Here's a breakdown of what's included in our March 2020 Release:
Service Contract Export for All Associations
In screen Association > Services, next to the “Export to Excel” button there is now a new button “Export All Associations to Excel”. This will export all contracts in the system for all associations that fall in the user’s portfolios. It will contain all contracts, except deleted ones.
Provider Address in Screen and Export
Screen Association > Services now has extra additional columns for the Provider Address, as well as the export to Excel.
Lease History Report
New report “Lease History Report” is similar to the existing Lease Report with the difference of having a Start Date so a span of time can be selected instead of just an end date. All leases with a start or end date in that time span are included in the report.
SouthData Multi Login Credentials
The Company Info screen allows to input a specific SouthData Client ID on each Company which overrides the Client ID in Settings > Interfaces. However, South Data indicated they need specific login credentials for each Client ID, so we added new fields SouthData UserID and SouthData Password to each Company in screen Settings > Company Info. These fields will also override Settings > Interfaces.
New Column in Receivables Type Balance Report
Charge adjustments no longer pull into the Payments column but now land in the new Adjustments column. This was built for both the Receivables Type Balance and Receivables Type Balance By Year.
New Bank Account Request Form
The New Bank Account Request form (Association > Bank Accounts) for PPB has been adjusted per PPB’s requirements.
AppLega API Additional Fields
Fields for Homeowner Email and Homeowner Phone Number were added to the AppLega integration.
Portal Dashboard Performance Improvements
The performance on logging into the Portal with many open Action Items has been improved so people are no longer locked out of their accounts due to timeouts.
Double-Click Protection on Board Invoices
Approving invoices using the Portal is now protected against double-clicking and will no longer step more than intended.
Interest/Fees Posts with Multiple AAB Interfaces
Customers that have more than one AAB interface set up can now post interest and fees with those extra interfaces.
Reserve Summary Report Amounts (Published 3/3)
Some issues with mixed up debits and credits are fixed and the rounding to the nearest dollar has been removed to show two decimals.
Specified Value Rounding (Published 3/18)
In Homeowners > Tags the values entered for Specified Values can now only have two decimals instead of four.
Unprocessed Inspection Action Items on Board Violation Pages
Violation XNs in Inspections that have not been fully approved are no longer visible in Board Violations.
Homeowner List Export
The Export to Excel on the Homeowner List now pulls both homeowner names if there are two.
Check Image Alignments
Checks that are printed through Vantaca now have better alignment on the Memo line (which was too low) and the printed amount (which was too far right).
1099 screen without 1099s
If a customer would have no 1099 data yet, screen Service Providers > 1099 Balances was inaccessible. This has been fixed.
Send to All Addresses Issues
This card fixed all issues we had with attachments such as Statements, Reports, regular PDF files and Variance Reports where the Mail Format is set to “All Addresses - #10 Overlay” with and without the Current Resident flag.
Homeowner Additional Info Duplicates
In certain situations, the system would not filter out inactive items from the Homeowner Additional Info page, resulting in duplicate fields. This has been fixed.
Missing Owner Statements
In certain situations where an owner has more than one property in an association, that association does not use subledgers, and the statements are sent through Third Parties, that owner would only receive a statement for one property instead of for both. Now they will get all applicable statements.
3rd Party Statements for Non-Interface Banks
Associations with Operating accounts with banks that are not listed in Settings > Interfaces can now successfully send statements to third parties.
Reserve Summary Report Transfers Column
The Transfers column of the Reserve Summary Report no longer flips the debits and credits.
Cash GL Error in Lockbox Misc GL Entry
When creating or editing a Lockbox GL entry and have it debiting the GL Account for the Operating account, the system would erroneously say “The cash GL debit total must match the check amount”. This has been fixed.
Print & Check Queue Enhancements (Published 3/3)
We added Save Grid Settings to the Check Queue. In the Print Queue Jobs tab, third party orders will now be hidden when they are completed or in error, consistent with all other print jobs. Also, both the Print Queue and the Check Queue now have four additional available columns: XN, (Action Item) Subject, Portfolio(s) and the Company.
Lockbox Info in Import Screen (Published 3/3)
Lockbox imports now also mention the bank and filename in screen Settings > Import.
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