Enhancements

• Survey/Voting Campaigns: Changed some verbiage for the list of results to make more sense. Changed 'yes' to 'Participated' because some boards were confused if the answer was Yes instead of it saying that 'yes, they participated'. We Also added a word for 'results' which is a link for them to see the specific results of the individual participants which is more user-friendly.
  
• Unit Documents: We worked on this feature so that we have the ability to make a file shareable with all owners attached to that same unit without the document being in a folder first.. This supports a recent ticket where we made the ability to add folders and sub-folders to this unit documents page, The problem was that then all the previously created files before this date were never initially put in a folder.
• Billing history > PDF: changed the orientation to Portrait view instead of landscape view
• Documents > File name when downloaded: When downloading a file from the documents we removed the number that we attach to the document for our own directory. Now we are keeping the file name intact to the same file name they originally entered.
• Bank account deposit report: We updated the 'Status' column to now support other statuses besides processed. So now we're displaying if a deposit was actually 'Returned' or 'Failed'.

New Features

• Notes section with one-time invoice: When creating a one-time invoice, we added the “note” field which shows in the transaction details.

Bug Fixes

• Operations > New Premium Service: Removed the 'sign up' page for accounting tools since this service already includes the accounting tools. hid message on the dashboard.
• limited user permissions: adjusted the permissions so they couldn't see other info on the dashboard page unless they had the correct permissions
• Email Forwarding with Attachments: The problem was if someone was trying to 'forward' the attachments it wasn't forwarding. We fixed this so that the attachment is attached correctly to forwarded emails.
• Association Phone placeholder: we were missing a validation from one template to another where the placeholder was pulling the phone number from the 'inbox>phone' section and another template pulled it from the 'tools>settings' location
• Plaid Transactions Reviewed and not Pending are being deleted: Fixed this from happening

Coming soon...

New website tools

Logic around re-connecting bank account connection for accounting tools

Reconciliation tool for accounting

custom fields to import