Release Notes
First Week Of The Month
New Features
Rental of units, parking spaces, and lockers.
Overview
This release introduces three new export options in the Actions menu of the rental management module, designed to give property managers a clear, real-time view of unit, parking, and locker availability.
How It Works
The existing export has been renamed to 'Unit Rentals' for clarity. Two new exports have been added: 'Parking Rentals' and 'Locker Rentals'. Unlike the unit export, these two new reports ignore lease date logic — they reflect the current state of each spot or locker regardless of future reservation dates. A new Status column uses a four-state system to communicate availability at a glance, and a Reservation date column captures the upcoming reservation date when applicable.
Where to Find It
You can find this feature in: Rental Management page → Actions dropdown menu
To access it:
- Navigate to the rental management page for your property.
- Click the Actions button (pencil icon) at the top of the page.
- Select 'Unit Rentals', 'Parking Rentals', or 'Locker Rentals' from the dropdown.
- The export file will download automatically.
Benefits
- Instantly know which parking spots and lockers are currently free — no need to manually cross-reference reservation dates.
- The four-state Status column (Available, Reserved, Rented, Rented and Reserved) eliminates ambiguity about occupancy.
- The Reservation Date column makes upcoming turnovers visible at a glance, helping staff plan ahead.
Screenshot
Important Notes
For parking and locker exports, a spot marked 'Reserved 2026-06-01' in the date column will still show as 'Available' if it is not currently occupied. The exports always reflect today's actual state. The Reservation date column is only populated when the status is 'Reserved' or 'Rented and Reserved'
Rent History for Vacant Occupancy Reporting
This release introduces the Rent History feature, designed to preserve historical rent amounts for vacant assets and ensure accurate Occupancy and Vacancy reporting over time.
Past State
Previously, when a vacant lease was converted into a new active lease with a different rent amount, the previous “last rent” value was overwritten. This caused historical Occupancy and Vacancy reports to display incorrect rent amounts for past periods.
What’s New
With this release, a new Rent History section has been added to the edit page of rental property assets, including units, lockers, and parking spaces.
Users can now:
- Add historical rent entries with an effective date
- Maintain multiple rent records over time
- Preserve previous rent values even after lease updates or conversions
The Occupancy and Vacancy report now uses the correct historical rent value based on the reporting period.
Import/export functionality has also been enhanced with a new rent effective date column.
How It Works
Users can manually add rent history entries directly from the asset edit page by specifying:
- Effective Date
- Rent Amount
When generating Occupancy and Vacancy reports for vacant assets, the system automatically retrieves the correct historical rent based on the requested reporting period.
For imports and exports:
- The existing “Last Rent” field remains available
- A new “Rent Effective Date” column has been added to support updates and synchronization
Where to Find It
You can find this feature in: Property Assets > Edit Asset
To access it:
- Navigate to Property Assets
- Open a rental Unit, Locker, or Parking asset
- Scroll to the new “Rent History” section
Benefits
- Improves accuracy of Occupancy and Vacancy reports
- Preserves historical rent information over time
- Enables future reporting, KPI tracking, and analytics opportunities
Important Notes
- Rent History is only used when the asset is vacant.
- Historical entries should include accurate effective dates to ensure proper reporting results.
- Import templates now include an additional Rent Effective Date column.
Expense Type Description Configuration
This release introduces Expense Type Description Configuration, designed to allow managers to define custom descriptions for expense types at the building level and automatically populate those descriptions during invoicing.
Past State
Previously, managers could configure expense types for a building, but there was no way to associate a predefined description with each expense type. Users had to manually enter or copy descriptions each time an invoice or charge was created.
What’s New
With this release, managers can now configure a custom description for each expense type directly within the building configuration screen. These descriptions are automatically populated in the invoice description field when the corresponding expense type is selected during billing.
How It Works
- Managers configure expense types for a building.
- A new Description textarea is available beneath each expense type.
- Managers can enter and save a custom description for each expense type.
- When creating an invoice or charge, the system automatically retrieves the configured description and populates the invoice description field.
- Users can review and edit the description before finalizing the invoice if needed.
Where to Find It
You can find this feature in: Building Expense Configuration
To access it:
- Navigate to the Building Management section.
- Open the desired building configuration.
- Locate the Expense Types configuration area and enter a description beneath each expense type.
Benefits
- Reduces manual data entry during invoicing.
- Ensures consistency in expense descriptions across invoices.
- Improves efficiency and reduces the risk of user errors.
Important Notes
- Description fields are optional.
- Existing expense type configurations remain unchanged unless a description is added.
- Users can modify the auto-populated description during invoice creation if required.
Service Review Dashboard
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.
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.
Custom Homepage Tiles
This release introduces Custom Homepage Tiles, designed to allow Property Managers and authorized users to add up to three custom tiles to a property's homepage. These tiles can be configured with a custom title, destination URL, and visual representation, providing quick access to property-specific resources, websites, or internal pages.
How It Works
Property Managers can enable the Custom Homepage Tile feature within Property Home Page Settings. Once enabled, they can configure each tile by:
- Entering a title (up to 30 characters)
- Providing a destination URL
- Selecting a visual representation using:
- A predefined icon
- A predefined image
- A custom uploaded image
If a custom image is uploaded, it will override any selected default icon or image. Once configured and saved, the tile will appear on the homepage of the selected property and redirect users to the specified URL when clicked.
Where to Find It
Property Home Page Settings
To access it:
- Navigate to the desired Property.
- Open Property Home Page Settings.
- Locate the Custom Homepage Tiles section.
Past State
Previously, property homepages only displayed standard system tiles. Property Managers could not add custom shortcuts or links tailored to their property's specific needs.
What's New / What's Changed
- Added a new Custom Homepage Tiles section in Property Home Page Settings.
- Added the ability to enable or disable custom tiles per property.
- Added support for up to three custom tiles per property.
- Added custom title and URL configuration.
- Added support for selecting predefined icons and images.
- Added support for uploading custom tile images.
- Added a tile preview before saving.
- Added validation for required fields, invalid URLs, unsupported image formats, and image size limits.
Benefits
- Provide quick access to property-specific resources and information.
- Increase flexibility and customization of property homepages.
- Improve user experience by highlighting important links and destinations.
Important Notes
- Custom tiles are configured independently for each property.
- A valid URL and title are required before a tile can be saved.
- Uploaded images must not exceed 10 MB.
- If a custom image is uploaded, it will take precedence over any selected default icon or image.
- Custom tiles only appear when the feature is enabled.
Improvements
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Important Notes
This feature applies to the following screens: Purchase Orders, Invoices (both tabs), Special Charges, Journal Entries, and Leases. Filter persistence is scoped per screen — filters do not carry over between different list screens.
Save Filters on List Screens
This release introduces persistent list filters, designed to preserve the active filter state when a user navigates away from a list screen and returns to it.
Past State
Previously, when users applied a filter on a list screen to search for specific information, then clicked on a row to view details and navigated back, the filter was lost and the list reset to its unfiltered state — requiring users to re-apply the filter manually each time.
What's New
With this release, filters applied on list screens are now automatically saved. When a user clicks on a row and then returns to the list, the filter is restored and the list remains filtered exactly as the user left it.
How It Works
When a filter is applied on a supported list screen, the filter state is saved automatically. Upon returning to the list (e.g. after viewing a record detail), the saved filter is reloaded and the list is re-filtered accordingly. No manual action is required from the user.
Where to Find It
You can find this feature in: all major list screens within the property module.
To access it:
Navigate to any supported list screen (Purchase Orders, Invoices, Special Charges, Journal Entries, or Leases)
Apply one or more filters to the list
Click on any row to open its detail view
Navigate back to the list — the filter will be automatically restored
Benefits
Saves time by eliminating the need to re-apply filters after viewing a record
Improves navigation flow for users who frequently drill into records while filtering
Consistent behavior across all supported list screens
Screenshot
Important Notes
This feature applies to the following screens: Purchase Orders, Invoices (both tabs), Special Charges, Journal Entries, and Leases. Filter persistence is scoped per screen — filters do not carry over between different list screens.
Due Date Management for Invoices
This release introduces Due Date management for invoices, designed to improve invoice tracking, payment planning, and visibility of upcoming payment obligations throughout the platform.
Past State
Previously, invoices did not include a dedicated Due Date field. Users could not record, view, filter, or track invoice due dates within document reception, invoice management, payment workflows, or related notification emails.
What’s New
With this release:
- A new optional Due Date field has been added during document reception for invoices.
- Due dates are now displayed across invoice-related views and payment workflows.
- Users can sort invoice lists by Due Date.
- Due date information is included in invoice notification and reminder emails.
- Due dates can be modified after invoice creation when editing invoice details.
- A new Due Date search option has been added to payment lists.
How It Works
When receiving an invoice through the Document Reception module, users can optionally enter a Due Date.
Once saved, the Due Date is propagated throughout the system and displayed in the following locations:
- Invoice Details page (under the Date field).
- Invoice List (new Due Date column with sorting support).
- Document Submission Details (displayed in the information panel).
- Payment Creation page (new Due Date column in the invoices-to-pay table).
- Payment List (Due Date available in the "Search by Date" filter using the existing From/To date pickers).
- Pending Invoices Report email notifications.
- Payment Approval Reminder email notifications.
Where to Find It
You can find this feature in:
- Document Reception
- Invoice Details
- Invoice List
- Document Submission Details
- Payment Creation
- Payment List
- Invoice-related notification emails
To Access It
- Navigate to the Document Reception module.
- Create or review an invoice.
- Enter, view, modify, sort, or filter invoices using the Due Date field where applicable.
Benefits
- Improves visibility of invoice payment deadlines.
- Helps users prioritize and plan upcoming payments.
- Provides consistent due date information across invoices, payments, and notifications.
Screenshot
Important Notes
- The Due Date field is optional.
- This functionality applies to invoices.
- Existing date filters in the Payment List are reused when searching by Due Date; no additional filter controls were added.
Second Week Of The Month
New Features
Improvements
External Participant Notes Visibility & Privacy Controls
This release introduces enhanced Notes Visibility controls for external participants, ensuring that notes can only be viewed, replied to, and exported according to the permissions configured for each participant type.
The update applies across Work Items, communications, and export functionality to provide a consistent and secure note visibility experience throughout the platform.
Past State
Previously, note visibility behavior was not consistently enforced across all areas of the platform. External participants could encounter situations where note access did not fully align with configured visibility settings, particularly when viewing Work Items, replying to notes, or exporting requests.
This created potential privacy concerns and inconsistencies in how notes were presented to different participant types.
What's New
With this release:
- Notes visibility permissions are now consistently enforced across the platform.
- External participants can only view notes that are permitted by their visibility settings.
- External participants can only reply to notes they are authorized to access.
- Visibility behavior now applies to all supported participant types, including:
- Board Members
- Union Employees
- Owners
- Exported requests now respect note visibility permissions.
- Notes that are not accessible to a user will not appear in exported files.
- Privacy controls have been standardized across Work Items, Communications, and Request Exports.
- When note type selection is unavailable, users can only create or reply using a Restricted Note.
How It Works
When a user accesses notes within a Work Item, Communication record, or exported request, the system evaluates the visibility permissions configured for that participant.
The user can only:
- View notes they have permission to access.
- Reply to notes they are permitted to interact with.
- Export notes they are authorized to view.
For external participants, visibility is determined by their participant type and the associated Notes Visibility configuration.
If the note type selector is not available, any newly created note or reply will automatically be treated as a Restricted Note.
Where to Find It
You can find this feature in:
- Work Items
- Work Orders
- Communications
- Request Details
- Request Exports
- Board Configuration
- Employee Access Settings
To access it:
- Open a Work Item or Request.
- Add or manage an external participant (Board, Union Employee, or Owner).
- Configure Notes Visibility settings where applicable.
- View, reply to, or export notes.
- Verify that only authorized notes are displayed and available for interaction.
Benefits
- Stronger protection of private and sensitive information.
- Consistent note visibility behavior across all modules.
- Reduced risk of unauthorized access through exports or participant interactions.
- Better control over communications involving external participants.
- Improved compliance with privacy and access-control requirements.
Screenshot
Important Notes
This update affects all note visibility scenarios involving external participants.
Board Members, Union Employees, and Owners will only be able to view, reply to, and export notes according to the visibility permissions assigned to them. Any notes outside of their permitted visibility scope will remain hidden throughout the application, including exported documents.
Clear Custom Days
This release introduces the ability to clear all custom days from a calendar, designed to simplify calendar configuration and maintenance.
Past State
Previously, custom days could only be removed one at a time. When a calendar contained many custom days, removing them was a time-consuming and inconvenient process.
What’s New
With this release, users can now clear the entire list of custom days with a single action.
How It Works
A new Clear Custom Days action has been added to the Custom Days section on the calendar Create and Edit pages. When selected, a confirmation dialog appears. Upon confirmation, all custom days are removed from the list.
Where to Find It
You can find this feature in: Calendar > Create Calendar and Edit Calendar pages
To access it:
- Open the Create Calendar or Edit Calendar page.
- Navigate to the Custom Days section.
- Click Clear Custom Days and confirm the action.
Benefits
• Saves time when managing large numbers of custom days.
• Reduces repetitive manual deletions.
• Improves the overall user experience when configuring calendars.
Important Notes
• A confirmation popup is displayed before the custom days are removed.
• The action removes all custom days currently listed in the calendar.
Delete Calendar Events
This release introduces the ability to delete calendar events, designed to give authorized users more control over calendar management.
Past State
Previously, users could edit calendar events but could not delete them from the event edit page. Events that were no longer needed had to remain in the calendar.
What’s New
With this release, users with the Calendar.Approve permission can now delete events directly from the event edit page.
How It Works
A new Delete action has been added to the event edit page. Authorized users can select this action to permanently remove an event from the calendar.
Where to Find It
You can find this feature in: Calendar > Event Edit Page
To access it:
- Open the Calendar.
- Select an existing event from a non-booking calendar.
- Open the event edit page and click Delete.
Benefits
• Simplifies calendar maintenance.
• Allows authorized users to quickly remove unnecessary events.
• Improves overall calendar management efficiency.
Important Notes
• The Delete action is only available to users with the Calendar.Approve permission.
• This functionality is only available for events originating from calendars without reservations.
Third Week Of The Month
New Features
Improvements
Last Week Of The Month
New Features
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