Release Notes for 10.03i1

Released 5/15/2024


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


Enhancements

  • When Resident Portal registrations stop at web activity for User review, the request contains information entered by the resident during the registration process. 
  • When creating a screening request from a Notebook, the 'Contact Type' appears next to the contact's name for ease of contact selection. 
  • QuickBooks Users: When transactions have been downloaded from PropertyBoss General Ledger to a local QuickBooks interface batch file, the completion messages show the file save pathway and states 'Transactions downloaded. Please use the PB Remote Utility to interface the transactions to QuickBooks.' 

 

Bug Corrections

  • The 'Show Percentage Column(s)' checkbox is selected for the O187 Property Profit and Loss report, the column calculates the percentage for the report period. 
  • If an eSign letter fails to send, the A112 Print Letter Log will reflect the failure. If sending the letter to a Prospect, the status doesn't change for the Prospect if a status change is defined for the Prospect Activity under Setup Preferences > Prospect CRM > Prospect Activities. 
  • Prospect activities relating to sending eSign documents also change the Prospect status, if activity is set to do so and different from the Prospect's current status. 
  • For Users with sufficient permissions, the fee structure linked to the Client's ePayment merchant account can be displayed by navigating to Setup Preferences > E-Payments > select the ePayment account > click 'Change Account' button > click the 'Setup' button next to a fee schedule > and click the 'Display ProPay Fee Structures' hyperlink. 



Portal Updates

Released 5/24/2024


 

Bug Corrections

  • Domestic one-time and recurring scheduled payments are limited to a 4-8 numeric billing zip code. Non-domestic entries are limited to alpha-numeric billing zip codes with no character length limit. 
  • Only inspections in a status category of 'New' or 'Web Request' display in the default view of inspections.