Filters you can type, balances on every unit, and control over where a payment lands

Units

Filter the Units list by typing

The search box above the Units list now takes filters as well as text. Start typing a filter name and pick a value, and it becomes a chip in the bar: unit status, occupancy, occupant type or name, registrations like vehicles, parking, pets and storage, open service tickets, amenity bookings and expected visitors, and, where you have accounting access, balance state, amount owing, days overdue and invoice details. Chips stack and narrow the list together, a count tells you how many units match, and each remaining card shows a small chip saying why it matched. Type # to jump straight to unit numbers, or @ to find a unit by who lives in it. Every filter uses your property's own wording, so a school does not see condominium terms. The same bar and the same filters are on the phone.

Units

Every unit card shows what it owes

A Balance line now sits on each unit card. An overdue unit shows the amount in red with the number of days past due beneath it, a unit that owes but is not yet overdue shows the amount plainly, a settled unit reads Account current rather than a misleading $0.00, and a unit with no billing account says so. The line only appears for staff with accounting access; everyone else sees the card exactly as before, with no empty gap.

Units

The tiles above the list are filters

The Registered, occupancy, rented, open service ticket and Past due tiles are now clickable. Clicking one lights it up and adds the matching chip to the search bar; clicking a second adds to the first rather than replacing it, and removing a chip from the bar un-highlights its tile. The bar and the tiles are two views of one filter. A tile showing zero is still clickable and correctly returns an empty list.

Payments

See where a payment is going before you record it

Recording a payment against a billing account now shows exactly what the money will do before anything is written, and lets you change it: which invoices are covered, how much each one receives, and whether any remainder is held as account credit. The proposal favours the set of invoices that adds up to the amount received rather than simply the oldest ones. The same chooser appears in bank reconciliation, on the record-payment screen and in the apply-credit modal, and it uses each property's own wording for invoices and units.

General ledger

Import a full previous fiscal year, line by line

A general ledger import can now bring in your previous fiscal year transaction by transaction rather than folding it into a single opening balance, with shortcuts for the current and previous fiscal year start and a hard floor at one year back. This is what makes a budget built on real prior-year figures possible. Importing a previous year still closes that year off automatically, and that close was fixed in three ways: reports now show the year's real revenue and costs instead of reading it as empty, reserve money closes into the reserve fund rather than operating equity, and reversing the import voids the closing entry and re-opens every period it closed.

General ledger

Former payers keep their own balance

When a history import meets a payer who is no longer at the property, that person now gets their own frozen account in their own name, and their historical balance becomes a real receivable: it can be paid, chased in aging and collections, or written off. Previously it landed on whoever lives in the unit today. The account and its history stay on the unit permanently, drop out of every list once the balance reaches zero, and never block removing a current occupant.

General ledger

Delete a draft journal entry

A draft journal entry can be deleted from the ledger row or from the entry drawer, taking the expense, invoice or vendor bill it belongs to with it. The confirmation names exactly what will go, and a deletion that is not safe is refused with the reason in plain words rather than failing silently.

Cheques

A cleared cheque is locked, and the message says how to unlock it

Reprint, reissue and void are switched off once a cheque's money has cleared your bank, whether that was recorded by finishing a bank reconciliation, ticking the cheque off on one, or matching it to a bank transaction. The disabled action tells you which of those to undo. The decision is per cheque, so a bill paid by two cheques keeps the uncleared one editable, and a single cheque covering three bills locks all three. Printing a copy is always allowed.

Cheques

A property-wide Cheques register

A new Cheques tab on the Expenses page lists every cheque for the property, or across all your properties, opening on the ones still outstanding. Each row shows the number, payee, amount, date, age and state, and long-outstanding cheques are flagged as stale. Expand a row to see the bills that cheque covered and its full history, and to open any of those bills. Filter by state, bank account, payee, cheque number or date range, or type a cheque number to find it directly.

Cheques

Cheque history on the bill

Issuing, printing, reprinting, reissuing and voiding a cheque all appear in the bill's Activity tab and in the cheque's own history, each naming the person who did it and when, and carrying the reason where one was given. A reissue names both numbers, so you can see that one cheque was retired and which one took its place, and follow the trail in either direction.

Cheques

Find a cheque from the command palette

Type a cheque number or a payee's name into the command palette and jump straight to that cheque, with its row already open in the register. Typing Cheques takes you to the register itself. Cheques are also now visible to HERO, so you can ask about them the way you already ask about bills.

Invoicing

Typed filter chips on Transactions

The Transactions search bar now takes typed filter chips for status, date range, amount range, billing account and unit alongside free-text search, sharing one filter set with the existing sidebar so a filter added in either place shows up in the other. Switching properties now clears active filters instead of letting a stale filter from the previous property silently carry over.

Expenses

Expenses and Reimbursements use the same filter bar

The Expenses and Reimbursements lists now use the search bar that doubles as a filter bar, the same one on Transactions and Units: type a plain word to search, or type a filter name and pick a value to add it as a chip. The separate filter sidebar is gone.

Expenses

The Amount column stops shrinking as a bill is paid

The Amount column on the expenses list no longer shrinks as payments are recorded, so a fully paid bill stops showing as zero and the rows add up to the totals above them. What is still owed moved into the status.

General ledger

Journal entry numbers are permanent

A journal entry's number is now a stored value rather than a position recalculated every time the ledger is read, so deleting an entry leaves a gap instead of renumbering every entry after it. All existing numbers were kept exactly as they already displayed.

Payments

Record Payment's default option could never record a payment

The Pay an Invoice option on the Record Payment screen refused every attempt with a generic try-again message, because the request carried no property. The amount box also could not be typed into, because it reformatted itself on every keystroke. Both work now.

Payments

Money held as account credit is booked as a deposit, not a receivable

Money held as account credit was posted against receivables instead of customer deposits, so holding money and later spending it relieved receivables twice and stranded a debit on a liability account. Ten historical entries across three properties were corrected, and a Customer Deposits account was created for every property that has a chart of accounts. A payment that applied part of itself and left the rest as credit also recorded no history entry naming that credit; it does now.

Banking

Trust money reconciled from a deposit stays trust money

Trust money reconciled from a bank deposit was filed as operating money whenever the invoice had more than one posted entry. Credits were also stored in US dollars on Canadian properties, and an invoice touched by a refund overstated what was still owed, which pre-filled the payment amount too high so the surplus quietly became account credit. All three are fixed.

Payments

Clearer results after applying credit

After applying credit across several invoices, all but one showed an empty Journal tab. A payment still being processed was reported as a definite failure, which invited staff to record it a second time. And refusals arrived as raw database text under the button instead of a sentence. All three now behave.

Invoicing

Deleting an invoice no longer destroys payment records

Deleting an invoice used to silently take payment applications, shares and share allocations with it. Those now refuse the deletion by name, so you are told what is attached rather than losing it.

Units

The past-due total matches the units beneath it

The past-due figure above the Units list could come out higher than the sum of the unit cards, because it counted accounts belonging to units that had been removed. It now counts exactly the units you can see.

Cheques

Repairing a cheque record no longer looks like writing a new cheque

When a cheque payment was missing its cheque record and URBI rebuilt it, the repair was logged as though a fresh cheque had been issued, which made a housekeeping fix indistinguishable from real money moving. Repairs are now recorded as repairs. Starting a payment batch, which previously left no record at all, now records who started it.

Cheques

The outstanding total stops counting reversed cheques

A cheque whose payments were all reversed, but which was never voided, used to keep counting as outstanding, so the outstanding-cheque total included money your ledger no longer records. Those cheques now show as Reversed and sit outside the default outstanding view. You can still find them by filtering for Reversed.

Events

A ticket bought online arrives even if the page closes

When someone paid for an event ticket on the web, the ticket was only issued if their browser returned to the confirmation page. Closing the tab or losing signal at that moment meant the payment went through with no ticket to show for it. The ticket is now issued from the payment itself, so it arrives either way.