What’s new?

In this deployment of maintenance issues you might need to do a force refresh of your browser’s cached items. We highly recommend this to everyone and especially if you experience any system delays. 

You can do this by pressing ctrl + F5 ( Windows) or Command + R ( macOs) or by accessing and clearing your browser’s history and cache.

New feature
 

• Option to clone a Role – this allows you to copy all permissions from an existing Role to a new one (Settings/List of Roles)

Upgrades
 

•  ‘Are you sure’ check added on deleting items from Files section
   
• Role hierarchy – if you have multiple roles and you log in into Resident for the first time (or on a new browser) you will always log in with the highest one e.g. if you have both Leaseholder and Director Roles, your default access Role will be at Director level

Resolved

• Downloading End of Year Pack on Estates – fixed
   
• Rejected Suppliers Invoices are now excluded from Financial Reports
   
• You now have the ability to change existing Role type
   
• Downloading Unit Statements in bulk in Estate – It now downloads all Statements with items raised on both Estate and Block level

Upgrades
 

• You can now attach and send your chosen files with Works orders (Quotes and Work Instructions)
   

Resolved
 

• The bug with Mobile Phone layouts has been corrected – overlapping text with buttons and icons not being clickable is a thing of the past!
   
• Debtors Report –  previously this was not showing any previous Owners in Arrears – corrected
   
• Access to sent remittance Messages has been restored

What’s new?

Upgrades

• You can no longer create or upload future dated bank transactions
  
  
• Mail Merge – these can now be given unique names
  
  
• Mail Merge – once created these can be downloaded as a single pdf (option called MergePdf)
  
  
•  Arrears Process – option to automatically email can now be disabled for each Step
  
  

Resolved

• Messaging – problems with sending Messages to all Leaseholders from My Work/Messaging have been corrected for Contact Groups
  
  
• Files – the upload problem for Files larger than 5 MB has been corrected
  
  
• Taking and saving photos on Checklists – (mobile devices only) is working again
  
  
• The problem with the Search function in Branch finances/Unit Invoices has been resolved

What's new?

Release notes 13/03/2020

Upgrades
 

• Ground Rent Statement – This can now be downloaded to PDF and emailed from Block/Statement
   

Resolved
 

• Works Orders – The problem with Works Orders being sent multiple times has been identified and resolved
   
• Mail merge – The issue with new Mail Merges overwriting copies of the old ones has been identified and resolved.
   
• Tasks – Duplicated tags on Tasks have been corrected

Release notes 20/03/2020

New features

• Client – this can now be changed within Block/Block Details

Upgrades
 

• Works Orders – Duplicating a WO number has been amended
   

Resolved
 

•  Preventing the payment of Invoices where there are insufficient funds in the account – a partial fix with additional work to follow
   
• S20 Statement of Estimates – one template code not working – resolved
   
• Global Import- Suppliers Invoice imports reinstated
   
• Suppliers' Credit – you can only delete unallocated credit. Deleting credit does not unassign anything.

Release notes 08/02/2020

Upgrades:

• S20 notice of intent – text field for adding consultation comments
• Forecast Analysis report – showing you predicted outcome based on expenditure
• Income Vs Expenditures report – new report showing income received against expenditure
• New Ticketing widget – want to take a quick screenshot? Use the single icon for both the Knowledge Base and Tickets
• Block name has been added to the test of the reminder

Fixes:

• Deleted Suppliers are no longer showing in the drop down list (supplier’s invoice and works order)
• Mail merge extract – column ‘Share number’ shows the number of all shares owned by Leaseholders
• Supplier – you can now disable Suppliers at Block level (Supplier/Properties)
• The same Freeholder can be used across multiple Clients – Simply choose the respective Client from within the Freeholder details page (from Client tab)
• Mail Merge Template – the problem with updating margins is now resolved
• Message codes – the code for the Property Manager is working again from within messages
• A column within the Works Orders list has been added – it is within the “Instructed” tab and is called ‘Title’

Release notes 18/02/2020

Upgrades:

• Creditors report – an end date can now be selected. A Header with the Block Name and the end date has been added
• Works Orders Extract – added at both Block and Global level

Fixes:

• The “Download All” Statement now pulls any former Leaseholder Statements (provided they owned the Unit at some point in the selected period
• The problem with multiple copies of an email sent to the same Leaseholder has now been resolved

Upgrades

• Changes to Debtors Report – this now shows who has Direct Debits set up, at what stage they are at in the Arrears Process, and a pro rata balance. This applies to both Global and Block Debtors Reports
  
  
• Reconciliation – when assigning an Invoice or creating a Credit/Refund you can now distinguish between any current and former Owners. They are called ‘Owner’ and ‘Previous Owner’ accordingly
  
  
  
• Adding a Supplier’s Invoice – the button ‘Money on Account’ is now visible on the Supplier Invoice creation screen and shows money on account after selecting whichever bank account  
  
  
• Budget Vs Expenditure Report – Header can now be added to the excel version
  
  
  

Resolved

• Problem with RTM Directors not seeing their dashboard correctly – resolved
  
  
  
• Debtors Report ‘from date’ problem – this Report now allows you to check debt for the specific period
  
  
  
• Budget Vs Expenditure report – this Report now includes payments and the date within the Financial Period of whichever Budget
  
  
  
• The running Balance on Transactions pages has been restored
  
  
  

Upgrades

• New Code to pull ‘Care of’ line from the address for Mail Merge and Documents
  
  
• Leaseholder/Director dashboard – when you disable permission to whichever section, the matching tile disappears from the Dashboard
  
  
• An Individual Bank Transaction log is now there for Global Accounts 
  
  
• List of Bank Accounts – the Reconciliation button will now always take you to the Reconciliation page – even if it is empty 
  
  
• New Layout for your Works orders list –  New columns: Block, Created By, Instructed By, Supplier Instructed, Finished Date, Total of invoices Paid. Please keep in mind some columns are tab specific
  
  
• Works Orders – they now have recently budgeted Categories under the Category dropdown menu
  
  

Resolved

• Company number code on Mail Merge now pulls the correct details
  
  
• Arrears page – sorting by the amount in the Settled tab – now functions correctly
  
  
• BACS extract – sorting on the list of exports is working correctly
  
  
• Global Dashboard – the Total now matches the sum of all Unreconciled Transactions on individual Accounts
  
  
• Global Dashboard – Graphs are back working (requires clearing your cached files)

Upgrades:

• Freeholder Statement – we have removed the top category filter (this statement only shows Ground Rent).
  
  
• Global Bank Reconciliation – you can now search for a Leaseholder across your portfolio without having to select the Client first.
  
  
• Client Statement Report – Clients and Bank Accounts have been moved to the top, The Date Generated has been added to the file, along with the file name in a new column – Invoice Description.
  
  
• Search Menu/Contacts – you can now search using a Unit ID or phone number.
  
  
• Search Menu/Suppliers – you can now search using a phone number, Email or Address.

Resolved:

• Credit Balances in the Arrears section is now showing correctly (with a minus sign).
   
• Client Statement balance – previously there were missing items if they appeared identically.
   
• Tasks are now showing correctly in My Work/Tasks/Delegated Tasks
   
• Sorting by date within the list of invoices is working correctly once more
   
• Dates on mail merge lists are now correct – old mail mergers cannot be corrected

Upgrades:

• Trail Balance – we have published the revised version. It is now available in Block/Reporting
• Transactions page loading time – improved. After this change we have temporarily removed the ‘Balance’ column as it requires further work. It will be restored once it has been optimized.
• Transaction page remembering ‘Items on page’ selection – Transactions page is now remembering how many items were selected per page (it is block specific)

Bugs:

• Deleting category – You can now delete the sub categories
• IMail merge – Correction to the case when leaseholder owns multiple properties
• Filter By Date in My Work/Tasks – now pulling correct tasks from the selected date range
• Adding a note under Company – now available again

Upgrades:

• Unit types on the Block dashboard – Now showing all unit types
• Items on supplier’s invoice – amount and VAT are now locked if the invoice has been paid.
• Improving responsiveness of contact lists (suppliers, contacts, directors) and bank reconciliation.
• New Code for Budget vs Expenditure Report – you can now pull the name of your block for inclusion in pdf <# #>
• Logs added to pop ups – A new log icon has been added to pop ups such as ‘Payment on Account’ or ‘Credit Note’. You can now track changes to the individual elements.

Bugs:

• Mail Merge list – after creating a mail merge the ‘All sent’ button isn’t default ticked
• Invoice Description – The description on the leaseholder’s statement can now be changed if part of an Invoice Group
• Leaseholder ID – not saving. Now corrected.
• Categories in Utilities and Insurance sections were not disabling correctly. Now corrected.
• Reporting – Invoice items with the same description were only showing one invoice on the Nominal Detail report. Now showing multiple if applicable.
• Reporting – Debtors report was pulling Freeholder balance. Now removed.
• Reporting – Cashbook when online reconciling was not pulling ledger items added if the account was previously reconciled manually. Now corrected.
• Recurrence button on the supplier invoices is visible again and saving changes for both recurrence options.

Upgrades

• Leaseholder, Supplier and Freeholder statement – They now have new look, with the most recent entries on top and pagination for faster loading.
   
• Opening Balance Import – New column added to the template for ‘Custom Date’ so the Opening Balance date can be selected as opposed to defaulting to the Import Date.
   
• New tags for documents and letters pulling sender details i.e for use with signatures in arrears letters:
   
  • Documents:
    <# <Content Select=”./Info/UserName” /> #>
    <# <Content Select=”./Info/UserSalutation” /> #>
     
  • Letters (arrears, mail merge):
    <# <Content Select=”./UserName” /> #>
    <# <Content Select=”./UserSalutation” /> #>
     
• Freeholder statement page is now showing supplier’s payments and ledger items assigned to the Ground Rent.
   
• New tag for arrears letters ideal for use when asking leaseholders to make payment using a reference:
  <# <Content Select=”./UnitCustomId”/> #>
   
• Improving formatting tables on mobile devices.
   

Bug Fixes

• Estate Nominal Report – pulling details of all payments on estate.
   
• Debtors report – on the block which belongs to an estate it is showing only properties from that block.
   
• Problem with creating tasks on MS Edge and IE now resolved.
   
• Expenditure report not pulling invoices from the last day of period – corrected.
   
• Checklist – changing the template type is now possible, ideally used if the incorrect template type has been chosen after creating a checklist.