Propertyware Knowledge Base

Document Link Icons for Tenant and Owner Alerts – Portals

The following Tenant and Owner Alerts now provide icons instead of text hyperlinks when referring owners and tenants to documents uploaded to their portals.

• Owner Notification: Report Published to Portal
• Owner Notification: Statement Published to Portal
• Owner Notification: Document Published to Portal
• Tenant Notification: Document Published to Portal

Payer Names on Payment Records – Leases, Setup, Money In, Reports

In compliance with the Oregon Department of Real Estate (ORDRE), Propertyware now includes a Payer Name on the Tenant Ledger and Tenant Ledger printouts.

In addition, under Setup > Administration Setup > Accounting Preferences, there is now an option to Require Entry of Payer Name on Tenant Payments.  

There also is now a Payer Name drop-down menu in Quick Collect, under the Money In tab.

If “Other” is selected from the Quick Collect drop-down menu, a New Contact form will appear for completion.

The General Ledger report now includes Payer Name as a column option. 

Propertyware also now stores contact name data from Scanned Checks and ePayments as Payer Name for use in Reports, Ledgers and other records.

Data Added to Tenant Ledger and Mail Merge Templates – Leases / Setup

In compliance with the Oregon Department of Real Estate (ORDRE), Receipt Numbers added to the Tenant Ledger are now consecutively numbered.

A Payer Name field to identify which contact paid rent has also been added to the Tenant Ledger, and the Lease Name is now recorded for use in various records.

Finally, in Setup > Templates > Mail Merge Templates > Payment Receipt, Receipt Number and Portfolio Abbreviation options have been added to Available Fields for customizing Mail Merge Templates. 

Single Convenience Fee for Credit Card & ACH payments – ePayments Setup

Credit card company rules require that only one convenience fee may be charged, whether the payment is by credit card or ACH.  To enforce these rules, Propertyware has modified its convenience fee system in the following ways:

• Convenience Fee Global Settings have been established in Administration Setup > ePayments Settings.
• An explanation that convenience fees cannot be charged on auto-payments via credit cards or ACH payments is now included next to this setting.
• If the property management company does not accept credit card payments, Convenience Fee Global Settings will only refer to ACH payments.

ENTERPRISE CUSTOMERS ONLY: Additional Data Pushes from Master User Accounts to Child Accounts

The following information now pushes from Master User Accounts to Child Accounts:

• Addresses
• Phone Numbers
• Signature
• Alert Override information

1/13/2012 – Feature Release

Improvements to Income Statement Standard – Reports

Propertyware has added a Sorting function to the Income Statement Standard report.  In addition, the PDF has been changed to a portrait orientation, to match the look and feel of other financial statements such as the Balance Sheet.

1/11/2012 – Feature Release

Conversations v2 – Desktop, Portfolio, Building/Unit, Prospect, Lease,  Work Order, Management

A brand-new Conversation Stream has replaced the old Conversations format throughout Propertyware! Conversation Streams are now available on the Desktop, Portfolio, Building/Unit, Prospect, Lease, Work Order and Management screens.  

• Profile Pictures in Conversations

Not only does the Conversation Stream look and feel similar to Facebook, it actually allows users to pull their profile picture from Facebook via a Set My Photo button. This button will only pull the user’s profile picture from Facebook; no other data transfer to or from Facebook will occur.

Profile pictures can also be set and deleted by going to Setup > Personal Setup > My Account, and can be Reset either via that same Setup path or directly from the Conversations tab on the Desktop.

• Permissions and Conversation Visibility

Any user can create a Conversation, whether they are Administrators or not. However, User Profile permissions are required to delete Conversations or Comments (which are the subsequent notes added to Conversations), whether they are one’s own posts or those of others.

Conversations are also visible according to Building Restrictions, which means that anyone with access to view a Building will be able to see all Conversations that pertain to that Building, regardless of who created the Conversation or what that team member’s assignments may be.

• Conversations Use and Application

When creating new Conversations, you can decide who will be able to see the Conversation by selecting from the Start a Conversation with: drop-down menu. Messages can be sent to the Management Team, Tenant(s) or Owner(s). A comment to the right of the field will explain the option you have selected.

Once you’ve chosen who you want to have a Conversation with, simply type what you’d like to say in the Write a comment… field and click Share.

Conversations with Tenants or Owners can be started from the Contact Record, Lease, or Management screen, will be published to the appropriate Portal, and will send an Alert to the person you are contacting. 

Conversations that are published to a portal are identified by an icon, as shown below.

• Linking Related Items to Conversations from the Desktop

While all Conversations started on the Desktop will display there, those Conversations can also be linked to related items in other areas of Propertyware, for one-step entry to entity records and portals.

To do this, click on Link a Related Item, select the type of entity you want to link the Conversation to, enter your data in the field provided, and click the Search button.  Once the results are displayed, click on the Name to complete the link. 

• Other New Conversations Features

•  The Conversations tab at the Portfolio level is the same as the Conversations tab in Management.

•  On the Management and Prospects screens, Conversations has been moved to the first tab position.

•  Conversations are limited to 100 posts per page.

 

User Interface changes – Prospects

• The buttons on the Prospects list view have a new look. 

• The Prospects detail screen also has different buttons, a different screen color, and a new design with tabs at the bottom.  

• The Marketing field and Custom Fields including Tenant Screening have been moved from the screen’s far right to the middle of the screen.

User Interface changes – Management

• On the Management screen, the set of buttons beneath the management summary has been removed; their functions are available via the buttons at the top of the screen, which are now blue.
• The look of the tabs has also changed, and their order has been rearranged to place Conversations first. 

1/7/2012 – Feature Release

Last Payment Date Filter for Lease Views – Leases

A Last Payment Date Filter is now available when creating a View in Leases. This will help property management companies to issue notices and perform various in-house procedures regarding delinquent tenants.

Auto-Enable Tenant Portals for New Leases – Leases

It is now possible to automatically enable tenant portal login for all contacts when converting new leases. This option, which only applies to Active Lease creation, eliminates the need to manually enable Tenant Portals every time a New Lease is created. 

Expense Account GL for Tenant Refund Checks – Leases

Refund checks issued via the Adjustments button on the Tenant Ledger can now be coded under an Expense Account GL.

Portfolio View of Consolidated Building Budgets in Income Statement Budget Comparison – Reports

When filtering this report by Portfolio, a new Sum Building Budgets checkbox provides the option to add all Building Budgets together for comparison to the Portfolio’s actual financials. It defaults as checked; when unchecked, the report will only use Portfolio budget data

New Columns for Accounts Receivable - Tenant Balance – Lease Reports

The following Column options have been added to the Lease: Tenant Ledger category of the Accounts Receivable - Tenant Balance report.

• Last Payment Amount – Shows the most recent payment to the Ledger.
• Current Month Unpaid Charges – Displays the sum of all unpaid charges dated in the current month.
• Sticky Note – Shows the full text of a sticky note on the Lease Summary or Ledger Page View.

Sticky Note has also been added to the Column options under Lease Summary.

Portfolio Abbreviation in Owner Statement Simple – Reports

A Portfolio Abbreviation has been added to the data displayed when Display List of Managed Properties is selected under Other Options. 

Copyright 2012 changes

Propertyware’s web pages have been updated to reflect 2012 copyright dates.

12/21/2011 – Feature Release

Improvements to Sticky Notes – Portfolios, Contacts, Buildings/Units, Leases, Vendors, Management

With increased character capacity, longer Sticky Notes can now be posted in Portfolios, Contact Records, Buildings/Units, Leases, Management and Vendors. Also, when a Sticky Note has been created in any of these areas, it now overlays the screen until the Close button is clicked.

Additionally, User Profiles can now be enabled to Edit Sticky Notes under Global Settings, and to post a different Popup Sticky Note within each individual module they can be created in.

Improvements to Tenant Ledger – Leases

The Tenant Ledger has been enhanced, with updated button names and added functionality. First, the buttons at the top of the Ledger have been renamed:

• Record Payment is now New Payment
•  One Time Charge  is now New Charge
•  Refund, Discount, Adjustment is now Adjustments
•  New Journal Entry is now New JE
•  Calculate Late Fee is now Late Fee

In addition, New Charge now allows a charge to be split into Iterations, spaced as designated by a drop-down menu:

And New JE now allows for these charge Iterations to be recorded in a Journal Entry:

12/16/2011 – Feature Release

Updates to Form 1099-MISC  Printout  – Money Out/Management

Printed versions of Vendor and Owner 1099s now separate the Address 1 and Address 2 fields onto two rows. This applies to both Payer and Recipient address data, on both Vendor and Owner 1099s.

Exclude from 1099 – Chart of Accounts

In Setup > Customize > Chart of Accounts, a new option, Exclude from 1099, is now available. This applies to both Income and Expense Accounts.

Calculation Changes for Owner 1099s – Management

Propertyware has improved its calculations for Box 1 and Box 3 of Owner 1099s.

• Box 1 - Rents: This includes income from all account codes set as Rent, plus offsets to that income, identified as Income accounts set as Discount.
• Box 3 - Other Income: This includes income from all Income accounts NOT set as Rent or Discount. This box cannot contain a value below zero, so if the balance is negative it must be reported as $0 in Box 3, and the negative amount should be reported as part of the sum in Box 1.

Note: This feature only applies to 1099s for owners not excluded from 1099 reporting. See Exclude from 1099 feature, above.

Improvements to Audit Log – Reports

The Audit Log now records many more activities, including Campaign creation, CRP generation, Rent Bump, Saving Late fees, Edits to Sites, Budget changes, Copy Budget, Tenant Contact edits in Leases, Prospects changes, Alerts changes, Bill Payment entries, and the deletion of Custom folders in Reports. 

Also in the Audit Log, the activity previously labeled Reassign Building Portfolio now displays as [Reassigned Building X] from [Portfolio A] to [Portfolio B].

Return Batches for ePayments – Banking

Because some ePayments returns are processed in batches, Propertyware now also groups these returns into batches. The batches, named by type (i.e. ACH Return Batch, Credit Card Return Batch) in Banking, Reconciliation and Reports, show each transaction in a nested list.

12/9/2011 – Feature Release

Total Added to Bank Balance Breakdown – Reports

In compliance with North Carolina Real Estate Commission requirements, Propertyware now shows a Total sum of balances by portfolio on the Bank Balance Breakdown report.

Payer Name Added to General Ledger – Reports

The North Carolina Real Estate Commission requires that bank accounts on the General Ledger include the payer name with each deposit account debit item. Propertyware now accommodates this requirement.

Unique Deposit Numbers Across Org – Accounting Preferences

The North Carolina Real Estate Commission requires that, when closing a bank deposit, the system assign a sequential Deposit Number that is unique across the organization, rather than just to each bank account. To accommodate this, Propertyware now provides an option to increment deposit numbers across all of an organization’s bank accounts. This can be done by going to Setup > Administration Preferences > Accounting Preferences > Deposit Number Unique Per and selecting Org.

12/2/2011 – Feature Release

New Property Views – Properties

To provide more flexibility in how properties can be viewed and grouped, Propertyware now offers a list view of Portfolios, Buildings and Units on the Properties home page. Multiple Property Views are available in a drop-down list, and custom views can be added as needed.

Once a Portfolio, Building or Unit is selected, the view returns to the familiar Navigator format, with a link back to the main list.

Updates to CRP Forms – Leases

Certificate of Rent Paid (CRP) tax forms for Minnesota and Wisconsin tenants have been updated for the new year. 2011 and 2012 have been added to the Select Year drop-down menu for generating CRPs, and all CRP forms have been updated to the 2011 17% calculation rate.

In addition:

• The Total Months Rented figure is now added to Minnesota forms, calculated based on the Lease Start and End Dates. Similarly, Wisconsin forms now add a figure for Number of Months in this Rental.
• On Minnesota forms, Place an “X” in box if count includes married couple is now automatically checked if residents have same last name and Titles of Mr. & Mrs. in the Contact Record, OR if the Is Primary Contact Spouse? box in the Applicant Information section of the Contact Record is selected.
• Minnesota forms will also now have the box pertaining to partial payment by a government housing agency checked if the Public Assistance Program field on the Lease is set to anything other than NONE.
• For both types of CRP forms, the number of occupants includes only those who are named on the Lease, and married couples are counted as 1.

11/18/2011 – Feature Release

Modifications to NACHA File Format – Setup > Chart of Accounts

For companies that use NACHA files to pay owners, some files require unique information to be entered into key fields. To accommodate this, Propertyware has added those fields to the New/Edit Account screen. The fields will only be available if Propertyware Subscriptions has enabled the client for NACHA Export. The property management company will need to obtain information from their bank to enter in these fields.

Exclude Charges from Require Pay in Full – Tenant Portals

Property managers can now be more selective as to which charges tenants must pay in full.

On the Tenant Portals setup screen, the Require Pay in Full selection is Yes, a new option, Exclude Charges from Pay in Full, displays.  When “Yes” is selected here, a list of accounts associated with tenant charges drops down for selection. All excluded charges are then listed below.

Merge Multiple Prospects into a Single Record – Marketing

For cases where duplicate Prospects are created or two different contacts are looking to lease together, the Related Activity Merge Prospects is now available.

• Only the same Types of Prospects can be merged, and only two Prospects at a time.
• Any contacts attached to merging prospects will also be merged.
• Data from the deleted record is stored as a Note on whichever Prospect is chosen as the primary Contact Record. This includes the background screening detail report, if any.

Sales Contact Added to Management Team Roles – Buildings

A new Management Team Role, Sales Contact, has been created for cases in which a Building or Unit is listed for sale rather than lease.

The “Send To” groupings on Alerts and “Access Restrictions” on custom Report folders will combine Leasing Agent and Sales Contact roles when editing alert features or running reports.

Published Listings will display either the Leasing Agent or the Sales Contact, depending on whether or not the Building is listed as “For Sale” under Marketing Information. If no Sales Contact is on file, the Leasing Agent will default into the role to satisfy this requirement, but this can be edited.  Buildings also listed as Published Rentals will continue to use the Leasing Agent for published contact information. Building Reports will list the Sales Contact role separately, to ensure proper identification.

More Visible Content in Prospect Activity History – Marketing

Propertyware has increased the number of visible text lines in the Body/Description area of a Prospect’s Activity History. This will largely eliminate the need to click View when browsing a prospect’s activity.

Owner Cost Information for Work Orders and Maintenance History – Maintenance/Properties

To differentiate between actual costs to the property management company and costs to owners due to markups or discounts, Owner Cost information is now displayed more visibly in the following locations:

• Work Orders now display Owner Cost along with Estimated and Actual costs.

• Owner’s Cost is now displayed in Properties on the Building and Unit level under the Maintenance History tab. A ? tool tip is also provided to assist in differentiating the two types of costs.

• When a new Work Orders list view is created, an Owner Cost column option is now available.

ENTERPRISE CUSTOMERS ONLY: Company Names Added for Printing and Doc Export – Reports

Organizations that are part of an Enterprise subscription will now see their company’s name on reports when they are exported to PDF, HTML, and Excel.

11/11/2011 – Feature Release

Improvements to Auto ePayments setup – Tenant Portals/Leases

Auto ePayment setup has been enhanced in both Tenant Portals and Leases.

• To reduce the chance of scheduling errors for tenants setting up Auto ePayments, start dates that occur in the past are no longer allowed.
• When a tenant initiates an Auto ePayment, a confirmation screen that clearly displays First Payment and Next Payment dates now appears.

• For Auto ePayment setup on the management company end, a similar functionality exists in Leases. However, this version requires certification that documented authorization has been obtained from the tenant.

Auto Charges in Draft Leases – Leases

Primarily for student housing, this new feature allows the creation of Auto Charges that begin prior to the Move In date shown on the Lease.  A warning pops up to confirm that the charge is being set up this way intentionally. Late fees will be calculated on these pre-move in Auto Charges.

Improvements to Draft Leases in Lease Grid Edit – Leases

Also primarily for student housing, the Status column can now be unlocked to allow Draft Leases in Leases Grid Edit, which can then be filtered for Move In dates within a certain range. Before any changes are made, the system will check to see if other active leases are attached to that same Unit. If so, the action will not be saved.

11/4/2011 – Feature Release

Improvements to the Income Statement Budget Comparison Summary – Reports

The Income Statement Budget Comparison Summary report now offers the following Options:

• Accrue Payables
• Accrue Receivables
• Exclude Escrow
• Variance % (defaults to display; uncheck to hide)

In addition, a Consolidated view option has been added to this report’s Filters:
 

Improvements to Application Fee Payments – Sites

Greater clarity has been added for prospective tenants paying application fees online. The payment screen button has been changed from “Continue” to “Pay Now,” and once payment is submitted, a “Thank you for your payment” message displays.

Columns added to Audit Log – Reports

New column options have been added to the Audit Log: Portfolio, Building, Unit and Details.

Improved Filtering in Bills – Owner Portals

Payment Date is now a Filter on the Bills statement in Owner Portals, allowing paid bills to be viewed with their corresponding Bill Date.

Prior Year to Date Column – Reports > Owner Statement Month and YTD by Building

The new Prior Year to Date column option in the Owner Statement Month and YTD by Building reports can provide data for both the Portfolio summary and the individually listed Buildings.

Preferred Owner Statement – Portfolios

Individual Portfolios now offer the option of setting a Preferred Owner Statement under Management Settings.

Note: This offers a new alternative to the global Owner Statements setting under Setup > Customize > Management, which applies to all Portfolios. 

10/21/2011 – Feature Release

New Column Options for Units with Leases report – Reports

The Units with Leases report now offers more column options under Contact: Summary. Additional tenant contact data, based on information recorded in Leases > Units, can now be displayed in the report.

Selective application of Vendor/Portfolio credit – Money Out

A credit can now be applied across portfolios, provided that all the portfolios use the same default bank account. If there is an attempt to Apply Credits across portfolios but the portfolios do not default to the same bank account, the credit will not be applied and a message will appear:

In addition, Propertyware now allows the selection of specific bills in Apply Credits. The credit will be applied first to bills that have been selected via check-box, then to remaining bills by date if there is additional credit left.

Note:  If a credit is to be applied to just one particular bill, that bill must be selected during the same Bill Pay session as the one in which the credit is applied. The only way to ensure that credit will be applied just to that bill – as in the case of a building-specific credit – is to run a Bill Pay session solely for that one bill and credit.

10/14/2011 – Feature Release

Income Summary option for Owner Statement Simple – Reports

You now have the option of beginning an Owner Statement Simple report with an Income Summary Page. When selected, Income Summary Page appears on page one as an alphabetical summary of each type of income or expense that has affected the owner balance during the report’s selected period.

10/7/2011 – Feature Release

 

Email Statement Fields – Owner Contact

The Email Statement option is now available to set for new owner contacts created from a Portfolio record.  This option was previously only available when creating and/or editing owner contacts from Contacts.

Portfolio Level Budgets  – Budgeting

Budgets can now be created for Portfolios as well as Buildings.  Reports that display budget information will also include a Portfolio filter option to display the Portfolio budget information.

Note: The Portfolio budget is a unique budget record.  Building budgets cannot be used to create the Portfolio budget’s balances and these balances may vary from the sum of the associated Building(s) budget balances.

Vendor Information and Sorting  – Properties: Maintenance History Tab

The Maintenance History tab on Buildings and Units now has an added Vendors column which will display the vendor(s) associated with the Work Order.  This tab has also been updated to sort information by the Date Created, with the most recent items at the top.

Enterprise Version Only: Restrict Editing of Email Address The ability to edit User account email addresses will be restricted or disabled. MASTER ACCOUNT: Setup > Administration Setup > Manage Users > User Accounts.  Only users with Administrator privileges will have the ability to edit existing user email addresses.  This field will be disabled for all other users.   CHILD ACCOUNT: Setup > Administration Setup > Manage Users > User Accounts.  The Email field for users created through the Master Account will be disabled for all users.  This contains the auto-generated alias email address which should not be changed for proper functionality.

9/23/2011 - Feature Release

Set Forwarding Address – Leases

The new Related Activity Set Forwarding Address allows the user to update the Lease record address at any time.  This address will be used on any refund checks and on a Move Out for this Lease.

 

Portfolio Search View – Setup

The Portfolio List view has been updated to a Portfolio Search view in Setup > Administration Setup > ePayment Settings.  The Portfolio Settings section is now located below the Application Fees section and will only display those properties with exceptions to the default global ePayment settings established above. To add or edit a Portfolio in this section, type to search.  To view all Portfolios, click the List View option.

 Eviction Status Prompt – Leases

Editing a Lease Status to the default status of Eviction will now result in a prompt for more options before the change in status will be saved.  The options Do not accept any payments and Do not allow portal access will be selected by default.  If the option Do not accept any payments is selected, any auto-payments associated with the lease will be updated with the current date as a stop date.

Note:  Changing the lease status from Eviction to any other status will not automatically update these settings.

Select Profile Type – Manage Users

The User Profile type will now default to Please Choose when creating a new User.  This is to ensure the proper default security settings are enabled by Profile as new users are added to an account.

Note: This also applies when adding a New Team Member from a Building.

 

Prior Year to Date – Income Statement Portfolio Comparison Report

The Income Statement Portfolio Comparison Report now includes the option to add the column Prior Year to Date.  This column will display balances based upon the period selected, but for the prior fiscal year.  The report version must be updated in order to have this option.

Document and Report Link Routing – Owner Alerts/Owner Portals

The document and report published links within Owner Alerts will now direct the owner to the appropriate document or report within the Owner Portal.  If the owner is not logged in to the portal, the login page will display.  After successfully logging in, the referenced document or report will display.

Payee Options on Tenant Refund – Leases

Tenant refund checks now provide the option to select a payee of Primary Tenant or All Tenants on Lease.  Selecting All Tenants on Lease will add all contact names designated as “Named on Lease” to the payee field of the check.  This is available on the Refund, Discount, Adjustment feature as well as a Security Deposit Refund.

 

 

9/16/2011 - Feature Release

Canadian Format Templates – Mail Merge

Eight new Lease Mail Merge Template documents will be available in the Template Gallery.  These documents are formatted and contain options that meet Canadian property management standards; however, they may be used by all users.  These templates can be added to an account by going to Setup > Templates > Mail Merge > Template Gallery.  The available mail merge templates include:

• Canadian – 1 Month Notice to End Tenancy
• Canadian – 10 Day Notice
• Canadian – Condition Inspection Report
• Canadian – Notice of Final Opportunity to Schedule Condition Inspection
• Canadian – Notice of Rent Increase Form N1
• Canadian – Notice of Rent Increase Residential Rental Units
• Canadian – Residential Tenancy Agreement
• Canadian – Schedule of Parties

 

Statements Tab Reformatted – Owner Portals

The Owner Portal Statements tab receives a streamlined look and feel.  Owners will now have the ability to sort statements by Portfolio and/or Period Dates.  Actions are simplified to two links, Download and View Bills.  Optional Portfolio Summary sections display real-time  balances, income, expenses, and fees.  The selection option to display the Portfolio Summary sections is available in Portals > Owners. If an owner owes a balance or would like to make a contribution, the new Make Contribution Online link located in the header or in each Portfolio Summary box adds to the Contribution button at the bottom of the ledger.  Clicking this link from a Portfolio Summary section will direct the owner to make an electronic payment to the Portfolio in which the link displayed.

Note: The Portfolio Summary information will include ALL transactional activity and will not hide pass through account activity/balances.

Before

After

 

View Bills Links – Owner Portal/Alerts

Clicking to View Bills related to a statement will now direct owners to the Bills tab, which will be automatically filtered to match the date range of the related statement.  The View Bills link is available from the Owner Portal Statements tab and will redirect the owner to the Bills tab when clicked.  The View Bills link is also available in the Owner Alert.  When clicked, this link will direct the owner to the Bills tab of the Owner Portal.  If the owner is not logged in to the portal, the login page will display.  After successfully logging in, the Bills tab, filtered by the statement dates will appear.

 

 

9/10/2011 - Feature Release

Mail Merge Limit Increased: Leases

The limit of the maximum number of Mail Merge Documents that can be generated at once has been increased from 50 to 100.

 

Create/Edit Maintenance Categories: User Profiles

The ability to create and/or edit maintenance categories is now a specific User Profile option.  This option will be selected by default for users with access to the Maintenance section.  Deselecting this option will remove the Create/Add/Edit command buttons from Setup > Customize > Maintenance, Work Orders, and Service Agreements.

View Only Prospects Assigned to User: User Profiles

The ability to restrict visible prospects based upon assignment is now available as a User Profile option.  This option will be deselected by default for users with access to the Marketing section.  Selecting this option will restrict the records visible in Marketing > Prospects to only those assigned to the specific user.  Note: Users with this restriction will not be able to edit prospect assignments.

Standard Term for Leases: Lease Forms

Lease Form Details now include the option to set a standard End Date Term.  The preset defined terms available in Leases will also be available to select here.  Setting a standard term for leases will default the appropriate end date based upon the term and start date, when the form is selected for a new lease.

Unique Deposit Number: Bank Deposits

A unique Deposit Number will now be auto-generated when a deposit is closed.  This will appear on transactions, bank ledger and reconciliation, and reports under either the Ref # or Dep # headers. The exception will be for ePayment transactions which will continue to use assigned ePayment numbers in ref # fields.

Percentage of Income/ Percentage of Expenses: Cash Flow Detail Report

The Cash Flow Detail report now includes the Statement Option to display the % of Total.  This column will display the percentage values for income and expense account totals as shown.  Percentages to the nearest 2 decimal places are calculated based upon the account’s ratio to the total income or expenses accordingly.  Other account activity displayed on the report will not be included in calculations.  Percentages will total 100% for each Total Income and Total Expenses.  This report version must be updated to have this option.

“OR” Custom Filter Mode: Reports

Custom report filters will now include the logic “OR” along with the existing “AND” logic.  When using the OR filter mode, the report will be filtered to display records that meet the criteria for any one or more of the filters added.

For Rent/ For Sale Outside Listings: Sites

The ability to designate the website linked to listings outside of Propertyware is now available when editing a website.  When a unit/property listing located outside of Propertyware is clicked, the user will be directed to the site designed here.  If no site is designated, the user will be directed to the Propertyware hosted website for details.

Enterprise Version Only: Push Template Views to Locations

The ability to push views from the Template account to selected location accounts is now available for Contacts, Leases, Prospects, and Maintenance Views.  From the Template account, create or select an existing view.  Then click Push to Enterprise Location.  A prompt will appear allowing the user to select the desired locations.

 

9/2/2011 - Feature Release

Building to Multi-Unit Building  

Non-multi-unit buildings can now be edited to multi-unit buildings.  When editing a building, the Multi-Unit Building option is available.  If this option is updated to ‘Yes’, additional fields including Number of Units and Naming will appear. If any leases were attached to the building record, they will automatically attach to the first unit created as a result of saving this change.

Prior Year to Date Option – Cash Flow Summary Report

The Cash Flow Summary Report now includes the Statement Option to add the column Prior Year to Date.  This column will display balances based upon the period selected, but for the prior fiscal year.  The report version must be updated in order to have this option.

Historical Reconciliation Report

A .pdf version of historically accurate reconciliation details will now be displayed when viewing closed reconciliations.  These details will include the transactions and balances for the account as of the time of the close.  Please note:  This information will only be displayed when viewing reconciliations closed on or after the date of this feature’s release.



Order of Transactions – Vendor Ledger

Bills will now appear before bill payments on the vendor ledger when the dates for the transactions are the same.

Auto Populated Due Date: Bills

The Due Date on bills will now always auto populate based upon the Vendor record’s Net Terms.

8/26/2011 - Feature Release

Report Refresh Button

Non-grid style reports no longer auto refresh after returning from a drill-through.  Often, the report’s data has not changed since the last view and this update enables the report to appear faster, increasing efficiency.  If changes have been made that affect the report data, the report can be manually refreshed using the Refresh button located in the toolbar.

 

 

Clear Management Funds Reversals Detail – Money Out Checks Report

The Money Out Checks Report now displays full details for decreases to management fees that are the result of reversals when using the Clear Management Funds feature.  The optional details include the Portfolio, Building, GL Account #, GL Account Name, Amount, and Calculation.

 

Change Draw Method Prompt – Owner Portal

A prompt will appear after an owner edits, adds or removes Payment Account information through the Owner Portal.  As a reminder, this prompt asks if the owner would also like to update the Draw Payment Method.  Selecting Yes will open the Edit Contact Information screen where the Draw Payment Method can be changed and Saved. 

 

 

08/19/11 -Feature Release

Historical Bank Reconciliation Reports

The report that is generated from a closed bank reconciliation report is now historically accurate. Previously, the uncleared items were reporting in real-time, causing the past report to change and the reconciled balance to be incorrect.

Tenant Contact Information at the Building and Unit Level

Now Buildings and Units within the Properties module, include three primary contact phone numbers as well as the email address for the tenant in the Tenant Information section.

Vendor Name Vs. Company Name

You can now add a new vendor that uses the same Company Name as other vendors.  Only the Vendor Name has to be unique, but the Company Name and Name on Check can be the same.

Returned Payment Alert

A returned payment triggers an alert to the email address specified in the ePayment Settings. The alert also specifies the reason for return, e.g., invalid account, insufficient funds.

Returned Payment Handling

All returned transactions now show as Returned Payment on the Lease Ledger. The transaction also has a Returned Payment Notice in the Action column. Hover over the callout   to view the reason of the return.   

Drill through the Returned Payment link for details.

A Returned Payment Notice Template is available for selection when you click the Returned Payment Notice link in the Action column. The template lists the specific reason for payment return.

In the Chart of Accounts, the Fee For Bounced Checks is changed to the Fee for Returned Payment. In the Accounting Preferences, the NSF Recharge Date is changed to Returned Payment Recharge Date. The Date of NSF is also changed to the Date of Returned Payment.

Now, reports also show the reason a payment failed in the Description/Comment column.

User Alerts for Returned Payments

Three new customizable User Alerts have been added to generate alerts for returned payments.

• Tenant Epayments or Check21 Returned
• Owner Epayments or Check21 Returned
• Failed Owner Draw via ACH

These alerts can be set for tenant payments, owner payments, or owner draws.

New Column Options for Income Statement Standard Report

Income Statement Standard reports in the Financial Statements category now include the following additional column options.

• Fiscal Year To Date: This shows everything beginning with the first day of the fiscal year to the end date of the selected time period.
  
  
• Previous Year To Date: This shows everything beginning with the first day of the prior fiscal year to the end date of the selected time period. For example, if the time period filter is set to the Last Month and your Fiscal Year First Month in Accounting Preferences is March, the Prior Year To Date column starts with 3/1/2010.

Consolidated Portfolio Filter Option for the Schedule E Report

The Schedule E report in Financial Statement can now prepare multiple individual reports for separate Portfolios. To create multiple individual reports for separate Portfolios, deselect the Consolidated option in the Filters dialog box.

Consolidated Filter Option for General Ledger Report

The General Ledger report in the Financial Statements now has a Consolidated option in the Filters dialog box. When this option is unchecked, you can create multiple individual reports for separate Portfolios.

 

 

08/12/11 - Feature Release

Vendor Credits

You can now enter a credit memo from a vendor and apply it to unpaid bills in the Vendor Ledger.

To add a vendor credit:

1. Click the New Credit button.
2. Fill out the New Credit fields. Enter the Credit Splits when multiple accounts, portfolios, or buildings are applicable to the credit memo.
3. Click the Save button to create the vendor credit. The new credit reduces the vendor balance. A change to the Vendor Ledger now displays a Balance column and shows the running total (Bill Amount – Credit Amount Paid) for the vendor, with the most recent transactions at the top.
4. When paying for bills in the Bill Pay Page View, use the Apply Credit button to select the vendor credit. Click the Done button to apply the credit to the vendor balance.

Bill Pay Process Enhancements

You can now pay vendor bills by split lines instead of full bill. You don’t have to create separate vendor bills anymore if the bills are using different bank accounts.  Note that the account used is the default bank account that is set on the Building, if a building is identified on the bill or is the default bank account that is set on the Portfolio, if only the portfolio is identified on the bill. The Bill Pay Page View has been enhanced allowing you to:

• Pay split line items individually on a single bill that include multiple portfolios and bank accounts.
• Apply credits to individual bills.

With the new enhancements, you can select bills from different accounts and pay them all at once:

• Click the plus sign next to a bill to view the individual splits. If the bill is checked for payment, the individual lines are also checked. If the amount of the full bill is changed, the amount paid on the individual bills is changed too.
• Use the Apply Credits button to apply credits to vendor bills. The credit amount is displayed in the Credits Used field.
• The credit is automatically applied and deducted from the To Pay amount when you select the bill.
• Use the Auto Apply Portfolio Income filter option to have the system automatically select bills to pay, based on the available Portfolio balance.

08/05/11 - Feature Release

Tenant Notifications Enhancements

Tenant Notification Alerts have nine new alerts and all tenant notifications have been enhanced to allow user customization. The format is also enhanced so the alerts are grouped in categories. The following is the list of all the new alerts:

• Payments
  • Reminder of Balance Due 
  • Electronic Payment Failed 
  • Returned Check Notification

• Maintenance 
  • Maintenance Request Received (The Maintenance Request Received alert requires a secondary-activation condition to trigger it. The alert is triggered if you have selected Send Tenant Alert check box when creating a new work order.  If the condition is met, the alert is sent to tenants as an acknowledgement that a phoned in maintenance request has been received and logged in the system.) 
  • Service Request Assigned to Vendor

• Lease 
  • First Notice of Lease Expiration 
  • Second Notice of Lease Expiration 
  • Notice to Vacate Confirmation

• Communication  
  • Conversations Posted to Portal
    

Marketing Screening Report Update

Both Screening and Screening Prospect reports show information on all contacts on a screened Prospect Household.  An additional enhancement is that screening reports display the desired location by default.

Owner Statement Simple Enhancements

The Owner Statement Simple has three new Columns options:

• Group By Building
• Group By Unit
• Hide Vendor Name

Group By Building: This option rearranges the data from a straight chronological order with ledger style running balance to group transactions by building. The primary sorting is by building and then by date.  The Balance column displays the sum of Incomes less all Expenses for that building. 

Group By Unit: When this option is selected, the report is rearranged from a straight chronological order with ledger style running balance to group transactions by Unit. The primary sorting is by unit and then by date.  The total of income, expense, and net income are displayed for the unit. For this option, a single-family home is treated as a rentable unit and is included separately on the report.

Note: If you select both Group By Building and Group By Unit options, the statement is sorted by the building and then by unit. The Balance column displays the net income or loss for the individual building or unit.

Hide Vendor Name: When checked, the vendor name is not shown in the Details column.  Also, when ‘unpaid bills table’ is active, the vendor name column will be hidden.

Additional Information: The comments added to split lines on bills and checks now display in the Details column of the report, providing more information to the owner. 

The printed copy of the Owner Statement Simple now includes more information about a voided check to provide a better link to the original transaction.  It now displays Voided for all voided checks in the Description column. 

Work Order, Service Agreements, and Service Agreement Work Orders Reports Update

Work Order, Service Agreements, and Service Agreement Work Orders reports have new Lease and Building column options.

07/29/11 - Feature Release

• Grid-Style Columns Width Mode Improvements

Reports that have a grid format automatically display with proportional sizes, based upon the number of columns.  As you add or remove columns, it automatically resizes all columns to fit your screen.  Now if you need to change the width of a column in these grid-style reports, the system automatically changes the Column Width Mode to Manual. This makes sure that the column width you set remains when you save the report. It also prompts to let you know about the mode change.

• Report Update

After drilling through from a standard report to the detail, if you go back to a report using the Back button, the original report is displayed without re-loading it. This eliminates the waiting time to re-run the report. A common example is shown below, after drilling from the Balance Sheet Standard to the Balance Sheet Detail.  Now, the system responds more efficiently in this process.

• File names of Downloaded Documents

Downloaded and exported documents from our system are going to have meaningful names. For example, if you download all documents from the lease module, the document is going to be named as the leasename_document.zip.

• ePayment Credit Card Settlement Dates

Credit card transactions submitted on the weekend are settled on Tuesday.

• ePayment Returns Update

When we are notified of the return from the Jack Henry, we wait another business day until the money actually comes out of the company’s bank account. The date we get from Jack Henry is actually the date the return is transmitted and doesn’t affect the customer's bank account until the next business day.

• ePayment Reconciliation Updates

ePayment Reconciliation now shows each transaction type and includes: 

•  
  • Separate batches for each type of ePayment (ACH, CC, Check 21), instead of one batch for ePayment combining ACH and credit card
  • Correct bank credit/debit date, so owner draws are grouped by the origination date

The Payment Type in the Payment Detail screen for the ledger also shows either Epay – ACH or Epay – Credit Card.

• HOA Portal Headings

Titles on Customer Portals for all the purchased HOA versions of Propertyware have been renamed as follows:  

• Client Portal (for Tenant Portal) is renamed to Homeowner Portal.
• Owner Portal is renamed to Association Portal.

•  User Accounts in Enterprise Master

If users are first set up in a single Location account of the Enterprise version, they can be converted to the Master Enterprise account as opposed to creating duplicate user records. Now we check for a matching user name when assigning the new Master user to a Location account and if found, convert the Location user to the Master alias user.

07/22/11 - Feature Release

• When you add or remove many columns in a report, to reduce the lag time, there is no update  for two seconds of inactivity.

• Information regarding the “Dodd-Frank Amendment” and our Tenant Screening powered by LeasingDesk The Dodd-Frank Wall Street Reform and Consumer Protection Act contain new Credit Score Disclosure requirements that go into effect on July 21, 2011. Specifically, our system generated Adverse Action Letters include the following additional information when the applicant does not meet a Property Management Company’s requirements for an acceptable Credit Score (if applicable based on their screening criteria profile)
  
  
  • The specific credit score of the adversely affected applicant when the ‘unsatisfactory credit score’ was used in making the adverse decision on the rental application;
  • The name of the consumer reporting agency or other person who provided the credit score. (Our system uses Equifax exclusively.)
  • The date on which the credit score was created;
  • The range of possible credit scores used by the specific credit bureau; and
  • The key factors that adversely affected the credit score. Clients who do not use the automated decision capability of our solution (we cannot provide Adverse Action Letters for them) are encouraged to consult with legal counsel to ensure that any adverse action communications they produce on their own comply with all Federal and State requirements.
  • In summary, our system produces adverse action letters that comply with the new Dodd-Frank requirements.

07/15/11 - Feature Release

• Management Summary Portfolio Search Entry Enhancement — When typing in the Portfolio search box, the first Portfolio in the list is highlighted. As you use keystrokes to narrow the search, when it appears first in the list, you can press Enter to accept the entry and go directly to that Portfolio. 

 

 

 

 

 

 

• Portfolio Historical Balance Report Update — Finance Reports > Portfolio Historical Balance report now includes a Total row for columns. 

• Vendor Restrictions Setting — The Money Out > Vendors > New Vendor screen has a new Access Restriction section visible to Administrators, which allows them to select user profiles or specific users that will have access to certain vendors. 

By default, all selected profiles or users can view the vendor. As with other restrictions in the system, when nothing is checked it means there are no restrictions.  When an item is checked, it will then restrict access to only the selected profile group or individual users. Anyone without permission (unchecked) does not see the vendor in the Money Out tab, in drop-down lists for new checks, or when attaching a vendor or creating a bill through the Maintenance tab.

• Report Action Button for Enterprise Users — In the Enterprise Template Account, when viewing any detail report, a new Push to Enterprise Locations button can be seen.  When clicked, that report is copied to all of the site locations.
  
  

• Dashboard Update — Mini-table style Dashlets will now display in a wider view making additional columns visible.  In addition, Mini-Table Dashlets that contain entity names, such as a Buildings report displaying the Portfolio and Building, now includes hyperlinks on the entity name that link directly to the entity record, such as the specific Portfolio or Building selected.

07/08/11 - Feature Release

Move In Update — The Move In screen has new Charge Date fields to select dates for security deposit and other move-in charges. This is in compliance with Florida RE Commission to accurately report when fees are charged and collected.

• Choose the Charge Date for your security deposit.

• Click the Add Charge button to bring up the Charge Date field for additional charges.

07/05/11 - Feature Release

1. Audit Log Tab Update — An Audit Log tab has been added to Portfolio, Building, Unit, Lease, Prospect, Vendor, Contacts, and Work Orders to display any activity and changes that have taken place in Propertyware. Click the Audit Log tab to see activity logged with the time, user name, and type of action performed. Specific details of edits to the record will be provided, including both the old original data and the updated new data, to give a full audit trail of changes made.
2. Audit Log Report Improvements — The Administrative Reports > Audit Log shows more useful information, including additional transaction entries.
   
   Note: In order to compile this data, the contents of the existing Audit Log are going to be deleted. If you need data from the log for an earlier date, contact  Propertyware Support.

07/01/2011 - Feature Release

1. Owner Statement Detail by Building Report Update — The Owner Statement Detail by Building report now has footer options that show when the report is generated and by whom.
2. Voiding Checks Update — You must now select a date to create an adjusting entry for voided check, which has not yet cleared the bank. This keeps prior periods intact while allowing the check to be marked as void.
3. Start Date Lease Alert Improvements — The Alerts > User Alert > Lease Alert > Start Date alert is modified so that leasing agents or property managers only receive an alert it if it concerns a building where they are a team member. Also, in the Edit Alert screen you can now select a delivery format from the following two options: One Alert Per Date to send a single email with multiple lease start records on the selected date and One Alert Per Lease to create individual email alerts for each lease start record. The alert contents have been expanded to include additional information. New information includes the Unit, a Description of the lease auto charge account and amount, and a # on Lease field that shows the count of all who are Named on Lease. In addition, Tenant Contact information has been included for all who are Named on Lease with phone numbers and email address.
4. Customized Service Request Form on Tenant Portal — You can now choose the Service Request fields that are required on the portal. Go to Portals tab Service Request section; the fields for service requests on the Tenant Portal are displayed. They are also marked required (checked off). If you want to add a new field:  
   • Add a custom field to the Work Order. This field appears in the Service Request Fields section in the Portals screen.
   • Click the checkbox for the new field in the Service Request Fields section to make that field required.
   • Click the Edit Service Request Fields link to add the field on the portal.
     

06/24/2011 - Feature Release

1. Unsubscribe Option in Marketing Emails — All mass marketing emails now include an Unsubscribe link to allow recipients to opt out of receiving marketing emails from the property management company. To re-subscribe a contact to the mailing list, a new field Receive Marketing Emails with a checkbox has been implemented in Prospect Contacts > Edit.




2. Property Manager Activity Report Enhancement — The Property Manager Activity report will no longer require a Management Contract End Date to provide data for this report.
3. Portfolio Report Updates — A Property Filter has been added to the Portfolio report to provide filtering capability for Owner Mail Merge processing. 

06/17/2011 - Feature Release

1. Consolidated filter option for Income Statement Standard by Month and Budgeting Reports — A Consolidated report filter option has been added to the Financial Statement > Income Statement Standard by Month and Finance Reports > Budgeting reports. Check the Consolidated Filter Report Option to generate a report that combines data for all selected Portfolios, Buildings, or Property Managers. 
2. Balance Sheet Printed Reports Change — The printed versions of the Balance Sheet Standard and Balance Sheet Standard by Portfolio have been changed to use a more standard, portrait financial report design layout. The Portfolio name is in the header. If the balance sheet is consolidated, Consolidated appears on the header of the report and the individual Portfolios are listed below. New footer selections are available in the Reports Options to provide audit documentation of the report generation.
3. Customized Column Widths on Grid-Style Reports — You can now save customized column widths for grid-style reports. Use Column Width Mode button in the footer to set the active mode for the report with options of Auto (the default) or Manual.
4. Envelope Printouts Update — Envelopes printed from the Lease Mail Merge now use the Tenant Contact name instead of the Lease Name.
5. New Statement Options for the Owner Statement Detail by Building Report — On the Owner Statement Detail by Building report Columns tab, two new Statement Options are available: 
   • Hide Portfolio Detail — When this option is checked, the Portfolio named section, immediately beneath the Portfolio Summary, is not displayed on the report. 
   • Page Break between Properties — When this option is checked, a page break is placed on the printed version of the report between each property detail section.
6. Owners Portal Notification and Update — A new automatic owner notification Owner Statement Published has been added and is available for customization. This notification is sent when the property management company publishes statements to owner portal using any of the following options:
   
   • Management> Summary> Related Activities> Generate All Statements
   • Management > Summary> Attach Statement button with Publish to Owner Portal selection
   • Reports > Owner Statement > Publish > Owner Portal
   • Reports> Owner Draws > Publish > Owner Portal

A new functionality for the date range field on the Bills tab in the Owners Portal will mirror the statement date range. If the Property Management Company has made the bills visible to the owners, a link is appended to the automatic notification or email sent through Post All Owner Draws that takes the owner to the Owner Portal>Bills tab with the statement date range already filtered for you. 

06/10/2011 - Feature Release

Reports Module Enhancements – Beginning June 10, 2011, Propertyware is releasing new features for reporting. The reports are more organized and secure through custom folders and folder-specific user restrictions. Click here to learn more.

06/03/2011 - Feature Release

Customized Fields in Tenant Portal –  A new Service Request Optional Field section can be seen on Portals, Tenant Page View. Click here to learn more.

User Alert Update – An automiatic alert generated when a user rejects a work order is available in Maintenance Alerts. Click here to learn more.

Description Column on General Ledger and Balance Sheet Reports - A description column has been added to the General Ledger and Balance Sheet Detail reports. This column helps in tracking bills paid by creadit card or for other auditing purposes.

Details for Management Fees Cleared - When you clear management funds, you can now see the details of what has been paid on the Money Out - Checks report in detail as long as the fees are paid by Check and not Journal Entry. Payment of management fees must be continuous mode for the report to provide these details. Click here to learn more.

01-14-11 – Propertyware Feature Release

Beginning, January 14, 2011, the following features/updates will be available in Propertyware:

·         1099 Filing Updates

o    Vendor Name - The vendor name in the Money Out tab will now accept the ampersand (&).  This is in line with acceptable symbols for IRS eFiling of 1099s.

o    Default Year - In an effort to anticipate and display the most relevant data, the default year on the Print Owner 1099 and Print Vendor 1099 screen will default to the prior year until September and then will default to current year.

o    Reports - Owner and Vendor 1099 reports will display the Payee name in a separate column.  This field can contain either the tax payer name or the vendor/owner name.

·         Income Statement Unit Comparison – This new financial report can be found by clicking the New Report button and selecting the “Financial Statement” category.  It allows you to compare unit income and expense by showing the GL totals for each unit side by side. 

·         Batch Generate CRPs  (Minnesota/Wisconsin Leases Only) – The 2010 tax form is now available when batch generating CRPs.

01-07-11 Propertyware Feature Release
Beginning January 7, 2011, the following features/enhancements will be available in Propertyware:

• Reconciliation Accounts - The petty cash bank account (1020) is now available for reconciliation.
• Building/Unit Grid Edit - You can now modify building and unit names and abbreviations by clicking the Grid Edit link from the Properties tab.  You may need to add the building/unit name and abbreviations field to the Grid Edit table before they are available for editing.
• Fully Customizable Owner Alerts - Owner notifications are now fully customizable.  When an administrator navigates to Setup > Customize > Alerts > Owner Notifications they will be able to add custom text and insert merge fields from Propertyware.  Click here for the updated Help! content.
• New Owner Notifications - The following owner notifications have been added as well. 
  
  • Work Order Pending Approval
  • Owner Contribution Confirmation
  • Second Notice of Lease Expiration
  • Low on Funds
  • Move Out Calculations
  • Owner Prospect Auto-Reply
  • Property Insurance is Expiring
  • Owner Portal Access
    • Triggers
      • Propertyware user enables portal login
      • Property user resets password
      • Owner clicks on change email/password button
• Renaming of Owner Notifications - Along with the new owner notifications, some have also been renamed for clarity.

Original Alert Name	New Alert Name
Maintenance Service Notification	New Work Order
Deposit to Notification	Pending Deposit Account
3 Day Past Due Rent Posting Notification	First Past Due Tenant Notification
5 Day Past Due Rent Posting Notification	Second Past Due Tenant Notification
60 Day Notice of Lease Expiration	First Notice of Lease Expiration
30 Day Notice to Vacate Received Notification	Received Tenant Notice to Vacate
New Tenant Origination Notification	New Tenant Notification

• Owner Notification Frequency - Instead of sending multiple email notifications, Propertyware will bulk together certain notifications into one daily alert.  Those alerts are:
  • Work Order Pending Approval
  • Tenant Payment Received
  • First Past Due Tenant Notification
  • Second Past Due Tenant Notification
  • Insufficient Funds Notification
  • First Notice of Lease Expiration
  • Second Notice of Lease Expiration
  • Received Tenant Notice to Vacate
  • Vacancy Notification
  • Lease Renewal Notification
  • New Tenant Notification
  • Property Insurance is Expiring
• Updated Prospect Assignment from Mobile Leasing App - When a prospect is created from the iPad Mobile Leasing App using the "Create Prospect" function, if the leasing agent signed into the app is listed as a leasing agent on the building, the prospect will be assigned to them in Propertyware.
• Brochure Logo - When an Administrator navigates to Setup > Customize > Marketing > Brochures, they will be able to upload a brochure logo.  View the image size on the brochure.  You may have to resize the image to match the brochure layout.
• Redesign of Owner/Vendor 1099 Pages - You will be able see new columns, filters and total rows on this page, as well as the option to link to a report that carry's over the settings from the 1099 page.  Click here to read more.
• ePayments Error Report - If you recently converted to our new ePayments platform and received a report of expired cards and incorrect account numbers, please click here for help interpretting that report.
• New Columns Available on Lease Reports - Lease reports will now pull in building information.  Click the columns tab from any lease report.
• CA FTB Process Updates - The CA Franchise Tax Board calculations will now process with a debit to an FTBExpense account.  If one does not exist in your chart of accounts, Propertyware will automatically create it.  You can also control the date of the FTB journal entry.  Click here to view the updated Help! topic.

12-31-10 - Post all Owner Draws Process and User Interface (UI) Updates
Beginning December 31, 2010, Propertyware is improving the user interface (UI) and process workflow for posting all owner draws.  Click here to review the Help! page topic and navigate to the Management tab, Post All Owner Draws related activity to check out the changes.