Upgrades:

• New look Unit Invoices at Branch level & Supplier Invoices at Branch & Block Level – The new table format allows the page to load faster, part of our project to improving the system speed.
• Issue/Due/Payment date showing in UK format as opposed to US
• Updating column headings – Pending invoices have ‘payment due date’ column and Paid invoices ‘paid date’ column. Previously the names were other way around
• Payment Lists – After adding a payment using the button on the invoice list the page was not refreshing correctly. It was showing the same number of invoices for each tab. Now corrected.
• Global dashboard loading time – Improved loading time of unreconciled invoices

Bug fixes:

• Categories in Block Config/Categories are now displaying correctly
• Recently Budgeted Categories (when adding item to supplier’s invoice) are showing full list of categories which have been budgeted for in the most recently approved budget
• Breadcrumbs correction – now breadcrumbs are including the whole path (one section for each level in hierarchy) e.g. if we access Dashboard/Unit List/Current Owner/Checklist/Statement then our breadcrumbs will be Dashboard /Unit List/Statement as Current Owner, Checklist, Statement are on the same hierarchy level

New Feature:

• We have created a Booking system for training on our Commercial website www.resident.uk.com – Book Your Training or Free Demo – all client training needs to be booked using this system please either online or onsite 24 hours in advance.
  Please contact support@resident.uk.com with any questions.

REMINDER – please also remember our Development Roadmap is now live on our website homepage for you to see what our developers are currently working on and for you to vote on what features you would like next. Please click here to view.

Upgrade:

• New tools have been added to monitor the system’s responsiveness. These will now be used to optimise the speed of the application.
• Certain functions that were previously run off a ‘virtual machine’ which gave no visibility to us of failures have been moved to Azure so we can monitor them in case of any problems. This included the ability to download service charge demands for very large blocks of say 500+ units.
• We have released our first batch lot of performance improvement works on the following pages: Dashboards, Supplier’s Invoices & Transactions.
• Freeholder ground rent payments are now showing as supplier payment

Bug fixes:

• Links on reminder emails now working
• Outstanding amounts on the Block Accounts / Budgets now matches outstanding amounts on Block Accounts / Invoices
• Cosmetic fix to the Leaseholder Statement filter so ALL doesn’t not appear after the filter is used
• Tenant information now included in Contact list after added to a Property.
• Resolution to date changing on works orders
  

New Feature:

• There is now a camera feature on the mobile version of Resident that enables photographs to be taken and saved – most common use would be for Site Inspection Reports.

REMINDER – please also remember our Development Roadmap is now live on our website homepage for you to see what our developers are currently working on and for you to vote on what features you would like next – https://trello.com/b/etpV5Dp9/resident-roadmap

New features:

1. Dashboards for Leaseholders and Directors – beautiful mobile friendly with a manual. Manuals are based on the default permissions and have Resident branding.
2. Trail Balance is on trail – We are submitting the first version of trail balance to put it to the test against the real data. We welcome any feedback.
   

Upgrades:

1. Category selection on the supplier’s invoice – Now all recently budgeted categories are on the top of the list.
2. New Column on the mail merge extract – It has now column with ownership ID.
3. BACS extract has the option to select/deselect all accounts – that should be a great help for the clients with multiple accounts. When you create extract you can deselect all account now.
   

Bugs:

1. System admins are not being added when accessing the agency
3. Budgets showing the incorrect outstanding amount in Block Accounts/Budgets – In some cases total of outstanding invoices was showing incorrectly.
4. Bulk statements download – when you are downloading all statements system is not downloading those without any items. This is to resolve the problem with downloading empty statements for Tenants.
5. Rounding on the budget – budget is now  showing actual amount after the schedule has been applied (previously it was showing totals before application of schedule – that was creating confusion if the schedule was less or more than 100%)
6. Filter on the leaseholder statement – each time you used it was multiplying option ‘All’

Upgrades:

1. Aged debtors report – we fixed a bug with report splitting invoices and added a new column showing allocated credit.
2. Page (Transactions) is not remembering the last selected date – Transactions page remember last selected date. Previously it was always defaulting to the last month

Bugs:

1. Arrears are not accessible from Leasehold page – you could not access arrears from the individual leaseholders
2. Solving Cashbook issues – some cashbook items were not showing correctly
3. Fixing import of unit and owners – resolving problems with importing Ownership name – it was overwritten by owners name. Could be a problem in some edge cases.

What’s new?

• Fix for the Import Templates at Block level
   We have removed these old columns: Owner Title, Owner First Name, Owner Last Name and replaced them with Ownership Name, Ownership Salutation, Owner Name, Owner Salutation.Accordingly, you can import data in the same way as they get stored in Resident. This update was due a long time ago but had been postponed.
  
   
• Fixing the problem of balances in mail merge extracts not containing VAT
  When you extract details of units and owners there is a column with the statement balance which until today omitted VAT. Now it is the same as on the Leaseholder Statement page. It pulls the current balance.
  
   
• Fix for unassigning inactive Categories from properties during the Category sync process
  Synchronizing Categories in Settings/Categories was not working. Now you can set up your Categories in Settings and synchronize this set up with all your existing Blocks. This is not a new thing. It was there but stopped working.
  
   
• Fixing notes creation time to be British Summer Time
  Creation time is showing correctly for notes. It was an hour behind. 
  
   
• Allow editing “SendRemittanceEmail” flag on Supplier
  You can now disable or enable remittance emails for individual Suppliers. There is a tick box to do that. There was a bug that some Suppliers were not receiving remittances. It was not a bug but an improvement which was previously hidden.
  
   
• Fix for Safari browser (dashboard tables)
  Text was overlapping borders and some other text. Dashboards were unreadable.

Frontend:

• Notes will now have text as you type without delays
• Access to Work Orders from Supplier profiles now accessible – this was restricted before
• Google maps updated so can locations can be seen if clicked upon at Global or Block level
• Tags on tasks were erratic – now they are loading correctly
• You now have the option to filter any categories of debt in the Debtors Report when previously it was only for ALL categories
• You can now access the Arrears Process from Estate level where before this was restricted

Operationally

• Debtors Report at Estate level now pulls all Estate and Block data, instead of Estate level only
• For CSV Bank Reconciliation you will now only see unpaid or unreconciled Invoices rather than all of them, paid or unpaid.
• You now have the ability to activate or inactivate Supplier Remittance from Checklists
• Branding problem – newly added logo not visible in email footer – now you can update logo in signatures again
• References for Invoices were not always showing on Supplier Statements – this has been fixed
• Branch details recently were not editable – now these can be amended and updated
• The total Units shown on the Global Dashboard is now the correct management figure
• ##workinstructions## tag amended for message templates – this will now be pulled for Work Instructions
• The problem with End of Year Pack not downloading for RTMs has been fixed
• Amended User Invite Template – this message is now sent without Resident Support details

New features:

• New Unit types: Commercial Non Vat and Maisonette.  

What we have changed: 

• Converted the type previously labelled Commercial VAT to Commercial NON VAT
• Added a new type called Commercial VAT – which automatically adds VAT to invoices generated from the budget
• Added a new type – Maisonette – for information purposes only.

Bugs resolved:

• More Actions button is not changing the name after selection
• If an invoice has zero items (works orders) it is no longer changing its order automatically – ‘flickering invoices’
• Deselecting categories for the bank account – categories on the bank account allows you to match bank account with arrears process.

Our new Bulk Credit solution makes apportionment of over budgeted expenditures easier than ever.

Do you have multiple, over budgeted schedules from last year with different apportionments? Not sure how to calculate credits?

Resident now has a great Bulk Credit function, which you can find in the Accounts section.

To one Bulk Credit you can apply multiple schedules with different totals, which will automatically calculate and split any extra funds amongst leaseholders. Best of all, you can use the same schedules that you used for your budget.
 
Click here to read the full article in Resident’s Knowledge Hub.

We’ve been making changes to improve how Resident works and to get us ready for our new Estate Management section.

The Spanner and User Profile icons have moved to the bottom of the left hand side bar menu. This means they will always be visible as you navigate the system.

The Creation Centre is also on the left hand menu. It’s the new place to create your blocks.

The Client list and Block list are now in our Search page. Just click the round red button with the 3 dots to access. And to go back to the Global Dashboard, just click the logo in the top left corner of the screen.New

Features
You can redistribute credit to all Units in one go using ‘bulk credit’, for e.g. at Year End.
You can add bank details to a Supplier and also restrict permissions to that page.
When invoices are auto-generated all branch administrators will get a reminder.
Access the Knowledge Base by clicking the small ‘i’ icon on the right hand side.

Upgrades
A warning screen will appear in most sections after clicking ‘Send’.
The name of the unit is displayed on the top of the ownership page
The block address will show on the location tile on the block dashboard

As part of our commitment to continuous improvement, this weekend we gave Resident a slight face lift. The navigation remains the same, but we have changed the look of the left-hand menu. You still have all the same sections and subsections, but now they expand in a pull-out menu to the right, rather than cascading below. This change means the whole menu remains visible (plus it enables us to add an Estate level to the Resident platform in the future).

We have also included the first update to our Calendar section. Now, after accessing My Work/Calendar, you can filter tasks that are assigned to you or that you have delegated. 

Plus, you can now access a task directly from the calendar, and once you have finished editing it, you can go back to the calendar.

Resident now has the ability to attach a cover letter to Service Charge Demands, Ground Rent Invoices or General Invoices. A new article that explains how you can set up and use the cover letter option has been added to Resident Knowledge Hub.  You can view it here. A cover letter allows you to add another letter/document to invoices which are being sent by email to leaseholders. You can also print it if required, together with a statement and invoices. In the first part of this article, we show you an example of how to add a cover letter to a Service Charge demand.  In the second part, we demonstrate how to utilise the customisable paragraph option.  You can follow the same steps for Ground Rent or General Invoices. You can have multiple letter templates in the system, which you can enable or disable whenever you need.

Click here to view the Cover Letter article

Update 1 – Introducing a brand new Works Orders page Now when you click on the Works Orders tile on your global dashboard you will land on a new page which includes all the Works Orders for all your properties. Here you are able to sort, create lists and directly access individual Work Orders at a Block level.

Update 2 – Further improvements to help you manage your data You can now delete notes added in any section of Resident via the Notes tab. Simply click on the bin icon on the right-hand side of the note. And don’t worry if you make a mistake.  You can restore a note through Spanner/Agency/Undelete Items. 

Update 3 – Better control over your expenditures against budget The Supplier Invoice and Works Order sections now have information buttons on each item in the details tab which allow you to quickly access information about Outstanding Budgeted Amounts and Money on Account. If you want to preview more details just click and hold on one of the two buttons.