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
      4016Section2.png
       
  • 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
      4016PropCC2.png
      4016PropCC3.png

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
      4016EmailTemplates2-1.png
      4016EmailTemplates1.png

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:
      4016MergeCode.png
      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

 

 

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