2024 - 5/21
New Enhancements:
- Bank account deposit report - Worked on re-arranging the info and adding more info. specifically showing how the deposit report connects the payment processing fees to the payment of the owner/unit. This helps a ton when they are trying to reconcile/audit the deposits to their bank and where the fees came from. We're showing more info both on the initial report and in the details of each bank deposit.
- Accounting tools > transactions Log. We weren't logging the creation of the transaction (this will only affect new activity going forward)
- Accounting reports: We quickly worked on some of these reports to make the fonts darker and more standardized, fixed the word 'null' that was showing on a report, and worked on the headers to be more accurate. etc.
- System notifications email status: We worked on the email status of the system notifications (going forward). We were getting statuses that said 'error' but then we checked Sendgrid and they were going through. So we fixed that.
- Board/Committee - we created an 'edit' button for the board members or committee members instead of making them delete the members and add them from scratch. Simple but makes it more user-friendly.
New Features:
- Bank Statement Import Tool > We can now support a CSV import from the bank with all the transactions. This helps if the Plaid integration isn't working or connecting properly.
- Import Tool Reversal: We built a button to delete a customer import (only available to Super Admins). We did this because we have multiple times a week where we are asking the dev team to take out the units/owners of a new import due to the file not being correct or user error etc..
Bug Fixes/Other:
- We changed the 'From' email that proposals come from. Instead of 'support@easyhoa.com' we're having them come from 'newsetups@easyhoa.email' because our system hiver was automatically closing the email if it was from support to support.
- Fixed our accounting tools > Balance sheet: there was a total that we were missing for 'Liabilities + equity = Assets' > Usually HOAs don't have liabilities so we didn't notice it earlier. But now th