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9-07-22 Release Notes

9-07-22 Release Notes

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New Features and Enhancements

General

  • Vendor/Owner Portal Improvements

    • Improved Picture Preview

    • Show Security Deposit held

    • Notes are shown on the portal if “Share” is enabled

  • Enhanced Owner Statement to include a “Make Payment Now” link on the yellow balance message at the top of the statement, to simplify the ability for the Owner to make a contribution

    • If clicked, the owner payment page will appear with the amount to pay prefilled (making the process even easier)

  • Enhanced the Owner Statement to show closed work orders as a list on the owner statement.

    • Provides better communication from the PM to the Owner to show all the completed work the PM does for the owner including the amount billed or not billed.

    • This is an optional module that can be turned on or off if you want to show it on the statement.

How to Create or Edit an Owner Statement Setting


  • Added description of “Other Payments” to appear on Owner Statement

  • Added the ability to clone email and letter templates

  • Added the Date to all report names when delivered via email (scheduled reports)

 

Accounting

  • Added “isHeld” on the GL import for onboarding purposes

Admin

  • Added reports to show accounts with active subscriptions

  • Rebuilt Core Search indexes to provide better performance

Communications

  • Re-enable text messaging 

 Lease

  • Added Animals and Vehicles to leases.  Give you the ability to track animals and vehicles on each lease.  These are now their own card on a lease view.

  • Show move out reason on the lease view page once the move out has been completed

Maintenance

  • Improved the Work Order template for better use of the available space making it easter to read and use for the Vendor

  • Added “Date Due” to work orders

  • Added ability to filter by unit on the work order list view

Management

  • Added a “Warning” on Pay Owner page to check for any outstanding (unbilled) management fees that are outstanding

  • Added timeline logging to track changes to management fee profiles

Properties

  • Added MFG Date for Appliance associate to the property

Reports

  • Added Vendor Reference information to payables report to support better cross reference capability

  • Enhanced Filters on the Lease report 

  • Enhanced Filters on the Payables report

  • Added listing information on the Vacancy report

Owner Portal

  • Improved Picture Preview

  • Added Security Deposit held

  • Added Note Cards to the portal if “Share” is enabled on notes


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