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Release notes for May 2026

Release Notes

First Week Of The Month


New Features


Addition of “Net Interfund FA Liquidity” Field


Net Interfund FA Liquidity“Total liquidity available to pay current expenses”

Benefits

  •  Improves accuracy of liquidity calculations for financial reporting 
  •  Aligns with CPA guidelines for attestation production 
  •  Provides clearer visibility into real available funds after interfund adjustments 

 

Where to Find It

To access it:

  1.  Navigate to Mail Merge
  2. Open a mail merge template or create one
  3.  Insert the new field Net Interfund FA Liquidity alongside existing liquidity fields 

How It Works

Net Interfund FA Liquidity = Total Bank + Interfund Receivables – Interfund Payables
“As of [date], the interim financial statements show a cash balance for the Administration Fund of [$ amount] (i.e., Total Bank + Interfund Receivables – Interfund Payables).”

What’s New / What’s Changed

  •  Added new calculated field: Net Interfund FA Liquidity
  •  Integrated this calculation into the attestation text (section 2.4) 
  •  Updated liquidity logic to comply with CPA attestation guidance 

Important Notes

  •  This change impacts attestation outputs and financial summaries 
  •  Values depend on accurate interfund receivable and payable data 
  •  Ensure underlying financial data is up to date for correct calculations 

Feature Request Form

Feature Request Form

Benefits:

  •  Streamlined way for users to submit feature requests 
  •  Automatic capture of user and context information 
  •  Improved visibility and prioritization through Jira integration 

 Where to Find It

To access it:

  1.  Navigate to "help" on the top right of the screen, then select "UpperBee's Whishlist"
  2.  Open the Feature Request Form 
  3.  The form will automatically reflect your current context (location)

How It Works:

  • The form is partially auto filled with user information: 
    •  Name 
    •  Email 
    •  Company 
    •  Location (based on where the user is in the application) 
  • Users must complete the required fields: 
    •  Goal or problem to solve 
    •  Who is affected and the impact 
  • Optional fields include: 
    •  Feature title 
    •  Proposed solution or idea 
    •  Supporting documents or screenshots 
  • Upon submission: 
    •  A Jira ticket is automatically created 
    •  All provided information and attachments are transferred 



Improvements

Change Period

New Feature


Overview


Benefits

Where to Find It


To access it:

  • Navigate to Fiscal Year settings
  • Select the last fiscal year period
  • Click the Edit End Date action (visible only on the last fiscal year)

How It Works


What's New / What's Changed:


Important Notes



Common Charges Export Now Includes Tax Breakdown

OverviewPast StateWhat's NewHow It WorksWhere to Find ItTo access it:BenefitsImportant Notes

Second Week Of The Month


New Features

Accounting Activity Dashboard


Accounting Activity Dashboard

Benefits

  •  Gain a centralized view of accounting activity across all properties 
  •  Monitor team performance by manager and individual employees 
  •  Identify trends and workload distribution with daily breakdowns 

 

Where to Find It

(adjust if needed based on your actual menu)

To access it:

  1.  Navigate to the Accounting module 
  2.  Open the Dashboard section 
  3.  Apply filters as needed (Property, Supervisor, Management Type, Date Range) 

How It Works

1. Overall View (Last 30 Days by Default)
  •  Closing Fiscal Year (Closed) 
  •  Document Reception (Completed) 
  •  Bank Reconciliations (Completed) 
  •  Notes / Requests (Answered or updated, minimum 10 characters) 

2. Overall by Manager
  •  Filter by date range (up to 90 days) 
  •  Search by employee name 
  •  Sort data by column (availability may vary) 
  •  View averages and progress indicators per category 
3. Daily Breakdown
  •  Data grouped in 5-day intervals 
  •  Graphical representation of activity per day 
  •  Totals calculated per category over the selected period 
  •  Sorting available by totals 

What’s New / What’s Changed

  •  New dashboard to track accounting operations across multiple categories 
  •  Drill-down capability from overall data to manager and employee levels 
  •  Introduction of daily activity tracking with visual graphs 
  •  Advanced filtering options (Property, Supervisor, Management Type, Date Range) 
  •  Search and sorting functionality for improved data analysis 
  •  Average calculations with visual progress indicators 

Important Notes

  •  Default view displays data from the last 30 days 
  •  Maximum date range for manager view is up to 90 days (subject to validation) 
  •  Sorting may not be available for all categories (e.g., Notes / Requests) 
  •  Notes / Requests require a minimum of 10 characters to be counted 


Improvements

Proxy Assigned Person Email Display

Overview

Past State

What’s New

How It Works

GivenToEmail

Where to Find It

  1.  Go to Communication
  2.  Select Meetings
  3.  Edit a meeting 
  4.  Generate the meeting notice 
  5.  Preview the notice 
  6.  Send by email 
  7.  Open the email 
  8.  Assign a proxy 

Benefits

  •  Improves legal verification of proxy assignments 
  •  Provides better visibility of assigned proxy information 
  •  Helps managers confirm the identity of the assigned person 

Screenshot


Third Week Of The Month


New Features


Service Review Dashboard

Overview

Past State

What’s New

  •  View client feedback statistics in a centralized dashboard 
  •  Filter results by property, supervisor/department, employee, and date range 
  •  Analyze feedback by specific survey questions (Q1/Q2) 
  •  View employee and building performance rankings 
  •  Access request type scoring and review breakdowns 
  •  Sort and paginate large result sets for easier analysis 

How It Works

Where to Find It

To access it:

  1.  Proceed to Company 
  2.  Navigate to Dashboards - Service Reviews Dashboard 
  3.  Apply filters or select review questions to analyze results 

Benefits

  •  Improved visibility into client satisfaction trends 
  •  Easier performance tracking for employees and buildings 
  •  Faster identification of service improvement opportunities 

Important Notes

  •  The default dashboard range displays data from the last 90 days. 
  •  Employee results dynamically update based on selected property and supervisor filters. 
  •  Pagination is automatically enabled for large result sets. 


Improvements

Feature update: Priority Filter Addition – Dashboard Requests

Past State

  •  Management Type 
  •  Department 
  •  Employee 
  •  Property 
  •  Supervisor 

What’s New

  •  P1 
  •  P2 
  •  P3 
  •  P4 

How It Works

  •  A new Priority filter is now available in Dashboard – Requests. 
  •  Users can select one or multiple priority levels. 
  •  Dashboard data and indicators will dynamically update based on the selected priorities. 
  • The new filter works alongside the existing filters: 
    •  Management Type 
    •  Department 
    •  Employee 
    •  Property 
    •  Supervisor 

Where to Find It

Dashboard → Requests

To access it:

  1.  Open the Dashboard module 
  2.  Navigate to the Requests section 
  3.  Use the new Priority filter available with the existing dashboard filters 

Benefits

  •  Improves visibility of urgent requests 
  •  Provides a more realistic operational overview 
  •  Helps reduce the impact of long-standing low-priority requests on dashboard metrics 

 

 

Important Notes

  •  By default, all priority levels remain selected unless filters are applied. 
  •  The Priority filter can be combined with all existing dashboard filters. 

Last Week Of The Month


New Features



UpperBee Pay : Bank Account Modification Restriction for Service-Linked Accounts

OverviewPast StateWhat's NewHow It WorksWhere to Find ItTo access it:BenefitsScreenshotImportant Notes


Cheque Specimen Validation on UpperBee Pay Onboarding

OverviewHow It WorksWhere to Find ItTo access it:BenefitsScreenshotImportant Notes

Rental Date Added to the Rental Report

How It WorksWhere to Find ItTo access it:BenefitsScreenshot

 

Important Notes


Improvements

Occupant Registry – Summary View & Enhanced Filters

Occupant Registrysummary view

Benefits:

  •  Improved visibility of occupancy status across properties 
  •  Faster identification of missing, pending, or expiring declarations 
  •  More efficient data analysis with enhanced filtering options 

 

Where to Find It

To access it:

  1.  Navigate to Administration
  2.  Select Leases and Declarations of Occupancy
  3.  Open the Occupant Registry page 

How It Works:

summary view grouped by property
  •  Total units 
  •  Owner-occupied units 
  •  Rented units 
  •  Other occupancy types 
declaration of occupancy statuses
  •  Approved 
  •  Pending 
  •  Rejected 
  •  Missing 
  •  Invalid term 
  •  Expiring within 30 days 
  •  No attachment 

What's New:

  •  Added summary view grouped by property
  • Enhanced filtering capabilities: 
    •  Property (multi-select) 
    •  Supervisor (multi-select) 
    •  Property Manager (multi-select) 
    •  Approvals toggle 
  •  Introduced detailed occupancy status tracking
  •  Improved visibility of data gaps and required actions

Important Notes:

  •  The Approvals filter behavior may depend on system configuration (document approval settings) 
  •  Performance may vary when applying multiple filters on large datasets


Service Satisfaction Survey Setting Moved to Company Configuration

Past StateWhat's NewHow It WorksWhere to Find ItTo access it:BenefitsScreenshotImportant Notes

Resident Move-Out and Reservation Description Field



Past State


What’s New

  •  A new optional description field has been added to resident move-out and reservation pages. 
  •  The field uses the same input type as the existing manager reservation description field. 
  •  The field is not mandatory. 
  •  If left empty, the request description will only contain the default system-generated message. 
  •  If residents enter text, the request description will include both the default message and the resident’s additional comments. 
  •  The field height has been optimized to be smaller than the manager reservation version for a more compact resident interface. 

How It Works

  •  If no text is entered, the system will generate the standard default request description. 
  •  If text is entered, the system will append the resident’s comments to the default description automatically. 

Where to Find It

  •  Resident Move-Out pages 
  •  Resident Reservation pages 
  1.  Navigate to the Resident Portal 
  2.  Open the Move-Out or Reservation section 
  3.  Create a new request and use the Description field if additional details are needed 

Benefits

  •  Improves communication between residents and property management 
  •  Allows residents to provide useful request context 
  •  Maintains a clean and compact interface while offering more flexibility 

Screenshot

Important Notes

  •  The description field is optional. 
  •  The system-generated default message will always remain included in the request description.

Rent Increase Calculator Removal (TAL)

Past StateWhat's NewHow It WorksWhere to Find ItTo access it:BenefitsImportant Notes