Release Notes July 2026

First Week Of The Month

New Features

Improved Reservation Tax Calculation & Tax Configuration

 This release improves how taxes are managed for reservations by ensuring tax calculations use the correct financial configuration and by introducing support for Tax Inclusive and Tax Exclusive pricing.

Past State
 Previously, reservation taxes were calculated using the property's default tax configuration, which could result in incorrect tax amounts. Reservation settings also did not support choosing whether pricing was tax inclusive or tax exclusive, and tax information was not consistently displayed throughout the reservation process.

What's New

• Reservation taxes are now calculated using the tax configuration from the financial account associated with the reservation.
• Reservation settings now allow administrators to configure pricing as Tax Inclusive or Tax Exclusive.
• Reservation pages now clearly display applicable taxes based on the selected configuration.

How It Works
 When creating or managing reservation settings, administrators can specify whether reservation pricing includes taxes or if taxes should be added separately. During reservation creation and billing, the system automatically applies the tax configuration associated with the reservation's financial account, ensuring taxes are calculated and displayed accurately.

Where to Find It
 You can find this feature in:

• Reservation Settings
• Reservation Management

To access it:

1. Navigate to Reservations.
2. Open Reservation Settings to configure tax behavior.
3. Create or manage reservations to view the updated tax calculations and displayed tax amounts.

Benefits

• More accurate tax calculations based on the correct financial account.
• Greater flexibility with Tax Inclusive and Tax Exclusive pricing options.
• Improved transparency by displaying taxes consistently throughout the reservation process.

Important Notes

• Existing reservation tax calculations will now follow the tax configuration associated with the reservation's linked financial account rather than the property's default tax configuration.

Improvements

Rental Lead Audit History

Overview

This release introduces Rental Lead Audit History, designed to provide a complete audit trail for rental leads at both the Property and Company levels.

Past State

Previously, changes made to rental leads were not fully tracked. Administrators could not easily identify who created a rental lead, who modified it, which fields were changed, or how rental leads were linked to leases and rental inquiries over time.

What’s New

With this release, a comprehensive audit history is now available for rental leads.

The system now records:

• Who created the rental lead
• Who modified the rental lead
• Which fields were modified
• The previous and updated values for all tracked fields
• Changes to links between rental leads and leases
• Changes to links between rental leads and rental inquiries

How It Works

Every time a rental lead is created, updated, or its relationships are modified, the system automatically generates an audit entry. The audit mechanism follows the same audit model already used by other audited entities, such as Budget.cs.

Audit records are stored automatically and can be reviewed to understand the complete history of a rental lead and its related associations.

Where to Find It

You can find this feature in: Rental Leads (Property Level and Company Level)

To access it:

• Open the Property or Company module
• Navigate to Rental Leads
• Open a rental lead and view its Audit History

Benefits

• Improves traceability of all rental lead changes
• Simplifies troubleshooting and historical investigations
• Provides better accountability for user actions and relationship updates

Important Notes

• The audit functionality applies to both Property-level and Company-level rental leads.
• All rental lead fields are included in the audit history.
• Relationship changes with leases and rental inquiries are also audited.
• No additional microservice changes are required for this release.

Second Week Of The Month

New Features

Calendar Redesign

This release introduces a redesigned Calendar experience, designed to improve navigation, reservation management, calendar integrations, and overall usability across desktop and mobile devices.

Past State

Previously, users had limited navigation options, reservation actions were distributed across multiple areas, and viewing multiple reservations on the same date could be challenging. Calendar integrations with Outlook and Google were displayed in a list format, and the overall calendar experience was less intuitive.

What's New

With this release, the calendar has been redesigned with:

• Improved navigation behavior aligned with Microsoft Outlook standards.
• Enhanced responsive layout for different screen sizes.
• A centralized Action menu for reservation-related tasks.
• Outlook and Google Calendar integrations displayed as tiles instead of lists.
• Expandable views for dates containing multiple reservations.
• Reservation names displayed alongside calendar views.
• Improved reservation interactions, including hover and detailed views.
• A refreshed Agenda view.
• An enhanced Legend displaying reservation colors, icons, and names.

How It Works

Users can navigate through Day, Week, Month, and Agenda views using the calendar controls. Selecting a date from the mini-calendar updates the main calendar according to the active view mode. The new Action button provides quick access to reservation creation, calendar integrations, and printing options. Reservations can be expanded, hovered over for quick details, or opened for complete information.

Where to Find It

You can find this feature in: Reservations > Calendar

To access it:

1. Navigate to the Reservations module.
2. Open the Calendar page.
3. Select your preferred calendar view and begin managing reservations.

Benefits

• Improved navigation and calendar usability.
• Faster access to reservation-related actions.
• Better visibility of multiple reservations and calendar details.

Screenshots

Monthly view:

Daily view:

Weekly view:

Chronological view:

Mobile view:

Important Notes

• Outlook and Google Calendar integrations continue to use the existing synchronization process.
• Agenda functionality remains unchanged; only the visual design has been updated.
• Quarterly View may be available depending on configuration and implementation status.

Maintenance Log – Calendar Integration

This release introduces Maintenance Log Calendar Integration, designed to ensure that maintenance tasks created in the new Maintenance Log module are displayed in the Calendar.

Past State

Previously, tasks created in the new Maintenance Log did not appear in the Calendar. Users could only view maintenance tasks in the Calendar when they were created through the legacy Maintenance Log module.

What’s New

With this release, all tasks created from the new Maintenance Log are automatically displayed in the Calendar, providing the same behavior and visibility as the legacy module.

How It Works

When a maintenance task is created in the new Maintenance Log, the system automatically synchronizes the task with the Calendar. Scheduled and recurring maintenance tasks will now appear in the Calendar view and update according to their configured schedule.

Where to Find It

You can find this feature in: Maintenance Log and Calendar modules

To access it:

• Open the Maintenance Log module.
• Create a new maintenance task or edit an existing one.
• Open the Calendar to view the task.

Benefits

• Provides a complete calendar view of maintenance activities.
• Ensures consistent behavior between the legacy and new Maintenance Log modules.
• Improves planning and tracking of upcoming maintenance tasks.

Important Notes

• This update applies only to the new Maintenance Log module.
• Existing maintenance tasks created in the new module will now be visible in the Calendar once synchronized by the system.

Improvements

Third Week Of The Month

New Features

Lease Occupancy Date Management Improvements

Overview

This release introduces a major improvement to lease management by separating lease term dates from occupancy dates. This ensures that lease end dates remain accurate while occupancy changes are managed using arrival and departure dates.

Past State

Previously, ending a lease early (for example, due to an early departure, lease assignment, or rejected renewal) automatically modified the lease end date. This could lead to inaccurate historical data, reporting inconsistencies, and issues when managing lease statuses or creating subsequent leases.

What's New

With this release:

• Lease end dates remain unchanged except when a lease is officially renewed.
• Early departures, lease assignments, and rejected renewals now update the tenant's departure date instead of modifying the lease end date.
• Lease status (Active, Completed, etc.) is now determined using occupancy dates (arrival and departure dates).
• Overlapping lease terms are now allowed for the same unit, provided the occupancy periods do not overlap.
• Vacant leases are automatically created starting the day after the tenant's departure date.
• Conflict detection when creating new leases now validates occupancy periods instead of lease term dates.
• Several reports and pages have been updated to use occupancy dates for improved accuracy.
• Lease and unit lists have been visually enhanced to display occupancy dates.

How It Works

When a tenant leaves a unit before the contractual lease end date:

• The lease end date remains unchanged.
• The tenant's departure date records when they actually vacated the unit.
• Any new lease or vacant lease is created based on the departure date.
• The system uses arrival and departure dates to determine lease status and validate occupancy conflicts.
• Reports and dashboards now reflect the actual occupancy period while preserving the original lease contract information.

Where to Find It

You can find this feature in:

• Lease Management
• Unit Management
• Lease Reports
• Rent Summary
• Company Rental Calendar

To access it:

1. Open a property.
2. Navigate to the Lease Management section.
3. Create, modify, terminate, assign, or renew a lease.

Benefits

• Preserves accurate lease contract history.
• Improves reporting accuracy for occupancy and rental data.
• Provides more reliable lease status management and vacancy calculations.

Important Notes

• Lease end dates can now only change during a lease renewal.
• Arrival and departure dates are now mandatory for accurately managing lease status.
• Existing reports have been updated to use occupancy dates where appropriate.

Persistent Filters in Document Reception

This release introduces Persistent Filters for Document Reception, designed to improve efficiency by keeping users' filter selections saved and readily available when navigating throughout the application.

Past State

Previously, filter selections in Document Reception were reset when users refreshed the page, navigated away, or returned to the module. Users had to repeatedly re-enter the same filter criteria, resulting in additional time and effort when processing documents.

What’s New

With this release, the Document Reception filter panel is now always expanded and users' most recent filter selections are automatically saved and restored.

Filter preferences are stored individually for each user and company, ensuring that users only see their own saved filters and that filter settings do not carry over between companies.

How It Works

When a user applies filters in Document Reception, the system automatically remembers the selected values.

• The filter panel remains expanded by default.
• Filter selections are restored after page refreshes.
• Filter selections are restored when navigating away and returning to the page.
• Cleared filters remain cleared after refresh.
• Individual filter changes are preserved without affecting other active filters.
• Saved filters are unique to each user and company.

Where to Find It

You can find this feature in:

Document Reception

To access it:

1. Navigate to Document Reception.
2. Apply the desired filter criteria.
3. Continue working within the application—the filters will automatically be restored when you return.

Benefits

• Reduces repetitive data entry and saves time.
• Improves workflow efficiency when processing documents.
• Provides a personalized filtering experience for each user and company.

Important Notes

• Filter settings are saved separately for each user.
• Filter settings are saved separately for each company.
• Using Clear Filters removes saved filter values and restores the full document list.

Improvements

Scheduled Message Delivery Time

This release introduces configurable delivery times for scheduled message reminders, designed to prevent reminders from being sent at inconvenient hours.

Past State

Previously, scheduled message reminders were automatically sent at 3:00 AM, which resulted in complaints from residents. Administrators had no control over the delivery time.

What's New

With this release, scheduled message reminders are now sent at a more appropriate default time (7:00 AM), improving the experience for residents.

How It Works

When scheduling a message reminder, the system will automatically send it at 7:00 AM on the selected date instead of 3:00 AM.

Where to Find It

You can find this feature in: Communications > Messages

To access it:

1. Go to Communications.
2. Create or edit a scheduled message.
3. Schedule the reminder as usual.

Benefits

• Prevents residents from receiving notifications during the night.
• Reduces complaints related to reminder delivery times.
• Provides a more user-friendly communication experience.

Important Notes

This change applies to scheduled message reminders going forward.

Last Week Of The Month

New Features

Rental Inquiry Approval Status & Zapier Notifications

Overview

This release introduces Rental Inquiry Approval Management, allowing authorized users to approve or reject completed rental inquiries while automatically notifying external systems through Zapier whenever the approval status changes.

Past State

Previously, completed rental inquiries could not be formally approved or rejected within UpperBee. There was also no automated way to notify external systems when the status of a rental inquiry changed.

What’s New

With this release, authorized users can now approve or reject completed rental inquiries directly from the Rental Inquiry detail page.

The system records the approval status, the user who performed the action, the approval date, and the rejection reason when applicable. Approval information is also displayed in the Rental Inquiry list and timeline for improved visibility.

Additionally, organizations using Zapier integrations can now automatically receive notifications whenever a rental inquiry is 

Approved, Rejected, or Cancelled, allowing external workflows to stay synchronized with UpperBee.

How It Works

Once a rental inquiry has been completed, users with the appropriate permissions can choose to Approve or Reject it from the Rental Inquiry detail page.

• Selecting Approve requires confirmation before the status is updated.
• Selecting Reject prompts the user to enter a mandatory rejection reason.
• The approval activity is automatically added to the inquiry timeline, including:
  • Approval status
  • Date of the action
  • User who performed the action
  • Rejection reason (when applicable)

An Approval Status column has also been added to the Rental Inquiry list, making it easy to identify approved and rejected inquiries at a glance.

For organizations using Zapier, any approval status change (Approved, Rejected, or Cancelled) is automatically sent to subscribed workflows.

Where to Find It

You can find this feature in:

• Rental Inquiries
• Rental Inquiry Detail page
• Rental Inquiry List (Company and Property levels)

To access it:

1. Open a completed Rental Inquiry.
2. Select Approve or Reject from the available actions.
3. Confirm the action (and provide a rejection reason if rejecting).

Benefits

• Provides a formal approval workflow for completed rental inquiries.
• Improves visibility by displaying approval history and status throughout the application.
• Automatically synchronizes approval status changes with external systems through Zapier.

Important Notes

• Only users with the appropriate Manage Rental Inquiry permissions can approve or reject rental inquiries.
• Rejection requires a mandatory reason.
• Zapier notifications are only sent for rental inquiries associated with rental leads that have an External ID.

Electronic Lease Sent for Signature Trigger (Zapier)

Overview

This release introduces a new Zapier trigger for electronic leases sent for signature, designed to automatically notify external automation workflows when an electronic lease linked to a rental lead is sent for electronic signature.

Past State

Previously, there was no dedicated automation trigger for this step of the electronic lease process. External systems could not automatically react when a lease was sent for signature, requiring additional manual tracking or custom integration logic.

What’s New

With this release, a new trigger named External Rental Lead's Lease Sent For Signature Trigger has been added to the Zapier integration.

When an electronic lease associated with a rental lead containing an External ID is successfully sent for electronic signature, UpperBee now sends the event data to Zapier automatically.

The trigger includes:

• Rental lead external ID
• Status: SentForSignature
• Lease information (same structure as other lease-related triggers)

How It Works

• A rental lead must contain an External ID.
• An electronic lease is created and sent for electronic signature.
• After the signature request is successfully submitted, UpperBee publishes the event through the external automation service.
• Zapier receives the event and can trigger automated workflows based on the lease being sent for signature.

Where to Find It

You can find this feature in: Zapier Integration / External Automation Triggers

To access it:

• Open Zapier.
• Create or edit a Zap connected to UpperBee.
• Select the trigger External Rental Lead's Lease Sent For Signature Trigger.

Benefits

• Automatically launch workflows when a lease is sent for signature.
• Improve synchronization with external CRM, leasing, or notification systems.
• Reduce manual monitoring of electronic lease processing.

Important Notes

• The trigger is only sent for leases linked to a rental lead that has an External ID.
• Only one subscription is allowed per company for this trigger.
• Disabling the trigger in a published Zap automatically removes the subscription from UpperBee.

External Rental Lead’s Lease Cancelled Trigger

This release introduces the External Rental Lead’s Lease Cancelled Trigger, designed to notify external automation platforms such as Zapier when a lease associated with an external rental lead is cancelled.

Past State

Previously, Zapier integrations could receive updates for rental lead and lease status changes, but there was no dedicated trigger for lease cancellations. External systems could not automatically react when a lease linked to a rental lead with an external ID was cancelled.

What’s New

With this release, a new Zapier trigger has been added to receive lease cancellation events for rental leads that contain an external ID.

The new trigger:

• Subscribes at the company level.
• Sends lease data when the lease is cancelled.
• Includes the lease status Cancelled in the payload.
• Uses the same subscription and deletion workflow as existing external automation triggers.

How It Works

• A lease associated with a rental lead containing an external ID is cancelled.
• The cancellation event is triggered through TenancyService.Cancel().
• The event is published through the communication bus.
• The external automation handler sends the lease data to Zapier.
• Any subscribed Zap receives the lease information with the status Cancelled.

Where to Find It

You can find this feature in: Zapier Integration → Triggers

To access it:

• Open your Zapier integration.
• Add a new trigger.
• Select External Rental Lead’s Lease Cancelled Trigger.
• Choose the company to subscribe to.

Benefits

• Automatically notifies external systems when a lease is cancelled.
• Improves synchronization between UpperBee and third-party automation tools.
• Reduces manual follow-up and integration maintenance.

Important Notes

• The trigger is only sent when the lease is linked to a rental lead that has an External ID.
• The trigger uses the shared deletion endpoint for external automation subscriptions.
• Lease cancellation events are available in Zapier version 1.1.0 and later.

Lease Assigned to a New Tenant Trigger (Zapier)

This release introduces a new Zapier trigger for lease assignments to a new tenant, designed to automatically notify external automation workflows when a lease linked to a rental lead is assigned to another tenant.

Past State

Previously, there was no dedicated automation trigger for lease assignment events. External systems could not automatically react when a lease was transferred to a new tenant, requiring manual tracking or custom integration logic.

What’s New

With this release, a new trigger named External Rental Lead's Lease Assigned To New Tenant Trigger has been added to the Zapier integration.

When a lease associated with a rental lead containing an External ID is assigned to another tenant and the first step of the new lease is saved, UpperBee automatically sends the event data to Zapier.

The trigger includes:

• Rental lead external ID
• Information about the previous lease
• Information about the new lease

How It Works

• A rental lead must contain an External ID.
• A lease assignment process is initiated for another tenant.
• The new lease is created using the assignment information from the previous lease.
• When the first step of the new lease is successfully saved, UpperBee publishes the event through the external automation service.
• Zapier receives the event and can trigger automated workflows based on the lease assignment.

Where to Find It

You can find this feature in: Zapier Integration / External Automation Triggers

To access it:

• Open Zapier.
• Create or edit a Zap connected to UpperBee.
• Select the trigger External Rental Lead's Lease Assigned To New Tenant Trigger.

Benefits

• Automatically launch workflows when a lease is assigned to a new tenant.
• Improve synchronization with external CRM, leasing, or notification systems.
• Reduce manual monitoring of lease assignment processing.

Important Notes

• The trigger is sent only for leases linked to a rental lead that has an External ID.
• The event is triggered when the first step of the new lease is successfully saved.
• Only one subscription is allowed per company for this trigger.
• Disabling the trigger in a published Zap automatically removes the subscription from UpperBee.

Improvements