The following additions were made to Association Action Items:

• CCR
  • Added an Additional ARC Models field to the Association > Settings > CCR > Edit Association Data form.

• • • Note: Field supports multiple entries.
  • Creating New Action Items that are tied to an Association will now only include configured Models as available options in the Action Item's CCR Types.
    • Example: Based on the settings in the screenshot above, only two violation/CCR action types would be available in the dropdown, CCR Violation (seen in the screenshot below) and Violation Inspect (Board Approval) option.
    • The CCR Model's selected Action Type will now have a Preferred tag on the Action Type dropdown when creating a new Action Item.

• • • Note: If no collection model has been configured, all Collections Action Types will be displayed.
• Collections
  • Added an Additional Collections Models field to the Association > Settings > Collections > Edit Association Data form.
    • Note: Field supports multiple entries.
  • Creating New Action Items that are tied to an Association will now only include configured Collections Models as available options in the Action Item's Collection Types.
    • The ARC Model's selected Action Type will now have a Preferred tag on the Action Type dropdown when creating a new Action Item.

• • • Note: If no collection model has been configured, all Collections Action Types will be displayed.
• ARC
  • Added an Additional ARC Models field to the Association > Settings > ARC > Edit Association Data form.

• • • Note: Field supports multiple entries.
  • Creating New Action Items that are tied to an Association will now only include configured ARC Models as available options in the Action Item's ARC Types.
    • The ARC Model's selected Action Type will now have a Preferred tag on the Action Type dropdown when creating a new Action Item.

• • • Note: If no ARC Model has been configured, all ARC Request Action Types will be displayed.

Impact:

This new feature will give you the ability to filter and limit the action types available for your users not only to make it easier for your users to navigate through your association's relevant and now preferred action types but also to reduce the chance of incorrectly "typed" action items being made.

Added a Troubleshoot Export to the Home > Financial Summary screen.

• The Troubleshoot button will create an export with the following information:
  • GL Group Count: Provides a count of GLs that have a balance but are not in a GL Group or have a balance and are in more than one GL Group.
  • AP Age: Provides action item number's negative amounts.

Impact:

This new Troubleshoot Export provides a streamlined view of negative AP and GL count values so that any out-of-balance financials can be easily identified.

Tax IDs