New Features

Tenant Related:

•  Changes related to NB Tenants:
  • Added Tenancy Number field NB Deposit Tracking
• Certificate Number field in Security Deposit Section
• Following options to track how the deposit was made to ServiceNB
  • • Directly to ServiceNB
    • Owner Deposited to ServiceNB
• Updated relevant information in the Deposit liability report
• Ability to undo a moved-out tenant profile. The option is available on the tenant details page of a moved-out tenant.
• Ability to delete all due invoices from the tenant detailed page. This function will ignore a partially paid invoice.
• Exclude the tenant with the future move-in date from the tenant list in the bulk email notification section
• The LTB form history section is available on the moved-out tenant profile page
• Option to pick a different deposit account when transferring tenant Credit
• Opportunity to update moveout reason
• Opportunity to update moveout note
• Opportunity to update moveout ratings
• Send Bulk N1 Email
• Send Bulk  N4 Email
• Option to create a lease for the same prospect multiple times 

Accounting Related:

• Record EFT Payment 
• EFT auto pay batch processing improvement: Improvement is made to consider weekends and holidays when submitting auto pay batch files. For example, if 1st day of the month falls on Sunday or Monday(Bank Holiday), the EFT batch file to withdraw rent dues on Friday by 1:30 PM EST.
• Deposit Slip improvement:
  • Save deposit slip
  • Add items in the deposit slip
  • Remove items in the deposit slip
  • Split payment processing by tenant (new feature)
• Added a write-off flag in the invoice payment report 
• Additional Invoice creation: when manually creating an invoice, you can now create up to 12 additional rental invoices
• Additional Invoice creation: when manually creating an invoice, you can now create up to 12 additional tenant invoices
• Additional Bill creation: when manually creating a bill, you can now create up to 12 additional bills
• Display a warning during invoice record payment when a reference number is added and it already exists
• Bulk Owner/Management Fee Invoice Adjustment: Option to bulk close owner and management fee invoices of ” Adjust from Owner Payout.”

Branding Related:

• New settings option to add the logo in:
  • Invoice payment receipt logo
  • Logo in Notice of Intent to Enter 

Marketing:

• Setting in Unit details page to hide phone number from rental listing
• When sending an email to a prospect, include the Rental Application link
• Option to send the rental application link from the unit type list page
• Option to send the rental application link from the unit type details page
• Automatically migrate the prospect’s Date of Birth and gender information to the tenant profile when creating a lease or tenant profile. 

Settings:

• Settings to configure custom rent receipt address in the Financial setting page
• Notification improvements:
  • Send lease expiry notification at 150, 180 and 210 days
  • Send rent increase due notification at 150, 180 and 210 days
• Administration:

   

• Submitting a ticket 
• Checking the progress of the ticket
• How to view Bambora Transaction Report
• Create task from Task Management without any Service Request
• Task  Module for internal employees or admins –
• Assigning tasks 
• Re-assigning tasks
• Manage Vendor Specialties: Options to manage the ‘Vendor Specialties’ list from the vendor list view
• Approve Vendor
• Option to add item in the vendor list
• Send email notifications to vendors when bulk EFT bill payment is made
• Notification to tenants when admin creates a service request
• Option to update the email subject when creating a work order
• Option to update the email body when creating a work order
• Option to select the deposit/payment account when processing invoices or bills in bulk
• Option to delete individual LTB form history
• Cheque Print improvement
  • Vendor Business Name instead of Vendor name (when business name is available)
  • Dynamic Date Format for the cheque
  • Option to exclude signature
• Recurring invoice – frequency non-editable when at least one invoice has been generated
• Recurring bill- frequency non-editable when at least one invoice has been generated
• Option to duplicate service request 
• option to provide a reverse transaction date when deleting an invoice payment
• Create Service Request from properties page (Property list view and from property detail’s view)
• Create Work Order from properties page (Property list view and from property detail’s view)
• Send SMS/text when resending a work order email to the vendor
• Option to update the WO status to COMPLETED or CLOSED when updating the Service Request status to RESOLVED/COMPLETED/CLOSED
• Option to navigate dropdown menus by arrow key
• Mailbox:
  • Option to add attachments when composing
  • Save attachments under the mailbox when the email is sent to the tenant

Report improvement: 

• Show tenant deposit transactions in the tenant account history report
• Habitually late report improvement: Date selection option Paid after date as a way to filter the chart 

Bug Fixes:

• Parking edit issue for the tenants with multiple parking
• Fixed EFT owner payout payment screen for mobile
• Fixed signature related to inspection
• BC lease parking when generating a separate invoice
• BC lease additional tenant carries forward to tenant profile
• Delete invoice payment when there are multiple payments