Release Notes for HERO Harmony

Following are the notes of new/added features in each major release. This list is a summary of features only, not a comprehensive version log with minor changes and bug fixes.

Beta Release 5 (March 1st, 2021)

General/System-Wide

Introduced financial transaction strings
Introduced memo transactions
Expanded ability to more easily track and interact with sources (the people, companies, and campaigns that bring you business) and commissions.
Expanded process logging with improved AI to handle potentially duplicated processes
Improved dynamic processing status details on processes that take time
Improved login state when using multiple concurrent/duplicated windows/tabs
Improved selection/view of context-aware options on an item
Improved view of action boxes with priority coloring
Added system-wide prefixes on people and agreement IDs
Improved search and filter functions and speed

Listings

Improved listing views prior to editing
Added bedroom arrangements to short-term listings
Added manual distributions/exports to distribution history (for Facebook, Twitter, Craigslist, etc. exports)
Improved range-based filters on listing communications and reports
Added option to include current primary agreement details in listing inventory reports
Improved ability to preview a unit throughout the system

Accounting

Restructured transaction status limits views based on transaction strings
Added alerts when adding a transaction to a person with multiple agreement (ledger) options
Added preview report download of pending tax remittances
Improved issue notification and alerts on tax remittances
Expanded details displayed on customized allocation of tax remittances
Added option to set context-aware per-user filter preferences on transaction lists
Added configurable option to set preferred bank account default on company transactions
Improved messaging on prompts to apply open credits when open credits were held on non-default accounts
Improved partial deposit releases from different accounts
Added configurable option for items to include in statement balance bar
Improved view of maintenance withholds to include uninvoiced items with present, future, and excluded withholds
Added configurable option for default inclusion of positive, negative, and zero distributions
Added account type to ACH disbursements for non-demand destination bank accounts
Improved security deposit reporting to more easily reconcile partially released security deposits during open agreement
Improved handling of restricted characters in configurable account names

CRM

Added configurable option for a user's email "from" name to allow better marketing/positioning in sent emails

Management

People

Added money view to sources to track invoices from sources and payments to sources
Added configurable option on sources to designate if the source has been authorized to provide tenants or guests as external provider
Added agreements view to sources to view all agreements where a source is the external provider
Added pay to name separate from common name, default bill code, priority to pay, and consolidate limit exemption on source profiles
Expanded profile icon managing agent color throughout functions and reports

Agreements

Added discrete sources section to all agreements to better track various sources
Added quick add function to add a new source while adding an agreement
Added lease external application source for third-party tenant provisioning
Added agreement source and commissions as default report
Streamlined routine for adding multiple units to an agreement
Improved context-aware default sorts
Added loginless portal function for guests to add names to a reservation
Added loginless portal function for guests to accept, decline, or inquire about trip/travel insurance and damage waivers
Improved selections and displays to more efficiently manage trip/travel insurance and damage waivers
Added prompt to clear previous tax remittance complete status when extending a reservation to ensure tax difference is properly remitted
Added check of management bills when finalizing termination of reservation agreements
Improved allocation tracking to more accurately report on income when allocations are changed frequently
Added discrete revocable and irrevocable trust entity types on management agreements
Added option to adjust distribution and withhold settings while preparing management agreement ending/terminating
Added merge conditions for occupant agreement addendums/articles when management agreement either does or does not have power of attorney
Added display in summary when a lease has switched to a month-to-month renewal
Improved view of canceling/terminating/evicting agreements in insurance reports
Improved report layout of account-occupant agreements report to more easily charge vacancy/occupancy dependent fees
Added agreement manager (leasing, reservation, services/maintenance) to eligible merge fields

Maintenance

Added ability to begin withholding work order estimate or total on a future date
Improved ability for cleaning work orders to set unit status when unit has had no status history
Added work order external link as eligible merge field for emailed work orders (for links to procedures, instructions, checklists, product manuals, or warranties)

Beta Release 4 (December 1st, 2020)

General/System-Wide

Introduces tax management for accommodation, sales, and equipment taxes (non-excise taxes)
Added more search, sort, and filter options throughout the system
Added specific print format to items and lists for improved printing
Added configuration option to automatically assign managing agent of an agreement to either the manager of the person or the manager of the place, for cases where they differ
Expanded icon coloring by managing agent to more easily distinguish the managers of people, places, and agreements
Expanded and increased speed of global time and geography related components

Listings

Improved management and display for units with no bedrooms or bathrooms (campsites, RV sites, boat slips, etc.)
Added option to set missing key fee and access device fee per unit to override account setting
Added option to bulk re-process all listing photos with current logo stamp, watermark, and compression algorithms
Improved speed and filter options for schedule and rates
Expanded options for units that require multiple governmental/community registrations on a single address

Accounting

Added unavailable funds balance display for accounts, optional on statements
Added warning on recording duplicate invoice numbers from same vendor
Added configurable option to exclude booking deposits from balances
Added option to always allow trusted transfers when agreements share a common person
Added option for trusted transfers from company to management agreement
Added option to directly release partial deposits from occupant's Money view
Added option to reallocate taxes due to taxing authorities for agreements where partial taxes are collected and remitted externally
Added option to pay an occupant's charge or account's bill from management funds, rather than transferring funds
Added more filter options to global money views
Improved management/formatting of foreign/international addresses on printed checks, including for one-time payees
Added balance of management funds in trust to trust bank account balances summary
Added option to select source as an invoice payee for commission/co-broke payments
Improved display of warnings and alerts when paying owner distributions to more accurately reflect minor and major issues
Improved processing options of overpayments to equity
Improved visibilty of receipts that include charges posted to account and to management company
Improved configuration flexibility for non-trust accounting when advance payments, deposits, and taxes are released to account upon receipt
Enabled invoice discounts for both shared and individual invoices
Added option to exempt a specific vendor from global setting for consolidated items limit
Added option to change vendor default Money view
Added configurable options for display of zero balances
Added configurable option to automatically select zero distribution owners to receive a statement
Added configurable option to post transaction fees to trust account when batch processing credit card and online pay ins
Added deposit slip style of unlimited continuous for non-presented (electronic) deposits
Added configurable option for which money balances are displayed/hidden in user's portals
Added administrator option to reverse a reconciliation in same session
Added option to set individual bank accounts to use reconciliation format matching bank statement

Management

People

Added separate pay to name for vendors in cases where the vendor is referenced by a name other than who payments are issued to
Improved options to set domestic person as foreign taxpayer or foreign person as domestic taxpayer including tracking expirations of foreign taxpayer docs like W-8 ECI
Added option to pay a source directly, rather than requiring them to be entered as a vendor

Agreements

Added prompts and ability to directly adjust management bills when changing reservation dates and canceling reservations
Added ability to offer insurance and damage waivers with option to later accept and charge
Added configurable option to auto-calculate insurance commissions/net rates
Expanded insurance reporting and added provider-specific reports
Added ability to override configured calculations for calculated total rent and commissionable value
Added option to automatically include security, cleaning, and pet deposits in booking deposit calculation
Added advanced search for agreements by status, dates, etc.
Added function to show details when booking over top of a canceled reservation
Added indicator in reservation summary to show full/partial booking deposits collected
Added alert indicator in summary for reservations where guest checked themselves in or out, but property manager has not processed
Added display of vacancy fee established, for units with no occupancy during searched dates in account-occupant agreement report
Added custom configurable agreement report downloads

Maintenance

Improved management of unit status when completing and resolving work orders
Added batch processing for work order printing, re-assignment, and stage changes
Added advanced search for work orders by status, category, type, all work order dates, primary/secondary stage, etc.
Added display of next arrival/last departure to departure/arrival work orders
Added work coming due as an action box with configurable interval
Added configuration option to include/exclude uninvoiced work orders from distributions based on vendor estimates/totals

Beta Release 3 (July 5th, 2020)

General/System-Wide

Introduces vacation rental marketing, management, and reservations
Option to view/search items (maintenance, activities, documents, etc.) by serial number

Listings

Added property registration expiration date for units that require recurring registration with a government authority
Added insurance contact/policy and expiration date on individual units, allowing tracking of policies at the unit level where owners have multiple units
Added ability to view full agreement history on a listing
Added function to restore archived listings

Accounting

Automated posting account selection when paying management bills by transfer to management company from multiple owners with different posting rules
Added library of standard bank logos to select from in bank account configuration
Created default unique posting rules for charges for storage units, parking fees, and memberships

CRM

Added address checking and verification to prospect entry
Added option to hide entire containers in merged messages where merge field has no value

Management

People

Added option to set tenant's address as unit address during move-in process

Agreements

Made full agreement history viewable by non-admin users with edit privilege
Added option to specify a third-party leasing and reservation agent on occupant agreements
Added option to discard agreement in agreement creation wizard, removing all dependencies and assignments
Added inline option to upload power of attorney on agreements with limited or general POA
Added option to upload third-party/previously created agreement form as designated agreement form
Added bills, charges, and deposits as eligible merge fields on agreement forms to automatically include amounts due at set up on the signable agreement form
Added new reports for account-occupant agreement relationships, agreements open during period, agreements starting during period, and agreements ending during period
Added option for account agreement to select and indicate occupant agreement types allowed
Added configuration option to show/hide key agreement dates on calendar
Added action boxes for key agreement dates (like move-in, move-out, renewal, termination, etc.) on agreement list view
Added utlities cap, mandatory re-key fee, and allowed vehicles to lease agreements
Added "Quick Add" function to create new account and occupant profiles mid-stream during agreement creation
Added configurable termination codes to track the reasons for agreement ending (eviction, termination, non-renewal) by your own internal codes, as well as existing free form reason
Added background routine to force agreements to others mode when created in self-managed mode and global mode is subsequently changed

Maintenance

Added Code Compliance and Improvement categories to work orders
Added "Do not begin before" date to work orders

Beta Release 2 (March 26th, 2020)

General/System-Wide

Improved version caching for consistency in pushed updates
Improved time zone functions for users in regions with obscure time zone rules
Updated security algorithm for passwords and TINs
Added indicator in dashboard alerts to more easily differentiate items done by a user and done by AI
Improved response code clarity for failing API requests in open API

Listings

Improved photo processing for large batches of uploaded listing photos
Improved algorithm for determining photo order on listing distribution when batches of photos are deleted
Added routine maintenance items to automatically create work requests when routine maintenance comes due (filter replacement, fire extinguisher inspection, lawn service, pest control, etc.)
Added advanced recording/tracking of appliance warranties with inclusion in work order
Added tiny house options

Applications

Added automatic SSN formatting compliance checking per SSA parameters
Modified message on applications for pending listings to reflect regional variability in elegibility for a refund of application fees
Added option to send agent an email when application is started (and finished)

Inspections

Improved authorized user switching between Harmony reports and Harmony Inspections

Accounting

Added option to skip late fees on weekend or halt late fees temporarily
Improved cache timing and wait message when printing a large number of checks at a time
Modified funds transfer rules to more easily distribute security deposits on management cancelation
Added configuration setting of pre-defined algorithms for the different types of monthly rent proration
Added configuration setting for invoice markups
Converted back-end processing of multi-pay functions to allow a virtually unlimited number of transactions to be payed in a single process (previous limit was ~300-600 transactions per process)
Added indicator to show when a charge/bill was added to a person on the agrement other than the person you are viewing
Improved indication of owners who have not selected a preferred statement format when processing owner distributions
Provided additional clarification on alerts when holding pre-paid advance rent for a tenant
Improved display of original work order when charging tenant maintenance co-pay on invoice

CRM

Added retry option on failed messages
Implemented updated inbound message processor
Added option to delete messages as spam when they are sent from someone other than a known profile
Added appointment confirmation messaging for scheduled items, with indicators to show confirmed appointments and reschedule requests on the scheduled item (workorder, activity, etc.) and calendar
Added experience survey messaging to send to a person after an interaction
Added ability to re-sort component elements in a campaign template

Management

People

Added function to copy existing profile contact to a new profile
Added optional auto-sort to custom vendor industry types and source types lists
Added configuration option to hide birthday/anniversary alerts (for those who don't like to celebrate)
Added experience score to each person to indicate their level of satisfaction with all experiences/interactions with you
Included vendor rating from experience surveys into vendor suitability score
Improved alert when vendor is foreign and will not be issued 1099
Added company IRS TCC for electronic filing
Added animal profiles to occupants to record and report on all animal information for pets and non-pets
Added vendor service zip codes, service area, and service conditions, restrictions, and terms, with automated comparison during work order assignment

Agreements

Added services agreement dates to calendar (auto/liability insurance expiration, certification expiration, license expiration, etc.)
Added highlighting to all expired agreement dates
Added tenant animals summary (from animal profiles) to lease on initial creation and subsequent view
Added merge for witness block on agreements requiring witness signature
Added self-managed mode where there is only one owner and all units are automatically added to a single management agreement
Expanded options for selecting third-party agreement templates from template libary

Activities

Improved view of showings so viewing any showing for a prospect from a unit shows all showings for that prospect, on all units
Added ability to re-sort component elements in a project template
Added ability to automatically recur appointments, events, and tasks
Added configurable custom fields

Maintenance

Added display of the account a unit is on for each work order
Added work order approval messaging and functionality for vendors to accept, decline, or request a change to assigned work orders
Added ability for owner to request a change to work when work order is set to client authorization required
Added validation/tracking to owner/vendor work order approval/acceptance or change requests to verify identity
Added display of routine maintenance items on a work order created from an automated routine maintenance request
Added configurable custom fields to work orders and work requests
Automated statistical calculation of vendor on-time and on-budget performance and corresponding suitability score
Added alternative processing for after-hours maintenance requests, with advanced schedule configuration