2024 - 8/8
Enhancements:
- Timing of recurring dues: we worked on the timing of when invoices are generated vs notifications being generated so that there's no overlap in timing and everything gets generated and sent out.
- PDF buttons: Changed requests to accommodate the larger PDF files for all PDF buttons.
- Directory: on the dashboard side we increased the speed of the pages and pagination when using the toggle buttons to enable and disable certain things so it's working much better than it was before.
- Owners list: We added an export to CSV feature for this list.
- Export data report: we added columns to show if they are an authorized voter or not
- Billing - Main Recurring Due: We added the ability to change the name of this main recurring due
- Limited User type Permissions - We added a few more pages that users can access if they have permissions. 'Documents, and Accounting.' These are under 'My Team'. (Total: we now have Requests, Violations, websites, Accounting, and Documents)
- Reports load time: we worked on some backend functions to help the speed and load times of HOA reports, and accounting reports.
New Features:
- Accounting > Duplicate transaction detection feature: We built a pretty awesome feature that detects duplicate transactions. Usually, this happens when the bank account connection stops and instead of re-authenticating the users reconnect the bank account and enter dates that duplicate transactions that have already been synced in the past. This button will pop up on the 'Transactions' page only if it detects any duplicates. The user will be able to see and then decide which one they want to keep and which one they want to delete.
- Email Folders/Labels: This one is awesome! We can now create custom folders/labels for emails, organize them and filter them. Here's an overview video of how it works.
- Creating Groups: Under the Email Settings section if you add a new group we automatically add this group under the 'Text > Mass text' feature. We also add any New Committee group as an email/txt group.
Bug Fixes:
- Specific PDF Reports too large: Some reports are too big to download so we needed to build a new endpoint. We built it to support large PDFs.
- HOA Logo on the owner's app: when an owner was logged into their owner profile the logo of the HOA went away when the user was in a mobile view. We fixed this.
- HOA name change: we finally got to fixing this bug where if we change the name of an HOA then it would change the slug of the websites and not make them work for that HOA until we fixed it manually.