Release Note - July 2025

New Feature: Accurate Direct Debit Forms for Future Budgets in Mail Merge

We're excited to announce an important update to the mail merge functionality!

What’s new?
When preparing documents—such as direct debit authorization forms—for an upcoming budget (e.g., next fiscal year), the system will now correctly use the future budget values instead of the current charges.

Previously:
When generating direct debit forms via mail merge for a future budget, the system displayed current charges as of today, not the charges defined in the upcoming budget. This often led to confusion or incorrect payment amounts being communicated.

Now:
The system accurately pulls the shared charges from the selected future budget, ensuring that all generated documents reflect the correct amounts expected in the upcoming period.

Benefit:
✅ Clear and accurate communication with residents, owners, or clients
✅ Reduced errors and manual corrections
✅ Streamlined preparation for future billing cycles

Display the invoice status in the "Manager's Unpaid Invoices" screen.

Ensure smooth synchronization of key financial data (e.g., invoices, clients, payments) from UpperBee to Xerxo and/or QuickBooks, with a clear ID mapping strategy to ensure traceability, while displaying the status.

Invoice Approval – New Layout

Before

After

Property Email Address Is Required.

Once a new property is added, by default, we will automatically create one.

Building Name

• If it already exists

Building Name + (6 random digits added)

• Once an email is added, there must be at least one email present.
• They can add up to 3 emails.
• They must select a primary.
• It can NEVER be empty.

Improve the "pin" system

Change the status of the pin on the fly

Before

After

A standard popup to create new notes.

Add Template Option