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, the start date of will be the next start of the 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 receivers, 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 Previously, users had to archive them manually, which often led to outdated tenant records remaining active.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.

Bug Fixes

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

Improvements

Bug Fixes

Release week 2025-10-21

New Features

Improvements

Bug Fixes

Release week 2025-10-28

New Features

Improvements

Bug Fixes