Bill payments, cheque runs, and cleaner reserve reporting
Pay a whole set of bills in one run, manage cheques from issue through reprint, split a bill across several payments, and see reserve spending kept out of your operating results. Plus a long list of fixes to things that were quietly failing.
Everything in this release
New
Bills
Pay several bills at once
A new pay run takes you through choosing the property, picking the bills, choosing how to pay, reviewing, and seeing the outcome for every bill.
Bills
Cheque runs
Issue a batch of cheques, print them, and confirm what actually came out of the printer. From there you can reprint, reissue, void, retry a failed issue, or reconcile a cheque that never arrived.
Bills
Pay a bill in more than one payment
A bill shows as partly paid with the balance remaining, and carries a payment history listing every payment, how it was paid, and where it stands.
Bills
Select bills from the list
Tick several bills to pay them together or export them to a spreadsheet.
Bills
Filter by bill type and partly paid
Filter the bill list by quick expense, vendor bill, reimbursement, or pass-through, and by partly paid.
Accounting settings
Reserve spending account
Nominate the account that reserve spending posts to.
Access requests
Send a reminder
A pending unit access request can be chased with a real email and push notification, both carrying the same working link as the original request. This previously opened a blank message composer with no link at all.
Everywhere
A real screen when something breaks
Instead of the browser's bare “Application error”, you get an explanation, a retry, a reference code, and a way to reach us.
Improved
Reports
Reserve spending stays out of operating results
Money spent from the reserve fund no longer affects your operating profit and loss, budget performance, or carryover.
Budgets
Reserve lines read “Not counted toward budget”
A reserve line no longer shows a misleading over-budget warning.
Dashboard
Operating and reserve spending shown separately
The expense widget splits the two figures.
Resident Portal
Clearer payment and bank connection messages
When a payment or a bank connection does not go through, residents see what happened and what to do next.
Charges
A billed charge shows which invoice it went on
The charge record now links to the invoice it was billed on.
Reimbursements
Approval separation
You cannot authorize a reimbursement that pays you. Company admins are the deliberate exception, so a small team is never stuck.
Fixed
Property settings
The Manage users drawer never saved
Every change to someone's roles or permissions failed silently.
Reimbursements
A pending reimbursement could not be authorized by anyone
The Authorize control had no working path behind it, so pending reimbursements could not move forward.
Banking
Locking a reconciliation had never once succeeded
Every attempt was refused. Locking now completes.
Banking
Building a reconciliation worksheet had never worked
Every attempt failed. Worksheets now build.
Budgets
Carryover was calculated from an account's entire history
It now uses the fiscal period, which corrects badly wrong figures. Values already stored are not recalculated.
Bills
Reversing a payment failed every time
It also left the bill still marked paid.
Bills
Scheduled auto-pay of a reserve bill was recorded against the operating account
It now posts to the reserve account.
Bills
A second partial payment could repeat the first
It now records the new payment.
Bills
A reversed cheque could be reprinted or reissued
That paid the money twice. Void the cheque and issue a new one instead.
Bills
Receipt emails were not sent for batch payments
This also affected payments sent through URBI.
Reimbursements
A bill could carry two active reimbursements at once
Only one active reimbursement per bill is allowed now.
Service tickets
Vendors could not create tickets
Vendors with access to a building can create service tickets again.
Charges
An invoiced charge disappeared from the charges tab
Charges that have been invoiced stay visible.
Team
Adding or inviting a user failed for staff who hold more than one role at a property
It reported that their property access could not be verified.
Labels
A contact label read “This property” everywhere
That is wrong for schools and other building types, which now use their own wording.
Parking
Guest parking notices went to people who had moved out
A former resident could still receive guest parking notices for a unit they had been removed from, because the notice went to everyone who had ever lived there. Notices now reach current occupants only.
Everything Running As It Should?
System status shows how every part of URBI is performing right now, updated as things change.