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5-04-23 Release Notes

5-04-23 Release Notes

New Features and Enhancements


  • Added ability to allow signers to upload files to a Rentsign document
    • This can be found in the Fillable Fields section when building the Rentsign document


  • Added signer/party email addresses as a hotfield that can be added to Rentsign documents when building them.

    • This is beneficial if you need to add the tenant or owner emails to the rentsign document. This can be found in the Fillable Fields section when building the Rentsign document



  • Notify owner when a work order is published to their portal - Added a new notification setting that notifies owners when a work order has been published to their owner portal



  • Show rent roll report on owner portal -  The property manager has the option to show a rent roll report including other optional items in that report, such as showing tenant names, move in date or current balance on the lease.  It is similar to the managed units section of the owner statement


General

  • Lease Report that can be added to Owner Statement now sorts by unit number

  • Added ability to upload HEIC files


Leases

  • Added Work Orders tab to the lease view page.  Easily see all work orders associated to a lease


Rentsign

  • Added ability to allow signers to upload files to the Rentsign document. This can be found in the Fillable Fields section when building the Rentsign document

  • Added signer/party email addresses as a hotfield that can be added to Rentsign documents when building them. This is useful if you need to add the tenant or owner emails to the rentsign document. This can be found in the Fillable Fields section when building the Rentsign document

Accounting

  • Added filter to generate Positive Pay report by check number. This can be found in the Accounting/Banking section, then click the Actions button and select Positive Pay


  • Added Date Posted field on the lease charges creation section of the Add Bill page.  This allows the option to enter a past or future date to the lease charge.


  • Added ability to search by reference (check number) in Money In / Payments list view

  • Enhanced reconciliation checkbox view/styling

  • Added property group filter to Post Management Fees page (Bill Mode)

Communications

  • Added a new notification setting that notifies owners when a work order has been published to their owner portal

  • Disabled row selection of mass message recipient if phone number or email is missing from the recipients contact information

  • Added Tag filter to mass message lease recipients list view


Owner Portal

  • Added ability to show a Rent Roll report on the Owner Portal.  The property manager has the option to show it along with additional options, such as showing tenant names, move in date or current balance on the lease.  It is similar to the managed units section of the owner statement


Bug Fixes

  • Fixed Tags filter and Property Group filter not working for portfolio mass message recipients list

  • Fixed issue where reply to email was not populating correctly on outlook mail clients

  • Fixed select all issue on create owner statements process page

  • Fixed dropdown menu of application notification setting

  • Fixed issue where creation of bill was failing due to change of date posted

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