Enhancements:

• Email Sending Validation: When sending/composing a new email, if you have email addresses that our system generated for login purposes that end in Easyhoa.email we will show an alert letting you know that we're not sending to these specific emails. We also keep track and let the user know that if there are accidents in emails that aren't valid such as 'emailaddress123@email.com' then we display and show a record of these email addresses that aren't real so the user knows that they need to correct these in their system.
• Groups for new Renter Profile: We added a default email group for the new Renter profiles. This can be seen under settings > Email Settings under the groups it will be called 'Renter email group' We also are showing this group when you go to the inbox > Compose feature.
• Request Settings > Statuses: We updated these so that you can 'edit' the names and also changed 'archive' to 'Delete'
• Fees subject to specific categories: Take note of this one. We are now allowing fees to be generated upon any invoice category which includes fees. So whatever is marked as subject to late/lien fees then we will charge a fee on those (based on the due date). We put a little note on this Billing settings page, to help with understanding. (This will cause fees to invoice upon fees)

New Features:

• Accounting Permissions: we now made a way for a 'Team Member' to see all of the dashboard menu items except for the accounting tools portion of the software. Along with this, we made a way to have permissions so the Team member could still 'see' the accounting tools but just not have the ability to modify anything.
• New Approvals Feature: This is in preparation for building out the vendor bill pay feature. We built three different types of approvals for the Board members to work through. (1)Expenses, (2)Work Orders, and any (3)types of requests. With Requests, they are set up as a 'rule,' so When a certain type of request is created, then it can automatically trigger an approval process that notifies specific board team members. With Expenses and Work Orders, someone will need to manually create them, which will then trigger the process of team members being notified via email to approve the tasks. Approvals are set to be approved on a 'majority or unanimous' basis. After tasks are successfully approved, the team members involved will be notified, and the results will be recorded historically in the software. support articles with videos

Bug Fixes:

• Documents Order: We fixed the order of the documents on the owner portal side to match the same order that the board members have it in on the dashboard admin side.
• Email content: When forwarding an email from the HOA to an email that was set up to be forwarded we are now validating if there is HTML or if it's 'plain text'. IF it was Plain Text then the email was showing the content area as blank. We fixed this to show the content if it's either HTML or Plain Text.
• Email Routing: We located a bug with a specific scenario of an email being archived and then marked as spam then the email was disabled in our db so you couldn't see it. We fixed it so that you have an archived email and then mark it as spam then you should still see that email in spam.
• Fixed a request filter so that it was displaying better on mobile-friendly -smaller devices.
• Documents ID: We fixed how the 'file path URL' works with assets vs document buckets. This way if the document gets renamed, then we're using IDs to manage the location of the document in our database and we don't lose where it's located.
• Basic verbiage errors: we changed the verbiage in various areas of the website where it was input in error as the wrong description or just misspelled.
• Import units/owners function: Fixed a specific scenario that was duplicating owners upon an import
• Tools > Print: Worked on this feature to be smarter when printing invoices, We have to split the zip into multiple files sometimes depending how many invoices there are.
• User Permissions for My Team Members: We rolled out a new feature for permissions which caused a bug of having permissions to see all of the menu for a few users. Fixed!
• Past due notice- wrong # of days past due: Past due notice was pulling the wrong number of days PAST DUE. when there is a failed ACH payment. Fixed!

Dashboard | EasyHOA - 22 November 2024 - Watch Video