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.

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.