Release Notes
First Week Of The Month
New Features
Addition of “Net Interfund FA Liquidity” Field
We introduced a new calculated field, Net Interfund FA Liquidity, designed to provide a more accurate representation of available liquidity for the Administration Fund (FA), in alignment with updated CPA guidance for attestation reporting.
This enhancement supports the calculation required for the section “Total liquidity available to pay current expenses” in financial attestations.
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
Mail Merge / Mail Merge Templates / Fields / "NET-LIQUIDITY-ADMIN-FUNDS"
To access it:
- Navigate to Mail Merge
- Open a mail merge template or create one
- Insert the new field Net Interfund FA Liquidity alongside existing liquidity fields
How It Works
The field is calculated as follows:
Net Interfund FA Liquidity = Total Bank + Interfund Receivables – Interfund Payables
This value is used in the attestation text to reflect available liquidity:
“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
We introduced the Feature Request Form, designed to allow users to submit ideas, improvements, or issues directly from within the application.
This form helps centralize user feedback and automatically sends requests to Jira for review and prioritization.
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
Accessible from the help section, selecting "UpperBee's Whishlist"
To access it:
- Navigate to "help" on the top right of the screen, then select "UpperBee's Whishlist"
- Open the Feature Request Form
- The form will automatically reflect your current context (location)
How It Works:
- The form is partially auto filled with user information:
- Name
- 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
Title of New Feature: Change Period - Fiscal Year Date Management
Overview
This release introduces the Change Period feature, designed to allow authorized users to adjust the start and end dates of fiscal year periods directly within the application.
Benefits
Modify the end date of the last fiscal year to align with your business calendar
First-year period allows start date adjustments for additional flexibility
Permission-based access ensures only authorized users can make date changes
Where to Find It
Available within Fiscal Year settings, on the last (non-closed) fiscal year period.
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
Users with Financial Statement Edit permission can change the end date of the last fiscal year to a valid future end-of-month date. The new date must be after the current start date, cannot be more than 2 years forward, and must not create a gap between fiscal years. If the same end date is submitted, no changes are applied. For the first fiscal year only, a start date change is also available. Middle fiscal years and closed fiscal years do not permit date changes. Note that transactions dated before a new start date will be blocked.
What's New / What's Changed:
Users can now modify fiscal year period dates with built-in validations to ensure continuity and data integrity across fiscal
years.
Important Notes
The Edit End Date action is hidden for non-last fiscal years, closed fiscal years, and users without FinancialStatement Edit permission.
Common Charges Export Now Includes Tax Breakdown
Overview
This release introduces an enhancement to the Budget Export function, designed to include complete tax and subtotal details in the exported Common Charges spreadsheet.
Past State
Previously, when users exported the budget from the Accounting/Budget module using the "Export Budget" dialog, the resulting spreadsheet only included line-item charges. The Subtotal, Taxes, and Total rows visible in the UI were absent from the export, requiring users to manually calculate or cross-reference these figures from the application screen.
What's New
With this release, the exported spreadsheet now includes the full financial summary rows — Subtotal, Taxes, and Total — matching exactly what is displayed in the Common Charges tab of the Accounting/Budget module.
How It Works
When a user exports the budget with "Include common charges" selected, the system now appends three summary rows at the bottom of the Common Charges section in the spreadsheet. These rows reflect the aggregated subtotal across all unit shares, the calculated tax amount, and the combined total, consistent with the on-screen values.
Where to Find It
You can find this feature in: Accounting / Budget → Common Charges Tab → Export Budget
To access it:
Navigate to Accounting/Budget
Select the Common Charges tab
Click "Export Budget"
Check "Include common charges" and click OK
Open the downloaded spreadsheet and scroll to the bottom to view the Subtotal, Taxes, and Total rows
Benefits
Eliminates the need to manually calculate tax totals outside the system
Ensures exported reports match on-screen data for audit and reconciliation purposes
Saves time for accounting staff preparing financial reports and statements
Screenshot
Important Notes
Existing exports generated prior to this release will not retroactively include the tax breakdown. Users should re-export any reports that require the complete summary figures.
Second Week Of The Month
New Features
Accounting Activity Dashboard
Overview
We’re pleased to introduce the Accounting Activity Dashboard, designed to provide clear visibility into accounting operations and team performance. This dashboard allows management to monitor activity across key accounting tasks, with the ability to drill down by manager and employee.
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
Accounting > Dashboard (adjust if needed based on your actual menu)
To access it:
- Navigate to the Accounting module
- Open the Dashboard section
- Apply filters as needed (Property, Supervisor, Management Type, Date Range)
How It Works
The dashboard provides three main levels of analysis:
1. Overall View (Last 30 Days by Default)
Displays total activity across all selected properties, including:
- Closing Fiscal Year (Closed)
- Document Reception (Completed)
- Bank Reconciliations (Completed)
- Notes / Requests (Answered or updated, minimum 10 characters)
Filters (Property, Supervisor, Management Type) apply to this view.
2. Overall by Manager
Allows deeper analysis of activity by manager and their teams:
- 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
Provides a detailed view of daily activity:
- 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
This release introduces an update to the proxy template, designed to help managers validate that the proxy has been assigned to the correct legal person.
Past State
Previously, when a proxy was assigned to an “Other” person, only the full name of the assigned individual appeared in the generated proxy document. The associated email address existed in the database but was not visible in the document.
What’s New
With this release, the email address of the assigned “Other” person is now displayed beside the full name in parentheses within the generated proxy document.
How It Works
When a proxy is assigned to an “Other” person and the proxy document is generated, the system retrieves the email address from the
GivenToEmail field and displays it beside the assigned person’s full name.Example:
- Johanne Jette (
example@email.com)
Where to Find It
You can find this feature in: Communication > Meetings
To access it:
- Go to Communication
- Select Meetings
- Edit a meeting
- Generate the meeting notice
- Preview the notice
- Send by email
- Open the email
- 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
This release introduces the Service Review Dashboard, designed to provide supervisors and managers with a centralized view of client satisfaction metrics related to closed tickets.
Past State
Previously, users had limited visibility into client feedback trends and performance metrics. Review data was not centralized, making it difficult to analyze employee, building, or request type performance efficiently.
What’s New
With this release, users can now:
- 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
The dashboard automatically displays feedback data from closed tickets for the last 90 days by default. Users can apply filters to narrow results and switch between question-specific metrics or combined survey results. Performance sections dynamically update based on selected filters and sorting preferences.
Where to Find It
You can find this feature in: Company - Dashboards - Service Reviews Dashboard
To access it:
- Proceed to Company
- Navigate to Dashboards - Service Reviews Dashboard
- 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
This release introduces a new Priority filter in the Dashboard – Requests module, designed to help users better analyze and manage request data based on request urgency levels (P1 to P4).
Past State
Previously, users could filter Dashboard – Requests data using the following filters:
- Management Type
- Department
- Employee
- Property
- Supervisor
However, requests were always displayed regardless of their assigned priority level. This could negatively impact dashboard indicators and operational visibility, since low-priority requests may remain open for extended periods without requiring immediate action.
What’s New
With this release, a new Priority filter has been added to the existing dashboard filters.
Users can now filter request data based on request priority levels:
- P1
- P2
- P3
- P4
This allows users to focus on higher-priority operational items and obtain a more accurate representation of active workload and urgency.
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
You can find this feature in:
Dashboard → Requests
To access it:
- Open the Dashboard module
- Navigate to the Requests section
- 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
Improvements
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