TOPS [ONE] 3.1.3.3 Update

Posted by Karch Palasti on May 23, 2017

TOPS_ONE_Update.png

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

The following new releases will be live in TOPS [ONE] today. 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

System

  • The timer for automatic log out has been increased to 8 hours
  • Improved several issues with the interface when using TOPS [ONE] on a mobile device

Navigation

  • Global Search
    • Altered search to give Communities priority over other agents (Owners, Vendors, Banks, etc.)

  • Menu
    • Menu will highlight current sub-menu page when selected:
      3.1.3.XSubMenuHighlight.png

Portfolio

Communities

  • Activity Feed
    • Check batches will no longer appear as a separate/additional entry on the community feed

Properties

  • Edit Property
    • Users will now be able to edit a single property's recurring charge codes (add, remove, and modify). This information will be visible on the property's profile as well. Note: Users will need AR Code Read access to view assigned codes and Update access to edit:
      3.1.3.XChargeEdit-1.png
      3.1.3.XChargeEdit-2.png

Accounting

Accounts Receivable

  • General
    • Updates to the UI for most AR pages:
      3.1.3.XAcctsRecUI.png
    • Resolved issues with editing accrued AR transactions

  • Apply Prepaid
    • Resolved an issue where valid prepaid candidates were not being found

  • Cash Receipts
    • The list of codes paid by cash receipts in the activity feed will now accurately display on the codes that were paid

  • Collections
    • Minimum Liability and Days Delinquent will both be checked now when determining collection status
    • 'Hold Delinquency Note' will now correctly freeze the property from being processed further in collections
    • Editing a property's collection status during the Accrue phase will now work as expected
    • Collection status will now only be applied to the property once the transaction is posted, rather than when accrued. 

General Ledger

  • Chart of Accounts
    • Accounts with a leading zero (e.g. 01310) will be treated as unique when saving edits to the Chart of Accounts

Management

General

  • Tickets
    • "Closed Date" has been surfaced on all management tickets. This can be edited as well and will be included on the management reports:
      3.1.3.XClosedDate.png

Work Order

  • Work Order Tickets
    • Resolved an issue where work orders from deleted communities were appearing when 'All Communties' was selected

Violations

  • Violation Letters
    • Resolved an issue where images were not appearing on violation letters

Output

Reports

  • New Reports
    • Added the 'Fund Balance Sheet - By Range' report
    • Added the 'Reserve Statement - By Range' report
    • Added the 'Service Request' report

  • Aged Owner Balance
    • Fixed problem where certain owners with a balance were not appearing
    • Resolved an issue where balance paid with prepaid continued to show on the report

  • Annual Meeting
    • Added an option to 'Mark Delinquent Owners'. This will place an asterisk next to the owner's name if their balance is greater that $0.00
    • When sorted by Last Name, the export will create separate pages for each new letter:
      3.1.3.XAnnualMeetingExport.png

  • Audit Log
    • Renamed 'Event Date' column to 'Posted Date' and 'Modified Date' to 'Processed Date'

  • Collections Report
    • Several improvements to increase report accuracy

  • GL Reports
    • Improved report load time for all GL reports

  • Owner Summary
    • Resolved an issue where owners with the same name (e.g. John Smith) would cause the report to error or not display all owners 

Letters

  • Send Letter
    • Resolved error when trying to send via print or email
    • Improved page load time

  • Merge Codes
    • Added a comma between the City and State for <<OwnerNameMailingAddress>> ouput

Owner Access

Admin / Setup

  • Registration Letters
    • Resolved issue where letters were not generating for some clients
    • Registration letters will now correctly use the default template when applicable

  • Community Settings
    • The 'Apply to All' button will not correctly a community's settings to all communities

 

 

 

 

 

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