Added the Number of Board Approvals field on the Association > Bank Accounts > Edit Bank Account screen so you can set the number of board approvers required per bank account.

When Require Board Approval is selected, the Number of Board Approvals field displays and defaults to the association settings, but you can override this setting up to a maximum of nine approvers. This allows for more efficient invoice processing while maintaining appropriate approval controls. For example, for clients who need two board approvals for non-operating accounts and one for operating accounts.

Added the Next Assessment Breakdown merge tag that displays the following upcoming assessment details:

• Description
• Amount
• Date

This helps homeowners better understand their future financial obligations. Multiple upcoming assessments are included if applicable.

For more information about merge tags, see the "Merge Tags" article.

You can select from the following options:

• None
• Favorable
• Unfavorable
• Both

This setting allows users to automatically exclude favorable MTD variances on the Financial Overview Report without having to manually deselect them each month, streamlining the reporting process.

When set to Favorable, GL entries with favorable MTD variances are unselected by default but still available for selection on the page. Month-specific overrides are still supported when users make manual selections.

For more information about settings and the Financial Overview report, see the "Association Settings" article.

Revenue Manager Admin Billing invoices now include additional details for external charges:

• Import Notes: Notes from import files now appear on invoice line items.
• Charge Descriptions: Charge type descriptions from contracts are included on invoices.

This results in:

• Greater transparency for external charge breakdowns.
• Preserved documentation from import files.
• Better context through charge type descriptions.
• Consistent formatting across all invoice types.

For more information about Revenue Manager billing, see the "Revenue Manager: Billing" article.

Action item notes continue to display on the action item.

An optional column has also been added to the Settings > Action Types/Steps grid called: Enable No Email Alerts. This column:

• Displays a checkmark if enabled. Users receive notifications when email delivery fails due to missing recipient email addresses.
• Displays an X if not (disabled by default). Notifications for email delivery failures will not be processed by Send To Action Step Rule logic or user preferences.
• Also appears on the Copy Action Item modal.

For more information, see the "Adding a New Action Type" article.

Fixed an issue so that when you select an item from My Action Items and it is already assigned, the Continue Anyway button now works correctly and takes users to the selected action item.

The Take Me to Another Item button continues to navigate to the next appropriate action item.

Fixed an issue where Approve/Decline buttons incorrectly appeared on the Board Actions page for ARC requests when voting was enabled for the association.

Now, only users with board access will see the appropriate vote buttons on ARC requests, preventing bypass of the voting process.

Fixed an issue where Balance Sheet (Multi Col) (w/Codes) reports were spanning across multiple pages when exported to PDF.

Reports now maintain proper sizing and margins, ensuring all content appears on a single page for improved readability.