Help CenterEnhancements:
- Text > Select owners from the list: We are now listing them in alphabetical order
- Owner app login: Added the Association Name to the HOA association tile. We also added the HOA's address. We also made the mobile apps available in more countries, including Trinidad & Tobago.
- Survey/Voting campaigns: If a campaign is "manually' completed, we now keep a log showing which user completed it and the timestamp for the 'completed' status.
- Email composition specifically with templates: We created a label for the "Subject line" to easily show the user the subject.
- Accounting transactions: Sometimes Plaid or the bank sends a transaction 'update,' and currently, the system automatically updates the transaction with the new information. This is problematic if we've already reviewed/edited the transaction and the amount changes. We fixed this to prevent Plaid or the bank from automatically updating transactions after they've been reviewed.
- Accounting - Chart of Accounts: If a parent account is archived, we now auto-archive the child accounts
- Accounting - Archived Account With No Activity Needs to be Removed from GL Report (done)
- Reports: We updated the front-end appearance.
- Unit > Billing history > Payment Details page: after a payment is made, if you go to the payment details page, you'll see a table at the bottom of the page that shows which line items were paid. We're adding a little more description to these line items to help match what line items were paid. We've added the due dates to help with that.
- Email Spam detection: We worked on spam reporting and detection to help cut down on the volume of emails sent to the HOAs' inboxes.
- Violation Email Log: Click here to view an email thread. We improved the email formatting. especially with attachments that weren't showing before, and with the subject line showing.
- Email communications detail enhancement: We spent a lot of time enhancing multiple areas where we have email logs. For example, within the owners' page, violations, requests, and approvals. We worked on improving how the email details are displayed in each of these sections so they look more consistent with the email inbox.
- Verbiage Updates: To improve user-friendliness, we've added some text: Templates > Custom. In the text message content, we've added info to let the user know it's only functional for "automated" rules.
- Bill Pay (beta): Added the ability to edit parts of the bill before submission, such as invoice dates and invoice/PO numbers. We are also now validating that an expense approval requires a contractor/payee before it can be created.
- Text Messages: We are now showing a log of owners who are "unsubscribed" from text messages. Located under "Text > Unsubscribed."
- Violation Report: We worked on the violation fee section. We added verbiage explaining what it shows, along with a hyperlink to the referenced fees.
- Deleting a Team Member User: We automatically remove that person from the board and existing committees when they are deleted.
Bugs:
- Survey wasn't loading responses: the issue was an incomplete JSON structure for the survey. To fix it, we changed the image to be a URL instead of base64 encoded. (fixed!)
- Revenue by fee type report: found an error with one account. (fixed)
- Fixed a bug with duplicated users being created with the same email address. It was caused by an old submission (fixed!)
- Accounting: we found a scenario where an expense was pulling through in the income account (fixed!)
- Search logic for email lists: when searching and 'typing' names from a big dropdown list of names, we fixed the search to work properly.
- Bill pay feature: fixed a bug where the bill wouldn't submit because of an address error. (fixed!)
- Email Formatting vs Email preview: The font, line spacing, and bullets weren't carrying over. (fixed!)
- Mass text groups weren't pulling in all the intended recipients. (fixed!)
- Accounting GL: Search in general ledger not working (fixed!)
- Images are not showing up, they are .heic type (fixed!)
- Website form - worked on spam submission prevention.
- We fixed a scenario where an Automatic payment and a manual payment are made almost at the exact same time (fixed!)