changelog-2024-1-1
New Features
Owner Management Overhaul
Introduction of a new Owner view interface that enhances clarity and control over owner details within the portal, including a column that displays user access levels.
VRP Partner Team Automation
Creation of a VRP Partner team setup that streamlines the addition of new teams and ensures efficient partnership management through automated processes.
Excel Statement Accuracy Enhancement
A significant update to Excel statements that ensures accurate representation of data, factoring individual entries and comprehensive totals for enhanced transparency and financial reporting.
Enhanced 1099 Support
Improved 1099 Support with an expanded request to handle multiple API endpoints, catering to the diversified needs encountered in tax-related transactions and submissions.
Improvements
Upgraded Intacct Custom Fees Interface with added settings for a more tailored user experience.
Refined Finalytic Connect Edge Plugin, offering reliable connectivity and eliminating prior blank box display issues.
Additional company type enumeration in the "owner" table to delineate company structures for better organizational insight.
Enhanced VRP interface, correcting visibility and access issues to ensure consistent and accurate user experiences across the platform.
Updated Invoice Automations for Intacct, incorporating revenue recognition details for a clearer financial outlook.
Fixes
Addressed and resolved a critical issue causing owner names and vendor information to disappear from listings within the VRP.
Corrected the Owner UI Feedback on vendor select and owner type switch functionality, ensuring both elements work as expected.
Issued a fix for an internal team member's access discrepancy, reinforcing the platform's access integrity across multiple teams.
Repaired an automations history tracking error that now allows users to review details even after exiting the current automation session.
Implemented a handling solution for cases when listings are disabled in the Property Management System to improve listings management within our UI.
Fixed the Custom Fee Handling logic for cancelled reservations and zero-dollar fees to align with updated customer instructions.
Excluded
Internal discussions regarding the handling of cases when listings are disabled in the PMS.
The detailed exchange on technical aspects of API integrations and subsequent troubleshooting steps, due to their technical and sensitive nature.
Specific internal configurations and user permissions settings updates.
Documentation and GitBook management related to Intacct documentation access level controls.
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