TOPS [ONE] 3.2.4.6 Update

Posted by Karch Palasti on August 29, 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

Profiles and Activity Feeds

  • Profile Refactored
    • The profile pages for Admin, Banks, Communities, Owners, Properties, and Vendors have been refactored to better display important data. Certain panels, widgets, and feeds have been consolidated so the page is easier to navigate

  • Activity Feeds
    • The activity feed has been relocated to the right side of the screen, and reduced in size on profile pages. Additional icons (with tool tips) have been added to account for the reduced space. The following are new features to all activity feeds in the app:
      • Date Filter - Allows the user to set the time frame of activity available on the feed (defaults to 30 days)
      • New Icons - New icons will indicate key information such as owner count, check number, bill number, etc.
      • New Page Buttons - 'First' and 'Last' buttons for easier navigation. These buttons can now be found wherever returned results go beyond the first page. For a full rundown, see the following knowledge base article: https://topssoft.zendesk.com/hc/en-us/articles/115001309512-Activity-Feed-Updates-August-2017
        NewFeed.png

Portfolio

Properties

  • Property
    • Activity feed printouts will now display the full address in the header

  • Generate Statement
    • Templates with spaces in their file name will no longer cause the link in emailed statements to break

Accounting

Accounts Receivable

  • Adjustments
    • Added ability to create beginning balance adjustments for non-primary owners

  • Apply Prepaid
    • Beginning Balance credits brought in via imports will now be correctly applied

  • Cash Receipts
    • Resolved incorrect code displaying on tool tip for activity feed
    • Several improvements to validation to prevent negative charge code balances
    • Beginning Balance codes will now appear when setting distribution

  • Collections
    • Resolved an issue with owners being moved into collection statuses they did not qualify for

Accounts Payable

  • AP Activity
    • The Primary Bank Balance KPI will now show the correct balance regarding positive/negative
    • Resolved an issue with totals for AP items in the feed details when using Modified Accrual or Cash accounting

Management

Violations

  • Violation Activity
    • Resolved issue with incorrect count on open violations KPI
    • When removing a violation transaction, it will correctly remove all associated communications as well
    • Resolved issue where the document link would not generate when a violation with an attached image was delivered via email

Output

Reports

  • Automation
    • Report generated via automation will show the correct date (previously showing 01/01/0001)
  • Custom Reporting
    • Added the following features:
      • Reduced white space
      • Hide range headers
      • Font size selection: Small (6pt) and Large (8pt)
      • Show/hide the run date and time on exports
    • Resolved and issue with total calculations
    • Income Statement Type - The 'Show Detail' will persist on save

  • Packages
    • Commas in the 'Name' field of a package will no longer cause an error
    • Packages will now pull from the Current period rather than the oldest Open period

 

 

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