Release week 2026-02-07

New Features

• Security Deposit for Reservations

What's New:

• Displays unit information
• Displays check in and checkout dates
• Breakdown section showing:
• Guest Charge
• Security Deposit
• Total Amount
• Transaction Notice

• Not Applicable
  • Deposit was never taken on the reservation.
• Deposit Not Refunded
• Deposit Refund Due
  • Reservation has been completed
  • Automatically changes from "Deposit Not Refunded" when the reservation end date passes
• Deposit Refunded
• Keep Deposit
  • Manager has decided to retain the deposit
• Partial Refund
  • Allows claiming only a certain amount

• Archive Multiple Documents

Overview

Details

• Multiple document selection is now supported.
• A new Archive option is available when multiple documents are selected.
• Users can archive multiple documents:
  • from the Document Reception page
  • from the Index page
• Archived documents are removed from the active list and can be accessed from the Archived section.

Benefits

• Faster document management.
• Fewer repetitive actions.
• Improved and more consistent user experience.

• Draft Message Visibility Update

Overview

What’s Changed

• Draft messages are now visible only to the user who created them.
• Drafts will no longer appear in the Draft folders of other managers, even if they are selected as recipients.
• Managers will only see messages once they are sent.

Benefits

• Saving a message creates a draft only in the creator’s Draft folder.
• Draft items are private and cannot be viewed by other users.
• Messages become visible to recipients only after being sent.

Improvements

• Recipient Information Tooltip

Overview

• Full name
• Email address
• Preferred language
• Associated unit(s)

• Copy recipient information to your clipboard
• Access the recipient’s profile via a direct link
• See whether the recipient is currently connected to the app (when available)

Benefits

• Hide Accounts Without Balance

Overview

Details

• Added a “Hide accounts without balance” filter.
• When enabled, accounts with a zero balance or no balance data are hidden.
• Accounts with a positive or negative balance remain visible.
• The filter can be toggled on or off at any time to display all accounts.

Benefits

• Improved readability of the account list.
• Reduced visual clutter.
• Faster and more efficient navigation
• 

• Time Zone Reservation

• Budget Screen – New Filters and Columns

• Added Management Type column to the Budget table
• Added Main Manager column to the Budget table
• Added filters for:
  • Management Type
  • Main Manager
• Budget data can now be filtered more efficiently directly from the screen

• Managers can now quickly filter, analyze, and export budget data by management type and main manager, improving visibility and decision-making.

• Rental Status Column and Lease Status Filter

What's New:

Benefits:

• Save time when managing multiple properties
• Quickly identify available units for prospective tenants
• Better visibility into current occupancy

How to Use:

• Navigate to Units page
• Locate the Status column in the table
• Use the Lease Status dropdown filter to show only relevant rental statuses
• Combine with other filters to show more refined searches

• Rental Calendar Improvements

Overview

• Added a filter by unit type (e.g. 1 1/2, 2 1/2, etc.).
• Display of the lease period for each unit, including start and end dates.
• Display of the rent amount ($) based on the unit’s last known rent.
• Display of the floor number when available.
• Display of current tenant information, including first name, last name, and phone number.
• Display of previous tenant information when a lease has ended.
• Ability to view and modify report groupings (e.g. group by unit type).
• The default calendar view is now set to list view.
• Improved export functionality to match exactly what is displayed on screen, with no duplicate columns.

Benefits

• Improved visibility of unit availability and lease information.
• Faster and more efficient data analysis.
• A more consistent and user-friendly experience.

Release Week 2026-02-14

New Features

• Sticky Pin Button for Quick Access

Overview

Features

• Added a sticky pin button visible on all backend pages.
• The button remains visible while scrolling and is positioned in the top-right corner of the screen.
• The pin becomes available when the top-of-page actions are no longer visible.
• Role-based pin display:
  • Orange for Property Managers
  • Green for Condo Owners
  • Blue for Rentals users
• Clicking the pin opens a contextual quick action menu including, depending on the page:
  • Quick Links
  • Actions
  • Create New
  • Filter
  • Settings
• The menu only displays options that exist on the current page.
• The menu closes when clicking or tapping anywhere outside of it (desktop and mobile).
• The pin does not resize and may overlay page content if needed.

Benefits

• Faster access to key actions without scrolling back to the top.
• Improved workflow efficiency.
• A more intuitive and consistent user experience.

• Email Home Support Tax Credit form 

You can now generate and email completed forms for a selected year (20XX) directly from the list, with clear validation and tracking to ensure emails are only sent to users with valid email addresses.

1) Outbound email behavior (no replies / no ticket creation)

• All emails are sent from DONOTREPLY.

• Replies are not supported:

  • If a client replies to the email, no ticket will be created.

2) Batch sending

• Emails can be sent in batches (multiple users at once).

3) Email validation prompt (missing/invalid email)

• If a user is selected who does not have a valid email on file, the system displays:

  • “User, XYZ, does not have a valid email on file”

• Clicking OK closes the prompt.

• The user must then manually uncheck the affected user(s) before continuing.

4) Confirmation prompt before sending (all emails valid)

• When the user clicks “Generate and email the completed forms for 20XX”, and all selected accounts have valid emails, a confirmation prompt appears:

  • “Are you sure you want to send an email with the attachment for the year 20XX?”

• Document Orders Module

Prerequisites

• Be connected to Stripe (for payment processing).
• Have an accounting system connected (currently supported: Xero and QuickBooks).
• Validate the automatically configured tax rate.
  • The tax rate shown in settings will be the one applied to all document invoices.

How It Works

1. Configure Document Orders at the Company Level

• Create and manage documents available for order
• Define delivery options for each document
• Set pricing and processing delays

Document Setup

• Delivery options
• Price

2. Enable Document Orders at the Property Level

• A new option appears in the managed property settings
• Enable “Document Orders” for that property
• Select which documents should be available for requests

3. What Happens When a Request Is Submitted?

1. Payment is automatically charged to the requester’s credit card
2. Funds are transferred directly to the manager’s Stripe account
3. A $25 usage fee is automatically deducted by UpperBee
4. A confirmation email is sent to the requester
5. A request is automatically created in the system
6. An invoice is automatically generated in the connected accounting system (Xero or Quickbooks)

Benefits for Property Managers

• Automatic payment collection
• Automatic accounting entry
• Automatic invoice creation

• Payments processed through Stripe
• Funds deposited directly into your account

• Tax rate automatically applied
• Invoice generated in Xero or Quickbooks
• Reduced manual bookkeeping errors

• No manual tracking of document payments
• No need to manually create invoices
• Requests are instantly created and tracked

• Payment collected upfront
• Immediate transfer to your Stripe account

Property-Level Document Availability

How It Works

• Documents and pricing are created at the company level in Document Orders.
• In the property settings, enable the “Document Orders” option.
• Select which documents should be available for that specific property.
• Save the configuration.

Benefits

• Greater control at the property level
• Clear visibility of which documents are offered per building
• Reduced configuration complexity
• Consistent pricing management at the company level
• Improved operational clarity

Summary

• Offer documents for online purchase
• Automate payment processing
• Automatically generate invoices
• Reduce administrative workload
• Improve financial tracking
• Enhance the client experience

• Annexe 6 Support 

• Ensures legal compliance
• Simplifies rent modifications
• Protects both the landlord and the tenant
• Saves time by elimination paperwork
• Maintains records

• Added Annexe 6 template
• Implemented fillable fields in the form for each option
• Modified lease configurations to include Annexe 6
• Enhanced lease workflow now due to incorporation of Annexe 6 
• Form signing capabilities now enabled

• Rental: Bulk Image Download and Delete

• Allows user to select as many images as needed in a single action
• Allows download of an entire set of images
• A confirmation dialog prevents accidental deletion, giving full control and confidence.

• Mail Merge Template Editing via Syncfusion DOCX Editor

• The second step of the mail merge workflow, where users can modify the selected template
• The Word template editing interface within the mail merge module

What’s New

Integrated DOCX Editor for Template Modification

• Direct modification of mail merge templates
• Real-time editing before generating documents
• Improved workflow efficiency

Simplified Toolbar

• Text formatting
  • Bold
  • Italic
  • Underline
  • Headings (H1, H2, etc.)
• Mail Merge tools
  • Insert Merge Field
    • Right-clicking on a merge field inserts it directly into the document
• Table insertion

Benefits

• Streamline the mail merge workflow
• Reduce dependency on external Word editing
• Provide a cleaner and more focused editing experience
• Ensure users only access relevant tools for document customization

Impact

• No impact on existing templates
• No data structure changes
• Backward compatible with current mail merge functionality

Improvements

Release Week 2026-02-21

New Features

Improvements

Release Week 2026-02-27

New Features

Improvements