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 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