TOPS [ONE] 3.2.0.3 Update

Posted on Jul 11, 2017 8:34:14 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:

General

System

  • Remove Transactions
    • Adding additional warnings and checks when removing transactions that could negatively affect account balances (e.g. removing bills before checks, removing owner payments before removing prepaid application)

Portfolio

Communities

  • Mailing Labels
    • Mailing labels can now be exported to excel:
      3.2.0.3LabelExport.png

Properties

  • Generate Statement
    • Generating a single statement for an owner will now correctly use the default Statement template

  • New Functionality: Remove Properties and Owners
    • Properties and their owners (Primary, Owner, Renter, Previous Owner, and Visitor) can now be removed if there is no existing financial history. The option is located in the actions menu of the property or owner's profile page:
      3.2.0.3RemoveProp1.png
      3.2.0.3RemoveProp2.png

Accounting

Accounts Receivable

  • Backout Payment
    • Resolved an issue when backing out multiple payments for the same owner

  • Invoices and Statements
    • Resolved several issues with balances and amount due figures appearing incorrectly
    • The batch PDF for statements is now sorted by owner last name

Accounts Payable

  • Vendors
    • Resolved an issue where deleted communities and their transactions were still being referenced on the vendor profile and activity feed

General Ledger

  • Account History
    • Account history now show a single column with an indication of credit or debit:
      3.2.0.3GLHistory.png

    • Violation fees will now display based on the date the action level was processed instead of the violation's original creation date
       
  • Budget
    • Import and export budget options have been added to the budget screen actions menu. Export will generate existing budget information to a CSV. That same file can be edited and imported to update budget information:
      3.2.0.3ImportExportBudget.png

Management

Violations

  • Document Generation
    • Increased error message specificity when violation letters would not generate
    • The 'Print' button on the violation batch review screen will no longer wait for all letters to generate before becoming available. It will create a document based on the available letters. Clicking 'Print' again will generate a new document with any newly completed letters

  • Violation Activity
    • Violations for communities that do not belong to the user's community list will no longer display when utilizing the 'All Communities' selector

Output

Packages

  • General
    • Resolved issue with Table of Contents order

Reports

  • General
    • AR reports will no longer show owners with a balance of $0.00

  • Annual Meeting
    • Fixed spacing on export when sorted by owner last name
  • Owner Balance
    • Credit balances will now also appear on the report exports
    • Increased report performance
  • Prepaid Owners
    • Resolved issues with sorting on owner name (A - Z and Z - A)

  • Service Request
    • Close dates will now appear on the report

  • Trial Balance
    • Resolved issue with column alignment on excel file export

  • Work Order
    • Resolved an issue where results were not properly filtered by the date range
    • Authorized and Assigned To data will now appear on report

 

 

Topics: Program Updates, TOPS [ONE]

 

 

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