Enhancements:

• Check Batches: formatted the PDF better to show the bank name, routing number, and account number spaces for the end user to write in
• Added Placeholders: We added a new unit-based placeholder called > 'Unit_Lot_Number'
• Added Violation Placeholders only available on violation templates: called > [[Violation_fees]]
• Added a link to the Payment Processing page to direct the user to our specific support article that explains how the fees work
• Forms that get printed > increased font size in the text input field when viewing/printing the PDF
• Issuing a Credit Card refund in the software: We enhanced this to only show the refund button after the transaction has been processed. If the user tried to initiate the refund too quickly it would create an error.
• Owner Login Side: when logged into your owner portal and on your specific Unit details page, you can see the 'owners' related to that unit, and we are now displaying a label for which the owner is the 'authorized voter' for that specific unit. 

New Features:

• Autopay Support > We can now have 'autopay' payments pay for more than just 'Dues.' On the 'Settings' tab, there are some billing settings that you can select globally, which invoice categories you want autopay to apply to for the HOA. (For example, IF someone has a 'special assessment' category enabled to be subject to autopay and a unit has autopay enabled for the unit, THEN the special assessment will automatically be attempted to be paid on the due date.
• Send to Approvals function for Requests: We added a button to turn any request into an approval. > Part of the purpose of this is to help the HOA board with a tool where they can communicate as a board about specific requests which you can currently do in the approval area of the software with the email thread
• Accounting Setting: Fiscal Year support > To properly show your financial reports we need you to input the month when your fiscal year starts. We will use the 1st day of the month and 12 months from the date entered to pull the starting and ending balances from year to year. located under the 'Accounting>Settings' page

Bug Fixes:

• Bug related to resetting the accounting balances to zero on the correct fiscal year date (fixed!)
• Email attachment never came through - We found out it was because the format was weird. If this ever happens again we need to whitelist specific formats that we want to allow to come through. (we have all the normal formats but sometimes there might be one we don't recognize.
• Voting Survey Groups: we fixed the 'column headers' so that you can properly sort/filter by clicking the name of the headings.
• Board directory vs HOA directory: we found a bug with the directory if the main setting was turned off to not show the owner on the directory then it was also controlling if that same person was on the board directory then it wasn't showing them on the website board directory (fixed!)
• Worked on some more XCC cross-site scripting from the task a while back to help the text input fields be more secure. Specifically on the email compose > some recipients were showing '&' instead of the '&' symbol
• Double checked import feature because of an import where we had duplicate email addresses imported.
• Added some Support for when Requests are assigned to a unit that has been deleted/disabled. (we were getting an error and couldn't view the request!)
• XSS issue with allowing HTML to be in the source code of the website - it's entering a sandbox tag (fixed!)
• Accounting > Reconciliation tool: discrepancy with how it was pulling in the numbers. The GL was correct but the reconciliation was different probably due to the new 'fiscal year' setting we recently added.
• Fixed a bug where we couldn't upload files to accounting transactions. We can now do it but only after the transaction has been created. not during the creation of the transaction. (we added some verbiage to help the end-user know)
• There were a few areas in our software where we were displaying the username of the 'Firebase' account so if the dashboard user 'edited' their owner's name for some reason the original input would still show the Firebase username. We've fixed this to be updated in both locations if someone 'edits/updates' an existing owner name.

Dashboard | EasyHOA - 4 December 2024 - Watch Video