TOPS [ONE] 3.3.0.5

Posted by Karch Palasti on November 13, 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:

New Features

Automation

  • Edit Jobs
    • Parameters for jobs (charge codes, GL codes, schedule type, etc) have been surfaced and can now be edited
      3305-AutomationParameters.png

      3305-AutomationParametersEdit.png

    • Recurring bill jobs will now properly increment their Effective Date based on frequency assigned to the job

Communications

  • Send Message (previously Send Letter)
    • The Send Letter function has been refactored and replaced with Send Message. Owners can now be selected from the owner index to generate letters and messages for print or email. See the following documentation for the following features https://topssoft.zendesk.com/hc/en-us/articles/115002678052-Send-Message:
      • Create and send letters or emails to owners
      • Send emails to owners, vendors, or any external email address
      • Attach emails to a comprehensive summary of the message batch

    • The Delivery Method Preference setting can now be found on the primary owner's profile edit page. It was previously located in an option labeled Manage Settings in the property profile's action menu. Manage Settings has been removed

Custom Fields

Bug Fixes and Other Updates

General

Attachments

  • File Uploads
    • File uploads will now be given unique names to prevent overwriting previously uploaded files

Home

  • My Tasks
    • Resolved issue for some users that caused the home page not to load when assigned certain tasks

System

  • Help Link
    • The help link in the upper right corner will now direct the user to the TOPS support help center: http://support.topssoft.com. From here, the user can view How-To documentation and videos.

Portfolio

Community

  • Community Profile
    • Resolved issue where saving Property Manager and Accountants for communities would not persist

  • Imports
    • The Property/Owner import will now correctly respect the Alternate Address flag

Owners

  • Owner Index
    • Resolved issue with balance doubling for owners with a prepaid balance

Accounting

Accounts Receivable

  • Adjustments
    • Resolved an issue where some owners displayed duplicate rows for charge codes

  • Apply Interest
    • Owners/Candidates are now sorted by their account number

  • Apply Late Fees
    • Automation jobs set to 'Accrue and Notify' will correctly accrue, rather than post
    • Automation jobs can be created even if there are currently no valid candidates

  • Cash Receipts
    • Resolved several issue with lockbox look-ups on owner account numbers

Accounts Payable

  • Enter Bills
    • Deleting bills that have already been paid will display the appropriate message, indicating the payment that needs to be removed first
    • Resolved several issues with adding and removing bill distribution rows before posting

  • Make Payments
    • Partial payments will now post to the correct account for Cash and Modified Accrual accounting methods

General Ledger

  • Bank Reconciliation
    • Checks paying multiple invoices will show up as a single transaction for reconciliation purposes
  • Chart of Accounts
    • Reconciled balances on Chart of Account page and GL Account History page when certain transaction types were involved

Output

Exports

  • Export Statement
    • Several Improvements and modifications for more accurate results and flexibility when generating exports for upcoming fiscal years and periods

Reports

  • Budgets
    • Added a toggle to exclude accounts that have a $0 budget

  • Check Register
    • Resolved issue with missing check numbers for certain transactions

  • Trial Balance
    • Resolved issue with transactions listing the batch total for Cash and Modified Accrual accounting setups
    • Several adjustments to hide $0.00 transactions, mostly for violation actions without a fee

 

 

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