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8-15-22 Release Notes

8-15-22 Release Notes

New Features and Enhancements

General

  • Global Navigation and Refreshed Application Layout - New User Interface to improve end-user usability and standardized overall look and navigation.  The new features also provide a platform for growth and adds a modern web presentation.

  • ID verification using Plaid integration. Allows applicants to verify their identification by taking a picture of their Driver's License, Passport, Residency Card, etc. using their cell phone.  Then they will be asked to take a Live picture (Selfie) of their face using their cell phone to be verified. See the following Knowledge Base articles for more details

  • RUBS - NEW FEATURE (Ratio Utility Billing System) - new algorithms available to spread various bills across multi-unit properties.  Typically associated with a complex/building that has many units that are not submetered.  See the Knowledge Base Article for more details. 

  • New Utility Management feature for billing multi-unit properties.  Feature compliments the RUBS enhancement.  Supported by a number of new backend modules to facilitate the RUBS processing logic.

  • Enhanced the Rent Roll report to include additional fields for a more comprehensive and detailed view.

  • Added application logging to - Contacts and Chart of Accounts

  • Changed “Tenant Move-In” sort order on the PM Dashboard

  • Moved configuration of default Recurring Charges in settings from the accounting section to the leases section

  • Added additional returned results to global search - Base Reports and more Actions

Portfolio

  • Added “Post Management Fees” to the Actions button in the portfolio details page.  This way you can easily post management fees for one portfolio and all the units associated with that portfolio

Properties

  • Added a New “For Sale” option for the Non-Revenue Status

  • Added new Utility Billing (RUBS) card on multi-unit properties

Screening and Applications

  • ID verification using Plaid integration. Allows applicants to verify their identification by taking a picture of their Driver's License, Passport, Residency Card, etc. using their cell phone.  Then they will be asked to take a Live picture (Selfie) of their face using their cell phone to be verified.

  • Added the applicants address to the addendum

Leases

  • Enhanced the “Recurring Charge” card to show more information.  Click on the  arrow on the left to see the upcoming charge and last charge.  Expired recurring charges are now hidden by default (option to show all if you want to see expired ones)

  • Created lease and recurring charges import tools (Onboarding purposes).

Accounting

  • Eliminate the Markup and Discount % on the Markup and Discount Bills - will only show on the parent bill

Communication

  • Added “Share” with owner when creating recurring work orders

  • Added ability to print emails to PDF.

Maintenance

  • Added Tenant contact information to the work order estimate email

  • Added Unit filter to work order list view to make it more efficient to find work orders associated to a certain unit

Reports

  • Added ability to search for reports in the global search by typing in the name of the report (only returns the base reports)

  • Added the ability to remove the “dollar” from the amount text on checks.

  • Cleaned up the note report and remove the Unformatted HTML text column

  • Added Tenant contact details to the work order estimate email report.

  • Added the following to the Rent Roll report

    • Tenant email

    • Tenant phone number

    • Due date

    • Last payment date and payment amount

  • Added Management Company name to the Lease report.

  • Added the following to the Lease Report

    • Unit City/State/PostalCode 

    • Additional Filters

Resident Portal

  • Added tooltip to Upcoming and Current Balances.

  • Enhanced Monthly Charges card on dashboard to provide more details.

Owner Portal

  • Added notice to work order process when loading the page

  • Added Tab titles to better identify which area is currently active

  • Added ability to send emails when notes are shared with the owner

Vendor Portal

  • Added the ability to send notification when the tenant attaches files to a work order




Bug Fixes

  • Fixed Unit Lookup to return all applicable matches.

  • Fixed Maintenance recurring work order search.

  • Fixed Owner Portal presentation.

  • Fixed Held Liability on Owner Statement.

  • Fixed Pagination on Vendor Portal.

  • Fixed Beginning Liability Balance on Held Escrow Bank.

  • Fixed Billing -  clear the Account information before the next transaction.

  • Fixed Bill description on Owner Portal.

  • Fixed Send Portal invite on Tenant create.

  • Fixed Added revoke access to Vendor Portal.

  • Fixed Markup on Bill correction.

  • Fixed tab order on Rentsign.

  • Fixed mobile view to see the entire Rentsign form on Mobile devices

  • Applied several hot-fixes to the new user interface release

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