Skip to content
English
Create a ticket
  • There are no suggestions because the search field is empty.

Release Notes June 2026

Release Notes June 2026

Modified on Tue, 30 Jun at 2:14 PM

Release Notes

First Week Of The Month


New Features


Rental of units, parking spaces, and lockers.

Overview

How It Works

Where to Find It

Rental Management page → Actions dropdown menu
  1. Navigate to the rental management page for your property.
  2. Click the Actions button (pencil icon) at the top of the page.
  3. Select 'Unit Rentals', 'Parking Rentals', or 'Locker Rentals' from the dropdown.
  4. 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



Rent History for Vacant Occupancy Reporting

Past State

What’s New

  •  Add historical rent entries with an effective date 
  •  Maintain multiple rent records over time 
  •  Preserve previous rent values even after lease updates or conversions 

How It Works

  •  Effective Date 
  •  Rent Amount 
  •  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

  1.  Navigate to Property Assets 
  2.  Open a rental Unit, Locker, or Parking asset 
  3.  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


Past State

What’s New

How It Works

  1. Managers configure expense types for a building.
  2. A new Description textarea is available beneath each expense type.
  3. Managers can enter and save a custom description for each expense type.
  4. When creating an invoice or charge, the system automatically retrieves the configured description and populates the invoice description field.
  5. Users can review and edit the description before finalizing the invoice if needed.

Where to Find It

  1. Navigate to the Building Management section.
  2. Open the desired building configuration.
  3. 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


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. 


Custom Homepage Tiles

Custom Homepage Tiles

How It Works

  • 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

Where to Find It

Property Home Page SettingsTo access it:
  1. Navigate to the desired Property.
  2. Open Property Home Page Settings.
  3. Locate the Custom Homepage Tiles section.

Past State

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


w

Important Notes

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

Due Date Management for Invoices


Past State

What’s New

  • 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

  1. Invoice Details page (under the Date field).
  2. Invoice List (new Due Date column with sorting support).
  3. Document Submission Details (displayed in the information panel).
  4. Payment Creation page (new Due Date column in the invoices-to-pay table).
  5. Payment List (Due Date available in the "Search by Date" filter using the existing From/To date pickers).
  6. Pending Invoices Report email notifications.
  7. Payment Approval Reminder email notifications.

Where to Find It

  • Document Reception
  • Invoice Details
  • Invoice List
  • Document Submission Details
  • Payment Creation
  • Payment List
  • Invoice-related notification emails

To Access It

  1. Navigate to the Document Reception module.
  2. Create or review an invoice.
  3. 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


Past State

What's New

  • 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

  • View notes they have permission to access.
  • Reply to notes they are permitted to interact with.
  • Export notes they are authorized to view.

Where to Find It

  • Work Items
  • Work Orders
  • Communications
  • Request Details
  • Request Exports
  • Board Configuration
  • Employee Access Settings
  1. Open a Work Item or Request.
  2. Add or manage an external participant (Board, Union Employee, or Owner).
  3. Configure Notes Visibility settings where applicable.
  4. View, reply to, or export notes.
  5. 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



Clear Custom Days

Past State

What’s New

How It Works

Where to Find It

To access it:

  1. Open the Create Calendar or Edit Calendar page.
  2. Navigate to the Custom Days section.
  3. Click Clear Custom Days and confirm the action.

Benefits

 

Important Notes


Delete Calendar Events

Past State

What’s New

How It Works

Where to Find It

To access it:

  1. Open the Calendar.
  2. Select an existing event from a non-booking calendar.
  3. Open the event edit page and click Delete.

Benefits

 

Important Notes

Third Week Of The Month


New Features




Improvements

Last Week Of The Month



New Features



Projected Units Tracking During Company Creation



What's New

  • A new Projected Units section has been added to the Company Creation page.
  • Administrators can now enter projected unit counts for:
    • Condo H (Horizontal)
    • Condo V (Vertical)
    • Rental
  • All three fields are now required during company creation (a value of 0 is accepted).
  • The Time Zone field no longer defaults to the first available option and now requires an explicit user selection.

How It Works

Where to Find It

Admin > Companies > Create Company
  1. Navigate to the Admin section.
  2. Select Companies.
  3. Click Create Company.

Benefits

  • Improves visibility into projected onboarding volumes.
  • Provides more accurate planning and tracking of company growth.
  • Reduces configuration errors by requiring explicit time zone selection.

Important Notes

  • Projected Unit fields are mandatory, but users may enter 0 when a unit type does not apply.
  • A Time Zone must be selected before a company can be created.

External Participant Notes Visibility & Privacy Controls

Past State

What's New

  • 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

  • View notes they have permission to access.
  • Reply to notes they are permitted to interact with.
  • Export notes they are authorized to view.

Where to Find It

  • Work Items
  • Work Orders
  • Communications
  • Request Details
  • Request Exports
  • Board Configuration
  • Employee Access Settings
To access it:
  1. Open a Work Item or Request.
  2. Add or manage an external participant (Board, Union Employee, or Owner).
  3. Configure Notes Visibility settings where applicable.
  4. View, reply to, or export notes.
  5. 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



Property Employee Report

Property Employee Report

How It Works:

  • Property
  • Username
  • Access Expired On
  • Roles

Where to Find It

Company → Administration → Property Employees

To Access It:

  1. Navigate to the Company section.
  2. Open the Administration Summary page.
  3. Select Property Employee Report.

Past State

What's New / What's Changed:

  • Added a new Property Employee Report page at the company level.
  • Added a shortcut to the report from the Administration Summary page.
  • Displays employee information including Property, Username, Access Expired On, and Roles.
  • Allows direct navigation to the employee management page by selecting a report row.

Benefits:

  • Provides a consolidated view of all property employees across managed syndicates.
  • Improves efficiency when locating employee access and role information.
  • Simplifies employee management through direct access to employee records.

 

Important Notes: