Help CenterEnhancements:
- Disbursement report verbiage: specifically the "disbursement returned" line item: we added a tooltip that explains why and when this happens. "These funds were originally sent to a bank account but were returned by the bank. They were later successfully re-sent and included in this payout."
- Accounting Chart of Accounts: We're supporting some more validation when it comes to archiving the "parent" category within the chart of accounts, as well as showing those within the budget vs actuals report if they still have an amount that is not zero.
- Accounting Chart of Accounts: budget vs actuals report - if there is no expense in the account and no budget number, then we can hide the row. Also, when there is an "archived" account with a balance in it, we are showing it on the budget report. So we don't accidentally lose track of it
- Accounting: General Ledger Negative Credits as a "split": if there is ever a negative "credit" that is entered in the "Split transaction" feature then it shouldn't show on the GL as a negative credit rather a positive debit.
- Accounting Reconciliation: "Add Transaction" button. We had this button showing but it never was functional. We made it functional by adding a transaction from this reconciliation page to help the reconciliation process.
- Accounting Budget: we enhanced the feature when you're "editing" or changing a budget item so that you don't have to put a "note" (not required) . We also are now displaying all the notes in the "alterations log" for the budget.
- New Automatic template: "Autopay feature disabled" this helps notify the owners if they're unit autopay has been disabled for some reason.
- Spam help: if one of the emails in a thread is marked as spam, then everything in that thread should be marked as spam automatically. Even when we get new emails from the same email address.
- Renter Profiles: On the Owner login side > when the unit is marked as a "rental" on the dashboard side then the owner can enter renter name, email, phone etc on the owner login side (under Units >edit)
- Contractors Page: we created a way to view the "archived" contractors and have the ability to "unarchive" them.
- Text Conversations Rebuild: We found some issues where we had to do a rebuild on the text conversations and how the ID's relate to each other. (which caused some bugs below that we fixed)
Bug Fixes:
- Text view on Ipad: fixed a view where you couldn't see the number/recipient on the left menu. (fixed!)
- Couldn't view the text conversations from a mobile view (fixed!)
- Text message "Load" screen was stuck for old text messages (fixed!) Also the text message "new" number wasn't matching from the menu to the actual text page (fixed!)
- The Email Preview button wasn't working when the recipients were added to the "CC" option. (fixed!)
- Email Drafts with attachments weren't including the attachment when sent. (fixed!)