settings.
Bug Fixes
Fixed issue where bottom margin was missing on property details view in tablet view
Fixed issue where renaming a photo could have changed the file extension
Fixed issue where Lease Status on property details view was only showing the primary status
Fixed issue where listing events were not showing on timeline
Fixed issue where HEIC photo types were not able to be uploaded
Fixed issue that prevented the uploading of HEIC photo files.
Fixed issue where you could not add a country on forwarding address
Fixed issue where a red error box would appear after losing internet connection
Fixed issue where the totals on the aged receivables report was not updating when changing the date on the report
Fixed issue where you could not add a property manager to a commercial unit
Fixed styling issue where side sheet overlapped when pinned
Fixed navigation button selected state
Fixed issue with exporting a tenant ledger
Fixed pagination issue
Fixed ledger payout return link
Fixed issue where payee/payer info was missing on GL report
Resolved the issue where the subject line remained empty when opting for an email template when updating the application status.
Fixed issue where the editing window for a scheduled report does not display the emails that are already associated with it
Fixed issue where unit custom fields were not showing on unit view details page
Fixed issue where email was not being retained on tenant contact when creating the lease
Fixed issue with processing a vendor invoice
Fixed false error message on tax reporting page
Fixed issue with character limit on custom paragraph field
Fixed issue with editing the payout setting on account manager page
Fixed issue where rearranging of photos was not saving
Fixed Lease Payment View page not rendering issue
Fixed issue where automatic search functionality was not operational across various fields.
Fixed issue where you could not upload multiple images on the unit view of a unit associated to a multi unit property
Fixed issue where select payment type field on deposit page was showing too many types
FIxed maximum character limit issue on check templates
Fixed issue where you could not complete the move out process when “other payment” was selected
Fixed issue when vendor accepts work order and tenant requested not to be present
Fixed issue where map link was not functional in vendor portal
Fixed filtering issue on vendor payment report
Fixed issue where residents could not add a recurring payment (AutoPay)
