Release Notes for HERO Harmony

Release Notes for HERO Harmony

Following are the notes of new/added features in each major release. This list is a summary of features only, not a comprehensive version log with minor changes and bug fixes. New releases are automatically installed for all users, at no charge, on release day.

Release 10 is coming May 1, 2023

General/System-Wide

  • Added new themes and backgrounds
  • Added more quick launch processes
  • Improved recovery process for lost logins
  • Improved localization of foreign addresses relative to account address
  • Improved display of user authorizations enabled
  • Improved agreement configuration settings to more easily identify which agreement types a setting applies to
  • Introduced new checklist system†

Places

  • Introduced unit mandatory disclosure documents system for items like mandatory tenants bill of rights
  • Added services agreements list to service providers section of units and properties
  • Added experience ratings to units to better monitor the outcome of experiences between a prospect or occupant and their unit
  • Added unit rent comparisons for residential units including 2023 HUD Median and HUD FMR rents, and market position
  • Segmented unit data so that unit notes, documents, and experiences stay with the property manager under which they occured when the unit is transferred
  • Restructured season and rate tape chart for more compact view, map view, and display by name
  • Improved season and rate tape chart display of units unable to have reservations created
  • Improved rate check lookup for unit changes (to use same parameters for multiple units)
  • Improved inventory map so properties display property name with unit count

Accounting

  • Added 1042 tax statements as preview export and export files (forms and FIRE exports are not in valid 1042 format and contain warning)
  • Improved bulk processing of non-integrated pay ins (checks, cash, money orders, etc.) for receipts
  • Improved alerts on amounts that should never go negative, but can if payment was reversed and replacement was never collected
  • Improved formatting to avoid user-created issues not compliant with IRS preferences
  • Improved flow when paying invoices individually

CRM

  • Added warning when a template merge field requires its own block of space, rather than merging inline
  • Added more calculation merge fields to calculate dollar values in message templates for agreements
  • Enabled option to send occupant agreement forms and notices to the account
  • Enabled NotifyMe for commercial and storage units
  • Added wizard to mark stale place communications in bulk

Management

People

  • Added letter dividers to lists when sorted alphabetically
  • Added robust committee structure to associations
  • Added upcoming and overdue board meetings to dashboard people issues
  • Added consent authorization for inclusion in public/published directories
  • Added notifications when certain reports should be run based on intervals
  • Improved consent authorizations to better indicate and warn when system user is overriding person's opt-in

Agreements

  • Added option for recurring damage insurance/protection waivers on residential, storage, and commercial leases
  • Added services agreements list to service providers section of units and properties
  • Added configuration options to exclude unused components from all agreement types
  • Added minimum insurance requirement to all lease types to more easily identify out-of-compliance tenants
  • Added options for non-integrated insurance providers, and self-provided damage protection waivers
  • Added coloring of agreement form icons on summary to indicate those awaiting e-signature or e-signed, and additional information on agreements structured for e-signing
  • Added member architectural standards to community agreement
  • Added agreement merge field to calculate all overdue bills/charges (for delinquent notices)
  • Added agreement merge fields to display total taxes on agreement by tax type and sum of all taxes due on agreement
  • Expanded options and reports for trip/travel, renters, and damage insurance/protection waivers to provision insurance along with agreements
  • Changed date status labels on an upcoming agreement from Future to Upcoming to better differentiate agreement status from date status
  • Improved progress meter when updating large reports while previous report is still compiling
  • Implemented automatic foreign address reformat on agreement contact/forwarding address
  • Improved help on understanding entity domicile for legal agreements

Maintenance

  • Introduced architectural requests for association members
  • Added charts and graphs to maintenance reports for improved visualizations
  • Added configuration options to determine which items appear in maintenance lists
  • Added indicator to show the number of items attached to a maintenance issue
  • Added indicator to show when there is an unresolved work request where all work orders are finished
  • Improved flow of adding maintenance to end back where you started when adding maintenance from special lists
  • Improved counting of outstanding work permits in cases where item requiring permit was dropped

Reports

  • Added terminated agreements report with tracking of termination reasons
  • Added reports for all types of insurance on all agreement types where insurance can be provided
  • Added reports for all tax remittances on all agreement types that can be taxable
  • Added toggle on agreement account-occupant reports to switch between all units, vacant units, and occupied units
  • Added monthly communication rate to contact report to optimize touch points
  • Added warnings on security deposit report when security deposit held does not match agreement security deposit (e.g. deposit was increased but not collected)
  • Changed name of Completed Maintenance reports to Finished Maintenance to better reflect both maintenance completed, and resolved without work
  • Adjusted profile report to allow company owner, accountant, auditor, and attorney to download full TIN
  • Improved work order stage timeline on maintenance reports

Documents

  • Introduced unit mandatory disclosure documents system
  • Added coloring of agreement form icons on summary to indicate those awaiting e-signature or e-signed

Activities

  • Added new event types correlated with workflow actions
  • Added full display of unit on activities that are unit-related (showings, move-in/move-out, check-in/check-out, maintenance follow-ups)

Portals

  • Added option for custom fields to be completed in portal work requests, architectural requests, and violation reports
  • Added new structure for association board members
  • Improved speed loading messages list
  • Increased number of allowed preapproved payments on perpetual agreements to 60

Release 9 (December 1st, 2022)

General/System-Wide

  • Introduced smart sort and tag filtering for people lists
  • Improved UI for add, filter, search, show, and mode functions
  • Improved power searches
  • Improved internal management of dialog expansion
  • Added quarterly and semiannually recurring activities, invoices, charges, bills, and agreement intervals
  • Expanded options for creating users without pre-determined authorizations
  • Added all people and agreement types to import wizards, agent transfer wizard, and batch updates

Places

  • Added guidance for adding a property when it contains multiple physical addresses
  • Improved calculation of Average Daily Rate (ADR) on short-term rentals with incomplete base rates
  • Improved address matching for added units/properties
  • Removed option for active or inactive association unit, replaced with occupied
  • Restricted preferred vendors on a unit/property to only established vendors or system profiles
  • Modified units/properties hidden from public to permit private marketing functions
  • Adjusted unit summary to display actual rent instead of market rent after unit is made inactive (rented)
  • Added fusion process to allow adding unlimited identical (or very similar) units to a property in a single step

Accounting

  • Added configuration option for manual (non-integrated) payment processing
  • Added manual pay in options to dynamically calculate configured fees
  • Added quarterly and semiannually recurring invoices, charges, and bills
  • Added ability for management company to write themselves a $0.00 check
  • Added option to set an ACH convenience fee for owner and association payments
  • Added configuration option to allow account receipts to be posted to income (in addition to equity)
  • Added date filter for bank deposits list
  • Added warning before bulk paying invoice if any vendor/source is set to prefer ACH but their ACH is not properly configured
  • Added auto-detection of ACH payment method when one-time payee has ACH configured
  • Added display on consolidated pay out when a consolidated child pay out is reversed
  • Added dynamic source query of pay in details for supported integrated payment systems
  • Added fusion process to reverse a transfer on management bills paid to management company by transfer
  • Added dozens of warnings for unusual transactions, like trusted transfers out of non-trust account, or vendor payments out of security deposit account
  • Added configuration option to exclude occupants' prepaid rent from calculation of current balance due
  • Changed default when payee payments are on hold so they are not consolidated
  • Improved detection of transactions changed in another window or by another user while viewing a transaction
  • Improved detection of occupant equity changed in another window or by another user while performing a process that uses occupant equity
  • Improved balance bar for improved display of aggregate values and auto-update when values are changed in another window or by another user
  • Improved and expanded date calculations of recurring money events
  • Improved display and processing for single payment of all outstanding invoices for a vendor or source
  • Improved display of overpayments on receipts
  • Expanded pay in processing options to allow separate processing of fees where posted payment was previously processed without processing fees
  • Expanded reversal options for transfers and invoice discounts not yet paid out
  • Improved display of payments where payee did not pay on a specific charge or agreement
  • Grouped all occupant receipts to management company under master configuration setting with help
  • Restructured occupant dispositions to require selection of deposit or credit type to accommodate keeping different types of deposits and credits in different bank accounts
  • Modified send payments to always default to person's preferred method when set, and fallback from ACH to check if ACH is not properly configured

CRM

  • Added configuration option to include application link in prospect replies
  • Added routine to create message groups that include additional sub-groups
  • Added option to include board members or all members when selecting an association from a people select list
  • Imnproved view of prospect communications on a unit

Management

People

  • Added override option on a person's profile to temporarily prohibit all portal payments, even when payments are enabled
  • Added function to set portal payment prohibition when putting an occupant in collections or requiring certified funds
  • Added ACH settings to occupant profiles to allow disposition by ACH
  • Added warning when viewing/editing a person's profile when they are set to ACH but ACH is not properly set up
  • Added indicator when a person's consent authorizations are set by them, and not by you
  • Added option to sync changes on a person's profile to their related profile
  • Added display of a person's related profile contacts and animals
  • Added integrated option to generate random codes for a person's profile authorization
  • Improved display of change log
  • Improved visibility of warnings when a search includes results that cannot be displayed

Agreements

  • Added agreement move-ins, renewals, and expirations to Updates & Alerts (in addition to action boxes)
  • Added indicator on reservations missing cleaning work orders when configuration is set to automatically create
  • Added fusion process to change the management on a lease (e.g. your owner sells unit to another of your owners with tenant in place)
  • Added option to eliminate missing template popup when user does not plan to create a template
  • Added bill/statement fee option to leases
  • Added status of "Converted" for e-sign documents converted to wet ink signed before all e-signatures are received
  • Added configuration option to exclude all assocation elements from agreements, when none of your managed units are in an association
  • Added configuration option to automatically add new units to their property's management agreement
  • Improved instructions for insurance rate calcuation configuration
  • Simplified and improved help for e-signing with an authorized signature
  • Improved calculations and processing of automatic month-to-month renewals in 31 day months

Maintenance

  • Added indicator on maintenance items that are viewed for a person but are not on that person's agreement (e.g. work done for previous tenant)
  • Added warnings when adding maintenance on a unit/property that does not have a current agreement
  • Added option to automatically clear the completed date when changing the status of a completed work order (e.g. vendor reported complete, but it is not)
  • Improved processing and instructions for key management on occupant agreements
  • Expanded to allow key management from unit/property with primary but not current agreement, with warnings

Reports

  • Added commercial and storage lease issues to tenant concerns report
  • Added occupant violations to concerns report
  • Added option to set text size and continous display on vacancy reports
  • Added standard payee reports for vendor and source invoices/payments
  • Adjusted overdue charges and bills on concerns report to elevate to priority A when overdue amount exceeds $100
  • Changed standard occupant statement to show statement balance as final balance, rather than ending balance

Documents

  • Added configuration option to merge images preferring either inline images or links to images

Activities

  • Improved process and validation for configuring campaigns and projects

Applications

  • Added option to filter received applications by unit type
  • Added website integration so applications can be fully integrated into a HERO website
  • Added configuration of screening elements required by unit type
  • Added option to use configured tenant rate instead of application rate for convenience fees
  • Added option to automatically sync new tenant's animals from their application
  • Added indicator in application configuration for fields that will be used for payee settings

Portals

  • Added report filtering and viewing
  • Improved processing when a single tenant has multiple lease types (residential, storage, and/or commercial)
  • Improved UI to match recent updates in Harmony UI
  • Improved formatting of individual message view to better accommodate unusual message structures
  • Improved UI for searches and filters
  • Changed default to hide occupants' PII when owner is viewing their agreements
  • Removed payee wallet options when logged in as property manager

API

  • Expanded reports API to include statements for all people types

Beta Release 8 (July 1st, 2022)

General/System-Wide

  • Introduced full association/community management system
  • Introduced commercial property management system
  • Introduced storage property management system
  • Added Global Payments as integrated payment provider
  • Added metrics for company workload and efficiency, including per-user contributed hours
  • Improved loading/speed of dashboard action boxes

Places

  • Added inquiry check phrase to filter bot/inattentive inquiries
  • Added option for marketing highlights
  • Added public license/registration number for required public disclosures
  • Added unit analysis charts to properties
  • Added number of units, floors, and buildings in a property
  • Added dynamic sort to properties
  • Added ability to directly put a unit on the market when processing occupancy move-out
  • Added unit and property document repository for registration and compliance documents
  • Improved unit charts to display rent and sizes by scatter chart
  • Added display of units in property not assigned to property's management agreement, with one-click assignment
  • Added display of units in property not assigned to a property floorplan
  • Added property search to universal search
  • Added function to import from another HERO account, including Legacy

Accounting

  • Added option to manually create pay ins
  • Restructured pay ins to provide more summary information
  • Modified pay in void/destroy to optionally automatically refund payer
  • Improved processing on preapproved payment plans
  • Improved processing/automation for clearing pay ins, and option to treat pending as cleared (for non-trust accounting)
  • Added summary indicator when a person responsible for an unpaid charge has a preauthorized payment method
  • Added automated drop of preapproved and preauthorized payment methods when a card is canceled
  • Improved handling of merged currency fields
  • Added configuration option to enable or disable taxes by unit type
  • Added help for understanding bank account roles in chart of accounts
  • Added optional merge field on receipt messages to show remaining charges outstanding
  • Added optional merge field on charge messages for loginless one time payment

CRM

  • Added direct option to add an unit inquiry prospect to a campaign
  • Added additional smart merge fields for money messages
  • Added match analysis of inquiry check phrase

Management

People

  • Added types and stats for residential, storage, and commercial tenants
  • Added consent authorizations for people to receive official, tax, and financial records by email, where required
  • Added DNA registration information to occupant animals
  • Added board management/configuration to associations
  • Added non-occupant class to occupant profiles for authorized party that does not occupy the unit (to protect from implied tenancy)
  • Added option for tenant as association member for ROCs
  • Added function to import from another HERO account, including Legacy

Agreements

  • Added storage and commercial as allowed occupancy on management
  • Added third party guaranty to lease considerations
  • Added inline quantity/value reduction tracking in changing agreement fees
  • Added option for manager to terminate a preapproved payment plan

Maintenance

  • Added automatic fallback to company maintenance for places without an active account agreement
  • Added inheritance of work request location to work order

Documents

  • Added Official Record designation and indicator to documents
  • Added option to share account documents with corresponding occupants

Calendar

  • Added violation impact dates to calendar

Applications

  • Added separate application configuration for residential, storage, and commercial
  • Improved display of advanced options on question configuration
  • Added option to accept application payments by different methods

Portals

  • Improved display of portal payments
  • Added loginless pay one time charge

Beta Release 7 (March 1st, 2022)

General/System-Wide

  • Introduced key/access log system
  • Introduced violations system
  • Introduced RFQ system
  • Introduced work permit system
  • Added ability to predefine multiple regions under a single account
  • Added search caching to advanced searches
  • Improved time zone management for users who don't select a time zone
  • Improved navigation from action boxes and global searches
  • Standardized multiple data sets to ISO format

Places

  • Restructured system with places, which contain properties and units
  • Added ability to have a blanket management agreement on a property and all its units
  • Added ability to register and check out unit and property keys
  • Added ability to perform maintenance on a property not related to a unit
  • Added properties to agent transfer wizard
  • Add ability to track non-appliance unique equipment with warranties
  • Improved places map to show all units in their property as a single location
  • Improved NotifyMe zip code matching and state filtering
  • Improved places search when manually recording prospect inquiries
  • Modified agreement connection on a place to include non-current agreement

Accounting

  • Added tax configuration and processing to residential leases
  • Added ability to automatically recur split invoices
  • Added one-click resolution to refunded disbursements (failed ACH, lost checks, etc.)
  • Added optional automated messaging for bulk payments
  • Added optional automated messaging for charges and bills overdue
  • Added option on global charge/bill lists to toggle unpaid
  • Added default charge codes and posting rules for separate lease and reservation rent
  • Added default charge codes and posting rules for separate lease and reservation insurance
  • Added display of charges/balances/credits to reservation insurance report
  • Added automatic calculation for increasing residential lease deposits on renewal
  • Added generic payment methods of Credit Card and Digital Wallet
  • Added additional warnings when trying to use a bank account that is missing information
  • Added additional warning when paying a high dollar invoice to a one-time payee
  • Added inline view of a pay in creating a receipt
  • Added option to select management funds expense posting rule inline on receipts
  • Added currency flexibility
  • Improved messaging when a financial admin changes unlocked reconciled transaction resulting in unreconciling
  • Improved display and messaging on disbursements with a destroyed pay out
  • Improved automated releases on residential lease move-out
  • Improved processing of transfer funds and trusted transfer
  • Improved handling of asset and liability balances transferred between bank accounts
  • Improved loading of bank balances
  • Improved process of unlocking transactions
  • Improved 1099 handling to allow for generating up to 17k 1099s in each category at once

CRM

  • Added ability to configure custom message folders and default group
  • Added option to configure default filters
  • Added inline task management selection for inbound messages
  • Added delegation option to inbound messages
  • Added option to set a preferred header/footer for messages apart from documents and reports
  • Added rollup/down function when creating messages from a template
  • Added standard message templates for overdue charges and bills
  • Added per-company template image library
  • Added ability to create custom template groups
  • Improved compatibility of messages with dynamic style classes
  • Modified system default templates to be more generic to cover all lines of business

Management

People

  • Added custom tagging for each profile type
  • Added default profile photo/logo of person's intials in absence of a photo
  • Added additional missing taxpayer items to source concerns report
  • Added expired foreign taxpayer status to concerns report for owners, associations, vendors, and sources
  • Added individual name on all profiles, where profile name and contact name are different from inidividual name
  • Added indicator on owner anniversary where they have an annual performance bonus in their agreement
  • Added profile summary to top of maintenance, messages, documents, and activities to allow preview of person's full profile while processing item
  • Added configuration setting to disallow certain relationships (owner as guest, association member as tenant, etc.)
  • Modified display of experience rating to show Undetermined if no experience surveys have been recorded
  • Modified profile switch function where same person has multiple roles (association members as tenants, owners in guest rental pool, etc.)

Agreements

  • Introduced violations
  • Added configurable agreement summary block
  • Added option blocks to e-signing
  • Added numbering in addition to naming on agreement addendums when merging
  • Added prepaid rent required to residential lease agreements
  • Added post check routine for additional validation of newly created agreements
  • Added field pointer to agreements wizard for easier navigation
  • Added per-company template image library
  • Added ability to have a blanket management agreement on a property and all its units
  • Added custom merge rules for additional flexibility in creating conditional merge data
  • Added option to show/hide reservations without booking deposit due on reservation advanced search
  • Added option to turn off physical keys on leases for company who exclusively issue virtual keys
  • Improved agreement e-signing on mobile devices

Maintenance

  • Introduced key/access logs
  • Introduced quote requests (RFQs)
  • Introduced work permits
  • Added smart functionality to check out then in keys on work orders
  • Added time tracking to work orders to track minutes spent without job log entries
  • Improved work order stage visualizations including out of order dates
  • Improved process of adding work orders from work requests
  • Improved bulk print of work orders to allow up to 10k work orders per-print
  • Improved tracking for CAM work and invoices

Documents

  • Added per-company template image library
  • Added option to set a preferred header/footer for documents apart from messages and reports
  • Added ability to create custom template groups

Websites

  • Expanded system webgadgets, especially for those doing business internationally
  • Added configurable option to set email accounts to auto-purge oldest messages
  • Added option to always prefer form mail as HTML
  • Added thumbnail display of internally linked pages
  • Improved visual elements
  • Improved management of per-page meta descriptions
  • Improved email account warnings when approaching capacity
  • Improved security of default .htaccess
  • Improved ADA compliance in default settings and templates

Portals

  • Added loginless quote request (RFQ) functionality for vendor participation

API

  • Introduced API versioning to allow users to lock in to previous versions
  • Improved JSON results on complex result sets to match XML sets

Beta Release 6 (July 1st, 2021)

General/System-Wide

  • Modified UI:
    • Improved visual appearance
    • Improved display of items loading
    • Improved color indicator on custom colored items
    • Unified display of each person and agreement's type prefix, status, special type, and manager on all related items
  • Improved load time of all lists and action boxes
  • Improved print format for all printable items
  • Improved viewing of fingerprint data to verify identity when someone takes action outside of a login
  • Added demo set to start new accounts with demo people, listings, agreements, maintenance, and activities
  • Added ability to give names to custom header/cover and footer/final page templates
  • Changed alert icon count bubbles to show when alert count exceeds 99 items

Listings

  • Added batch update for certain listing fields
  • Added dwelling/property type composition to overview report
  • Added ability to create a new reservation directly from listing's calendar
  • Improved view of unit information and status in summary views of related items
  • Improved activity reports in short-term rentals to better display monthly averages and delta
  • Improved display of maintenance information and history on a listing
  • Added option to archive a property, or delete if it has no floorplans

Accounting

  • Introduced drafting pay ins on pre-approved payment arrangements
  • Added option to expand trusted agreements beyond those that share a common person
  • Resolved issues with viewing transactions performed as trusted transfers
  • Improved the Money View for vendors/sources
  • Added option to directly record a refund (overpayment/mistaken payment/inventory return) from any vendor or source
  • Added display of management fee notes and management bill calculation basis when adding management bills from occupancy agreement
  • Added nudge slider for check/deposit slip printing for non-standard printers
  • Modified account statements to display description and memo on detail format
  • Modified account statements to more clearly identify bills already paid
  • Modified account statements to include overdue bills greater than balance in header alert
  • Added configuration options in bill codes to exclude a specific bill code on statements
  • Added agreement status indicator to balance reports
  • Added option to include an unlimited number of work orders on a single invoice
  • Added option to calculate invoice due dates based on payee's default payment terms or company standards
  • Added warning icon when paying an invoice (from global invoice list) to a payee that does not have a preferred disbursement method set
  • Added warning on paying invoices to taxing authorities when account does not hold a sufficient balance of remitted taxes
  • Modified invoice voids to do one-pass void of all bills and detachment of all work orders
  • Improved load time on overdue invoice analysis
  • Added a recur day calculator for help determining recur intervals
  • Expanded commission payment reports to include actual fees billed compared to agreement fees to cover special exceptions
  • Expanded tax remittance reports to include property registration information
  • Improved warning when payer duplicates a check number in receipt
  • Improved messaging on NSFing/reversing a receipt that created related transactions
  • Added option to skip time-consuming balance recalculation on large reports

CRM

  • Introduced two-way 10DLC texting for text conversations sourced from any system actions or free-form text messages
  • Improved ability to see when a queued message is delivered while viewing summary list
  • Added configuration option to exclude specified email addresses and domains from matching when receiving messages from unmatched senders
  • Improved load time on message summary lists
  • Improved management of deleted message purge/restore
  • Removed option to cc/bcc group messages to prevent one address/phone number from getting a copy of each message sent

Management

People

  • Improved display of statistical delta for calculating company growth
  • Improved messaging on experience ratings and direction (increasing/decreasing experience ratings)
  • Improved display of people with expiring/expired items (like workers comp, foreign taxpayer W8, etc.) to more clearly indicate status on dashboard
  • Added default payment terms to vendor/source profiles
  • Added IRS-compliant filter to taxpayer name to avoid potential errors on 1099s

Agreements

  • Automated removal of system profile when initiating an agreement on a system profile and transitioning to a person
  • Modified reservation extensions to automatically calculate new taxes due
  • Added option to directly add new fees after extending a reservation
  • Added options to simplify reverting reservations checked-out in error
  • Improved explanation of process when adding loginless fields into merged data (see Portals)
  • Added loginless guest arrival/departure function, with option to queue arrival/departure reminders (see Portals)
  • Added option to email a rate check/quote to a prospect, and ability to easily retrieve saved quotes and proceed to reservation
  • Improved agreement searches when a unit's address/ID changes after agreement is established
  • Added option for admin to change agreement source after creation
  • Added option to select a non-standard status for a related person when processing an agreement change

Maintenance

  • Added indicator icons in summary list for financial details on work orders (limits, estimates, totals, and withhold starting date)
  • Added loginless work order complete function (see Portals)
  • Added option to view recent clean status history and override automated clean status on cleaning work orders
  • Added option to resolve work order without editing it in applicable conditions
  • Added warnings if Do Not Start Before date is set to be later than the date work is expected to start
  • Added warning bar on work orders created from an agreement when the agreement has an unexpected status relative to the work order
  • Added admin option to unassign or remove a work order from an invoice
  • Improved layout of open maintenance and closed maintenance reports

Documents

  • Improved management of deleted document purge/restore
  • Switched default internal view of PDFs to direct from preview

Activities

  • Added warning bar on activities created from an agreement when the agreement has an unexpected status relative to the activity

Calendar

  • Improved loading time of calendar
  • Added option to directly add a new activity during any time slot on calendar
  • Added option to dock or float calendar date/busyness header

Websites

  • Improved messaging for accessing website administration when domain is pending provisioning of secure certificate
  • Added view of website in action box to edit website

Portals

  • Added new loginless function for work order completion, allowing vendor to update work order status without logging into portal
  • Added new loginless function for guest arrival/departure, allowing guest to report arrival/departure without logging into portal
  • Added full GPS data tracking/fingerprint reporting for all applicable loginless functions
  • Added option to set custom information on loginless functions

Beta Release 5 (March 1st, 2021)

General/System-Wide

  • Introduced financial transaction strings
  • Introduced memo transactions
  • Expanded ability to more easily track and interact with sources (the people, companies, and campaigns that bring you business) and commissions.
  • Expanded process logging with improved AI to handle potentially duplicated processes
  • Improved dynamic processing status details on processes that take time
  • Improved login state when using multiple concurrent/duplicated windows/tabs
  • Improved selection/view of context-aware options on an item
  • Improved view of action boxes with priority coloring
  • Added system-wide prefixes on people and agreement IDs
  • Improved search and filter functions and speed

Listings

  • Improved listing views prior to editing
  • Added bedroom arrangements to short-term listings
  • Added manual distributions/exports to distribution history (for Facebook, Twitter, Craigslist, etc. exports)
  • Improved range-based filters on listing communications and reports
  • Added option to include current primary agreement details in listing inventory reports
  • Improved ability to preview a unit throughout the system

Accounting

  • Restructured transaction status limits views based on transaction strings
  • Added alerts when adding a transaction to a person with multiple agreement (ledger) options
  • Added preview report download of pending tax remittances
  • Improved issue notification and alerts on tax remittances
  • Expanded details displayed on customized allocation of tax remittances
  • Added option to set context-aware per-user filter preferences on transaction lists
  • Added configurable option to set preferred bank account default on company transactions
  • Improved messaging on prompts to apply open credits when open credits were held on non-default accounts
  • Improved partial deposit releases from different accounts
  • Added configurable option for items to include in statement balance bar
  • Improved view of maintenance withholds to include uninvoiced items with present, future, and excluded withholds
  • Added configurable option for default inclusion of positive, negative, and zero distributions
  • Added account type to ACH disbursements for non-demand destination bank accounts
  • Improved security deposit reporting to more easily reconcile partially released security deposits during open agreement
  • Improved handling of restricted characters in configurable account names

CRM

  • Added configurable option for a user's email "from" name to allow better marketing/positioning in sent emails

Management

People

  • Added money view to sources to track invoices from sources and payments to sources
  • Added configurable option on sources to designate if the source has been authorized to provide tenants or guests as external provider
  • Added agreements view to sources to view all agreements where a source is the external provider
  • Added pay to name separate from common name, default bill code, priority to pay, and consolidate limit exemption on source profiles
  • Expanded profile icon managing agent color throughout functions and reports

Agreements

  • Added discrete sources section to all agreements to better track various sources
  • Added quick add function to add a new source while adding an agreement
  • Added lease external application source for third-party tenant provisioning
  • Added agreement source and commissions as default report
  • Streamlined routine for adding multiple units to an agreement
  • Improved context-aware default sorts
  • Added loginless portal function for guests to add names to a reservation
  • Added loginless portal function for guests to accept, decline, or inquire about trip/travel insurance and damage waivers
  • Improved selections and displays to more efficiently manage trip/travel insurance and damage waivers
  • Added prompt to clear previous tax remittance complete status when extending a reservation to ensure tax difference is properly remitted
  • Added check of management bills when finalizing termination of reservation agreements
  • Improved allocation tracking to more accurately report on income when allocations are changed frequently
  • Added discrete revocable and irrevocable trust entity types on management agreements
  • Added option to adjust distribution and withhold settings while preparing management agreement ending/terminating
  • Added merge conditions for occupant agreement addendums/articles when management agreement either does or does not have power of attorney
  • Added display in summary when a lease has switched to a month-to-month renewal
  • Improved view of canceling/terminating/evicting agreements in insurance reports
  • Improved report layout of account-occupant agreements report to more easily charge vacancy/occupancy dependent fees
  • Added agreement manager (leasing, reservation, services/maintenance) to eligible merge fields

Maintenance

  • Added ability to begin withholding work order estimate or total on a future date
  • Improved ability for cleaning work orders to set unit status when unit has had no status history
  • Added work order external link as eligible merge field for emailed work orders (for links to procedures, instructions, checklists, product manuals, or warranties)

Beta Release 4 (December 1st, 2020)

General/System-Wide

  • Introduces tax management for accommodation, sales, and equipment taxes (non-excise taxes)
  • Added more search, sort, and filter options throughout the system
  • Added specific print format to items and lists for improved printing
  • Added configuration option to automatically assign managing agent of an agreement to either the manager of the person or the manager of the place, for cases where they differ
  • Expanded icon coloring by managing agent to more easily distinguish the managers of people, places, and agreements
  • Expanded and increased speed of global time and geography related components

Listings

  • Improved management and display for units with no bedrooms or bathrooms (campsites, RV sites, boat slips, etc.)
  • Added option to set missing key fee and access device fee per unit to override account setting
  • Added option to bulk re-process all listing photos with current logo stamp, watermark, and compression algorithms
  • Improved speed and filter options for schedule and rates
  • Expanded options for units that require multiple governmental/community registrations on a single address

Accounting

  • Added unavailable funds balance display for accounts, optional on statements
  • Added warning on recording duplicate invoice numbers from same vendor
  • Added configurable option to exclude booking deposits from balances
  • Added option to always allow trusted transfers when agreements share a common person
  • Added option for trusted transfers from company to management agreement
  • Added option to directly release partial deposits from occupant's Money view
  • Added option to reallocate taxes due to taxing authorities for agreements where partial taxes are collected and remitted externally
  • Added option to pay an occupant's charge or account's bill from management funds, rather than transferring funds
  • Added more filter options to global money views
  • Improved management/formatting of foreign/international addresses on printed checks, including for one-time payees
  • Added balance of management funds in trust to trust bank account balances summary
  • Added option to select source as an invoice payee for commission/co-broke payments
  • Improved display of warnings and alerts when paying owner distributions to more accurately reflect minor and major issues
  • Improved processing options of overpayments to equity
  • Improved visibilty of receipts that include charges posted to account and to management company
  • Improved configuration flexibility for non-trust accounting when advance payments, deposits, and taxes are released to account upon receipt
  • Enabled invoice discounts for both shared and individual invoices
  • Added option to exempt a specific vendor from global setting for consolidated items limit
  • Added option to change vendor default Money view
  • Added configurable options for display of zero balances
  • Added configurable option to automatically select zero distribution owners to receive a statement
  • Added configurable option to post transaction fees to trust account when batch processing credit card and online pay ins
  • Added deposit slip style of unlimited continuous for non-presented (electronic) deposits
  • Added configurable option for which money balances are displayed/hidden in user's portals
  • Added administrator option to reverse a reconciliation in same session
  • Added option to set individual bank accounts to use reconciliation format matching bank statement

Management

People

  • Added separate pay to name for vendors in cases where the vendor is referenced by a name other than who payments are issued to
  • Improved options to set domestic person as foreign taxpayer or foreign person as domestic taxpayer including tracking expirations of foreign taxpayer docs like W-8 ECI
  • Added option to pay a source directly, rather than requiring them to be entered as a vendor

Agreements

  • Added prompts and ability to directly adjust management bills when changing reservation dates and canceling reservations
  • Added ability to offer insurance and damage waivers with option to later accept and charge
  • Added configurable option to auto-calculate insurance commissions/net rates
  • Expanded insurance reporting and added provider-specific reports
  • Added ability to override configured calculations for calculated total rent and commissionable value
  • Added option to automatically include security, cleaning, and pet deposits in booking deposit calculation
  • Added advanced search for agreements by status, dates, etc.
  • Added function to show details when booking over top of a canceled reservation
  • Added indicator in reservation summary to show full/partial booking deposits collected
  • Added alert indicator in summary for reservations where guest checked themselves in or out, but property manager has not processed
  • Added display of vacancy fee established, for units with no occupancy during searched dates in account-occupant agreement report
  • Added custom configurable agreement report downloads

Maintenance

  • Improved management of unit status when completing and resolving work orders
  • Added batch processing for work order printing, re-assignment, and stage changes
  • Added advanced search for work orders by status, category, type, all work order dates, primary/secondary stage, etc.
  • Added display of next arrival/last departure to departure/arrival work orders
  • Added work coming due as an action box with configurable interval
  • Added configuration option to include/exclude uninvoiced work orders from distributions based on vendor estimates/totals

Beta Release 3 (July 5th, 2020)

General/System-Wide

  • Introduces vacation rental marketing, management, and reservations
  • Option to view/search items (maintenance, activities, documents, etc.) by serial number

Listings

  • Added property registration expiration date for units that require recurring registration with a government authority
  • Added insurance contact/policy and expiration date on individual units, allowing tracking of policies at the unit level where owners have multiple units
  • Added ability to view full agreement history on a listing
  • Added function to restore archived listings

Accounting

  • Automated posting account selection when paying management bills by transfer to management company from multiple owners with different posting rules
  • Added library of standard bank logos to select from in bank account configuration
  • Created default unique posting rules for charges for storage units, parking fees, and memberships

CRM

  • Added address checking and verification to prospect entry
  • Added option to hide entire containers in merged messages where merge field has no value

Management

People

  • Added option to set tenant's address as unit address during move-in process

Agreements

  • Made full agreement history viewable by non-admin users with edit privilege
  • Added option to specify a third-party leasing and reservation agent on occupant agreements
  • Added option to discard agreement in agreement creation wizard, removing all dependencies and assignments
  • Added inline option to upload power of attorney on agreements with limited or general POA
  • Added option to upload third-party/previously created agreement form as designated agreement form
  • Added bills, charges, and deposits as eligible merge fields on agreement forms to automatically include amounts due at set up on the signable agreement form
  • Added new reports for account-occupant agreement relationships, agreements open during period, agreements starting during period, and agreements ending during period
  • Added option for account agreement to select and indicate occupant agreement types allowed
  • Added configuration option to show/hide key agreement dates on calendar
  • Added action boxes for key agreement dates (like move-in, move-out, renewal, termination, etc.) on agreement list view
  • Added utlities cap, mandatory re-key fee, and allowed vehicles to lease agreements
  • Added "Quick Add" function to create new account and occupant profiles mid-stream during agreement creation
  • Added configurable termination codes to track the reasons for agreement ending (eviction, termination, non-renewal) by your own internal codes, as well as existing free form reason
  • Added background routine to force agreements to others mode when created in self-managed mode and global mode is subsequently changed

Maintenance

  • Added Code Compliance and Improvement categories to work orders
  • Added "Do not begin before" date to work orders

Beta Release 2 (March 26th, 2020)

General/System-Wide

  • Improved version caching for consistency in pushed updates
  • Improved time zone functions for users in regions with obscure time zone rules
  • Updated security algorithm for passwords and TINs
  • Added indicator in dashboard alerts to more easily differentiate items done by a user and done by AI
  • Improved response code clarity for failing API requests in open API

Listings

  • Improved photo processing for large batches of uploaded listing photos
  • Improved algorithm for determining photo order on listing distribution when batches of photos are deleted
  • Added routine maintenance items to automatically create work requests when routine maintenance comes due (filter replacement, fire extinguisher inspection, lawn service, pest control, etc.)
  • Added advanced recording/tracking of appliance warranties with inclusion in work order
  • Added tiny house options

Applications

  • Added automatic SSN formatting compliance checking per SSA parameters
  • Modified message on applications for pending listings to reflect regional variability in elegibility for a refund of application fees
  • Added option to send agent an email when application is started (and finished)

Inspections

  • Improved authorized user switching between Harmony reports and Harmony Inspections  

Accounting

  • Added option to skip late fees on weekend or halt late fees temporarily
  • Improved cache timing and wait message when printing a large number of checks at a time
  • Modified funds transfer rules to more easily distribute security deposits on management cancelation
  • Added configuration setting of pre-defined algorithms for the different types of monthly rent proration
  • Added configuration setting for invoice markups
  • Converted back-end processing of multi-pay functions to allow a virtually unlimited number of transactions to be payed in a single process (previous limit was ~300-600 transactions per process)
  • Added indicator to show when a charge/bill was added to a person on the agrement other than the person you are viewing
  • Improved indication of owners who have not selected a preferred statement format when processing owner distributions
  • Provided additional clarification on alerts when holding pre-paid advance rent for a tenant
  • Improved display of original work order when charging tenant maintenance co-pay on invoice

CRM

  • Added retry option on failed messages
  • Implemented updated inbound message processor
  • Added option to delete messages as spam when they are sent from someone other than a known profile
  • Added appointment confirmation messaging for scheduled items, with indicators to show confirmed appointments and reschedule requests on the scheduled item (workorder, activity, etc.) and calendar
  • Added experience survey messaging to send to a person after an interaction
  • Added ability to re-sort component elements in a campaign template

Management

People

  • Added function to copy existing profile contact to a new profile
  • Added optional auto-sort to custom vendor industry types and source types lists
  • Added configuration option to hide birthday/anniversary alerts (for those who don't like to celebrate)
  • Added experience score to each person to indicate their level of satisfaction with all experiences/interactions with you
  • Included vendor rating from experience surveys into vendor suitability score
  • Improved alert when vendor is foreign and will not be issued 1099
  • Added company IRS TCC for electronic filing
  • Added animal profiles to occupants to record and report on all animal information for pets and non-pets
  • Added vendor service zip codes, service area, and service conditions, restrictions, and terms, with automated comparison during work order assignment

Agreements

  • Added services agreement dates to calendar (auto/liability insurance expiration, certification expiration, license expiration, etc.)
  • Added highlighting to all expired agreement dates
  • Added tenant animals summary (from animal profiles) to lease on initial creation and subsequent view
  • Added merge for witness block on agreements requiring witness signature
  • Added self-managed mode where there is only one owner and all units are automatically added to a single management agreement
  • Expanded options for selecting third-party agreement templates from template libary

Activities

  • Improved view of showings so viewing any showing for a prospect from a unit shows all showings for that prospect, on all units
  • Added ability to re-sort component elements in a project template
  • Added ability to automatically recur appointments, events, and tasks
  • Added configurable custom fields

Maintenance

  • Added display of the account a unit is on for each work order
  • Added work order approval messaging and functionality for vendors to accept, decline, or request a change to assigned work orders
  • Added ability for owner to request a change to work when work order is set to client authorization required
  • Added validation/tracking to owner/vendor work order approval/acceptance or change requests to verify identity
  • Added display of routine maintenance items on a work order created from an automated routine maintenance request
  • Added configurable custom fields to work orders and work requests
  • Automated statistical calculation of vendor on-time and on-budget performance and corresponding suitability score
  • Added alternative processing for after-hours maintenance requests, with advanced schedule configuration