TOPS [ONE] 3.0.1.0 Update

Posted by Andrea Drennen, CMCA on February 3, 2017

TOPS_ONE_Update.png

The TOPS [ONE] development team added multiple new additions and updates to the platform today.

The following new releases will be live in TOPS [ONE] 2/3/2017. As a web-based product, there is no action for TOPS [ONE] users to take. Your TOPS [ONE] platform will automatically be updated in the cloud.

Here's what's new:

General

  • Attachment Gallery – The thumbnails in the attachment gallery have been replaced with default icons based on file type for non-image types. Images will still show a thumbnail preview. Clicking the attachment will no longer cause the gallery slideshow to appear. Instead, the file will open in a new view or tab (PDF, Text files, Images) or automatically download (Word Docs, Spreadsheets):
    3.0.1.0 - 9.png

 

Administration

Codes Setup

  • Code Import – During setup (or after), the code import process will now allow for the following CCR code fields: Violation Article, Detailed Description text for the violation, and Action Needed To Resolve. Additionally, Work Order codes can now be imported with all the relevant fields currently available in [ONE]. The sample file has been updated to reflect these changes

Portfolio

Communities

  • Community Cards – On the community index, communities that have not completed the setup process will be marked:
    3.0.1.0 - 1.png

  • New BB&T Coupon – The ‘Export Coupon’ screen now has a selection for BB&T:
    3.0.1.0 - 2.png

  • Related Links – A new link has been added to the panel on the community profile page: Accounting Year Dashboard. Following this will allow the user to manually access the close year and new accounting year wizard:
    3.0.1.0 - 3.png

Accounting

Accounts Receivable

  • Miscellaneous Cash Receipt – A new function has been added to the cash receipts module to create miscellaneous cash receipts. These will be classified as AR transactions and can be viewed on the Home, Community, Cash Receipt, and Bank/Bank Account activity feeds :
    3.0.1.0 - 4.png

General Ledger

  • Bank Reconciliation – When reconciling, there is now an interface to add service fees and interest income transactions:
    3.0.1.0 - 5.png
    3.0.1.0 - 6.png

Accounts Payable

  • Vendor: Activity Printout – Selecting ‘print’ on the activity feed while the financial filter is selected will now generate a statement of that vendor’s activity:
    3.0.1.0 - 7.png

Output

Reports

  •  Trial Balance – In addition to performance improvements, the trial balance now has a slider to show prior year entries:
    3.0.1.0 - 8.png

Letters

  • Template Merge Code Manager – A new merge code has been added: Reference entered on a Bill or Invoice (<<Reference>>)

Resolved Issues and Other Improvements:

  • The performance for loading profile pages has been increased
  • Management items without a charge will no longer appear in the activity feed
  • Resolved an issue where you couldn’t select an income account for both the income and receivable accounts in the charge code edit screen
  • Statements will now print based on the selected template instead of automatically using the set default template
  • Date fields and date pickers have been reworked. They will now play better with Firefox and Internet Explorer
  • Clicking ‘Print’ on the financial view of the Vendor Activity will now generate a PDF statement of the activity in a new tab
  • Email and Print should now function correctly for all property and owner feeds
  • Community’s not in the user’s community list will no longer appear as eligible candidates when creating new bills
  • Validation files will no longer create duplicate records
  • Validation files will now report the owner’s balance due correctly (specifically in regards to negative amounts)
  • Increased performance on data-heavy reports such as Trial Balance and Owner Balance
  • The default suspense account will now display in the Chart of Accounts



 

 

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