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.

• 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.

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.

• Supplier Invoice: The Bank Account and Supplier can both be changed on existing and paid Invoices.

• Messages: there is now a message delivery column.

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:

• 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

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 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:

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.

What’s new?

The following features/updates have been deployed last week:

New Feature
 

• Freehold unit templates – you can now add bespoke Freehold unit templates for Demands and Statements. These will apply to all units with the type ‘House’. Please check the article and video below to see how it works:

Upgrades
 

• We have upgraded the web job responsible for sending Demands to minimise the possibility of sending duplicate emails. We have changed it to be more efficient.
   
• Bank Feeds expiry notification – we have updated how this Message is formatted and have included a link to the article on how to re-consent your accounts

Fixes
 

• It also includes various fixes reported by individual users

What’s new?
 

The following features/updates have been deployed over the past two weeks:

Upgrades
 

• End of Year packs now include additional Reports: Debtors, Creditors, Expenditure and Nominal Detail
   
• Added check for sending multiple invoices – if Send All has been triggered for the invoice group you will not be able to send it again until your first request is processed on the server
   
• Reconciliation page change 1 (all accounts) – You can now select a schedule when creating a credit/refund on the reconciliation page
   
• Reconciliation page change 2 (global account) – When selecting a schedule for a ledger item or a credit/refund you will only schedules from the previously selected Block
   
• On top of all the above, we have resolved other items reported by individual customers.

What’s new?
 

This week, the following upgrades and fixes have gone live:

Upgrades

• Ability to assign an existing Invoice to a Works Order – you can also move an Invoice from one Works Order to another:
   
  • Works Order status has to be: Instructed, Work Finished or Completed
     
  • Block, Bank Account and Supplier all need to be the same for both the Invoice and the Works Order
     
  • This can only be selected for existing Invoices. You cannot see this option when adding a new Invoice.
     
  • The drop-down is available after accessing an Invoice in the Details tab
     
• Landing page for Maintenance and Insurance Category – this has been changed to Files. So if you access any Category now it will take you to Files added to that Category

Resolved
 

• Categories showing multiple times after using option Create and Add Another
   
• Bank feeds delay for Barclays – Bank feeds for Barclays will pull transactions from up to two days prior. Clients will see Monday’s transactions on Wednesday. This should eliminate the problem with missing transactions.

What’s new?
 

This week, the following upgrades and fixes have gone live:

Upgrades

• Approve button on the Supplier’s invoices list. 
   
  • Previously this option was only available after accessing an individual Invoice under More Actions
     
  • This is the access path: Settings/List of Roles/(Role of your choice) – In the Block section simply untick the column “Change Status” (3rd column) for the row entitled “Suppliers Invoices”
     
• Create and Add Another – there is a new button on a Suppliers Invoice creation page
   
  • It creates a new Invoice and opens an empty form for another one instead of going back to the Invoice list to start over
     
• Search for Category when adding a Ledger item
   
  • You can now search for a category on the dropdown when adding a ledger item in Reconciliation
     
• New columns in the Suppliers Invoices list* in the Year End Pack – Approval date and Approved by – This will enable Accountants to see the whole trail, akin to seeing an approval signature and date on an actual invoice. 
  *Suppliers Invoice list is only available as part of the Year End Pack
   
• User extracts – changes* (new columns) – Property Manager column, Contact Method columns and Invoicing columns – this gives visibility of which Leaseholders have an email in the system and how many have given approval for Service by Email. It’s also useful as an extract for email marketing purposes.
  *These changes apply to Global and Block extracts
   
  • Contact preference columns are as follows: ContactPreferenceEmail, ContactPreferencePhone, ContactPreferencePost
     
  • Invoicing preference columns are as follow: InvoicePreferenceEmail, InvoicePreferencePost
     
  • In either the Invoicing or Contact column where you see ‘Yes’ it means this option has been selected

Fixes
 

• Service Charge Balancing report now shows the correct split by Schedule
   
• Bulk credit amendments:
   
  • You can now use a custom description for Bulk Credit Group
     
  • Credits from Bulk Credit now show as one item on Leaseholders’ Statement even if multiple Schedules were used
     
• BACS Extract problem resolved – Columns no longer shift to the right if you add the headers Date and Batch Payment Type
   
• A problem with some manually added Payments not showing in Reconciliation has been resolved

What’s new?
 

Please find a list of changes deployed last weekend:

Upgrades

• New Codes for bank IDs – mail merge and Invoices:
  <# <Content Select=”./Invoice/BankAccount/AccountID”/> #>
  Mail merge (need to be in the bank detail conditional):
  <# <Content Select=”. /AccountId”/> #>
   
• Estate site address for works order:
  <# <Conditional Select=”./Info/IsEstate” Match=”true”/> #>
  <# <Content Select=”./Info/EstateAddress” /> #>
  <# <EndConditional/> #>
   
• New fields in BACS extract – Date, Payment type, MyBankAccountID 

Fixes
 

• Debtors report – standing order not showing if with the end date – resolved
   
• Problem with mail merge crashing preview or generating up to 50 letters resolved – now preview shows up to 50 letters but mail merge generating all of them 
   
• Mail merge – missing personal details of owners are being highlighted
   
• Bank account – now importing IBAN and SWIFT again
   
• Problem with bank accounts balance on the page List of Bank Accounts not including Freeholder payments – resolved
   
• Duplicating tags when updating tags problem – resolved
   
• Works Order extract on the estate level problem – resolved
   
• End of Year Pack pack statements are now for all categories
   
• ‘Files’ tile available on the Leaseholder Dashboard
   
• Service Charge balancing report problem with pulling deleted invoices – resolved.

What’s new?

Following a deployment on Friday 14/08/2020 night, please find the list of changes made in Resident:

New features

• Access to any newly created Blocks is now automatically given to Users with Branch and/or Agency Admin roles

Upgrades

• Paid Ground Rent in Trial Balance Reports no longer picks up deleted Freeholder payments
  
  
• Freeholder now shows a description in Manual Reconciliation

Resolved

• RTM/Files – problem with uploading files – resolved
  
  
• Restoring deleted RTM details – problem resolved
  
  
• Supplementary Invoices not showing in Estate Reconciliation – resolved