UpperBee updates : Feb 25th, 2025

Here is the list of updates and fixes, available on February 25th, 2025 at 6:00 PM.

TABLE OF CONTENT

• General (UpperBee Condo & Rental)
  • Advanced maintenance log
  • Bank direct debits and other payments received
  • Menus
  • Invoices & credits
  • Financial statements
  • Document library
  • Mail merge
• UpperBee Manager
  • Document reception
  • Rent roll
  • Cashable checks
• UpperBee Condo
  • Units registry
  • Budget

General (UpperBee Condo & Rental)

Advanced maintenance log

Visual improvement to the presentation of the tasks.

Import/Export added for the tasklist.

Bank direct debits and other payments received

Ability to remove a selection of accounts in the payment allocation.

Menus

To better personalize the drop-down to the client's needs, when favourites are added, only the favourites are included in the drop-down menu.

Visual improvements to the functionalities list with icons added to each functionality.

Invoices & credits

Option added to reply to everyone in a invoice note.

Capacity to add a single account multiple times when entering an invoice or credit note.

Financial statements

Receivables can now be linked to a specific fund or project to add the receivables with the appropriate fund or project in the balance sheet.

Document library

The tree structure navigation has been added.

Ability to download a folder in bulk added.

Mail merge

Hyperlinks added to redirect to the resident profiles, to facilitate the update of a resident's coordinates before sending a letter.

UpperBee Manager

Document reception

PDF conversion of an e-mail added to the forefront, in order to facilitate the incorporation of e-mails to the invoice attachments when particular instructions are given by a vendor, for example.

Ability to add an expense account as the vendor's default account when documenting an invoice.

Improvements to the statistics.

Rent roll

You can now send account statements to all tenants across all properties through the company's rent roll montoring system.

Cashable checks

Shortcut added to create a deposit with the cashable checks.

UpperBee Condo

Units registry

Visual improvements, and addition of the statistics to the side of the list of units. The statistics are collapsible.

Option added to indicate if a parking spot has an EV charger.

Budget

Unadopted budgets now synchronize with the net results of the previous financial year when displaying the data. To avoid any problematics in the system's reports, the option to remove an account used in the previous financial year has been removed.

Audit added on the following actions:

1. Creation of budget
2. Adoption of budget
3. Cancelling the adoption
4. Invoicing stopped
5. Modification of the assessment date
6. Modification of general info