PropertyBoss

• 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.' 

• 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