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Release Notes February 2026

Release week 2026-02-07


New Features

  • Security Deposit for Reservations
We are excited to introduce the Security Deposit for Reservations feature, which allows managers to collect refundable deposits from guests when they make reservations. This feature is available exclusively with UpperBee Pay enabled.


What's New:

Part 1: Enable Deposit Functionality
Deposit Toggle in Billing Settings
A new "Additional Security Deposit" toggle has been added in the reservation billing screen, allowing managers to require security deposits on a per-reservation basis. This option is only available when UpperBee Pay is enabled for the property.


Part 2: Front End Billing Experience
Enhanced Reservation Payment Screen
  • Displays unit information
  • Displays check in and checkout dates
  • Breakdown section showing:
  • Guest Charge
  • Security Deposit
  • Total Amount
  • Transaction Notice


Payment Processing
Two separate charges are taken: one for the deposit and another for the reservation charge
Part 3: Deposit Refund Management
Deposit Status Tracking
The system includes six deposit statuses:
  • Not Applicable
    • Deposit was never taken on the reservation.
  • Deposit Not Refunded
  • Deposit Refund Due
    • Reservation has been completed
    • Automatically changes from "Deposit Not Refunded" when the reservation end date passes
  • Deposit Refunded
  • Keep Deposit
    • Manager has decided to retain the deposit
  • Partial Refund
    • Allows claiming only a certain amount
When partial refund is selected, the refund deposit field becomes editable  



  • Archive Multiple Documents


Overview

Users can now archive multiple documents in a single action. This enhancement is available from both the Document Reception page and the Index page, allowing faster and more efficient document management.

Details

  • Multiple document selection is now supported.
  • A new Archive option is available when multiple documents are selected.
  • Users can archive multiple documents:
    • from the Document Reception page
    • from the Index page
  • Archived documents are removed from the active list and can be accessed from the Archived section.

Benefits

  • Faster document management.
  • Fewer repetitive actions.
  • Improved and more consistent user experience.



  • Draft Message Visibility Update

Overview

 We have improved how draft messages are handled to ensure better privacy and clarity for managers.

 

What’s Changed

 Previously, when a user saved a message as a draft, the draft could appear in the Draft folder of other managers, even if the message was not sent.
With this update:
  • Draft messages are now visible only to the user who created them.
  • Drafts will no longer appear in the Draft folders of other managers, even if they are selected as recipients.
  • Managers will only see messages once they are sent.

 

Benefits

  • Saving a message creates a draft only in the creator’s Draft folder.
  • Draft items are private and cannot be viewed by other users.
  • Messages become visible to recipients only after being sent.



Improvements


  • Recipient Information Tooltip

Overview

We’ve improved recipient management by making key information immediately accessible.
A new information icon next to each recipient allows you to quickly view:
  • Full name
  • Email address
  • Preferred language
  • Associated unit(s)
Additional actions include:
  • Copy recipient information to your clipboard
  • Access the recipient’s profile via a direct link
  • See whether the recipient is currently connected to the app (when available)

Benefits

 This enhancement saves time and reduces errors when contacting recipients, ensures you have the right context before sending messages, and helps streamline day-to-day communication and document management within your team.

 

  • Hide Accounts Without Balance

Overview

A new filter is now available to hide accounts without a balance, making it easier to focus on accounts with financial activity.

Details

  • Added a “Hide accounts without balance” filter.
  • When enabled, accounts with a zero balance or no balance data are hidden.
  • Accounts with a positive or negative balance remain visible.
  • The filter can be toggled on or off at any time to display all accounts.

Benefits

  • Improved readability of the account list.
  • Reduced visual clutter.
  • Faster and more efficient navigation


  • Time Zone Reservation


The date conversion was fixed, so that all the custom dates are saved, loaded and displayed in the property's timezone. 
The property's timezone abbreviation is now displayed in the Create and Edit page of a calendar, in the Time schedule limits and Custom days sections.




  • Budget Screen – New Filters and Columns
To improve budget analysis and usability, new filters and columns have been added to the Budget screen for Managers.

 

What’s New
  • Added Management Type column to the Budget table
  • Added Main Manager column to the Budget table
  • Added filters for:
    • Management Type
    • Main Manager
  • Budget data can now be filtered more efficiently directly from the screen
 
 
 
Key Benefits:
  • Managers can now quickly filter, analyze, and export budget data by management type and main manager, improving visibility and decision-making.
 


  • Rental Status Column and Lease Status Filter


We have added new Rental Status column options and a filter to the Units page to help property managers quickly identify which units are currently rented.


What's New:

New Column options: Rental status column options "Rented", "Renewal to Send", "Renewal in Progress", and "For Rent" now appear, clearly indicating the status of each unit.


Quick Filter: The Lease status dropdown now includes rental status options, allowing a property manager to filter units by their rental state with a single click.


Improved Workflow: Property managers no longer need to check individual unit descriptions to determine rental status




Benefits:

  • Save time when managing multiple properties
  • Quickly identify available units for prospective tenants
  • Better visibility into current occupancy


How to Use:

  • Navigate to Units page
  • Locate the Status column in the table
  • Use the Lease Status dropdown filter to show only relevant rental statuses
  • Combine with other filters to show more refined searches




  • Rental Calendar Improvements

Overview

The rental calendar has been enhanced to provide better visibility and greater flexibility when managing units and leases. These improvements allow users to access key information more easily and better track availability.

 

 

 

 

New Features and Enhancements
  • Added a filter by unit type (e.g. 1 1/2, 2 1/2, etc.).
  • Display of the lease period for each unit, including start and end dates.
  • Display of the rent amount ($) based on the unit’s last known rent.
  • Display of the floor number when available.
  • Display of current tenant information, including first name, last name, and phone number.
  • Display of previous tenant information when a lease has ended.
  • Ability to view and modify report groupings (e.g. group by unit type).
  • The default calendar view is now set to list view.
  • Improved export functionality to match exactly what is displayed on screen, with no duplicate columns.

Benefits

  • Improved visibility of unit availability and lease information.
  • Faster and more efficient data analysis.
  • A more consistent and user-friendly experience.


Release Week 2026-02-14


New Features


  • Sticky Pin Button for Quick Access

Overview

A new sticky pin button has been added to the backend interface to provide quick access to key actions while scrolling. The button remains visible and dynamically adapts to each page’s available options, improving navigation and efficiency.

Features

  • Added a sticky pin button visible on all backend pages.
  • The button remains visible while scrolling and is positioned in the top-right corner of the screen.
  • The pin becomes available when the top-of-page actions are no longer visible.
  • Role-based pin display:
    • Orange for Property Managers
    • Green for Condo Owners
    • Blue for Rentals users
  • Clicking the pin opens a contextual quick action menu including, depending on the page:
    • Quick Links
    • Actions
    • Create New
    • Filter
    • Settings
  • The menu only displays options that exist on the current page.
  • The menu closes when clicking or tapping anywhere outside of it (desktop and mobile).
  • The pin does not resize and may overlay page content if needed.

Benefits

  • Faster access to key actions without scrolling back to the top.
  • Improved workflow efficiency.
  • A more intuitive and consistent user experience.





  • Email Home Support Tax Credit form 


You can now generate and email completed forms for a selected year (20XX) directly from the list, with clear validation and tracking to ensure emails are only sent to users with valid email addresses.


1) Outbound email behavior (no replies / no ticket creation)

  • All emails are sent from DONOTREPLY.

  • Replies are not supported:

    • If a client replies to the email, no ticket will be created.

2) Batch sending

  • Emails can be sent in batches (multiple users at once).

3) Email validation prompt (missing/invalid email)

  • If a user is selected who does not have a valid email on file, the system displays:

    • “User, XYZ, does not have a valid email on file”

  • Clicking OK closes the prompt.

  • The user must then manually uncheck the affected user(s) before continuing.

4) Confirmation prompt before sending (all emails valid)

  • When the user clicks “Generate and email the completed forms for 20XX”, and all selected accounts have valid emails, a confirmation prompt appears:

    • “Are you sure you want to send an email with the attachment for the year 20XX?”




  • Document Orders Module

We are pleased to introduce the new Document Orders functionality. This feature allows property managers to offer documents for purchase directly through managed properties, with automated payment processing and accounting integration.
This release simplifies document requests, automates billing, and ensures secure payments within a streamlined workflow.

 

Prerequisites

Before enabling Document Orders, the company must:
  • Be connected to Stripe (for payment processing).
  • Have an accounting system connected (currently supported: Xero and QuickBooks).
  • Validate the automatically configured tax rate.
    • The tax rate shown in settings will be the one applied to all document invoices.
This ensures that payments, taxes, and invoices are processed accurately and automatically.

 

How It Works

1. Configure Document Orders at the Company Level

A new section is now available:
Configuration → Document Orders
From this section, you can:
  • Create and manage documents available for order
  • Define delivery options for each document
  • Set pricing and processing delays

 

Document Setup

For each document, you can configure:
  • Delivery options
  • Price

 

Currently, pricing defined at this level applies to all properties.

 

2. Enable Document Orders at the Property Level

Once documents are created:
  • A new option appears in the managed property settings
  • Enable “Document Orders” for that property
  • Select which documents should be available for requests
Only selected documents will appear in the property’s request form.
This allows each property to control which documents are offered.

 

3. What Happens When a Request Is Submitted?

Once a requester submits a document order form:
  1. Payment is automatically charged to the requester’s credit card
  2. Funds are transferred directly to the manager’s Stripe account
  3. A $25 usage fee is automatically deducted by UpperBee
  4. A confirmation email is sent to the requester
  5. A request is automatically created in the system
  6. An invoice is automatically generated in the connected accounting system (Xero or Quickbooks)
No manual invoicing is required. No manual payment follow-up is necessary. Accounting reconciliation is significantly 
simplified.

 

Property-Specific Order Forms

Managers can create multiple document order forms, each assigned to a specific property.
Example:
  • Building A → Order Form with Pricing A
  • Building B → Order Form with Pricing B
This option is ideal when each property has a unique pricing structure.

 

Additional Configuration: Automatic Assignment of Document Orders

Managers can configure a default person responsible for handling document orders directly in the order form settings.
Once configured, every time a document is ordered, the request is automatically assigned to that person.
Benefits:
  • Reduces manual task assignment
  • Ensures document requests are always directed to the correct team member
  • Improves response time and workflow organization
This automation helps managers streamline document request processing and avoid delays or confusion about responsibility.

Benefits for Property Managers

Full Automation
  • Automatic payment collection
  • Automatic accounting entry
  • Automatic invoice creation
Secure and Reliable Payments
  • Payments processed through Stripe
  • Funds deposited directly into your account
Accounting Accuracy
  • Tax rate automatically applied
  • Invoice generated in Xero or Quickbooks
  • Reduced manual bookkeeping errors
Time Savings
  • No manual tracking of document payments
  • No need to manually create invoices
  • Requests are instantly created and tracked
Improved Cash Flow
  • Payment collected upfront
  • Immediate transfer to your Stripe account

Property-Level Document Availability

To provide greater flexibility and control, document availability is now managed directly at the property level.
Each property can independently choose which documents will be available for order.

How It Works

  • Documents and pricing are created at the company level in Document Orders.
  • In the property settings, enable the “Document Orders” option.
  • Select which documents should be available for that specific property.
  • Save the configuration.
Only the selected documents will appear in the order request form for that property.

Benefits

This simplified approach provides:
  • Greater control at the property level
  • Clear visibility of which documents are offered per building
  • Reduced configuration complexity
  • Consistent pricing management at the company level
  • Improved operational clarity
By allowing each property to choose its available documents, managers can tailor offerings per building while maintaining centralized pricing and full automation of payments and invoicing.

 

Summary

The new Document Orders feature enables property managers to:
  • Offer documents for online purchase
  • Automate payment processing
  • Automatically generate invoices
  • Reduce administrative workload
  • Improve financial tracking
  • Enhance the client experience



  • Annexe 6 Support 
We are please to announce the integration of Annexe 6 support in the lease management system.
Annexe 6 is an official form used to document modifications before the lease renewal period, and this integration formalizes the change that becomes part of the original lease agreement. 

 

How this helps:
  • Ensures legal compliance
  • Simplifies rent modifications
  • Protects both the landlord and the tenant
  • Saves time by elimination paperwork
  • Maintains records
 
What's New:
  • Added Annexe 6 template
  • Implemented fillable fields in the form for each option
  • Modified lease configurations to include Annexe 6
  • Enhanced lease workflow now due to incorporation of Annexe 6 
  • Form signing capabilities now enabled


  • Rental: Bulk Image Download and Delete


This release introduces a fully redesigned image management experience where property managers are no longer required to open each photo individually to download or delete it. 
 
What's New:
Bulk Download 
The system is now capable of bulk downloading selected images into a specific download location.

 

Bulk Delete
Bulk deletion now allows bulk removal of selected images. To prevent accidental loss of data, the system displays a confirmation dialog. Deletion only proceeds upon explicit confirmation.
Benefits:
  • Allows user to select as many images as needed in a single action
  • Allows download of an entire set of images
  • A confirmation dialog prevents accidental deletion, giving full control and confidence.



  • Mail Merge Template Editing via Syncfusion DOCX Editor

The mail merge process has been enhanced to allow template editing directly within the integrated Syncfusion DOCX Editor.
This improvement applies to:
  • The second step of the mail merge workflow, where users can modify the selected template
  • The Word template editing interface within the mail merge module

What’s New

Integrated DOCX Editor for Template Modification

Users can now edit Word templates directly inside the application using the embedded Syncfusion document editor, eliminating the need for external Word editing.
This enables:
  • Direct modification of mail merge templates
  • Real-time editing before generating documents
  • Improved workflow efficiency

 

Simplified Toolbar

The editor ribbon has been customized to retain only relevant formatting and mail merge functionalities.
The available tools include:
  • Text formatting
    • Bold
    • Italic
    • Underline
    • Headings (H1, H2, etc.)
  • Mail Merge tools
    • Insert Merge Field
      • Right-clicking on a merge field inserts it directly into the document
  • Table insertion
Additional non-essential Word features have been removed to simplify the interface and improve usability.

Benefits

  • Streamline the mail merge workflow
  • Reduce dependency on external Word editing
  • Provide a cleaner and more focused editing experience
  • Ensure users only access relevant tools for document customization

 

Impact

  • No impact on existing templates
  • No data structure changes
  • Backward compatible with current mail merge functionality





Improvements



Release Week 2026-02-21


New Features



  • Inline Calculator in Amount Fields

We are excited to introduce the Inline Calculator, a new productivity tool designed to streamline financial data entry for Property Managers and Accountants.

 

Feature Overview

You can now perform math directly within specified fields. Instead of reaching for an external calculator, simply type your math expression into the field, and the system will automatically compute the result for you.


How it Works

  • Input: Enter basic math using addition (+), subtraction (-), multiplication (*), division (/), and parentheses ( ) for grouping.
  • Trigger: The system calculates the total as soon as you press Enter, Tab out of the field, or click elsewhere.
  • Formatting: You can start your calculation with or without an = sign (e.g., both =100+25.50 and 100+25.50 work).
  • Validation: If an expression is invalid, the text will appear in blue, and the field will require correction before saving.

Key Benefits

  • Increased Speed: Save time by calculating shared expenses or proportions without switching apps.
  • Reduced Errors: Minimize manual transcription errors by letting the system handle the math.
  • Native Precision: Calculations automatically respect accounting rounding rules (typically 2 decimal places).
  • Clean Data: Only the final result is stored in your database and history logs, keeping your records tidy.



Improvements



Release Week 2026-02-27


New Features


Improvements