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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