TOPS [ONE] 4.0.2.3 Update

Posted by Karch Palasti on March 26, 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

Navigation

  • Index Cards - Right Click and Open in a New Tab
    • All Index Cards throughout that app can now be opened in a new tab by right clicking the card title/header and selecting the appropriate option:
      4023IndexCardRightClick.png

System

  • Users
    • Deactivate Users - Users can now be set to an inactive status by editing the user. This will prevent that user from logging into TOPS [ONE]. They will no longer appear in the app except in the user index list (see below). When deactivated, there will be an option to assign any open tasks to a different user. Users can be set to active again at any time:
      4023UserEdit.png
    • User Index Page - A new page that allows for sorting and filtering of user, it can be accessed by selecting View All on the Users panel of the Admin page:
      4023UserPanel.png

      • Available features include:
        • Sorting
        • Filter by Role, Community List, and Status (Active or Inactive)
          4023UserFilters.png

    • User Edit Profile - The Role and Community List values can now be set when editing a user directly:
      4023UserEdit.png

  • Resolved Issues
    • 'In Progress' Tasks are once again visible under the My Tasks section of the home page
    • Resolved issue with removing/assigning users to a community list

Portfolio

Communities

  • Community Setup Wizard: Revised
    • The Community Setup Wizard has been revised to allow more flexibility when setting up a new community. It has now been divided into two sections: Accounting and Property & Owners. Users can start with either one and do not have complete one to begin the other. Other changes include:
      • Enable cost centers
      • Import property code category assignments
      • Navigate the app with the selected community. Note: Some areas will be not be applicable until specific steps of the wizard are complete (ex: Cannot apply charges without setting up assessment codes)
        4023CommunitySetup0.png

Properties/Owners

  • Property Activity: Refactored
    • The Property Activity page (accessed via the balance View History link on the property balance KPI) has been updated for a better user experience. Changes include:
      • Separated Date and Description columns
      • Owner Payments will now display their check numbers
      • Prepaid Balance displayed at the top of activity feed
      • Code breakdown for each transaction
      • Property Account and Lot Number displayed at the top right of the page
        4023PaymentHistory.png

  • Account History - Email
    • Users can now set the recipient to any valid email address:
      4023PaymentHistoryEmail.png

  • Comments - New Functionality
    • Comments have a new setting that will display comments on the accounting feed (previously they would only ever display on the All and Communication feeds). The toggle is labeled Show Comment on Property Accounting Feeds
      4023NewCommentSettings.png

    • The existing Public setting will allow comments to appear on accounting feed printouts:
      4023CommentsOnPrintout.png

  • Resolved Issues
    • Resolved inability to remove emails from an owner
    • Settlement and Move Out dates can now be edited where applicable

Accounting

Accounts Receivable

  • Cash Receipts - Updated DuesPayment Lockbox Format
    • The DuesPayment lockbox import format has been altered to be in line with DuesPayment's expectations

  • Cash Receipts - Posting Batches
    • Added Select All and Deselect All functionality when posting batches:
      4023CashReceiptSelectAll.png

  • Collections
    • Automatic Comments - When running the collections process, a comment will generate for each owner with a subject and message text of the action level they were moved to. These comments will appear on the property accounting feeds and are automatically set to public

  • Late Fees - Enhancements
    • Added a new method to calculate Late Fees: Charge on Current Month Only. When selected, this will ignore owners who have a payment on file for the selected codes, dated within the current period:
      4023CurrentMonthOnly.png

    • New Print Preview option on accrued and posted batches that will allow users to printout the batch information before and after posting:
      4023ARPrintPreview.png

    • Several additional enhancements to increase user experience. These include:
      • Post Date will no longer populate with today's date. It will be left blank and require the user to enter a valid date (within the current period) before continuing
      • An Edit Codes link was added that will navigate users to the code index page to edit any pertinent information
      • A search option to easily locate owners in a batch. Users can search by account number, owner name, or street name
      • Sorting options for the batch review page

  • Interest - Enhancements
    • New Print Preview option on accrued and posted batches that will allow users to printout the batch information before and after posting:
      4023ARPrintPreview.png

    • Several additional enhancements to increase user experience. These include:
      • Post Date will no longer populate with today's date. It will be left blank and require the user to enter a valid date (within the current period) before continuing
      • An Edit Codes link was added that will navigate users to the code index page to edit any pertinent information
      • A search option to easily locate owners in a batch. Users can search by account number, owner name, or street name
      • Sorting options for the batch review page

  • Validation File Export - DuesPayment
    • Added a new validation file export format for DuesPayment

  • Resolved Issues
    • Resolved issue where Minimum Days required for a collection action level was not being respected
    • Changed the way PayLease lockbox file imports match on owners to be more accurate
    • Corrected calculations for Optimal Outsource format statements regarding balance due, future charges, and late amount due
    • Resolved issue with duplicate checks displaying for backout payments, as well as incorrect amounts when the same check number was in use
    • Export Statements will now generate transactions in the correct date order
    • Added Unit # to addresses on the coupon exports
    • Lockbox files will once again require unique names to prevent accidentally uploading the same file twice
    • Added bank account information to the cash receipt batch print out
    • Resolved issue when trying to run the interest process with selected owners

Accounts Payable

  • Resolved Issues
    • Resolved a display issue with cost centers on bill distributions
    • Users with the appropriate permissions will now be able to successfully edit Workers Comp type insurance
    • Bills associated with voided checks will have their bill date updated to the void transaction's post date
    • Selecting Post & Add New when adding bills will allow users to override duplicate Bill Number warnings

General Ledger

  • Journal Entries - Reversing Journal Entry
    • After accruing a journal entry, there is a new option to create a one time automation job that will reverse that entry on the specified date (defaults to the first day of the next period):
      4023ReversingEntry.png

  • Resolved Issues
    • Several issues resolved with Close Year functionality regarding balance accuracy and performance
    • Bank Reconciliation views will now display AR batches correctly
    • Increased Chart of Accounts page performance
    • Added additional information about transactions on GL Account History pages
    • When adding Service Fees and Interest Income during Bank Reconciliation, date will default to the saved Statement Date
    • Clicking the Recurring Entries KPI will correctly scope to the previous community on the automation page

Violations

  • Resolved Issues
    • Selecting Save & Add New will no longer reset the selected community
    • Resolved error when trying to take next action on violations

Output

Reports

  • New Report - AP Distribution to GL
    • A new accounts payable report that shows all entries made to the general ledger coming from the accounts payable system for a range of dates:

  • GL Reports - Style Enhancements
    • The following GL reports have new style options that will affect the PDF and Word exports:
      • Balance Sheet
      • Detailed Income Statement
      • Fund Balance Sheet
      • Income Statement
      • Reserve Statement
      • All of the "By Range" equivalents
      • Trial Balance
    • The new features include:
      • Show Run Date/Time
      • Show GL Account Number
      • Header Row Border
      • 1st Column Border
      • Banded Rows (Shading)
      • Show Gridlines
      • Large and Small font size (exact font varies slightly from report to report)
      • Export Orientation: Portrait and Landscape
        4023GLStyling.png


  • CCR Report - Update
    • The CCR Report has been modified to include a number of new filter options:
      • Create Start / End Date
      • Closed Start / End Date
      • Show Action Table
      • Show Comments
      • Show Image
      • Show Amount
      • Filter by specific CCR codes (defaults to all)
      • Filter by Account #, Lot #, Street Name

  • Resolved Issues
    • Fixed the following merge codes to output correctly: AssesmentBalanceDue, ItemizedBalance, ItemizedBalanceNoPrepaid, LateFeeDue
    • Mailing labels now include Country when United States is not selected
    • Equity accounts will appear on the report when the total Equity amount is $0.00
    • Resolved issue with extra column in Fund Balance Sheet
    • Deleting a batch of Owner Access Registration letters will correctly delete ALL letters from all feeds rather than just the community feed
    • Resolved issues with Detailed Income Statement budget amounts for Year to Date
    • Corrected inaccurate contact information on Vendor History Report
    • Resolved issue with CommunityDisplayName merge code 
    • AssessmentChargeAmount merge code will now print expected data
    • Resolved a issue with Balance Sheet calculations when there were three or more accounting years for the community
    • Recently added columns for the Aged Owner Balance report will now display correctly on UI and exports
    • Resolved issue that allowed users to set multiple default templates
    • Owner Summary report modified to accommodate long email addresses
    • Resolved issues with PDF and Word formats not generating correctly for Budgets report
    • Check Register Excel exports will correctly display any voided checks
    • Trial Balance will no longer display duplicate accounts and/or transactions

Owner Access

Owner Access 

  • Resolved Issues
    • Added Unit # to address on Account Settingpage

 

 

TOPS [ONE]

Related Posts

 

Comments