2024 - 4/8
Nothing major with this update. Mainly bug fixes with one accounting tool enhancement.
- Owner login Menu: On mobile view > We fixed how it will retract now automatically after you click on a menu item
- Placeholders BUG: We found out that if the placeholders were entered within a 'table' on a template they weren't displaying properly.
- Test Zoom emails: We had a customer who wasn't receiving emails from Zoom, we spent time testing, and we can successfully receive emails from Zoom.
- Internal operations: We changed a setting so that we don't consider an account late if they have a $0.00 invoice that hasn't been resolved after 7 days.
- Autopay BUG: We identified around 100 invoices that didn't get paid via autopay that we fixed.
- Plaid Accounting Sync BUG: The Sync request through the API stopped working, we found another way to request the transactions through the API so we switched the process and built in the request transactions feature.
- Accounting Tools > Transactions page - If the HOA has more than 5 accounts that they keep track of, then we arrange the tiles so that the extra accounts can be hidden or shown to make the UX better.
- Accounting Tools > We made it so that if there is an 'Add income' or 'add expense' transaction created manually: then we can 'edit' the bank accounts of that transaction. However, we don't allow the bank account to be edited if it was a transaction that came from the bank connection.
Currently, we're working on...
- Some bugs with the email system/SendGrid not being able to get the email to Yahoo, AOL, etc email accounts.
- Capability of tagging a request or violation email as such and allowing someone who only has access to those pages, to see and respond to an email thread specific to violations and requests.
- survey/voting enhancements
- Billing - credits and how they work