Clearer ledgers and expense numbers

Expenses

Every expense now has its own number

Built from the property prefix, the date and a daily counter, so an expense reads like ROE-081526-0001 instead of a random code. Existing expenses were numbered from their original dates, and any code you shared previously still works.

Expenses

Handling fees can be a flat amount or a percentage

Choose either when charging an expense back, on individual expenses and on templates. Switching between them keeps both figures you entered.

HERO AI

Record an expense straight from a receipt

When the vendor, amount, date and account are all readable, one click records the expense. When something is missing, the expense drawer opens with everything HERO did read already filled in.

HERO AI

Draft a journal entry with the assistant

Describe what you need and HERO proposes the entry for you to check. Nothing posts until you confirm it.

General ledger

The four summary cards now filter the ledger

Entries This Month, Total Posted, Drafts Awaiting Review and Unreconciled each filter the list to exactly what they count, and clear again when clicked a second time. A banner names what you are looking at, with a count and a way to clear it.

General ledger

Amounts are coloured by what happened to the account

Green now means that account went up and red means it went down, judged from the kind of account it is, so cash being debited reads as money in. Colour is never the only signal: every amount also carries a sign and an arrow, and an account with no type recorded stays plain rather than being guessed at.

General ledger

Payments link back to their unit, billing account and person

Open a payment in the ledger and the related records are listed, so you can follow the money to who paid it without searching.

Invoices

An invoice leads with what is still owed

The headline figure is now the balance due rather than the original total, so a part paid invoice no longer looks untouched. The total is still shown alongside it.

Amenities

Amenity photos and favourites

Add more photos to an amenity and mark the ones residents should see first.

Transactions

Charges are no longer counted twice

A charge could appear on the All Transactions view alongside the invoice that already represented it, so the same money was counted twice on one page.

Transactions

A declined charge now appears, with the reason

A charge a resident turned down used to be invisible to staff. It now shows up and says why it was declined.

Invoices

A voided invoice shows a zero balance

Voiding or writing off an invoice left the original amount showing as still owed.