TOPS [ONE] 4.0.0.2 Update

Posted by Karch Palasti on January 22, 2018

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

Documents and Attachments

  • Attachments
    • Resolved an issue with documents not being found when they contained a percent (%) symbol in their file name. Percent symbols will no longer be accepted in file names for uploads.

Portfolio

Banks

  • Bank Reconciliation
    • Checks paying multiple invoices/bills will be listed a single entry
    • Fixed check ordering

Owners

  • Owner Index Card
    • Added the email to the owner's card:
      4002EmailOnCard.png

  • Owner Filters
    • Added a new filter option Email Address which, when selected, will show only those owners who have an email address on file
  • Send Message
    • When switching from the Smart delivery method preference to the Email preference, owners who do not have an email address set will be removed from the batch
    • The <<ManagementLogo>> merge code will correctly pull the image set as the Profile Picture for the Client.
    • Resolved an issue when selecting multiple owners with the same email address

Accounting

Accounts Receivable

  • Apply Charges
    • Resolved an issue where editing a posted batch would attempt to post a new Apply Prepaid batch

Budgets

  • Budget and Prior Actuals
    • Budgets will now display by default without the Prior Actuals of the selected fiscal year
    • Added new filters which can be accessed via the Additional Filters button. Here the prior actuals can be displayed and the budget amounts can be hidden:
      4002BudgetFilters.png
    • Added the following functionality for Prior Actuals: Import, Export, and Calculate. For more information, please refer to the following knowledge base article:
      4002PriorActualFunctions.png

Chart of Accounts

  • Cost Centers - Default Cost Center
    • Added a Default Cost Center selection that will assign all previously unassigned transactions to the selected cost center. This will alleviate issues with reporting and other outputs when account balances are in use. Note: Default Cost Center must be set by the user initially.

  • Cost Centers - Account Selection
    • Added new functionality for selecting and assigning accounts to cost centers. For more information, please refer to the following knowledge base article: https://topssoft.zendesk.com/hc/en-us/articles/360000166071
      4002CCSelection.png

  • Cost Centers - Display Name
    • Cost Centers / Account Relationships can now be assigned a specific display name that will appear on the chart of accounts page as well as reports:
      4002CCName1.png
      4002CCName2.png
      4002CCName3.png

Year End

  • New Accounting Year
    • Resolved several issues when attempting to set up a new fiscal year

  • Undo Close Year
    • We have added functionality to remove previous close year journal entries via the Undo Close Year feature. For more information, please refer to the following knowledge base article: https://topssoft.zendesk.com/hc/en-us/articles/360000102292
      4002UndoYear.png

Output

Reports

  • Report Menu
    • The layout for the Standard Reports menu was refactored for ease of use. Descriptions can be viewed by hovering the cursor over the information icon:
      4002ReportIndexLayout.png

  • 1099
    • Vendor Tax ID will correctly populate on report view and export

  • Aged Owner Balance
    • The Last Payment Date field will no longer show 01/01/0001 on exports when there is no payment on record
    • Increased report performance

  • Check Register
    • Voided check amounts are now listed as $0.00. The Total field is now the sum of all checks on the report

  • Owner Communication Preferences / Owner Summary
    • The reports will now respect the phone numbers set to Unlisted

 

 

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