Resident

Author: ResiDev

  • Resident Speed Week #2 – 20th October 2021

    Resident Speed Week #2 – 20th October 2021

    Speed upgrade #2

    RESIDENT SPEED WEEK: UNLOCKING DASHBOARDS AND LEFT-HAND SIDE MENU

    We have another exciting announcement to make for ‘speed week’:

    • Dashboards (Global and Block) are made unlocked and will load each tile separately. This means you no longer have to wait for the page to fully load before moving onto another page:

    We have also unlocked the Left Hand Side Menu. This means you can move between pages more quickly:

  • Resident Speed Week #1 – 18th October 2021

    Resident Speed Week #1 – 18th October 2021

    Upgrades

    RESIDENT SPEED WEEK: PAGE RESPONSE TIME UPGRADE

    This week we are introducing Resident upgrades which will reduce page response time (‘Working please wait’ screen).

    The first stage has already been released over the weekend. All the changes were done behind the scenes but their result is a shorter loading time of all Resident pages.

    The second stage with the navigation changes is coming later this week so please keep an eye on it.

  • Resident Release Notes – 06/09/2021

    Resident Release Notes – 06/09/2021

    New Features

    BULK DOWNLOAD OF CUSTOM INVOICES


    You can now download customised groups of Invoices – up to 100 individual ones. This new option is available in Branch Finance / Unit Invoices:

    For more details please click on the button below:

    Read more

    Upgrades

    SUPPLIER STATEMENT EXTRACT


    This report available in Branch Finance/Reporting now has totals for each Bank Account in the first tab of the sheet.

  • Resident Release Notes – 12/08/2021

    Resident Release Notes – 12/08/2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    New Features

    GLOBAL SEARCH

    There is a new global search available in the top right corner of Resident:

    You can now search more quickly for the following 14 entities at once: 

    • Name of: Unit, Block, Estate, Person, Supplier, Freeholder, Client, Company, RTM
       
    • Address: Unit, Block, Person, Supplier, Freeholder, Client
       
    • Email: Person, Supplier, Freeholder, Client
       
    • Phone Numbers: Person, Supplier, Freeholder Client
       
    • ID: Block, Unit, Supplier ID, Leaseholder Invoice Number, Supplier Invoice Number, Works Order

    • File Name
       
    • Task Title

    It will show the top 10 results for every item type so in total up to 140 results. If it finds a unique match it will go straight to it.

    AUTOMATIC GROUND RENTS

    Instead of setting up automatic Ground Rents for each Leaseholder, you can import them across multiple Blocks using a new Agency Import called Ground Rent. You can also import data over old records to amend them. This can be found in Settings/Agency Imports.

    Upgrades

     

    BLOCK NAME ON THE BANK ACCOUNT

    Whenever you are selecting a bank account you will see a Block (and Estate if applicable)  next to it. This will mainly improve Global Reports such as Client Statement, Client Balance and Supplier Statement Report.

  • Resident Release Notes – 30/07/2021

    Resident Release Notes – 30/07/2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    Upgrades

    • Mail Merge upgrade: Now enables the adding of editable paragraphs with dynamic tags and improves the preview. This will match the pdf letters 1:1 and also show the header/footer.
    Read More
    • Supplier Invoices: approval status log now accessible on each Suppliers’ Invoice.
    • Messaging: New contact group for all Suppliers called Suppliers.

    Beyond the above, we have resolved other items reported by individual customers.

  • Resident Release Notes – 27.07.2021

    Resident Release Notes – 27.07.2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    • Works Orders: There is now a check for S20 criteria, both during the process and before instruction. There is a new S20 step, a new way of generating S20 letters,  and a new bulk download for letters.
    Read More
    • Supplier Invoice: The Bank Account and Supplier can both be changed on existing and paid Invoices.
    • Messages: there is now a message delivery column.
  • Hardening Insurance Market Webinar

    Hardening Insurance Market Webinar

    This is a useful webinar for both business owners and property managers alike. Sign up for free!

    With the professional indemnity insurance market hardening for block management, and with building insurance premiums rising this is a useful webinar for both business owners and property managers alike.

    Topic overview

    1. What is a hardening market?
    2. What are the causes?
    3. How might this impact insurance premiums? 
    4. How can I stop my premiums from rising?
    5. A brief Q&A for attendees to the session.   
    Sign up

    Please note

    By signing up you agree that we can forward your email address to the webinar host, A-One Insurance Group. The webinar will be held using the Zoom platform.

    Find out more about A-One Inurance Group

    A-One is a top 50 UK insurance brokerage and absolutely dedicated to making sure our clients get precisely the protection they need.

    Visit website
  • Resident 2021 Development Plan

    Resident 2021 Development Plan

  • Resident Release Notes – 23 April 2021

    Resident Release Notes – 23 April 2021

    Upgrades
     

    • We have revised our Expenditure report and added more information to it. You can find all details about new version of the report in the article below:
    Expenditure Article
    • We have also added a new extract which allows you to pull the list of all your opened tasks. You can find it in Branch Finances/Reporting/Extract of Open Tasks
  • Resident Release Notes – 16th April 2021

    Resident Release Notes – 16th April 2021

    Upgrades:

    • A Works Order will not allow ‘Email for a Quote’ or ‘Instruct Work’ if the selected Supplier has no email
       
    • Invoices added to a Works Order do not automatically add ‘zero’ items. If a user does not add the item a warning will be given
       
    • Supplier Invoices cannot have negative invoice items (any credits should be added on the Supplier’s Statement as Credit Notes)
       
    • Manual reconciliation now has a ‘Description’ field
       
    • Bulk Payment only allows a User to pay Invoices linked to the selected Bank Account
       
    • The Apportionment Report has a new option ‘All’ which allows you to download the apportionment for all Units on one Report
       
    Budget vs Expenditures (Excel)

    Budget vs Expenditures changes:

    1. Using the Invoice period for picking up Invoices is now optional – you can decide before downloading the Report
       
    2. There are now two ‘Full Detail’ tabs. One for Expenditure invoiced and one for paid
       
    3. It only pulls information for Categories with types : Expense, ExpenseAndRevenue, ExpenseAndDocumentation and ExpenseAndReport.

    If you are looking for a complete overview of the Budget vs Expenditure Report please check out the following article:

  • Resident Release Notes – 19th March 2021

    Resident Release Notes – 19th March 2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    New feature

    Auto settling Arrears – once a Leaseholder clears debt (by paying off all invoices) the Arrears will automatically settle (triggering the last step of the process).

    Essentials to keep in mind when using this new functionality:

    • It will only work if ‘enabled’ for your Arrears Workflow
    • It will only work for any new arrears processes. All existing ones will have to be settled manually as before
    • It will only settle if all invoices are paid off. If there is an unpaid invoice for the same amount as the credit but this credit has not been allocated to the invoice, then it will not work
    • Settling process will trigger the last step of the workflow you have configured in Settings/Arrears workflow.

    Upgrades

    • Unit list – search will not act instantly. It will now give you more time to type.
    • Unit import – the Template has changed. It now allows you to import UNIT TYPE and UNIT ID
    • Arrears Age Report – this will now show people with zero balance who have unallocated credits


    Fixes

    • It also includes various fixes to problems reported by individual users.
  • Resident Release Notes – 09th March 2021

    Resident Release Notes – 09th March 2021

    What’s new?

    The following features/updates have been included in the most recent system update:

    Upgrades
     

    • Suppliers list will now remember the last page you were on e.g. if you are on the 3rd page and access a supplier then after going back you remain on the 3rd page.
       
    • Global Debtors report – New column ‘Property Manager’ has now been included
       
    • Block Expenditure report – New column ‘Bank Account’
       
    • Block Creation – you can now choose a configuration template when creating a Client

    Fixes
     

    • We have also fixed some minor glitches reported by various clients.