Release Notes for 10.03h7

Released 1/11/2024


This release addresses bug fixes and includes enhancements to current features. Some changes you will notice:


Enhancement(s) 

  • 1096 report was updated for the new 2023 filing year for both the O280 and V280.
  • 1099 reports (O280 and V280) were updated to reflect the 'For calendar year' field as blank, as per the IRS form template released in January 2024. 
  • Upon Client submission of 1099 e-file(s), an email notification will be sent to 1099Fire so the vendor can more quickly execute their e-filing process with the IRS. 

 

Bug Correction

  • Adjusted web activity parameters so that NSF details do not impact other web activity items. This will result in fewer failed Web Activity executions.



Portal Updates

Released 1/25/2024


Enhancement(s) 

  • When accessing 'View Statement' in the Owner Portal, the date range will default to the current month. The 'Date From' will list the first day of the current month and the 'Date To' will list the current date. 
  • When Resident's work orders are moved to a 'Complete' status type, the Resident will continue to be able to see that work order from the Resident Portal.
  • When Users create work orders in the PropertyBoss program, they must select an 'Account' in order to create the work order.

 

Bug Correction

  • Users are now able to select a past date for 'Schedule Date' when entering a work order through the MaintTech Portal.
  • Users now have the ability to filter their work order list by the 'Assigned To' field.
  • Work orders marked with a 'Status' categorized with a 'Process Status' of 'Complete' will be prompted to enter completion date and completion comments before update can be saved in the MaintTech Portal.
  • Work orders created from the MaintTech Portal for a Lease 'Account' will now show a 'Contact' menu that will default to the Primary Contact on the Lease. Other contacts associated with the Lease are able to be selected. Contact list displays in alphabetic order for quick contact selection.
  • When downloading the Profit & Loss Statement to PDF from the Owner Portal, the document contains the requested data for the date range denoted.



Second Release for 10.03h7

Released 1/26/2024


Enhancement 

  • Users will now be able to interface PropertyBoss transactions to 2024 QuickBooks Desktop products.

 

Bug Corrections

  • Owner Transactions coded for Box 3 on the report will now have the dollar amounts populate in the 'Box 3 Calculated' column without Clients needing to log these amounts in the 'Box 3 Adjusted' column.
  • When Users remove an accounting file from the report dropdown menu, the 'Review Amounts' will window will return all desired transactions for Owners and Vendors, regardless of the accounting file associated with the Owner or Property.
  • When Users move through the Vendors 1099 wizard, the 'Review Amounts' window will now retrieve the amounts in a timely manner.