Hey Guys,

Here's a bunch of new dev updates that we've finished. I wish we had more new features to report but the bugs have been a little higher priority lately. We wanna make sure everything is working how it should before we keep rolling out more features. The next few things we have on the list are some more bug fixes, supporting more than 1000 emails in a group at a time, issues with the .01 cent discrepancies on bank deposits, and just lots of accounting issues lately. We are also trying to get the ticket to allow those owners who have multiple units to pay 1 payment for all their units. (this has come up a lot lately). I'd like to get to the mobile app and a feature to update all recurring dues at once (this has been a big one lately on the support side) But we're doing well! It's great to see the app keep progressing!

New Features

• Monthly Budget vs Actuals > We built a new report under the 'Accounting > Budget vs reports > There's a new button called 'Monthly Budget vs Actuals' which will download a CSV that breaks down each month for the budget period.
• New Custom Template - 'Features and Benefits for Owner Logins' - This is a new custom template where we attached 3 videos that show the benefits of using the owner login and how it works.
• Documents - we made a way to 'move' files from one folder to another folder within documents.

BUG & Enhancements:

• Budget vs actuals report - fixed some issues with selecting the dropdown box to see the numbers change per month.
• Search bar - The unit search bar didn't include the '-' symbol.
• BCC Display for group message - The last step of a BCC email was showing 'TO' and we changed it to show 'BCC' so that it's consistent with what's going on.
• Accounting Tools - Worked on some spacing with the reports so they're easier to read, and P&L columns are closer together. GL to CSV format now has the correct title. The Balance Sheet report has better spacing. Forced dimensions to be 8.5x11. Added Vendor column name in the General Ledger. We made it so if you archive a bank account on the chart of accounts that it also doesn't show on the transactions page and other dropdowns. We built a way to sort the chart of accounts either by ID number or by title.
• Accounting Tools Bugs - For a short time we had the transactions manually added as new income or Journal entry credit and debiting opposite. We fixed this.
• Composing a new Email - We added a default style format so that the text is single-spaced instead of double-spaced (which it was doing)
• Daily Report - We had a bug where the number that it was pulling into the content of these daily report emails was much higher than it should've been. We were able to figure it out and fix it going forward.
• News/Events - We removed the validation of only showing the event if it's a future date. We're also allowing them to create one without a date. We worked on the spacing area within the news/announcements content box on the website to fit better on that page.
• Import tool - We worked on some of the column names to match the column names that we have in the default master spreadsheet so they populate the titles in the dropdowns when you first upload the sheet.
• Sorting for columns - We worked on sorting columns within the HOA active dues report, and the owner page, call recordings (most recent at the top)
• Verbiage Corrections - We fixed titles on various reports and areas of the software where things weren't capitalized correctly. We also worked on verbiage on the 'tools>print' page to help with expectations of when the invoices are generated
• Units page - Displaying more info - We are showing more info in the unit details card that shows 'all' recurring dues set for that specific unit along with the name and the next bill date so it's easy to see what's set without going to the billing page.
• Owners list - Showing unit names for multiple units - If someone had more than 1 unit on the owners list we were showing the address, lot numbers, etc for all the units they owned but we weren't showing the 'name' field. We fixed this.
• Notes on physical invoices - Fixed a bug where the note wasn't showing on the printed invoices.. we fixed this.
• Documents - File name was changing to a longer file name after someone uploaded a document, especially with an xls extension.
• Documents - The file path was limited to 3 folders deep with the breadcrumb. We fixed this.
• Operations notifications - Our internal billing/notifications tools can now turn off notifications for the first email address of who set up the software subscription.