Update

Description

Budget Export Enhancement for Import Template Consistency

Updated the budget export functionality to allow users to export budgets in the same format used for importing them. When you click the Export button, the following options display:

• Export to Excel: Standard format with totals.
• Export without Totals: Simplified version without sum rows.
• Export for Import: New option that matches the import template format. The exported file contains Year and GLAccount fields, annual totals, and monthly breakout columns, maintaining proper formatting for eventual reimport.

For more information, see the "Budgets" article.

Extended Homeowner Unmerge Timeframe 

Homeowners can now unmerge properties that have been merged for less than 2 years (previous limit was 6 months/180 days). This allows users to correct mistakenly merged accounts over a much longer period.

The System > Homeowner Merge Log now shows all homeowners merged within the last two years and includes the following new Date Range option: Last 2 years



For more information, see the "Homeowner Merge Log and Unmerge" article.

Role Copy Functionality for Streamlined Role Management 

Added a new Copy button to the Settings > Roles page allowing administrators to duplicate existing roles.

• Administrators must have the permissions required to create/edit roles.
• All permissions, securities, and report access settings are preserved in the copied role.
• New role names are validated to prevent duplicates and ensure proper formatting.

For more information, see the "Understanding Roles, Portfolios, & Responsibilities" article.

Email Research Performance & Coverage Enhancements 

Optimized the Email Research screen to address performance issues and expand coverage:

• New date range filter option (default Last 30 Days) to narrow search scope by association.
• Optimized database queries for faster, more reliable loading.

For more information, see the "Email Research" article.

Invoice Board Approval Hierarchy Enhancement

Modified invoice approvals to prioritize Service Contract settings over Bank Account settings. The priority order is now:

Service Contract → Bank Account → Association Setting

This change ensures the most specific configuration (Service Contract) always takes precedence.

Note: Existing invoices currently in board approval are not affected by this change.

For more information, see the "Setting Up Board Approval of Invoices" and "Bank Accounts" articles.

Update

Description

Invoice Date Standardization Across All Screens 

Fixed an inconsistency in how invoice dates were displayed throughout the system:

• Consistent Date Display: The edit modal now uses the same time zone-adjusted date as the main approval grid view.
• Time Zone Accommodation: All invoice dates properly account for your time zone.

This results in:

• Elimination of confusion when dates appeared to be one day off in different screens.
• Removal of the need for users to change their time zone settings to Eastern Standard Time as a workaround.
• More reliable date information for accounting operations.
• Enhanced user experience with consistent date formatting across all interfaces.

Budget Spread Report Error

Fixed a data type conversion issue in the Budget Spread Report that previously prevented users from generating reports.

Corrected a backend procedure to properly handle decimal values without conversion errors. This results in fully restored Budget Spread Report functionality and the ability for financial staff to properly analyze budget vs. actual spending patterns.

Reconciliation Screen Is Equal To Date Filter

Fixed an issue with the Is Equal To date filter on the Reconciliation screen's book side (Vantaca side). 

Previously, when filtering transactions by a specific date with this operator, no results appeared even when matching transactions existed. 

The filter now works properly on both the book and bank sides of the reconciliation screen.

Recurring Transfer Description

Fixed an issue in the Accounting > Transfer Funds > Recurring Transfers functionality where descriptions entered when creating or editing recurring transfers were not being saved.

The system now keeps the information entered in the description field for both the recurring transfer configuration and generated transactions.

Report End Date Always Appears on Financial Package Cover Letters 

Enhanced the Report End Date merge tag functionality in financial package cover letters to consistently display the appropriate date in all scenarios.

• When a report end date isn't manually entered, the system now automatically defaults to the last day of the prior month.
• Works the same way whether financial delivery is initiated manually or from calendar events.

This improvement ensures that financial package cover letters always display the correct reporting period and managers no longer need to manually enter dates or use workarounds.

Closed Period Protection for Post Deposits 

Added validation to prevent users from creating Post Deposits in closed fiscal periods on the Accounting > Reconciliation screen to eliminate situations where deposits can be created but not modified in closed periods.

• The system now checks if the selected date falls within a closed fiscal period before allowing deposit creation.
• Post Deposit functionality now matches the existing closed period validation already present for Post Expenses.
• Users receive an error message with instructions to either change the date or reopen the fiscal period.

Violation Auto-Roll Timing in Inspections

Fixed a timing issue in the violation workflow process where violations were automatically rolling to the next step before inspection approval. Now:

• Violations only auto-roll after inspection approval.
• Homeowners receive the correct first notification letters.
• Violation steps are properly logged in sequence.
• Letters appear in the print queue only after inspection approval.

AR Aging Report - Unit Number Sorting

Fixed an issue so the AR Aging report sorts unit numbers correctly in numerical order.

This eliminates the need for workarounds such as adding leading zeros to unit numbers, which could result in incorrect address formatting.

Activity Notes Attachment Access




 

Fixed an issue where attachments in Activity Notes were not opening when accessed from the Current Property tab.

Attachments now open correctly from all Activity Notes tabs (Current Property, All Owners, and This Owner), ensuring consistent functionality across the entire Activity Notes interface.

Action Center Attachment Display

Fixed an issue where the Action Center was displaying incorrect attachments for certain Invoice action items.

The Action Center attachment viewer now correctly shows the same attachments that are associated with the original invoice action item, eliminating discrepancies between the Action Center view and the invoice's actual attachments.