Folder Preview in Documents Area
Goal:
Enable users to quickly preview the contents and size of a folder without opening it.
Before:
Users could only view the documents inside a folder and folder specifications by opening the folder.
After:
Users can now hover over a folder to:
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Preview the list of document names inside.
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View the total size of the folder.
How to Use:
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Navigate to the Documents area.
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Mouse over a folder.
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A tooltip-style preview will appear, showing:
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The names of the documents inside.
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The total size of the folder.
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Lease renewals, add a status Automatically Renewed
Goal: To quickly be able to review a lease.
Before: Users were unable to review a
After:
Filter by Renewal Lease Status
Goal:
Allow users to filter by renewal lease status.
Before:
Users were unable to filter lease renewals based on lease status.
After:
A new filter has been added to view lease status:
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Leases status that are automatic renewal
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Leases status that are disabled
This helps users quickly focus on specific lease types and take appropriate action.
Delay A Message Send
Goal:
Allow users to send messages in the future
Before: user were only able to send message right away.
After: User are now able to decide when to send new messages and responses.
Export Tax credit for home-support services for seniors
Goal: Allow user to export
Before: The user was unable to export the list
After: When a user goes to the area called "Tax credit for home-support services for seniors", click Action, then Export Registerer Properties, a excel sheet will display the properties, along with the volume and billed amount.
Multi Bank Accounts
Possibility to pay a bill via electronic payment from an account other than the bank account linked to the UpperBee Pay service.
