2026 - 1/16

Enhancements:

• Approvals: We created a "Reset and Resend Approval button." This will reset the 'votes' on the approval and resend it to the original recipients to review again.
• Email Groups: We added a default email group/list for emailing and texting for Renters
• Payment processing sign-up form: worked on showing which fields are required, as well as helping with some tooltips for certain fields that can be confusing or automatically stop the review process. 
• Unit Page Call Owner Button: We added a "call owner" button next to the owner's name.
• Request Forms: When printing a form that has been filled out, the formatting of the input fields/boxes, etc, was really weird, and the PDF didn't look great. We worked on the formatting to improve the appearance of a filled-out form when printed.
• Request: # of days opened - stop counting when it's changed to a "closed" status
• Accounting: Budget report - We're now showing a grand total on the report for Total income and Total expenses.
• Email communication: System-generated emails: We added the owner names to the system-generated emails list.
• Email navigation: when navigating email folders, we're remembering the last page, so if you select the "back" button, it will go back to the previous page instead of the main inbox.
• Verbiage enhancements: payment processing page with the fees. We are showing more info for the .50 per credit card payment attempt (authorization fee). (added per attempt) And in the accounting transactions details page, we are now showing the integration of "who" as "EasyHOA (Bank Sync via Plaid)" instead of an email "plaid@easyhoa.com"

 

• Found an old scenario where there were a few accounts that had some owners who had a different billing period set up for their unit than the HOA had for all the other units. Minor issue, and fixed!
• Positioning of physical invoice addresses to fit in a double windowed envelope. We worked on positioning to be more consistent no matter what is on the upper right part of the invoice, ie phone, long unit names, etc. We also switched the location of the logo with the return address so that if they have a long HOA name/address, it will show in the window. 
• Accounting > Budget vs Actuals report wasn't showing some transactions for the year. - (Fixed!)
• Spam Text Calls were still showing up in the Text inbox. (fixed!)
• Owner login side. > Unit > print invoice button doesn't work (fixed!)
• Fee Listener Payment Processing - We were collecting the fee on the "auth" instead of the "capture," which meant if a cc failed, then we still were collecting the cc processing fee. This only affected a few transactions and we notified the HOA's and refunded them the amounts. 
• Accounting - P&L for the monthly detail was being cut off because of how much data there was. We formatted and fixed.
• We're not requiring a "note" for adding a description to a budget item
• Fixed the phone number formatting for the contractors page
• Issue with the placeholders not working when they were saved in an email draft: (fixed!) We also took away the placeholder button for email forwarding or replies.
• "Unit Detail Balance" report - wasn't able to be sorted by the balance column (fixed!)
• DomPDF error: the error about the email invoices is just happening for HOAs that are using the "webp" file type for their logo. (fixed!)

Staging | Dashboard | EasyHOA - 16 January 2026 - Watch Video