Release Notes 2026 January

Release week 2026-01-07

New Features

• Synchronized Budget Line Item Description

• Add descriptions to budget line items that automatically appear in the Financial Account screen
• Descriptions remain visible and consistent across all related pages.
• Easily identify what each financial account is used for without duplicating work

• Edit descriptions in either the budget line item view or the Financial Account screen
• Changes made in one location automatically update in the other
• Ensures both locations always match, maintaining data consistency

• Unified terminology with 'Description' used consistently across the platform
• Clear, intuitive interface that aligns with user expectations

• Automated NSF Handling

• Withdrawals are now automatically flagged as NSF when the deposit receives an NSF response from the payment processing platform
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• This automated feature is currently available exclusively for UpperBee Pay/Bambora transactions

• The automated process uses the same default parameters as the manual process:
  • Automatic email notification
  • Account statement inclusion
  • Transaction date matching the NSF date
  • Default NSF fee application

• Hide Reminder Messages 

• Managers can now click the bell icon to hide all messages that contain reminders, providing a cleaner view of regular messages.

• When the 'Hide Reminders' filter is activated, the filter state is now preserved across page reloads, maintaining a preferred view

• The system continues to show all messages by default, including reminders. The hide function only affects the display, not the message data 

Improvements

Release Week 2026-01-14

New Features

• Digital Signature: Access Code Added to Auto-Reminder Emails

Auto-reminder emails for documents requiring an access code now include the access code directly in the reminder message. This reduces support requests and eliminates the need for administrators to manually resend the initial invitation email to retrieve the code.

What’s New

• Access code displayed in auto-reminders: When a document signature workflow requires an access code, all automatic reminder emails now include that code.
• Improved self-service for signers: Signers can complete the signature process without needing to contact an administrator to obtain the code again.

• Batch Home Credit Feature

• Property Grouped Credit Management

• Enhanced Property Display

• Certified Emails Release For Everyone

Certified Emails introduces a more formal, trackable email delivery method for high-importance communications (e.g., notices, compliance letters, payment reminders, document delivery). Each send generates a verifiable proof package and a detailed audit trail to improve traceability, reduce disputes, and streamline follow-ups.

This features can be enable at the property level, which needs Upperbee pay enable.

View past release notes:

Certified Email overview: Release Notes November 2025 : Support UpperBee 

Certified Email dashboard: Release Notes December 2025 : Support UpperBee 

• Assets Adjustments Issue Resolution

• The net asset balance is recorded in the accounting system when closing financial statements
• The opening net asset balance for the following fiscal year matches the closing balance from the financial statements
• An alert message is triggered if balances do not match

• Prevents discrepancies between financial statements and accounting records
• Ensures accurate opening balances for subsequent fiscal years
• Reduces erros in financial reporting
• Provides automatic validation to catch inconsistencies

• Rental Units: Non renewal tracking and Reporting

 

• Structured categorization of non-renewal reasons across major categories
• Custom field support for personalized or dropdown selection of reasons
• Integration with the renewal notice workflow
• Automated tracking of non-renewal decisions alongside occupancy end dates

Improvements

Release Week 2026-01-21

New Features

Improvements

• New Email Template 

Email templates have been refreshed with a cleaner, more modern layout to improve readability, consistency, and the overall recipient experience. The new look standardizes structure and spacing so messages render more clearly across desktop and mobile email clients.

Past:

New:

Release Week 2026-01-27

New Features

Improvements