0.45

Owned by Haile Elizondo
Last updated: Jun 08, 2016 by Former user (Deleted)

0.45.0

Pushed to release from June 01-06 , 2016

Released to Customer Live Sites on June 7, 2016

Added

Allocation of payments feature.  This feature allows the user, either automatically or manually, to allocate payments on household accounts to existing charges.  The feature includes the following capabilities:

  • Auto allocation set up in admin/set up (ability to set/rank the prioritization by program/project for how payments are to be allocated.  For example, rent charges should be paid off first, then work orders, then...etc.)
  • Automatic allocation occurs at the time of any transaction (payments, charges, and adjustments) based on the prioritization set up administratively.
  • Manual allocation from: 1) tenant ledger; 2) payment wizard

Additional Feature Additions

  • Manual principal pay down capability - ability for user to pay down principal early for loan programs
  • Ability to edit assignment "effective date" in household history
Updated
  • Added check to prevent user from undoing anything but the most recent certification action
  • Household history now listed in descending order
  • Wired up print button in work orders and fixed formatting of work order for print
  • All certification wizards updated and reformatted
  • Added GL codes to the dropdown menus in the drop down menus in admin/set up.
  • Assignment wizard now only shows TTP payment preview and not fixed rent rate
  • Exiting out of wizards navigates to household overview page
Fixed
  • Fixed loan move in wizard bug
  • Fixed transaction subcategory not loading bug
  • Fixed bug that kept a tenant's status as Tenant even after move out
  • Fixed bug that prevented moving in after "undoing" a move in (fixed up the undo move in to do all the things move out did)
  • Fixed error when trying to save new HDS ledger account's category and subcategory
  • Fixed bug where server crashed when Units menu was clicked
  • Fixed sorting of loan charge and payment history to descending order
  • Fixed bug related to mutual help unit move ins creating a $0.01 balance at time of move in
  • Fixed UI bug where principal due and interest due were not showing properly on printed loan statements
  • Fixed reporting bug - when a transaction is voided in all transactions report, totals now update properly
  • Fixed reporting bug - expansion of items in Charge and Adjustment Transactions report now does not change print formatting (all items print regardless of expansion and contraction of individual items)
  • Fixed bug where stopping a loan deleted the loan and didn't move it into the historical loans section
  • Fixed bug in adjustments wizard where adjustments were being recorded as "credit" transaction types
  • Fixed filtering problem for all the reports in which filtering to project level did not return actual transactions or correct totals