TOPS [ONE] Update

Posted on Jun 12, 2017 10:22:03 AM

The TOPS [ONE] development team is adding multiple new additions and updates to the platform today.

The following new releases will be live in TOPS [ONE] today. As a web-based product, there is no action for TOPS [ONE] users to take. Your TOPS [ONE] platform will automatically be updated in the cloud.

Here's what's new:


Activity Feeds

  • General
    • Fixed an issue where transactions with the same post dates on different pages would throw off the running balance


  • Global Search
    • Property account numbers are now visible when searching for properties / owners


  • Roles / Permissions
    • Increased detail on errors regarding permission and access. Specific permission should now display when user tries to access a restricted module or function



  • Hold AR Statement
    • Users can now stop an owner from receiving AR statements:



Accounts Receivable

  • Adjustments
    • The 'Adjustment Type' drop down has been moved to the top of the page to be in line with other selections:

    • Waive Charge will now longer allow a user to reduce a charge code (non-prepaid) balance below $0.00
  • Cash Receipts
    • Cash receipts, adjustments and backout payments can now be applied / run on all owner types instead of just the primary owner. These owners will have their own feeds and KPIs to reflect their personal balance
    • The cash receipt print out now has the correct batch post date at the top of the print out instead of today's date

  • Reserved Prepaid
    • Prepaid balances can now be reserved for specific charge codes via cash receipts, adjustments and beginning balance imports

  • Invoices and Statements
    • Owner statements can now be run for a single owner from the property profile, under the Actions menu. 'Print' will download a copy immediately to the local machine. 'Email' will send the statement to the primary email on file for the property. Both options will generate a document and activity feed item:

Accounts Payable

  • Enter Bills
    • Bills created via the 'Schedule and Accrue' option for automation can now be posted

  • Print Checks
    • The review page for printing checks will show the starting check number for each bank account involved in the batch


Work Order

  • Work Order Print Out
    • Main / Most recently added image will now display on the work order print out


  • Multiple Violations
    • Owners can now be assigned multiple violations with the same code



  • Aged Owner Balance
    • Continued improvement on report accuracy

  • Cash Receipt Deposit
    • Resolved an issue with incorrect check numbers displaying for checks in the same batch

  • Cash Receipt Journal
    • Miscellaneous cash receipts will now appear on under the 'Cash Receipts' section

  • Management Reports
    • The CCR, Service Request, and Work Order Reports now have an 'All Communities' selector
    • Added 'Closed Date' (when available) to management reports in the UI

  • Portfolio Reports
    • The Annual Meeting, Owner Communication Preferences, and Owners Summary reports have a list to select displayed owner types
  • Service Request
    • Added 'Job Location' to report

Owner Access

Owner Access Management

  • Community List
    • The list of available communities will no longer show deleted communities
    • Enable community toggle will be grayed out until the user chooses to edit option from the actions menu



Topics: Program Updates, TOPS [ONE]



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