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

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