Release Notes for HERO Harmony

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. New releases are automatically installed for all users, at no charge.

 

Release 15 (May 1st, 2026)

Summary

This release enhances actions, giving you and your portal users a clearer view of what is next and what matters. It introduces hands-off maintenance scheduling, offloading the burden of coordinating work to your vendors, your occupants, or both. AI-informed automated responses to listing inquiries save you significant time.

General/System-Wide

• Broad UI Improvements
• Introduced new dashboard help portal
• Introduced new portal experience with actions
• Introduced hands-off maintenance scheduling
• Improved structure of dashboard actions
• Improved setting priority and importance levels
• Improved visibility of item actions in lists
• Improved visiblity of settings not yet configured

Places

• Introduced automation levels for inquiry replies (automatic/always/dual)
• Introduced AI complexity score for inquiries
• Introduced discrete unit statistics for availability/occupancy
• Improved display of inquiries when viewing details from global list
• Improved process to clean data when receiving inquiries by API
• Expanded options for inquiry and showing template messages

Accounting

• Introduced alternate option for more flexibility in month-to-month automated renewals/holdovers
• Improved options for excluding voided transactions from account statements
• Improved protection for processing money on foreign owners with expired W8
• Improved analyzer for preapproved automated payments
• Expanded options for invoice approval before payment

CRM

• Added appointment response process to notify other parties of one party's appointment confirmation
• Added appointment response merge option in work order templates
• Added always messaging in loginless portals

Websites

• Introduced mustmatch option for reducing form spam
• Added CSS and HTML analyzers
• Improved CSS editor and help
• Improved semantic markup from merge fields
• Expanded and improved SEO analysis
• Restructured default and essential theming

Management

People

• Added vendor external schedule for vendor's scheduling with external apps
• Improved display of vendor rank, on-time/on-budget performance, and reviews
• Improved warnings for sending items requiring consent to non-consenting parties

Agreements

• Added another per-lease autorenewal mode for month-to-month renewals/holdovers
• Improved visibility of items needing attention on summary lists
• Improved eSigning flow when using authorized signers

Maintenance

• Introduced vendor/requester hands-off scheduling system for work orders
• Added requester preferred contact as an independent value that can be set by requester
• Added option to freeze work order until vendor accepts work
• Added one-click function to resolve, duplicate, and reassign a work order
• Added work order events calendar per-work order
• Improved display of custom maintenance fields for portals
• Improved process for admin rolling back completed work order
• Improved display of job log tracking in work orders
• Improved display of work order stage tracking
• Improved display of work order actions in summary lists

Reports

• Added report to identify duplicated source records in records added from API/third-party database
• Added global theming for generated reports, separate from user theme
• Optimized money reports to expand firm reports to owners/associations

Activities

• Added configuration option to automatically mark certain projects/activities/campaigns done at the end of day
• Improved setting of priority and importance

Portals

• Introduced portal actions for enabled categories
• Restructured portals to be based on either actions or categories
• Restructured work requests, work orders, and invoices
• Restructured loginless functions to improve clarity, flexibility, and speed
• Improved time zone functions for portal users in alternate time zones

Release 14 (September 1st, 2025)

General/System-Wide

• Introduced Harmony LMS
• Broad UI Improvements
• Expanded options for analysis and resolution of disallowed user access
• Added onboarding exercises for new users
• Restructured account, user, and portal theme structure
• Restructured chat-based help
• Improved structure, formatting, and options in user help portal

Places

• Added option to select full resolution images when downloading all place photos in media view
• Added option for admins to clear elements of place history on ownership change
• Improved handling on abandoned bulk downloads of place media
• Improved ZIP Code matching table when a ZIP spans more than one state
• Improved identification of source of NotifyMe notifications

Accounting

• Added counts and totals when bulk processing pay ins
• Added indication when attempting to add received invoice attachment from vendor to multiple invoices
• Improved messaging for canceled intents on integrated Stripe payments
• Improved handling when deleting taxing authorities for disbanded/merged taxing jurisdictions
• Improved error display on invalid selections from datalist
• Improved display of account limits when loading dynamically

CRM

• Added option to filter inbound messages by selected action
• Added symbols on merge field list for special merge classes like loginless and table
• Improved flow when adding an image to the library and immediately using in a template
• Improved handling of inbound messages when forwarding servers modify header element case

Websites

• Added options to reduce form spam with honeypots and mustmatch
• Improved UI
• Improved SEO analytics reporting
• Improved blog download/export
• Improved handling of email service changes when account has an email domain separate from website domain

LMS

• Introduced LMS (Learning Management System)
• Provides video, audio and text based microlearning for property managers and staff
• Structures for familiarization, retention, and assessment focused instruction

Management

People

• Added search match indicator when searching for a person results in a unit match on the search term
• Expanded association member profile view with map of board and committee membership
• Modified language of messaging consent to more broadly comply with laws on all electronic messaging
• Improved processing of CSV imports
• Improved messaging for added people without agreements

Agreements

• Added option for services agreements to be perpetual, still allowing expiration handling on certifications and insurance
• Added Expedited Security Deposit Disposition to residential lease considerations
• Added tracking/correlation between email messages sent to invite eSigning, and email used to sign
• Improved handling of activating (marketing) listings upon tenant move-out
• Improved handling when resolving overdue certifications and insurance on services agreements

Maintenance

• Added additional prompt when completing work order from request if there is specific requester notification
• Added option to add an invoice directly from work order
• Improved summary display of work order money elements
• Improved messaging clarity for work orders on hold when both hold date and complete date are overdue
• Improved messaging on vendor suitability when awarding from a quote request (RFQ)
• Improved messaging on admin reversals of work requests resolution and work order completion
• Improved display of selected appliances, equipment, and warranty for vendor and API work order view
• Improved messaging when setting a work order estimate or total greater than allowed in management agreement without authorization
• Improved messaging when recording an invoice for multiple work orders that does not match combined work order estimates/totals
• Allowed maintenance admin to unresolve a resolved work request

Reports

• Added concern to concerns report when a tenant has an ending agreement and prepaid rent is held
• Added new segmented default reports for credits and deposits held
• Added new report for security deposits held by bank account for companies with multiple security deposit escrow bank accounts
• Added new default report for combined balances with orphaned money (owner's default bank account is changed but money is not transferred out of old account)
• Improved display of vendor/source default billcode on report exports
• Improved clarity of which bank account holds money in certain reports

Activities

• Improved ordering of project activities
• Improved date handling on activities from agreement terminations
• Improved display of project gantt chart
• Added numeric indicators to priority and importance on project/campaign templates

Applications

• Added indicators with timing for slow completers for optimization and FIFO order consideration
• Added option for time sort on applications to sort by start time or completed time

Candidacy

• Improved transition from accepted candidate to active vendor or worker

Portals

• Introduced alternate client portal (neutral UI) in Harmony for Groups
• Improved integrated portal theming structure for consistency and simplicity

Release 13 (September 1st, 2024)

General/System-Wide

• Introduced additional MFA by authenticator app
• Introduced new template and letter editor with streamlined features
• Added ability to scroll through lists with mousewheel
• Expanded use of AI in help search with standardized dictionary
• Improved UI through consistency of view/edit vs status/option
• Improved structure to allow localization of normally non-local API functions

Places

• Added printable datasheet
• Added Application Qualification Screening Level to residential, storage, and commercial units
• Improved display of tapechart for short-term units
• Improved printing of report graphs

Accounting

• Added option to have separate settings for invoice approvals for owners and associations
• Added option for admin to unapprove a previously approved invoice before paying
• Added option for admin to modify the date of a pay out before processing
• Added warning on future charges being paid by preapproved payment
• Improved persistence of booking deposit amount for advanced functions
• Improved warnings when setting convenience fees outside of accepted limits by locale
• Improved display of preapproved payment concerns lists
• Improved warnings when processing the last preapproved payment(s) on an occupant agreement and simultaneously holding prepaid rent
• Enforced invoice approval override on recurring invoices

CRM

• Introduced new email editor
• Improved view of in/out messages, and read/unread messages at a glance
• Improved view of setting message actions for task management

Websites

• Introduced compiled frameworks for additional speed and security
• Improved Intro view to provide a better summary of website status, content, and options
• Modified webgadget structure to compile webgadgets and report errors upon editing
• Adjusted form pages to default to rate control on, to reduce form spam

Management

People

• Added quick menu to jump to a specific function from a person without first opening profile
• Added option to import a list without IDs and have IDs automatically generated
• Added routine to clean non-standard phone number formats on import
• Added more predefined special committee purposes for association committees (Social/Events, Communications, Maintenance) to expand automatic portal authorizations for committee members
• Improved import cleansing from messy import source data
• Improved messaging when attempting to complete an import in excess of package limits
• Improved detection of domestic/foreign non-primary addresses and expanded ISO 3166 lists
• Improved notifications of suggested autogeneration of IDs

Agreements

• Introduced new template editor
• Added option to discard an agreement (instead of fixing) when post check fails
• Added option to directly email agreement dossier
• Added current balances to agreement dossier
• Added new options related to recurring charges when renewing leases
• Added option to include merged block of all selected agreement extras in forms, addendums, and notices
• Simplified ability for admins to change agreement names
• Improved function for clearing signatures on eSigned agreements with multiple signatories
• Improved visibility of errors on account posting rules when creating occupant agreements

Maintenance

• Added zoom on hover for place thumbnail images on maintenance lists
• Added indicator to show when a work order file/photo/video was added by the vendor instead of requestor or property manager
• Added function to check for optional agreement extras related to maintenance in work requests, like pest control, filter replacements, or other service extras
• Improved display of work order fingerprints for work order actions taken by owner/association/vendor

Reports

• Improved display of occupants in collections on aging reports
• Improved display of accounts with held payments on aging reports

Documents

• Introduced new letter editor
• Added option to assign a document to an association's committee
• Improved dynamic display of document metadata when editing
• Expanded ability to create documents for groups of multiple unrelated people

Applications

• Introduced App Score with thresholds
• Added new consumer screening report options
• Added indicators for clarity on application items used as components in consumer reports
• Added intuitive quick editor to compose application item rulesets
• Added Screen Score summary for numeric screening score/grade totals
• Added configuration option to send company-specific control codes to integrated screening report providers with applicant data
• Added real-time screening status update item summary as results are returned from integrated providers
• Added mismoXML parsing for consumer reports
• Added function to modify screening process based on unit's Application Qualification Level
• Improved discrete contacts for applications on commercial and storage units
• Improved display of links for candidate applications
• Improved differentiation between preview mode applications and deleted applications
• Improved display of screening scorecard for better at-a-glance assessment of consumer report results
• Improved process of dynamically loading external consumer reports
• Improved detection of domestic/foreign non-primary addresses and expanded ISO 3166 lists

Portals

• Added option to include invoices recorded in Harmony to owner/association portals (in addition to invoices uploaded)
• Added function for owner/association invoice approval (in addition to loginless)
• Added display of association board/committee involvement on portal login status
• Added option to resend portal setup message when portal is already set up, when authorization is enabled
• Added ability for association maintenance committee to view all work requests/approve unapproved work orders in community, in addition to board
• Added ability for association board to see summary of all membership agreements in community
• Improved load/display of portal connections for ancient portal accounts (created 15+ years prior)

Release 12 (April 1st, 2024)

General/System-Wide

• Introduced candidate application system and screening for vendors, sources, employees, and independent contractors
• Introduced agreement timelines
• Introduced agreement dossiers
• Introduced ideas screensaver option
• Introduced smart deep search as option
• Upgraded underlying database for improved speed
• Added option to archive terminated users
• Added flexible privacy policies for different components
• Added viewable change logs of settings
• Expanded agent transfer wizard to cover improper/invalid imported items
• Improved display of agent on lists to more easily see improper/invalid imported items
• Improved handling of background updates
• Improved dynamical calculation of item counts in alert icons
• Improved display when running a memorized search
• Improved preview of visual themes to view all colors before changing theme
• Improved search algorithms, speed, and accuracy

Places

• Introduced new double opt-in structure for NotifyMe registrations
• Added additional listing photo format behind the scenes for improved clarity when reprocessing photos
• Added option for a registered prospective tenant to adjust their NotifyMe preferences
• Added algorithm to detect contact information in listing photo watermarks, which is prohibited by many partners
• Improved formatting of unit listings merged into emails and manual exports
• Improved searchability of units within a property
• Corrected calculation of marketing effectiveness score when a default application fee is used in place of a per-unit fee

Accounting

• Introduced option to attach a document to an invoice from email attachments recently received from the vendor
• Expanded flexibility of online payment transaction and convenience fees, including minimums and maximums
• Added option to set ACH convenience fees as a percent in addition to flat amount
• Added pay in status of "processing" to identify if a transaction is being retried by the processor
• Added guidance on setting processing fees for integrated partners that offer standard pricing
• Added direct query of payment status for integrated Stripe payments
• Added one-click transfer reversals
• Added warning when collecting on management bills if entire date range is not selected
• Added warnings for users changing bill codes, charge codes, and posting rules willy-nilly
• Added option to send a template email when an online payment is submitted, before it is received
• Added display of Stripe early fraud warnings on pay ins
• Added option to exclude occupants and/or accounts from notifications of late fees when message setting is set to always send
• Expanded download options for financial settings
• Improved display of payments made from a person's portal wallet
• Improved speed of loading bank balances
• Improved handling of receipts that pay off dozens of charges
• Improved checking of cleared status for Stripe payments to capture status at first available opportunity
• Improved display of pay ins to improve clarity on pending transactions
• Improved display of past charges and bills when a charge/bill code was used and subsequently changed
• Improved ability to print help articles from within dashboard
• Improved process when voiding pay ins from a transfer
• Improved warnings when paying invoices by ACH when incomplete ACH information is set in payee's profile
• Improved process of setting new posting rules when defaults had been overridden/removed

CRM

• Added common power search options when selecting people for group messages
• Added option to send a template email when a payment is submitted, before it is received
• Improved attachments when sending messages to a group
• Improved queueing rules for messages designated to send in the future
• Improved display of links vs attachments in messages, most relevant to text messages
• Improved matching of inbound email messages when sender has an unusual or non-standard email address format
• Improved display of sender unusual or non-standard email address formats
• Improved text message sending by truncating, rather than rejecting messages over size limit

Management

People

• Introduced new class of candidate for vendors and sources
• Introduced new category of workers for employee and independent contractor candidates
• Improved load speed of checking a person's profile status when viewing lists
• Improved display of matches when searching groups across different people types
• Improved categorization of foreclosed association members
• Improved search speed for all people searches
• Adjusted profile input structure to reduce likelihood of browser attempting to add a person's address as one of your addresses

Agreements

• Introduced agreement timelines to view all agreement events on a timeline
• Introduced agreement dossiers to compile everything related to an agreement into a single file to send to attorney
• Added option to set charge dates that differ from current date for future agreements
• Added option to set charge dates that differ from current date on agreement changes
• Added option to send any email/text to all parties to an agreement as a group (was previously limited to only agreement forms, violations, and notices)
• Improved load speed of reservations where booking deposit status and amount are displayed

Maintenance

• Added warning when there are an excessive number of requests awaiting assignment as work orders
• Improved search speed when searching for content in work requests, work orders, work permits, quote requests, and architectural requests
• Improved display and warnings when dealing with work orders that have a do not start before date or are on hold
• Improved print format when bulk printing work orders

Reports

• Introduced new group/constituent report type for collated individual financial reports
• Expanded payee statements with more detail
• Expanded aging reports with more detail
• Improved handling of very large reports

Documents

• Introduced EXIF data as searchable and viewable content for images uploaded as documents
• Automated assignment of Dublin Core source for system generated documents
• Added option to associate any letter created for an individual to their agreement (was previously limited to only agreement violations and notices)
• Added option to share an occupant's document for portal viewing by their account
• Improved searchability of document content when created letter is converted to PDF
• Improved formatting when capturing initials in an e-signed document

Applications

• Added option for user deletion of application data to more easily comply with "right to erasure" laws
• Added option to delete full application PDFs and application files across all servers
• Added template emails for requesting screening information, such as from previous employers or landlords
• Added configuration options to eliminate screening categories you don't use
• Added option to set default policy and procedure rules for each screening category
• Added option to set a specific privacy policy for applications
• Added indicator in settings for applicant data used in establishing their tenant profile
• Added unprocessed applications to dashboard actions, in addition to existing new applications in alerts
• Improved formatting when printing applications
• Improved dynamic layout when rotating mobile device

Portals

• Introduced new enhanced default format for mobile portals
• Added option to set a specific privacy policy for portals
• Added display of a person's preferred messaging settings when sending portal setup messages
• Added list of charges with dates and amounts when hovering on balance box on portal money summaries
• Added option for accounts (owners/associations) to see documents belonging to and shared by their occupants
• Improved process for sending association, board, and member portal setup
• Improved display of portal setting options when related options were not enabled

Release 11 (October 1st, 2023)

General/System-Wide

• Introduced integrated extras providers with provisioning
• Introduced Stripe as an integrated payment system
• Introduced PIN-based authorizations for users without global authorization
• Added and expanded import options
• Added phone number sanity checking for standard parsing algorithms
• Added HERO Hank AI-based chat help
• Added option to split portfolios in bulk across active agents with agent transfer wizard
• Added options for improved visiblity of actions on tablets and small screens
• Added restricted mode login
• Expanded help functions for improved tracking of support incidents as conversations
• Improved UI styles and animations
• Improved indicators and alerts for e-sign status on agreements and notices
• Improved display of pending status changes on items due to action taken in portals and loginess functions
• Improved display of fingerprint summaries from loginless and portal functions

Places

• Introduced property marketing
• Introduced flexible unit import
• Introduced universal tracking API with expanded tracking and reporting functionality
• Introduced marketing export to PDF
• Introduced configurable owner marketing report for active units
• Added violations history to units and properties
• Added options to deal with recyclable codes when inactivating a unit
• Expanded text marketing system and added text marketing showing option
• Restructured NotifyMe matching for improved speed and clarity
• Improved tracking of invalid agents on imported and transferred places
• Improved messaging when adding multiple units to a floor plan that does not have a template
• Improved view and distribution graphs and history displays

Accounting

• Introduced Stripe as an integrated payment system
• Introduced configurable invoice approval system
• Introduced configurable check number reuse functions for destroyed checks
• Added banking function library to more quickly implement custom solutions for smaller/non-standard banks and credit unions
• Added option for one-time purge of all accounting transactions on newly upgraded accounts
• Expanded journal structure for more flexible archiving
• Improved display of no results messages when search parameters were overly narrow
• Improved warnings when performing non-standard configuration changes
• Improved clarity of configuration based on selection of integrated payment system

CRM

• Added showings integration to text marketing
• Added email open rate consolidated statistics to report on who is and is not opening the emails you send
• Improved NotifyMe matching

Management

People

• Introduced flexible people import
• Improved tracking of invalid agents on imported and transferred people
• Added display of occupant-account relationships on each occupant profile
• Expanded ability to see reports in aggregate for all occupants under an account
• Expanded people concerns report to include open credits and prepaid rent mismatch

Agreements

• Introduced custom extras and integrated extras on all lease and reservation agreements
• Added extras provisioning for partner-provided extras on a per-product basis
• Added third party guarantee as a lease addendum condition
• Added RTO lease option and RTO lease purchase as lease considerations for all lease types
• Added occupant violation review/response as a loginless function
• Added groupings of open and closed violations for clarity in reporting

Maintenance

• Expanded options for who receives appointment confirmations on work orders
• Improved display of stages and pending stage changes based on portal and loginless actions
• Improved display of stages and descriptions on summaries

Reports

• Added extras tracking and provisioning reports
• Added open and closed violations report options
• Added violations time and billing report
• Added work order time and billing report
• Improved standard aged payables and aged receivables reports
• Modified vacant units on reports to show vacancy fee only when configured
• Expanded people concerns reports with open credits and prepaid rent mismatch
• Expanded people communications reports with email open rate calculations

Activities

• Added integration of text marketing with showing activities
• Improved display of status and pending status changes based on portal and loginless actions

Applications

• Added Stripe as optional payment method for integrated application payments

Portals

• Added loginless functions for violations review/response and invoice approval
• Added Stripe payment options
• Improved font flexibility
• Expanded functions to display properties for an owner or association

API

• Introduced universal tracking API for units and properties
• Added option to set a custom key ID for an API key
• Expanded IP address API
• Added API functions for work permits, quote requests, architectural requests, key logs, and job logs

Release 10 (May 1st, 2023)

General/System-Wide

• Introduced new Checklists system
• Introduced new Voting/Polling system
• Introduced assignable resources on owners/associations for occupants
• Added new themes and backgrounds
• Added more quick launch processes
• Improved recovery process for lost logins
• Improved localization of foreign addresses relative to account address
• Improved display of user authorizations enabled
• Improved agreement configuration settings to more easily identify which agreement types a setting applies to

Places

• Introduced unit mandatory disclosure documents system for items like mandatory tenants bill of rights
• Added services agreements list to service providers section of units and properties
• Added experience ratings to units to better monitor the outcome of experiences between a prospect or occupant and their unit
• Added unit rent comparisons for residential units including 2023 HUD Median and HUD FMR rents, and market position
• Segmented unit data so that unit notes, documents, and experiences stay with the property manager under which they occurred when the unit is transferred
• Restructured season and rate tape chart for more compact view, map view, and display by name
• Improved season and rate tape chart display of units unable to have reservations created
• Improved rate check lookup for unit changes (to use same parameters for multiple units)
• Improved inventory map so properties display property name with unit count

Accounting

• Added 1042 tax statements as preview export and export files (forms and FIRE exports are not in valid 1042 format and contain warning)
• Improved bulk processing of non-integrated pay ins (checks, cash, money orders, etc.) for receipts
• Improved alerts on amounts that should never go negative, but can if payment was reversed and replacement was never collected
• Improved formatting to avoid user-created issues not compliant with IRS preferences
• Improved flow when paying invoices individually

CRM

• Added option to drag and drop a message onto a custom folder
• Added warning when a template merge field requires its own block of space, rather than merging inline
• Added more calculation merge fields to calculate dollar values in message templates for agreements
• Enabled option to send occupant agreement forms and notices to the account
• Enabled NotifyMe for commercial and storage units
• Added wizard to mark stale place communications in bulk

Management

People

• Introduced assignable resources, so an owner or association can hold resources that can be allocated, rented/reserved, or loaned to occupants
• Added letter dividers to lists when sorted alphabetically
• Added robust committee structure to associations
• Added ability to quickly email or text all board members or committee members from association
• Added upcoming and overdue board meetings to dashboard people issues
• Added consent authorization for inclusion in public/published directories
• Added notifications when certain reports should be run based on intervals
• Expanded searches to include custom fields
• Improved and expanded summary of people issues on dashboard
• Improved consent authorizations to better indicate and warn when system user is overriding person's opt-in

Agreements

• Added ability to fully exclude unused components from agreements
• Added option to customize and recur other fees on agreements
• Added option for recurring damage insurance/protection waivers on residential, storage, and commercial leases
• Added services agreements list to service providers section of units and properties
• Added configuration options to exclude unused components from all agreement types
• Added minimum insurance requirement to all lease types to more easily identify out-of-compliance tenants
• Added options for non-integrated insurance providers, and self-provided damage protection waivers
• Added coloring of agreement form icons on summary to indicate those awaiting e-signature or e-signed, and additional information on agreements structured for e-signing
• Added summary indicator when an agreement has an e-signed document that the signer converted to wet-ink signable
• Added member architectural standards to community agreement
• Added agreement merge field to calculate all overdue bills/charges (for delinquent notices)
• Added agreement merge fields to display total taxes on agreement by tax type and sum of all taxes due on agreement
• Added ability to merge account (owner/association) information into occupant messages
• Added ability to search agreements by the date they were created, regardless of agreement dates
• Expanded options and reports for trip/travel, renters, and damage insurance/protection waivers to provision insurance along with agreements
• Implemented automatic foreign address reformat on agreement contact/forwarding address
• Improved help on understanding entity domicile for legal agreements
• Improved display of suggested charges for termination fees, cleaning fees, and missing keys and access devices when ending agreements
• Improved guidance on paying security deposit interest when ending an agreement
• Improved flow of adding violations from an agreement or notice

Maintenance

• Introduced architectural requests for association members
• Added charts and graphs to maintenance reports for improved visualizations
• Added configuration options to determine which items appear in maintenance lists
• Added indicator to show the number of items attached to a maintenance issue
• Added indicator to show when there is an unresolved work request where all work orders are finished
• Added additional warnings when a work order has outstanding permits
• Added ability to record special notes for requester notification in work requests, automatically updated when changed from a work order
• Added ability to see company work orders on an owner's unit when viewing maintenance reports for a single owner
• Improved flow of adding maintenance to end back where you started when adding/editing maintenance from special lists
• Improved counting of outstanding work permits in cases where item requiring permit was dropped

Reports

• Added terminated agreements report with tracking of termination reasons
• Added reports for all types of insurance on all agreement types where insurance can be provided
• Added reports for all tax remittances on all agreement types that can be taxable
• Added toggle on agreement account-occupant reports to switch between all units, vacant units, and occupied units
• Added monthly communication rate to contact report to optimize touch points
• Added warnings on security deposit report when security deposit held does not match agreement security deposit (e.g. deposit was increased but not collected)
• Improved progress meter when updating large reports while previous report is still compiling
• Changed name of Completed Maintenance reports to Finished Maintenance to better reflect both maintenance completed, and resolved without work
• Changed date status labels on an upcoming agreement from Future to Upcoming to better differentiate agreement status from date status
• Adjusted profile report to allow company owner, accountant, auditor, and attorney to download full TIN
• Improved work order stage timeline on maintenance reports

Documents

• Introduced unit mandatory disclosure documents system
• Added coloring of agreement form icons on summary to indicate those awaiting e-signature or e-signed
• Added restrictions and warnings when attempting to change or delete an official record
• Improved ease of customizing document names when uploading multiple documents at once

Activities

• Added new event types correlated with workflow actions
• Added full display of unit on activities that are unit-related (showings, move-in/move-out, check-in/check-out, maintenance follow-ups)

Applications

• Added option to submit files, such as copies of pay stubs or bank statements, in an application
• Added option to destroy uploaded applications files after verifying

Portals

• Added option for custom fields to be completed in portal work requests, architectural requests, and violation reports
• Added new structure for association board members
• Improved speed loading messages list
• Increased number of allowed preapproved payments on perpetual agreements to 60

Release 9 (December 1st, 2022)

General/System-Wide

• Introduced smart sort and tag filtering for people lists
• Improved UI for add, filter, search, show, and mode functions
• Improved power searches
• Improved internal management of dialog expansion
• Added quarterly and semiannually recurring activities, invoices, charges, bills, and agreement intervals
• Expanded options for creating users without pre-determined authorizations
• Added all people and agreement types to import wizards, agent transfer wizard, and batch updates

Places

• Added guidance for adding a property when it contains multiple physical addresses
• Improved calculation of Average Daily Rate (ADR) on short-term rentals with incomplete base rates
• Improved address matching for added units/properties
• Removed option for active or inactive association unit, replaced with occupied
• Restricted preferred vendors on a unit/property to only established vendors or system profiles
• Modified units/properties hidden from public to permit private marketing functions
• Adjusted unit summary to display actual rent instead of market rent after unit is made inactive (rented)
• Added fusion process to allow adding unlimited identical (or very similar) units to a property in a single step

Accounting

• Added configuration option for manual (non-integrated) payment processing
• Added manual pay in options to dynamically calculate configured fees
• Added quarterly and semiannually recurring invoices, charges, and bills
• Added ability for management company to write themselves a $0.00 check
• Added option to set an ACH convenience fee for owner and association payments
• Added configuration option to allow account receipts to be posted to income (in addition to equity)
• Added date filter for bank deposits list
• Added warning before bulk paying invoice if any vendor/source is set to prefer ACH but their ACH is not properly configured
• Added auto-detection of ACH payment method when one-time payee has ACH configured
• Added display on consolidated pay out when a consolidated child pay out is reversed
• Added dynamic source query of pay in details for supported integrated payment systems
• Added fusion process to reverse a transfer on management bills paid to management company by transfer
• Added dozens of warnings for unusual transactions, like trusted transfers out of non-trust account, or vendor payments out of security deposit account
• Added configuration option to exclude occupants' prepaid rent from calculation of current balance due
• Changed default when payee payments are on hold so they are not consolidated
• Improved detection of transactions changed in another window or by another user while viewing a transaction
• Improved detection of occupant equity changed in another window or by another user while performing a process that uses occupant equity
• Improved balance bar for improved display of aggregate values and auto-update when values are changed in another window or by another user
• Improved and expanded date calculations of recurring money events
• Improved display and processing for single payment of all outstanding invoices for a vendor or source
• Improved display of overpayments on receipts
• Expanded pay in processing options to allow separate processing of fees where posted payment was previously processed without processing fees
• Expanded reversal options for transfers and invoice discounts not yet paid out
• Improved display of payments where payee did not pay on a specific charge or agreement
• Grouped all occupant receipts to management company under master configuration setting with help
• Restructured occupant dispositions to require selection of deposit or credit type to accommodate keeping different types of deposits and credits in different bank accounts
• Modified send payments to always default to person's preferred method when set, and fallback from ACH to check if ACH is not properly configured

CRM

• Added configuration option to include application link in prospect replies
• Added routine to create message groups that include additional sub-groups
• Added option to include board members or all members when selecting an association from a people select list
• Imnproved view of prospect communications on a unit

Management

People

• Added override option on a person's profile to temporarily prohibit all portal payments, even when payments are enabled
• Added function to set portal payment prohibition when putting an occupant in collections or requiring certified funds
• Added ACH settings to occupant profiles to allow disposition by ACH
• Added warning when viewing/editing a person's profile when they are set to ACH but ACH is not properly set up
• Added indicator when a person's consent authorizations are set by them, and not by you
• Added option to sync changes on a person's profile to their related profile
• Added display of a person's related profile contacts and animals
• Added integrated option to generate random codes for a person's profile authorization
• Improved display of change log
• Improved visibility of warnings when a search includes results that cannot be displayed

Agreements

• Added agreement move-ins, renewals, and expirations to Updates & Alerts (in addition to action boxes)
• Added indicator on reservations missing cleaning work orders when configuration is set to automatically create
• Added fusion process to change the management on a lease (e.g. your owner sells unit to another of your owners with tenant in place)
• Added option to eliminate missing template popup when user does not plan to create a template
• Added bill/statement fee option to leases
• Added status of "Converted" for e-sign documents converted to wet ink signed before all e-signatures are received
• Added configuration option to exclude all assocation elements from agreements, when none of your managed units are in an association
• Added configuration option to automatically add new units to their property's management agreement
• Improved instructions for insurance rate calcuation configuration
• Simplified and improved help for e-signing with an authorized signature
• Improved calculations and processing of automatic month-to-month renewals in 31 day months

Maintenance

• Added indicator on maintenance items that are viewed for a person but are not on that person's agreement (e.g. work done for previous tenant)
• Added warnings when adding maintenance on a unit/property that does not have a current agreement
• Added option to automatically clear the completed date when changing the status of a completed work order (e.g. vendor reported complete, but it is not)
• Improved processing and instructions for key management on occupant agreements
• Expanded to allow key management from unit/property with primary but not current agreement, with warnings

Reports

• Added commercial and storage lease issues to tenant concerns report
• Added occupant violations to concerns report
• Added option to set text size and continous display on vacancy reports
• Added standard payee reports for vendor and source invoices/payments
• Adjusted overdue charges and bills on concerns report to elevate to priority A when overdue amount exceeds $100
• Changed standard occupant statement to show statement balance as final balance, rather than ending balance

Documents

• Added configuration option to merge images preferring either inline images or links to images

Activities

• Improved process and validation for configuring campaigns and projects

Applications

• Added option to filter received applications by unit type
• Added website integration so applications can be fully integrated into a HERO website
• Added configuration of screening elements required by unit type
• Added option to use configured tenant rate instead of application rate for convenience fees
• Added option to automatically sync new tenant's animals from their application
• Added indicator in application configuration for fields that will be used for payee settings

Portals

• Added report filtering and viewing
• Improved processing when a single tenant has multiple lease types (residential, storage, and/or commercial)
• Improved UI to match recent updates in Harmony UI
• Improved formatting of individual message view to better accommodate unusual message structures
• Improved UI for searches and filters
• Changed default to hide occupants' PII when owner is viewing their agreements
• Removed payee wallet options when logged in as property manager

API

• Expanded reports API to include statements for all people types

Beta Release 8 (July 1st, 2022)

General/System-Wide

• Introduced full association/community management system
• Introduced commercial property management system
• Introduced storage property management system
• Added Global Payments as integrated payment provider
• Added metrics for company workload and efficiency, including per-user contributed hours
• Improved loading/speed of dashboard action boxes

Places

• Added inquiry check phrase to filter bot/inattentive inquiries
• Added option for marketing highlights
• Added public license/registration number for required public disclosures
• Added unit analysis charts to properties
• Added number of units, floors, and buildings in a property
• Added dynamic sort to properties
• Added ability to directly put a unit on the market when processing occupancy move-out
• Added unit and property document repository for registration and compliance documents
• Improved unit charts to display rent and sizes by scatter chart
• Added display of units in property not assigned to property's management agreement, with one-click assignment
• Added display of units in property not assigned to a property floorplan
• Added property search to universal search
• Added function to import from another HERO account, including Legacy

Accounting

• Added option to manually create pay ins
• Restructured pay ins to provide more summary information
• Modified pay in void/destroy to optionally automatically refund payer
• Improved processing on preapproved payment plans
• Improved processing/automation for clearing pay ins, and option to treat pending as cleared (for non-trust accounting)
• Added summary indicator when a person responsible for an unpaid charge has a preauthorized payment method
• Added automated drop of preapproved and preauthorized payment methods when a card is canceled
• Improved handling of merged currency fields
• Added configuration option to enable or disable taxes by unit type
• Added help for understanding bank account roles in chart of accounts
• Added optional merge field on receipt messages to show remaining charges outstanding
• Added optional merge field on charge messages for loginless one time payment

CRM

• Added direct option to add an unit inquiry prospect to a campaign
• Added additional smart merge fields for money messages
• Added match analysis of inquiry check phrase

Management

People

• Added types and stats for residential, storage, and commercial tenants
• Added consent authorizations for people to receive official, tax, and financial records by email, where required
• Added DNA registration information to occupant animals
• Added board management/configuration to associations
• Added non-occupant class to occupant profiles for authorized party that does not occupy the unit (to protect from implied tenancy)
• Added option for tenant as association member for ROCs
• Added function to import from another HERO account, including Legacy

Agreements

• Added storage and commercial as allowed occupancy on management
• Added third party guaranty to lease considerations
• Added inline quantity/value reduction tracking in changing agreement fees
• Added option for manager to terminate a preapproved payment plan

Maintenance

• Added automatic fallback to company maintenance for places without an active account agreement
• Added inheritance of work request location to work order

Documents

• Added Official Record designation and indicator to documents
• Added option to share account documents with corresponding occupants

Calendar

• Added violation impact dates to calendar

Applications

• Added separate application configuration for residential, storage, and commercial
• Improved display of advanced options on question configuration
• Added option to accept application payments by different methods

Portals

• Improved display of portal payments
• Added loginless pay one time charge

Beta Release 7 (March 1st, 2022)

General/System-Wide

• Introduced key/access log system
• Introduced violations system
• Introduced RFQ system
• Introduced work permit system
• Added ability to predefine multiple regions under a single account
• Added search caching to advanced searches
• Improved time zone management for users who don't select a time zone
• Improved navigation from action boxes and global searches
• Standardized multiple data sets to ISO format

Places

• Restructured system with places, which contain properties and units
• Added ability to have a blanket management agreement on a property and all its units
• Added ability to register and check out unit and property keys
• Added ability to perform maintenance on a property not related to a unit
• Added properties to agent transfer wizard
• Add ability to track non-appliance unique equipment with warranties
• Improved places map to show all units in their property as a single location
• Improved NotifyMe zip code matching and state filtering
• Improved places search when manually recording prospect inquiries
• Modified agreement connection on a place to include non-current agreement

Accounting

• Added tax configuration and processing to residential leases
• Added ability to automatically recur split invoices
• Added one-click resolution to refunded disbursements (failed ACH, lost checks, etc.)
• Added optional automated messaging for bulk payments
• Added optional automated messaging for charges and bills overdue
• Added option on global charge/bill lists to toggle unpaid
• Added default charge codes and posting rules for separate lease and reservation rent
• Added default charge codes and posting rules for separate lease and reservation insurance
• Added display of charges/balances/credits to reservation insurance report
• Added automatic calculation for increasing residential lease deposits on renewal
• Added generic payment methods of Credit Card and Digital Wallet
• Added additional warnings when trying to use a bank account that is missing information
• Added additional warning when paying a high dollar invoice to a one-time payee
• Added inline view of a pay in creating a receipt
• Added option to select management funds expense posting rule inline on receipts
• Added currency flexibility
• Improved messaging when a financial admin changes unlocked reconciled transaction resulting in unreconciling
• Improved display and messaging on disbursements with a destroyed pay out
• Improved automated releases on residential lease move-out
• Improved processing of transfer funds and trusted transfer
• Improved handling of asset and liability balances transferred between bank accounts
• Improved loading of bank balances
• Improved process of unlocking transactions
• Improved 1099 handling to allow for generating up to 17k 1099s in each category at once

CRM

• Added ability to configure custom message folders and default group
• Added option to configure default filters
• Added inline task management selection for inbound messages
• Added delegation option to inbound messages
• Added option to set a preferred header/footer for messages apart from documents and reports
• Added rollup/down function when creating messages from a template
• Added standard message templates for overdue charges and bills
• Added per-company template image library
• Added ability to create custom template groups
• Improved compatibility of messages with dynamic style classes
• Modified system default templates to be more generic to cover all lines of business

Management

People

• Added custom tagging for each profile type
• Added default profile photo/logo of person's intials in absence of a photo
• Added additional missing taxpayer items to source concerns report
• Added expired foreign taxpayer status to concerns report for owners, associations, vendors, and sources
• Added individual name on all profiles, where profile name and contact name are different from inidividual name
• Added indicator on owner anniversary where they have an annual performance bonus in their agreement
• Added profile summary to top of maintenance, messages, documents, and activities to allow preview of person's full profile while processing item
• Added configuration setting to disallow certain relationships (owner as guest, association member as tenant, etc.)
• Modified display of experience rating to show Undetermined if no experience surveys have been recorded
• Modified profile switch function where same person has multiple roles (association members as tenants, owners in guest rental pool, etc.)

Agreements

• Introduced violations
• Added configurable agreement summary block
• Added option blocks to e-signing
• Added numbering in addition to naming on agreement addendums when merging
• Added prepaid rent required to residential lease agreements
• Added post check routine for additional validation of newly created agreements
• Added field pointer to agreements wizard for easier navigation
• Added per-company template image library
• Added ability to have a blanket management agreement on a property and all its units
• Added custom merge rules for additional flexibility in creating conditional merge data
• Added option to show/hide reservations without booking deposit due on reservation advanced search
• Added option to turn off physical keys on leases for company who exclusively issue virtual keys
• Improved agreement e-signing on mobile devices

Maintenance

• Introduced key/access logs
• Introduced quote requests (RFQs)
• Introduced work permits
• Added smart functionality to check out then in keys on work orders
• Added time tracking to work orders to track minutes spent without job log entries
• Improved work order stage visualizations including out of order dates
• Improved process of adding work orders from work requests
• Improved bulk print of work orders to allow up to 10k work orders per-print
• Improved tracking for CAM work and invoices

Documents

• Added per-company template image library
• Added option to set a preferred header/footer for documents apart from messages and reports
• Added ability to create custom template groups

Websites

• Expanded system webgadgets, especially for those doing business internationally
• Added configurable option to set email accounts to auto-purge oldest messages
• Added option to always prefer form mail as HTML
• Added thumbnail display of internally linked pages
• Improved visual elements
• Improved management of per-page meta descriptions
• Improved email account warnings when approaching capacity
• Improved security of default .htaccess
• Improved ADA compliance in default settings and templates

Portals

• Added loginless quote request (RFQ) functionality for vendor participation

API

• Introduced API versioning to allow users to lock in to previous versions
• Improved JSON results on complex result sets to match XML sets

Beta Release 6 (July 1st, 2021)

General/System-Wide

• Modified UI:
  • Improved visual appearance
  • Improved display of items loading
  • Improved color indicator on custom colored items
  • Unified display of each person and agreement's type prefix, status, special type, and manager on all related items
• Improved load time of all lists and action boxes
• Improved print format for all printable items
• Improved viewing of fingerprint data to verify identity when someone takes action outside of a login
• Added demo set to start new accounts with demo people, listings, agreements, maintenance, and activities
• Added ability to give names to custom header/cover and footer/final page templates
• Changed alert icon count bubbles to show when alert count exceeds 99 items

Listings

• Added batch update for certain listing fields
• Added dwelling/property type composition to overview report
• Added ability to create a new reservation directly from listing's calendar
• Improved view of unit information and status in summary views of related items
• Improved activity reports in short-term rentals to better display monthly averages and delta
• Improved display of maintenance information and history on a listing
• Added option to archive a property, or delete if it has no floorplans

Accounting

• Introduced drafting pay ins on pre-approved payment arrangements
• Added option to expand trusted agreements beyond those that share a common person
• Resolved issues with viewing transactions performed as trusted transfers
• Improved the Money View for vendors/sources
• Added option to directly record a refund (overpayment/mistaken payment/inventory return) from any vendor or source
• Added display of management fee notes and management bill calculation basis when adding management bills from occupancy agreement
• Added nudge slider for check/deposit slip printing for non-standard printers
• Modified account statements to display description and memo on detail format
• Modified account statements to more clearly identify bills already paid
• Modified account statements to include overdue bills greater than balance in header alert
• Added configuration options in bill codes to exclude a specific bill code on statements
• Added agreement status indicator to balance reports
• Added option to include an unlimited number of work orders on a single invoice
• Added option to calculate invoice due dates based on payee's default payment terms or company standards
• Added warning icon when paying an invoice (from global invoice list) to a payee that does not have a preferred disbursement method set
• Added warning on paying invoices to taxing authorities when account does not hold a sufficient balance of remitted taxes
• Modified invoice voids to do one-pass void of all bills and detachment of all work orders
• Improved load time on overdue invoice analysis
• Added a recur day calculator for help determining recur intervals
• Expanded commission payment reports to include actual fees billed compared to agreement fees to cover special exceptions
• Expanded tax remittance reports to include property registration information
• Improved warning when payer duplicates a check number in receipt
• Improved messaging on NSFing/reversing a receipt that created related transactions
• Added option to skip time-consuming balance recalculation on large reports

CRM

• Introduced two-way 10DLC texting for text conversations sourced from any system actions or free-form text messages
• Improved ability to see when a queued message is delivered while viewing summary list
• Added configuration option to exclude specified email addresses and domains from matching when receiving messages from unmatched senders
• Improved load time on message summary lists
• Improved management of deleted message purge/restore
• Removed option to cc/bcc group messages to prevent one address/phone number from getting a copy of each message sent

Management

People

• Improved display of statistical delta for calculating company growth
• Improved messaging on experience ratings and direction (increasing/decreasing experience ratings)
• Improved display of people with expiring/expired items (like workers comp, foreign taxpayer W8, etc.) to more clearly indicate status on dashboard
• Added default payment terms to vendor/source profiles
• Added IRS-compliant filter to taxpayer name to avoid potential errors on 1099s

Agreements

• Automated removal of system profile when initiating an agreement on a system profile and transitioning to a person
• Modified reservation extensions to automatically calculate new taxes due
• Added option to directly add new fees after extending a reservation
• Added options to simplify reverting reservations checked-out in error
• Improved explanation of process when adding loginless fields into merged data (see Portals)
• Added loginless guest arrival/departure function, with option to queue arrival/departure reminders (see Portals)
• Added option to email a rate check/quote to a prospect, and ability to easily retrieve saved quotes and proceed to reservation
• Improved agreement searches when a unit's address/ID changes after agreement is established
• Added option for admin to change agreement source after creation
• Added option to select a non-standard status for a related person when processing an agreement change

Maintenance

• Added indicator icons in summary list for financial details on work orders (limits, estimates, totals, and withhold starting date)
• Added loginless work order complete function (see Portals)
• Added option to view recent clean status history and override automated clean status on cleaning work orders
• Added option to resolve work order without editing it in applicable conditions
• Added warnings if Do Not Start Before date is set to be later than the date work is expected to start
• Added warning bar on work orders created from an agreement when the agreement has an unexpected status relative to the work order
• Added admin option to unassign or remove a work order from an invoice
• Improved layout of open maintenance and closed maintenance reports

Documents

• Improved management of deleted document purge/restore
• Switched default internal view of PDFs to direct from preview

Activities

• Added warning bar on activities created from an agreement when the agreement has an unexpected status relative to the activity

Calendar

• Improved loading time of calendar
• Added option to directly add a new activity during any time slot on calendar
• Added option to dock or float calendar date/busyness header

Websites

• Improved messaging for accessing website administration when domain is pending provisioning of secure certificate
• Added view of website in action box to edit website

Portals

• Added new loginless function for work order completion, allowing vendor to update work order status without logging into portal
• Added new loginless function for guest arrival/departure, allowing guest to report arrival/departure without logging into portal
• Added full GPS data tracking/fingerprint reporting for all applicable loginless functions
• Added option to set custom information on loginless functions

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