Here is a resume of the upcoming updates to UpperBee.
New resident interface
We are proud to share a new evolution to UpperBee : a brand new desktop and mobile portal with a more user-friendly interface. This new version of the web portal will present the same information as before, but in a more visually pleasing and organized environment. The user experience will be bonified and managing requests and information will be much easier for the board and managers.
Find a pro : the reference for specialists of any kind
The residents (tenants, landlords and co-owners alike) will now have access to the UpperBee supplier catalog and benefit from exclusive promos for UpperBee users.
The UpperBee Experts network includes over 5,000 suppliers of all kinds. Window cleaners, handymen, painters, dog walkers, personal trainers, custodial services, and much more. It will now be easier for the residents to find suppliers and professionals through the UpperBee Experts network. Note that this feature will soon include complimentary services and offers exclusive to UpperBee users.
Don't worry, admins and managers, your tools are still easily accessible
From the new homepage, board members, landlords and managers will be able to access their management tools via the hamburger menu on the top right corner, and then with the option "Admin Portal" in said menu.
Other major updates
UpperBee Condo/Rental
Contracts registry : Excel export of active and/or terminated contracts.
"Country" drop-down menus: Canada and United States are, by default, on top of the list.
Financial periods: An alert will now be shown when you have two consecutive financial years open.
Invoices and credit notes: potential duplicate alert added to credit notes.
Deposits: confirmation numbers of the deposits are shown on the list.
Smart locker configuration: the generated API can now be saved for future use.
Supplier registry: visual update.
UpperBee Rental only
Units registry: fields added to the import/export.
- Name of the building
- # of rooms
- # of bedrooms
- # of
- Floor
- Electric meter #
- Gas meter #
- Intercom #
- Code for intercom
Leases registry: fields added to the import/export.
- Invoicing: Beginning date
- Invoicing: End date
- Invoicing: Frequency
- Invoicing: Period
- Invoicing: Account
- Invoicing: Amount
- Payment method
UpperBee Manager
Meetings: The administrative contact will receive a notification when all signing officers approved the minutes.
Property damage management: Possibility to link work orders, invoices, credit notes, payments and special charges to the financial summary of a disaster, and export the financial summary in an Excel format.
Financial summary of a property damage: Link a work order, payment, or special charge to the disaster upon creation.
Property damage files: Complete summary and Excel export available.
Invoice approval: work orders available for linking are displayed on the approval page.
Work orders: New option to include the equipment details to the work orders.
Work orders and financial statements: Icon displayed to indicate if there is an open work order linked to the expense account.
Navigate to a portal: searching by legal name enabled.
Management contracts: character limit to the notes extended to 2,000 characters.
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