2024 - 7/17
Enhancements:
- Documents: made the option to open the doc in a new browser window or download the document.
- Email Compose > using placeholders: We've added some more UI to give a tooltip on how the placeholders work so the user can read and understand how it works.
- Operations/dashboard > my account: We're now showing more info where the My Account page is and where we're displaying the services that the HOA is signed up for and which ones they don't have marked as active.
- Credit Card Payment > Convenience Fees: We separated the 2 fees (percentage and per transaction fees) as 2 different line items. This was to support the rare occasions where if a cc transaction failed the HOA could keep the per transaction fee but could void the percentage fee (since the HOA still gets charged the .30 cents on a cc attempt, This allows the HOA to continue to pass that fee on to the owner)
- Accounting > Bank account transaction sync: We were auto-refreshing once per day as a luxury for the HOA. However, because of some issues, We're not doing this anymore. Instead, we added more info to the 'Transactions page' to show the last sync as well as a button to re-sync the transactions
- My Team > Limited User Permissions: we added an option to have a user that can only access/edit the website stuff.
- Event & News: We are now supporting more file types for the upload file feature that shows on the HOAs website. We're supporting Word docs & Excel format file types.
- Dashboard Inbox > Email: We broadened the search parameters to include each email within an email thread (instead of just the last email)
- Requests: We enhanced the requests so that it's possible to create a request that's not tied to a unit or owner so that the HOA can have general requests that apply more to the HOA as a whole instead of a specific unit/owner.
- Unit Page > Unit History Button: This didn't do much for a long time and we've started to add more logs to this including keeping track of when owners are added or removed from the unit along with the timestamp and the user who made the changes. Also who/when autopay is edited or turned on or off.
New Features:
- Website Forms: Created the ability to have forms that can be filled out on the website without having to be logged in. We're recording the answers and emailing them to the HOA.
- Website Forms Notifications: we added some functionality in case the user wants additional emails to get a report of new answers from the website forms.
- Multiple Unit Payments: We tested this with a few HOAs as a beta test and We finally decided to push and open this functionality for all HOAs. This is if an owner has ownership of multiple units/lots in their HOA there is a way to make 1 payment that will cover all of them.
- Website Forms > Notification Tool: We created a notification tool to alert specific email addresses besides the HOA's email address whenever there is a new website form that has been completed
Bug Fixes:
- Violation Fees: Fixed an issue where we couldn't add more violation fees to an existing violation
- Accounting Bank Connection Logic: IF the user has previously linked a bank account and they're trying to connect again we identify if there were past accounts connected. if they reconnect and we have the same account connection by the 'mask' then we need to use the old one or update the old ID's to the new IDs. That way the bank accounts aren't duplicated on the chart of accounts and transactions page.
- Edit 'my team' members is fixed: (before it was saying it saved, but then the changes weren't saved)
- Owner login > Directory: Fixed a bug when there was a special character preventing the user from saving changes to their directory, (this was only affecting a few specific users)
- Dashboard Inbox > Text: When within the texting module if you sent a text the time stamp would show a different time until you refreshed the page then it would update. To fix this we changed it to just show 'sent' until you refresh the page.
- Check Batch deposit slip: We fixed an issue where If you edited the amount for an existing check the amount wasn't being synced with the amount on the check batch