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AccountingPrepaids Users can now "Apply Prepaids" across all applicable Associations in a single step, using the new Global Apply Prepaids feature. |
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Recurring Charges A single Recurring Charge Code may now be used more than once per AR Account, provided it is for a different date range and/or different Subledger. Start and end dates cannot overlap for the same Charge Code in the same Subledger. |
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AR Check Number Search An enhanced global search function allows users to search for an AR check number across all associations. |
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PPB Balance Book Transfer with Scheduling Capability The new Book Transfer feature allows users to instantly process or schedule transfers between two active, Smartwebs-integrated PPB bank accounts within the same association, all from the Banking page. |
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Journal Entry - Document Upload Users can now upload supporting documentation at any time to a Journal Entry including after Reconciliation. |
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Merchant Services A new Merchant Services configuration has been added at the Management level, to enable configuration of multiple bank accounts within an Association by product. *Note: This is available only with applicable merchant vendors which have the capability to manage multiple pay points for one entity. In this release, Resale Certificates will be supported. |
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Recurring Payments Management can now view upcoming Scheduled Payments per Association. |
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Reporting - General Ledger GL reports will now exclude GL codes that have a $0 beginning and ending balance and no activity for the period selected. |
Administrative
Linked Units - View Portal All units linked to an owner will now be shown to Management when logging in as a Resident via View Portal. |
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Association Custom Fields Custom fields may now be created and applied at the Association level. |
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Vendor Management - Association Linking A search field has been added to allow for more efficient linking of vendors to multiple associations after setup. |
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Communications
Mailing Export A new Mailing Export feature has been added to the Communications grid, enabling management to export Owner and Tenant addresses by Mailing, Unit, or both, in order to print mailing labels. |
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Communications - Campaign History Subject has been added to the List View. |
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ViolationsViolation Updated by Resident The Association Name has been added to the body of the "Violation Updated by Resident" email sent to the Primary Violation Contact. |
Have questions or need help with any of these new features?
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