Release Notes October 2025

Release week 2025-10-07

New Features

• New Accounting Method

The restricted funds method is the new accounting method supported by UpperBee. Contributions to reserve funds are recognized in the income statement, exactly like an administration fund. This method is easier to understand and simplifies accounting. This is the method that is used by most auditors and the one that is recommended by CPAs. 

Go to menu:

Configuration, Settings,  Accounting then click Fiscal years.

From their, click Change accounting method.

Notice, This new accounting method will only be applied at the start of the next fiscal year.

The accounting method change can be revoked as long as the effective date has not yet been reached.

• Certified Emails: ( Beta: Limited release to select clients )

If you have enable UpperBee Pay, property manager will now be able to send certified emails. This allows the sender to see a audit trail for email in terms of when a email/sms has been open, the IP address and workflow.

To enable this feature, go to Configuration, Settings, Communication, then click Certified Emails

Total Cost: Certified Email ( Beta: Limited release to select clients ) 

After selection the number of recipients, you will now be able to see the total cost of sending certified emails.

Improvements

Automatic Lease Archiving ( Rental )

Leases are now archived automatically once they are completed. Previously, users had to archive them manually, which often led to outdated tenant records remaining active. This improvement ensures that only current leases and tenants are displayed.

Action Item Notifications

Managers were previously receiving “Action to be Taken” notifications even after a request had been closed or cancelled, creating unnecessary noise and confusion.

A new company-level setting has been added under Request Settings to give managers more control over their Action Item notifications.

Section Title: Request
Setting Label: Receive notifications on: Actions to be taken even when requests are closed/cancelled

Opt-Out Behavior:
When a manager disables this option:

• Closing or cancelling a request will no longer trigger “Action to be Taken” notifications.

• Any existing Action Items linked to closed or cancelled requests will automatically be removed from the manager’s view.

Trigger Conditions:

• This behavior applies regardless of who closes or cancels the request.

• Only notifications are affected — audit logs and request history remain fully preserved.

The Message Content Was Not Clickable.

Update: The messages content is clickable and will redirect to the complete message.

• Year-End Journal Cleanup

Year-end transaction batches have been removed to simplify reporting. Account balances are now reset automatically at the start of each fiscal year, ensuring cleaner and more accurate financial statements.

Document Reception Stats

For company managers, the daily statistics in the Document Reception module were previously showing the document age in hours instead of days. This has been corrected — the system now displays the proper time format (days) in the daily stats view.

Document reception 

Autofill does not populate the description in expenses.

Release week 2025-10-14

New Features

Multi-Language Support for Reservation Details

Property managers can now create reservation calendars and tickets in multiple languages. This enhancement ensures that all users see reservation information — including Title, Description, Co-Owner Engagement, and Booking Instructions — in their preferred language.

    What’s New

When creating or editing a reservation, property managers can enter content in each language supported by the property.

The end user’s language settings will automatically determine which version (English or French) is displayed to them.

If the user’s preferred language is not supported by the property, the content will be displayed in the property’s default language.

Example: If a user’s language is set to English (en) but the property only supports French (fr), the reservation details will appear in French.

    Benefits

Improved user experience with consistent multi-language support.

Simplified communication for multilingual communities.

Find A Pro

This redesign improves the Find a Pro experience for residents and managers by enhancing search performance, adding visual improvements, and refining the supplier detail page.

• A new dropdown design.

• Sponsored suppliers are identified with an orange badge.

• Search results will display 20 suppliers per page.

• The “Load more” dropdown still adds 10 more results 

• The search now uses Distance from Property to filter results dynamically in a map view

    Search Results:

• An (i) icon displays a supplier preview.
• Clicking “More” opens full supplier information (screens remain unchanged).

    Supplier Detail Page:

• Clicking a supplier opens a new page with complete supplier information.
• Displays all categories as tags.
• If the supplier has no logo/icon, content is aligned to the left.
• Includes contact information clearly and a photo tab.

Preview

Improvements

Move Folders Between Sections in the Maintenance Log

Overview

Managers can now move folders from the main document area to the Maintenance Log section.

This improvement provides greater flexibility and organization when managing property-related documents.

What’s New

• Added the ability for managers to relocate folders between the main area and Maintenance Log folders.
• Ensures better file organization by grouping maintenance-related files directly under the correct maintenance context.
• Maintains folder structure and permissions during the move.

Benefits

• Simplifies document management within maintenance workflows.
• Improves visibility and accessibility of relevant maintenance documentation.

Release week 2025-10-21

New Features

Annexe 6 (Residential Lease Attachment)  Soft release for selected clients

We’ve added full support for Annexe 6, the official Tribunal administratif du logement (TAL) attachment used in Québec leases for Résidences privées pour aînés (RPA) and dwellings offering additional services.

This enhancement ensures legal compliance, transparency in service billing, and seamless integration with lease and accounting modules.

Key Highlights

Lease Integration

• Added an Annexe 6 section to the lease module.
• Allows users to generate, view, and attach the Annexe 6 document directly to any active lease.
• Compatible with residential leases (baux) that include service components such as meals, care, or housekeeping.

Improvements

• Resolved an issue in mobile view where vertical scrolling was not functioning properly on certain devices in both the Document Reception and eSignature pages.

Document Signature

• Mobile View Overflow: Resolved an issue where content overflowed on mobile devices when viewing lease documents. 
• Email Access Code: The access code for signing documents is now included in the first email sent to users. 
• New Code Request: Users can now request a new access code after 6 hours if needed.

Release week 2025-10-28

New Features

Property Managers Are Now Able To Track Changes To Portal

A new History feature has been added, allowing system administrators and property managers to monitor all key activities across the platform.

Details
The History Log provides a detailed record of:

• Who made the change (user)

• When it occurred (date and time)

• What was affected (service or component)

The following areas are currently tracked:

• General

• Accounting

• Registries

• Access

• Communication

• Integrations

• Requests

• Technical

Improvements

Default Language Handling

When a user's or email recipient's language preference cannot be determined, the system now automatically applies the default language. This setting is also used for default names and descriptions throughout the application. To adjust the settings at the Property level, go to Configuration, Setting and Regional Settings.