First Week Of The Month

New Features

Penalties Management Enhancement

Current Behavior

• To review penalties, employees must navigate individually into each portal: 
  • SDC Portal → Configuration → Penalties
•  To validate penalty details, employees must manually cross-check the applicable by-law in the By-laws registry. 
•  This process is time-consuming and requires multiple navigation steps. 

What’s New

1. By-law Visibility in Penalties

•  A new fieldis added to display: 
  •  The by-law associated with each penalty 
  •  A direct link to access the corresponding by-law 
•  This allows users to quickly validate the origin of a penalty without leaving the screen. 

2. Manager-Level Consolidated Report

•  A new report at the Manager level centralizes penalties across all portals. 
•  Each row represents a portal (property). 

•  Type of penalty 
•  Account on which penalties are calculated 
•  Fixed fee to bill 
•  Minimum balance from which penalties are applied 
•  Monthly interest rate 
•  Account where penalties are posted 
•  Applicable by-law 

3. Quick Access to Portal Configuration

•  Each row in the report includes a navigation arrow. 
•  Clicking the arrow redirects the user directly to the Penalties Configuration page of the selected portal. 
•  This enables faster edits without manual navigation. 

4. Edit & Export Improvements

•  The applicable by-lawis now included in: 
  •  Edit popup 
  •  Exported data 
•  In the edit popup, users can: 
  •  View the selected by-law 
  •  Access it directly via a clickable link
•  Export formatting has been improved (HTML rendering fixes).

Options to Charge Taxes at the Condo Level

Benefits:

• Greater billing accuracy: Taxes are applied only to the right units, at the right time, eliminating over- or under-charging errors.
• Flexible tax management: Different tax rates can be configured for different periods, accommodating changes in usage type or applicable legislation over time.
• Time savings for managers: Automatic end date calculation and migration behavior reduce manual data entry and the risk of configuration errors.
• Full audit trail: Historical taxable periods are preserved and cannot be deleted, ensuring compliance and traceability for accounting and reporting purposes.
• Scalable configuration: Tax settings can be managed at the individual unit level, making it easy to handle mixed-use buildings with varying tax obligations across units.

What's new:

• Tax management per unit: Property managers can assign a specific tax rate to each condo unit (e.g., Tax exempt, etc.).
• Taxable periods: Each unit supports multiple taxable periods, each defined by a start date, a tax rate, and an automatically calculated end date. This allows different tax rates to apply at different points in time.
• Add / Edit / Delete taxable periods: Managers can manage periods directly from the unit edit screen using simple modal dialogs.

Business rules:

• Default migration behavior: Units that already had a tax rate configured will automatically receive a taxable period from today → ∞ using their previously assigned rate.
• No duplicate consecutive rates: The system prevents creating two back-to-back periods with the same tax rate.
• Past periods are protected: A taxable period whose end date has already passed cannot be deleted, as it must be preserved for historical record-keeping.
• Automatic end date calculation: When a new period is added, the system automatically adjusts the end date of existing periods. If the new period starts after all existing ones, its end date is set to ∞. Otherwise, the preceding period's end date is set to the day before the new period begins.

Improvements

Merge Request Validation

•  The system now checks whether both requests belong to the same recipient (same unit and/or person). 
•  If the recipients are the same, the merge proceeds as usual. 
• If the recipients are different, a warning message is displayed:
  • “Are you sure you want to merge these requests? They belong to different recipients.”Yes → The merge proceeds. 
  • No → The action is canceled, and the user is returned to the previous screen. 

Second Week Of The Month

New Features

Improvements

Third Week Of The Month

New Features

Improvements

Last Week Of The Month

New Features

Improvements