New Updates & Bug Fixes

Improvements

Accounting › Reconciliation

• Reconciliation Page – Loading Time Fix
  Previous:The Reconciliation page took a very long time to load, causing delays and inefficiencies for users trying to review and reconcile transactions.

  Now:The issue has been fixed. The Reconciliation page now loads much faster, improving performance and making the reconciliation process smoother and more efficient.

Authentication › Signup

• Signup Flow – SMS Confirmation Added
  Previous:During the first-time signup process, confirmation was only sent via email at the end of the signup flow. Users had no option to confirm through their phone.

  Now:

  Confirmation is now available via both email and phone:

  • A text message (SMS) is sent to the user's phone.
  • Users can confirm directly from the SMS, making the signup process more secure and convenient.

Improvements

Rentalportal.ca › Submit Application › Signature Section

• Rental Application – Signature Section Update
  Previous:

  In the Signature section of the rental application, there were only two checkboxes available:

  • I consent to the collection and use of my personal information.
  • I consent to credit check.

  This limited the scope of applicant acknowledgment.

  Now:

  A third checkbox has been added:

  • By submitting this application, I acknowledge and agree to the following "Rental Application – Terms & Consent."

  This enhancement ensures applicants explicitly agree to the terms and consent before submission, strengthening compliance and clarity in the application process.

Property Management › Property Details

• Welcome Message for Property Owners
  Previous:Property owners who wanted to send a welcome message to tenants had no option to configure or store such text within the system. Any welcome message had to be managed manually, outside of the portal.

  Now:

  A new option has been added:

  • Owners can provide their welcome message text, which will be stored in the database and displayed accordingly.
  • Currently, the message must be submitted to the support team for setup.
  • In the future, property owners will be able to configure and manage welcome messages directly from the user interface.

Bug Fix

Property Management › Property Details

• Property Details – Rental Application Submission Fix
  Previous:If any document field in Property Details contained a null value, the rental application could not be submitted. This blocked applicants from completing the process even when other required information was provided.

  Now:The issue has been fixed. Rental applications can now be submitted successfully even if certain document fields in Property Details are null, ensuring smoother application handling and fewer submission errors.

Bug Fix

Property Management › Inspection

• Inspection – Photo Upload Issue Resolved
  Previous:During move-out inspections, photos were not uploading correctly. Although the system indicated that images had been saved, they did not appear in the inspection document. This caused incomplete records and confusion for property managers.

  Now:The issue has been fixed. Photos uploaded during inspections now save properly and display at the bottom of the inspection document as expected, ensuring complete and accurate inspection records.

Accounting › Bulk Payment

• Bulk Payment – Column Layout Adjustment
  Previous:In the Bulk Payment section, the column arrangement was not user-friendly. The Reference column was placed away from the Amount column, and there was no Deposit Date column available next to the Payment Date column. This made reviewing and managing payments less efficient.

  Now:

  The issue has been fixed:

  • The Reference column has been shifted next to the Amount column for easier cross-checking.
  • A new Deposit Date column has been added next to the Payment Date column, improving clarity and workflow in bulk payment management.

Improvements

Tenant Management › Tenant › Tenant Details

• Tenant Details Enhanced with View Email Button
  Previous:In Tenant Management › Tenant › Tenant Details, when a form or mail was sent to a tenant, there was no quick way to view the mail directly from the tenant's activity summary. Users had to navigate manually to check the details.

  Now:A new "View Email" button has been introduced in the Tenant Activity Summary. With a single click, users can easily open and review the mail, making tenant communication tracking faster and more convenient.

Tenant Management › Tenant › Bulk Action Dropdown › Bulk Email

• Bulk Email – Redesigned with New Selection Options
  What's New:

  • Modern design – Enhanced visual layout and beautification.
  • New dropdown menu: Bulk Rent Receipt added.
  • Two-column layout – Expandable/collapsible: Compose Email column & Select Tenant column.

  Tenant Selection Options — Select Tenants column offers two checkboxes:

  • Select tenants from grid – Click individual rows.
  • Select Tenants from Dropdown – Quick multi-select or "All".

  Key Features:

  • Compose Email: Use templates or custom messages.
  • Bulk actions: Send emails, download rent receipts, or mass communications.
  • Select multiple tenants, custom groups, or all tenants.

Tenant Management › Tenant › Bulk Action Dropdown

• Bulk Rent Receipt
  Now:Clients can now send rent receipts in bulk directly from the Bulk Action Dropdown.
• Enhancements to Bulk Action Dropdown
  Now:

  Three new options have been added to the Bulk Action Dropdown:

  • Bulk Email Rent Receipts – Send rent receipts to multiple tenants at once.
  • Bulk Payment (Individual Invoice) – Process payments for individual invoices in bulk.
  • Bulk Payment (Split Payment) – Process split payments across multiple tenants in bulk.

Dev Updates

Tenant Management › Tenant › Bulk Action Dropdown

• Bulk Rent Receipt Download
  Now:Clients can now download rent receipts in bulk, making it easier to retrieve and share multiple receipts at once.

Tenant Management › Tenant › Tenant Details

• Tenant Details Page Enhancements
  Now:

  Several enhancements have been made to the Tenant Details page:

  • Finance Section: Current Due Amount has been added for quick visibility of outstanding balances.
  • Payment Due Table: Current Due Amount is now included as a dedicated column in the table.
  • Split Payment Popup:
    • Current Due Amount has been added to the popup for accurate reference during payment entry.
    • The popup design has been improved and reorganized for better usability.

Prospective Tenant › Prospective Tenant Details Page

• Guarantor Signature Request
  Previous:On the Prospective Details page, under the Guarantor Info section, there was only a "Send Application" button available to send the guarantor their application. No option existed to directly request a signature.

  Now:A new "Request Signature" button has been added. Property managers can now send a signature request directly to the guarantor, streamlining the process and reducing extra steps.

Property (ensure the correct Listing button is turned on) › Dropdown › Manage Listings › Select Listing (verify the correct Listing is turned on) › Dropdown › Details

• Rental Application Link in Unit Type Details
  Previous:On the Property Unit Type Details page, there was no dedicated section for sharing rental application links. Users had to manually manage and distribute links, which was less efficient.

  Now:

  A new "Rental Application Link" section has been added:

  • Includes a Copy to Clipboard button to quickly copy and share the link.
  • Added an Email button to send the rental application link directly to prospects with ease.

  This enhancement streamlines the process of sharing rental applications, saving time and improving prospect engagement.

Prospective Tenant › List Page / Prospective Tenant Details Page › Edit

• Prospective Tenant Status Change Fix
  Previous:When attempting to change the status of a prospective tenant, the update would not hold. Any changes made would automatically reverse back to the original status, preventing proper tracking of tenant progress.

  Now:The issue has been fixed. Status changes for prospective tenants now save correctly, allowing property managers to update and maintain accurate tenant records without reversal errors.

Bug Fix

Rentalportal.ca › Submit Application

• Rent Roll Report – PDF Layout & Design Improvements
  Previous:The Rent Roll Report PDF layout was broken, with many columns misaligned and appearing on separate lines. This made the report difficult to read and less professional in presentation.

  Now:The PDF design has been improved. Columns are now properly aligned, and key fields are displayed neatly. The report looks cleaner, more organized, and easier to interpret.
• Application Resubmission After Deletion
  Previous:When an enquiry was submitted and an application was created, the same email address could not be used to submit another application. This restriction prevented resubmission even if the original application had been deleted.

  Now:The logic has been updated. After an enquiry is submitted, the same email address can now be used to submit an application again — but only for the second submission following a deletion. This ensures flexibility while maintaining proper validation.
• Prospect Application – Consent & Privacy Check Fix
  Previous:During prospect application submission, once the consent and privacy checks were verified, the Submit button became enabled. However, the button did not get disabled afterward, causing inconsistent behavior in the submission process.

  Now:The issue has been fixed. The Submit button now properly enables only when consent and privacy checks are verified, and disables as expected to ensure accurate validation and smoother application submission.
• Email & Listing ID Validation – GET API Endpoint
  Previous:When submitting an application, if the same email address was used again for the same listing ID, the system allowed the applicant to fill out all data before throwing an error at the end. This caused wasted effort and confusion.

  Now:

  The validation logic has been improved. The system now checks upfront:

  • If the same email has already been used for the same listing ID, it immediately displays a message before the applicant proceeds.
  • This saves time and prevents duplicate submissions, ensuring a smoother application process.

Improvements

Tenant Management › Tenant Lease

• Lease Email Error for Alberta Leases Fixed
  Previous:After collecting signatures, property managers encountered an error when attempting to send lease emails with attachments. This issue specifically affected Alberta leases, preventing successful email delivery.

  Now:The bug has been resolved. Lease emails with attachments can now be sent without errors after signatures are collected, including for Alberta leases.

Accounting › Invoice/Bill › View Invoice/Bill › Private Documents  |  Tenant Management › Work Order › View Work Order › More Action › Edit › Attachment

• Private Documents Visibility After Upload
  Previous:After uploading files from View Invoice, View Bill, or Work Order, private documents were not visible in the system. This caused confusion and limited access to uploaded records.

  Now:The issue has been fixed. Uploaded files are now properly visible in the system when added from View Invoice, View Bill, or Work Order, ensuring smooth access and document tracking.

All Tasks › View Tasks (Subject: Tasks for Service Request)

• Work Order Creation from Task – Data Population Fix
  Previous:When creating a work order from a task, key information was not populating correctly. The Service Request Number field remained empty, and tenant details (name and phone number) were not displayed even if there was an active tenant in the unit. Additionally, the work order title did not reflect the related task.

  Now:

  The logic has been corrected:

  • The Service Request Number now automatically populates in the designated field.
  • If there is an active tenant in the unit, the tenant's name and phone number are displayed in the work order.
  • The work order title is automatically set as: "Work Order for <Task Title>", ensuring clear linkage between tasks and work orders.

Prospective Tenants › Add New Prospect

• Prospect Phone Number Edit & Validation in Quick Prospect Create
  Previous:During quick prospect creation, phone numbers were not properly validated. If a number was entered incorrectly, the system did not flag the error, and editing the phone number after creating the prospect was not possible.

  Now:A 10-digit validation has been added for quick prospect creation, ensuring accuracy at the time of entry. Additionally, phone numbers can now be edited after the prospect has been created, providing greater flexibility and data accuracy.

Tenant Management › Tenant › Details View

• Sort Tenant Documents by Updated Date
  Previous:When admins uploaded documents from the tenant details page under the document section, the files were displayed in a serial or sequential order, making it harder to quickly locate the most recent updates.

  Now:Uploaded documents in the tenant details page are now sorted by updated date, allowing admins to easily access the latest files first and improving overall document management efficiency.
• Finance Section Moved Under Summary in Tenant Details
  Previous:In the tenant details page, the Summary section was followed directly by the Special Note section. Financial information was located further down the page, requiring extra navigation to view payment or financial options.

  Now:The Finance section has been repositioned to appear immediately after the Summary section in the tenant details page. This makes it more convenient for admins to quickly access payment and other financial details without scrolling.

Task Management › All Tasks › Details View

• Tenant Information Added to Task Details
  Previous:On the task details page (right side of the screen), only property information, owner invoice details, and related service request/work order information were displayed. Tenant information was not available.

  Now:A new tenant information section has been added under the property details area in the task details page. This section displays the tenant's name, email, and phone number, giving admins a more complete view directly within the task.

Bug Fix

Reports › Financial › Aged Receivables (New)

• Aged Receivable Report Updates
  Previous:

  The Aged Receivable Report had several limitations:

  • Property or unit addresses were missing from the overview, with no option to display them.
  • The report lacked a detailed aging breakdown.
  • There was no ability to customize visible columns.
  • Report customization settings did not persist after changes.

  Now:

  The Aged Receivable Report has been enhanced to address these issues:

  • Property and unit addresses are now visible in the overview.
  • A detailed aging breakdown has been added.
  • Admins can customize which columns are visible.
  • Report customization settings now persist, ensuring a consistent user experience.

Report › Owner › Owner Statement (Period Range)

• Owner Email Field in Statement (Period Range) Report
  Previous:The owner email field did not auto-populate when emailing the report.

  Now:The owner email field now automatically populates with the selected owner's email address.

Property Management › Inspection

• Inspection PDF Email Error Fixed
  Previous:Emailing an inspection PDF to admin or team members returned an error.

  Now:Users can now successfully send inspection PDFs via email without errors.
• Inspection Photo Upload Limitations
  Previous:Only a single photo could be uploaded during an inspection.

  Now:Users can now upload up to three photos during an inspection.
• Admin Question-to-Answer Mapping Bug Fixed
  Previous:A bug prevented admins from mapping questions to answers, causing workflow interruptions.

  Now:Questions can now be mapped to answers without errors.
• Template Deletion Bug Fixed
  Previous:In some cases, templates could not be deleted.

  Now:Templates can now be successfully deleted without errors.
• Syncfusion Uploader Control – Phone/Tablet File Upload Feature
  Previous:The system lacked support for direct file uploads from phone or tablet devices during inspections.

  Now:Users can now capture and upload multiple pictures directly within each inspection section from phone or tablet.
• PDF Beautification – Condition Inspection Report
  Previous:

  • The PDF layout did not match the online version.
  • The Condition Code section was elongated and took up excessive space.
  • The Code column was too wide; the Comment column was too narrow.

  Now:

  • The PDF layout now aligns with the online version.
  • The Condition Code section is compact and neatly formatted.
  • Columns are properly sized for readability.
• Move-In / Move-Out Template Mapping Fix
  Previous:Default answers from move-in incorrectly appeared in the move-out section, and deleting incorrect inspection documents caused errors.

  Now:

  • Move-In and Move-Out sections are now properly separated.
  • Admins can update move-out date and condition fields independently.
  • Incorrect inspection documents can now be deleted without errors.
• Move-In / Move-Out Comment Visibility Fix
  Previous:Comments entered during inspections were not appearing in the final inspection documents.

  Now:Comments added during move-in or move-out inspections are now properly displayed in the inspection documents.

Tenant Management

• Enhanced Prospect Selection During Lease Creation
  Previous:Prospects were shown in a single list without distinguishing between new and legacy prospect records.

  Now:Prospects are stored in a new prospect list. A "View Old Prospects" option is available for legacy records.
• Additional Tenant Details Available in Tenant List
  Previous:Users could only view basic line-item information such as tenant name, property, unit, lease, and portal access.

  Now:By clicking the expand arrow next to any tenant, users can view additional details beyond the basic line-item information.
• Excel Export Now Includes Additional Tenant Information
  Previous:The Excel export provided basic tenant data including name, email, phone, address, unit, lease, and rent.

  Now:The export now contains an additional column with more tenant information for a more complete dataset.
• Other Occupant List Available in Tenant List
  Previous:Users could only view basic line-item information in the tenant list.

  Now:The expanded view also includes an Other Occupant List showing associated occupants linked to the tenant.

Reports & Accounting

• Trust Liability Report introduced
• In Trust Liability Report, Non-Property transactions now show Owner Credit Liability for each owner

Administration

• One-click checkbox to grant Regular Admins full property permissions
• Email Notification Sent to Tenant on Lease Document Upload
• Email Notification Sent to Tenant on Other Document Upload
• Notify Owner if Service Request flag is enabled from Notification Settings
• SMS and Bell Notifications Sent to Admin when Tenant submits Service Requests and Comments
• Bell Notification Sent to Admin on Tenant Document Upload via Tenant Portal

Enhanced File Upload (Drag & Drop + Multiple Files)

File upload functionality has been enhanced across multiple modules, making it easier to attach and manage documents with drag-and-drop and multiple file upload support.

• Accounting:
  • Invoice (Details Page): Drag-and-drop and multiple file upload enabled
  • Bill (Details Page): Drag-and-drop and multiple file upload enabled
• Service Request:
  • Details Page → Picture Section: Drag-and-drop and multiple file support
• Work Order:
  • Details → More Action → Edit → Attachment Section: Drag-and-drop and multiple file support