Packages that agree, autopay that stops when it should, and safer ledger accounts
Every screen now reads one package pickup status, autopay stops after a returned payment and stays stopped, bank feeds and ledger accounts refuse the moves that used to strand money, and building events finally reach the lobby and elevator screens.
Everything in this release
New
Packages
Filter by who a package is for
The packages list can now be filtered by the person a package is addressed to, and by more than one unit at a time.
Packages
Packages are findable from the command palette
Packages and reconciliation rules can now be reached straight from the command palette.
Payments
An autopay off switch that sticks
Turning autopay off for a resident now survives an invoice edit, so the decision is not quietly undone.
Accounting
Card payments are a deliberate choice for new properties
New properties start with card payments off, so a property opts in rather than absorbing card refund fees by default. Existing properties are unchanged.
Improved
Packages
One pickup status everywhere
Package lists, unit pages, the Resident App and Arthur now all read the same pickup state, so a package marked collected reads the same way wherever you look.
Packages
Faster package search by unit
Searching packages for a unit is now filtered in the database rather than after the fact.
Payments
Autopay stops after a returned payment
When a debit is returned, autopay stops for that resident while the invoice stays payable, so collection continues by another route.
Payments
Daily debit files reconcile against the bank
A daily file contains one debit per resident while the bank statement shows a single lump sum. The two now reconcile against each other.
Banking
A bank feed must post into a bank account
A feed can no longer be pointed at an account that does not hold money.
Banking
Matching a bank line needs a matching leg
Matching a line to an entry now requires that entry to actually touch the same bank account.
Banking
Posting is refused in a locked window
An entry can no longer be posted into a reconciliation window that has been locked.
Banking
An account's kind cannot change under a live feed
The type of an account cannot be changed while a bank feed is still posting into it.
General Ledger
Accounts still in use cannot be retired
An account that a recurring schedule, reserve spending, an unposted draft or a live bank feed still points at can no longer be retired.
General Ledger
Entries record who posted them
Posting a journal entry now records the person who posted it, including when the posting is reached from another screen.
Events
Wallet passes take their colour from the event photo
An event ticket added to a phone wallet is now coloured from the event's own photo.
Bonds
Bond money moves through a bank account
Bond deposits, bond payouts and departing balance settlements now each move through a real bank account.
Expenses
Cancelling a board submission returns the bill to draft
Cancelling a submission now returns the bill to draft so it can be reused, instead of voiding it.
Accounting
Reserve spending works for every property
Recording reserve spending no longer depends on a reserve account having been set up in advance.
Accounting
The refund screen shows the real card fee
Stripe does not return its processing fee on a refund, so the property absorbs it. The refund screen now shows what was actually kept, or a clear estimate when the exact figure has not arrived yet.
Fixed
Packages
Analytics match the list beneath them
The summary cards now count the same filtered rows shown in the list, instead of the whole property.
Packages
Deleted packages leave the resident's list
A package a staff member deletes no longer shows up in the resident's own package list.
Packages
Arthur reports each package's real arrival date
Arthur previously gave the same arrival date for every package.
Packages
The Scan Queue banner clears
The acknowledge banner on the dashboard Scan Queue now goes away once you have acknowledged it.
Packages
Duplicate scans are labelled
A scan caught by duplicate detection is now recorded as a rejected duplicate instead of sitting in an unclear state.
Payments
A debit pays exactly the invoices it was built from
A bank debit now settles the specific invoices it was raised for, rather than being applied more broadly.
General Ledger
Refunds and overpayments post to the right account
A refund or overpayment now posts to the account and fund that actually hold the money.
General Ledger
Leftover refund money goes back where it came from
Money left over from a refund can no longer be parked in a bank account it did not arrive in.
Amenities
Amenity refunds credit the invoice they reverse
A refunded amenity charge now credits the invoice it came from instead of being recorded as a returned deposit.
Events
Building events reach the lobby and elevator screens
Events created for a building now appear on its display screens.
Events
QR codes on display screens lead somewhere real
The QR codes shown on lobby and elevator screens for a building's own news and events now point to a working address.
Everything Running As It Should?
System status shows how every part of URBI is performing right now, updated as things change.