TOPS [ONE] Update

    Posted by Karch Palasti on June 12, 2017


    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:


    Activity Feeds

    • General
      • Fixed an issue where transactions with the same post dates on different pages would throw off the running balance


    • Global Search
      • Property account numbers are now visible when searching for properties / owners


    • Roles / Permissions
      • Increased detail on errors regarding permission and access. Specific permission should now display when user tries to access a restricted module or function



    • Hold AR Statement
      • Users can now stop an owner from receiving AR statements:



    Accounts Receivable

    • Adjustments
      • The 'Adjustment Type' drop down has been moved to the top of the page to be in line with other selections:

      • Waive Charge will no longer allow a user to reduce a charge code (non-prepaid) balance below $0.00
    • Cash Receipts
      • Cash receipts, adjustments and backout payments can now be applied / run on all owner types instead of just the primary owner. These owners will have their own feeds and KPIs to reflect their personal balance
      • The cash receipt print out now has the correct batch post date at the top of the print out instead of today's date

    • Reserved Prepaid
      • Prepaid balances can now be reserved for specific charge codes via cash receipts, adjustments and beginning balance imports

    • Invoices and Statements
      • Owner statements can now be run for a single owner from the property profile, under the Actions menu. 'Print' will download a copy immediately to the local machine. 'Email' will send the statement to the primary email on file for the property. Both options will generate a document and activity feed item:

    Accounts Payable

    • Enter Bills
      • Bills created via the 'Schedule and Accrue' option for automation can now be posted

    • Print Checks
      • The review page for printing checks will show the starting check number for each bank account involved in the batch


    Work Order

    • Work Order Print Out
      • Main / Most recently added image will now display on the work order print out


    • Multiple Violations
      • Owners can now be assigned multiple violations with the same code



    • Aged Owner Balance
      • Continued improvement on report accuracy

    • Cash Receipt Deposit
      • Resolved an issue with incorrect check numbers displaying for checks in the same batch

    • Cash Receipt Journal
      • Miscellaneous cash receipts will now appear on under the 'Cash Receipts' section

    • Management Reports
      • The CCR, Service Request, and Work Order Reports now have an 'All Communities' selector
      • Added 'Closed Date' (when available) to management reports in the UI

    • Portfolio Reports
      • The Annual Meeting, Owner Communication Preferences, and Owners Summary reports have a list to select displayed owner types
    • Service Request
      • Added 'Job Location' to report

    Owner Access

    Owner Access Management

    • Community List
      • The list of available communities will no longer show deleted communities
      • Enable community toggle will be grayed out until the user chooses to edit option from the actions menu



    TOPS [ONE]