TOPS [ONE] 4.0.1.5 Update

    Posted by Karch Palasti on February 19, 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

    Activity Feed

    • Performance
      • Load times for all activity feeds has been greatly improved as well as actions made on the feed (filters, selecting pages, etc.)

    Codes

    • New Code Type: Sections
      • Added the Section code type that will allow a user to create codes for building sections. Categories of these Section codes can be assigned to properties just like assessments/recurring charges:
        4016Section1.png
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    • Code Index
      • Added categories to the code index page that will allow for filtering:
        4016CodeIndex.png
         

    • Property Cost Center
      • Properties can now be assigned to specific cost centers. Charge codes can be set to use a property cost center when there is one present in charge batches, adjustments, violation fees, etc:
        4016PropCC1.png
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    Portfolio

    Properties

    • Profile
      • Resales will correctly populate the settlement date now
      • Account Number will now be limited to 15 characters

    Accounting

    Accounting Setup

    • Accounting Year
      • Accounting years can be changed in the event the wrong year is set up (e.g. changing a 2018 calendar year to a 2018-2019 fiscal year):
        4016AccountingYear.png

    • Accounting Periods
      • Added the ability remove accounting periods when switching from a calendar year to a fiscal year for accounting purposes
      • Accounting period names can now be edited:
        4016NamePeriods.png

    • Close Year
      • Fixed issues with calculations during closing to match balance sheet and other GL reports

    Accounts Receivable

    • Backout Payments
      • Resolved issue with missing and duplicate payments when backing out payments

    Accounts Payable

    • Credit Memos
      • Resolved several issues with credit memos when printing checks for all accounting methods

    General Ledger

    • Chart of Accounts
      • Resolved issue with the chart of accounts not loading

    Output

    General

    • Owner Emails
      • Updated the template for emails sent to owners to include the community's name. Additionally, if a Reply To email is set for the community (go to Community > Edit > Add a new Email), it will be used when the email is replied to rather than noreply@topssoft.com. This has been updated for all email functions except Owner Access and AR Generate Statements:
        4016EmailTemplates.png
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    Custom Reporting

    • New Custom Reporting Type: Portfolio Reports
      • Portfolio reports allow users to generate custom reports for owners. These reports allow for a range of default property specific fields as well as any owner custom fields that have been previously set up:
        4016CustomReports.png

    • General Ledger Reports: Cost Center Consolidation
      • Cost center consolidation was added as an option for custom financial reports

    Merge Code Manager

    • Custom Fields
      • Tthe merge code manager will now have the option to use custom fields. In order to utilize the custom fields, a login will be required. The credentials are the same as when logging into TOPS [ONE]. If you do not need custom fields, simply click Skip to go to the regular merge code manager:
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        4016MergeCode1.png
    • Merge Codes
      • Fixed the following merge codes to display the correct data on letters:
        • <<TotalAmountDue>>
        • <<AssessmentBalanceDue>>
        • <<ItemizedBalanceDue>>
        • <<LateFeeDue>>

    Reports

    • Refactored Report: Collection Status
      • Refactored the Collection Status Report to include additional detail

    • New Report: Property Resale
      • Added the Property Resale report which will list all property resales in a community within the given date range

    • Income Statements
      • Several fixes done to reports that report net income so they all return the same value

    • Performance
      • Work was done to improve general performance and load times for all reports in the system

    • Work Order Report
      • Will display the correct owner when a resale has been performed on the property

    Template Manager

    • Templates
      • Resolved issue where templates could not be deleted

     

     

    TOPS [ONE]

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