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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 4 (November 1st, 2020)

General/System-Wide

  • Introduces tax management for accommodation, sales, and equipment taxes (non-excise taxes)
  • 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
  • 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 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 profile (partner)
  • 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 more filter options to global money views
  • Improved management/formatting of foreign addresses on printed checks, including for one-time payees
  • Added balance of management funds in trust to trust bank account balances summary
  • 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
  • Added option to change vendor default Money view
  • Added configurable options for display of zero balances
  • 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

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
  • Added option to exempt a vendor from system-wide setting for limit of items on consolidated payment
  • 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.

Agreements

  • Added prompts and ability to directly adjust management bills when changing reservation dates and canceling reservations
  • Added ability to offer insurance 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 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 advanced search for work orders by status, category, type, all work order dates, primary/secondary stage, etc.
  • Added display of next reservation arrival/last reservation 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