UpperBee updates and features : Nov. 13th, 2024

Voici les nouveautés et mises à jour, en vigueur dès le 13 novembre 2024.

TABLE OF CONTENT

• General
  • Journal entry improvements
  • Service requests improvements (Condo and Rental)
  • Deposit note added to deposit slip
  • Menu rearrangement
  • Fixes and minor additions
• UpperBee Condo
  • Improvements to the resident profile
• UpperBee Rental
  • Lease registry search filters
  • Lease renewal: notify surety of renewals
• UpperBee Manager
  • "Created by" notice added to purchase orders
  • Specific permissions created for positions management
  • Improvements to property damage section
  • Quickbooks and Xero integrations
  • Filters added to the Manager request page
  • Messages display improvement
  • Board/Owners submitted documents redirected into the document reception
  • Document Reception improvements

General

Journal entry improvements

1. Added functionality to add or create an account from the entry.
2. Added functionality to refresh the account selection dropdowns after the creation of a new account.
3. Reversing date removed in trial balance.
4. Recurrence removed for trial balance.
5. Trial balance's name is non-editable.
6. Filter per amount added in the journal entry list.
7. Minor display changes.

Service requests improvements (Condo and Rental)

The property's addresses are now visible in the "Change property" dropdown menu.

"Save and add new" option added to the requests.

Deposit note added to deposit slip

This option will allow, among other things, to list cash notes in the deposit and add them to the slip.

Menu rearrangement

• GENERAL becomes HOME.
• TECHNICAL becomes OPERATIONS.
• The CALENDARS have been moved under OPERATIONS.
• The PROPERTY DAMAGE FILES have been moved under OPERATIONS.

Fixes and minor additions

• Scrolling issue after changing an amount in a budget has been solved.
• The name of who adopts a budget is present in said budget.
• Status filter for bank transfers added in the functionality.
• UTC time zones added in different modules.
• Added possibility to document earned interests in an investment and new types added (Savings and Term deposits).
• Possibility to notify a resident when a payment is rejected by the bank.
• Possibility to delete in bulk the lines in the payment allocation when adding a new payment.
• The contact address in the platform invite is now the property's e-mail address instead of the support address.

UpperBee Condo

Improvements to the resident profile

Language preferences are available in the residents general info section, and the "General" section is now called "Registration".

UpperBee Rental

Lease registry search filters

Search filters to include/exclude vacant and archived leases added, as well as the possibility to select the lease statuses.

Lease renewal: notify surety of renewals

Once the renewal status is changed, it is possible to include the surety in the notified parties.

UpperBee Manager

"Created by" notice added to purchase orders

Also includes the creation date and time.

Specific permissions created for positions management

In order to allow more flexibility in this vast section, the ability to edit positions have been separated from the company's settings permissions.

Improvements to property damage section

Purchase orders linked to a property damage now display the mention of the linked category in the financial summary.

Sections and subsections added in the general display of property damage files.

Quickbooks and Xero integrations

The text field to select the bank account has been replaced with a drop-down menu with the bank accounts from the corporate accounting system.

Filters added to the Manager request page

To differentiate the requests from a managed property from the terminated contracts, a filter option has been added to include/exclude requests from terminated properties.

Messages display improvement

A filter has been added to the Messages page to search messages per date period. Also, to avoid any slowdowns when loading the often voluminous content of this section, the filter is set to the last 30 days by default.

Board/Owners submitted documents redirected into the document reception

To easily enable editing of the submitted documents, invoices and other documents submitted by the board or owners through the tool in their property's portal is sent to the document reception for completion before being sent for approval.

Document Reception improvements

1. Possibility to reassign the documents (individually or in bulk) added.
2. Last invoices from the supplier added to the display page.