Page Comparison

1.0.0

Released to customer on February 5th, 2018

Added:

Payment Dashboard: 

• The goal with the Payment Dashboard is to reduce the number of steps it takes to get payments sorted between multiple accounts, and to quickly get a receipt. 
  • Intake Miscellaneous Receipts - Review and create new miscellaneous receipt payments.
  • Intake Payments - Look up tenants and take in multiple payments.
  • Intake Work Orders - Look up existing work orders and create new ones.

Report Center: 

• New Reports Center:
  • Allows for easier access to reports.
  • Customization when it comes to permissions for each user to view a certain report.
  • Customization for configuration. I.e. individual HA's can set some reports to show more information that the default settings.
  • Allows for setting "Favorite" reports. Reports then are even easier to access.

Household History:

• Added the ability to upload documents to household letter history.

Fixed: 

Work Orders:

• Added the ability to add an activity to a new Work Order. Previously you could not state the action being performed. 

Billing Statements:

• Fixed an issue where generating bulk billing statements were giving identical reference numbers. This fix ensures different numbers for each statement generated.

Activities:

• Fixed a bug where up to only 30 activities were displaying in Work Order page. Now after 30 actives in the same work order, it will automatically create a second page.

Notes:

• Fixed an issue where notes were not able to be edited. This fix ensures that you can edit your own notes.

Cash Cut Off Report:

• Fixed an issue where some important information was not displaying on the receipt. This fix ensures all information is visible, and available on the report and receipt.

Misc:

• Various items added to search results.
• Fixed various grammatical errors. 

Updated:

Cash Cutoff:

• We have renamed Cash Cutoff report to Cash Receipt Register.

Mutual Help Program:

• Removed this program, and is now replaced by Home ownership. 

Transfer Wizard:

• Various rules have changed in the way transfers work, the "what is transferring funds" message now correctly explains how transfers work. 

Permissions Page:

• Previously permissions were cluttered, and not in any meaningful order. We updated the page to display in alphabetical order, and sorted by category. 

Month End Report:

• Enhanced the Month End Report.