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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 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