Release Notes for HERO Harmony Packages

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, on release day.

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