Release Notes - Release 26.1 is Live!

RELEASE 26.1

What's new in Smartwebs

Accounting

Facilitate Maximum Late Fee / Interest Charge  

Users may now define a maximum “Not to Exceed” amount for late fees and interest charges within Collections > Late Fee or Interest Charge Setup. This facilitates system applied percentage-based calculations without exceeding the capped amount as defined by governing policies.

Exporting Printed and Emailed Collection Letters

Users can now export filtered Collection letter data in PDF or Excel formats within Receivables > Collections > Print > Items Printed and Emailed view, enabling efficient, download or sharing of data within desired date range filters.

Accounts Payable Check Template

In Settings > General Options, Users may now choose between two distinct return address formats for AP Checks: to include or exclude C/O [Management Company].

Adjustment and Invoice Journal Entries

Users may now view the notes they have added to Adjustment and Invoice journal entries on the main Journal Entry screen, as well as in the PDF and Excel exports. This enables easier reference and eliminates the need to manually add notes to the Excel export.

Legal Status Options

In Manage > Company > Owner Statuses, Users may now define the Process Type on their Late Fee/Interest process to set legal status options restricting Owner Accounts from being charged Late Fees and/or Interest, respectively.

Manual Check Option in Payables

In Payables > Payments > Make a Payment, Users can now add a new check type: Manual Check to recognize checks issued outside of Smartwebs Accounting. These checks will be recognized on the Check Register Report.

Recurring Charge Report 

A new Recurring Charge report shows the Total charges Per Unit and breakdown of Recurring Charges assigned to a Unit, with the ability to filter by Homeowner Group, Tag, Charge Code, and Amount. 

General Ledger Transaction Notes

The General Leger transaction notes will now show on the General Ledger Report.

Administrative

New Unit Icon

The icon to create a new unit has been renamed from “New” to “New Unit” to clarify that it is solely for creating new units and not for creating new owners within an existing unit.

Tenant Phone Numbers

New fields have been added to the Owner/Unit drawer to capture tenant phone numbers. The UI has also been enhanced to provide quicker and more efficient access to tenant data.

Functions in Workflow Parameters 

Functions that enable date calculations are now available in workflow templates across all modules.

Communications

Require One Preference

At least one communication type is required in Communications > Notification Settings, with Paper set as the default for new units since an address is required to create the unit.

Optional methods of Email and/or Phone may be selected by the resident or by a Global Admin in place of, or in addition to, Paper.

Violations

Violation/Fine Policy Information Merge Field

A new <<violation_information>> merge field has been added with an extended character limit, allowing Management to include required Fine or Violation policy information on letters beyond the limitations of a standard merge field. This field is configurable at the association level under Violations > More > Violation Options > Association Options.

Resale Certificates

Autosave 

The Resale Certificate Draft will now save automatically throughout the editing process.

Reconciliation

Added the ability to reconcile between Zego (merchant service) payments and Certificates. The system will now:

• Record payment details in Smartwebs so these can link to each Certificate

• Display these on the "Deposits/Issues" tab

• Record the Deposits to the bank per day per type

• Record the Issues payments are having per day per type