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Propertyware Version History

03/11/2010 ePayment Batch Feature

The ePayment batch feature simplifies the manner in which electronic payment transactions appear in the bank reconciliations section of Banking.  This  feature displays all settled electronic payment transactions as a sum total, with the option to expand the batch and review all individual items associated with it.  This will allow you to easily match ePayment transactions with bank statements. 

To view individual items:

1.  Click the Banking tab in Propertyware.

2.  Click Reconcile in the Page View.

3.  Locate the open reconciliation and select Edit from the "Action" dropdown.

4.  Locate the ePayment batch and click the + sign to expand the batch.

5.  All individual transactions will display with a checkbox available to clear the items.

6/14/2009 - Winter '10 Release

We are proud to announce our first major release of 2010, dubbed Propertyware Winter '10. This release includes dozens of incredible new features, tons of usability enhancements and the launch of a more powerful prospect management platform.

In an effort to educate our customers about all these changes, we've have written a comprehensive Release Notes document that can be downloaded here:

Download the Release Notes

6/14/2009 - Summer '09 Release

Propertyware is proud to announce the release of Summer '09 edition. This new version of Propertyware is available now to all subscribers and gives you more tools to grow your business. Here are some of the feature highlights:

    Administrative & General Usability Features                     

Universal Search
Our powerful universal search feature allows you to quickly find any information in your account, saving your management team valuable time by putting important information at their fingertips. The new search engine is available in the upper portion of the sidebar. Simpy start typing and immediate results will appear in a dropdown menu with an advanced search option to view a more comprehensive search result.



The search result page also highlights those items that were matched and allows for users to perform a secondary search on custom fields.

Search Tags
This powerful new feature allows you to tag various items in Propertyware with your own criteria. This tag will be used when performing a quick or advanced search. Look for the new search tag feature in the upper right corner of various pages in the Propertyware application.



BCC on Outgoing Emails
Any user can edit their account (Setup | My Account) to copy themselves on all outbound emails. Once this option has been set, you will receive a copy of all outgoing email to the email address you use to log into your Propertyware account.



Return Email Address on Alerts
This enhancement allows users with administrative access to edit any Alert (available in Setup | Alerts) to designate the desired "Reply To" address on the email that the recipient receives.



    Properties Module                                                                   

Portfolio Owner Required.
A new workflow rule has been added that enforces users to add an owner to any new portfolios created.

New Building Added Alert (Community Feature Request )
We've added a great new feature that allows you to notify any user(s) when a new building has been created in your account. The Building/Unit Created alert is available for administrators to configure from Setup | Alerts.



Portfolio Grid Edit
This powerful new feature allows users with administrative access to edit multiple portfolios from one screen. You can update certain fields on your portfolios and their management fee rules with just a couple clicks.





Property Photos Scaling (Community Feature Request )
This new feature changes the manner for which uploaded photos will appear in Propertyware. Photos are no longer stretched to fit in the photo frame. Newly uploaded photos will retain their dimensions when displayed in Propertyware and on your Portal. Existing photos will not be automatically adjusted, so you will need to upload the photo again to see the new format.

Property Assets
Track any type of assets (i.e. appliances, equipment, etc.) associated with the properties you manage with the new assets feature available on buildings and units. These assets can be associated with a vendor, include custom fields, document uploads and can be attached to a work order.






    Marketing Module                                                                   

New Property Marketing Fields
We've added several new fields to buildings and units to help you better market available rentals. These include pets, smoking, lease term and a posting title. In addition, each rental has a geocode that allows us to map it on your Propertyware portal. The coordinates of your rental are displayed and available for you to modify/refresh. Click the Map Location option from the Related Activities menu of the property detail screen to see it in Google Maps.



One-Click Craigslist Postings
Posting to Craigslist (www.craigslist.org) has never been easier. Now you can create your posting on Craigslist with just one click! This great feature is located in Marketing | Listings from the Action menu.



A window will appear where you will be prompted to select the appropriate location for your posting and other required fields. This information will be stored on the listing for future postings.



From this window you can either preview your posting or proceed to submit it to Craigslist. Be sure to have your pop-up blocker turned off.



Listing Brochures (Community Feature Request )
We've updated our listings brochure for each individual listing and all your available properties. Print your prospects a brochure from the Action menu in Marketing | Listings.

TransUnion SmartMove Integration
Propertyware is proud to announce the first fully integrated screening solution that does not require any membership process for our customers. It's simple. Your prospective customer comes to your Propertyware Portal, locates a rental they want, fills out an application form online and screens themself. The prospect never sees the screening results, but you are notified via email to view the results attached to the new prospect in your Propertyware account. It's really that easy. Users with administrative rights can configure your account for SmartMove from Setup | Administration Setup | Tenant Screening. For more information, feel free to contact your Propertyware account executive at 415-455-2400 begin_of_the_skype_highlighting              415-455-2400      end_of_the_skype_highlighting.



Once enabled, your tenant can click the Apply Online link on any available listing and begin the process.




Trulia Feed
For Sale listings are now sent to Trulia (www.trulia.com) on a nightly basis for more exposure.


    Portals Module                                                                         

New Listings Module
This powerful new feature allows prospective renters and buyers to search your available listings in a variety of different manners, including browsing on a map that pulls real-time data from your Propertyware account.



In addition, the listing detail page includes many exciting new features including:

• Share the listing on social networking sites such as Facebook, MySpace, Twitter and Digg
• Street views of the neighborhood
• Driving directions
• Printable brochure
  
• Links to other valuable sites to learn about the area
  

Ordering Portal Navigation
This new feature allows you to order the pages that appear on your Propertyware Portal's navigation. To reorder how the pages appear in the menu or exclude a page from the navigation, click Portals | Content | Global Elements | Navigation.




    Leases Module                                                                          

ePayments on Tenant Ledger
It is now easier to differentiate between one-time ePayments received from the tenant portal vs. a monthly recurring auto ePayment setup on the lease. Each payment will be accompanied with a comment that will help users to determine the source of the ePayment.

Greater of Flat Fee or % Late Fee Rule (Community Feature Request )
We now support late fees that take into consideration a greater than scenario of a flat fee or a percentage (based on the total past due for all charge accounts eligible for a late fee).

Security Deposit Interest Calculator Enhancements
The security deposit interest calculator has been enhanced to support calculations based on months and simple interest. vs. compounded.


    Money In Module                                                                      

Automatic Late Fee Calculations (Community Feature Request )
We've enhanced the late fee calculator to allow for automatic calculations. Users with administrator rights can configure their account for automatic calculations from Setup | Accounting Preferences | Auto Calculate Late Fees Nightly.

Commenting on Late Fees (Community Feature Request )
You can now add comments to late fees when using the late fee calculator. These comments will be shared on tenant statements generated from Propertyware's mail merge feature and the tenant portal.

Quick Collect Prepayments
This new feature allows users to overpay the amount due for any lease that appears in Money In | Quick Collect, resulting in a prepayment on the tenant ledger.


    Money Out Module                                                                     

Canadian Expense Account Taxes
We have added the ability to mark an expense account taxable to fully "Canadianize" the Propertyware application. In Canada, managers charge a 5% tax (GST) when they calculate a management fee. That tax is charged to the owner as an expense the same way that management fees are charged. The tax, once calculated, becomes part of the management fee bill. To support this methodology, we allow users to flag any expense account as taxable and choose up to three different tax types.  If the management fee expense account were to be flagged as taxable, when the management fees bill were calculated it would take the amount of the bill for each portfolio and apply the tax rate(s) set on that account. The result would be a bill splits added to the management fee bill charged to teh owner with the appropriate taxes built in.

Print Name on Check for Contacts
This new field is available on the contact and allows users to designate how the person's name should appear whenever cutting them a check from Propertyware.

    Banking Module                                                                         

Clear Management Funds
This feature allows fee management companies to view their income (i.e. paid to the management company vendor) that needs to be cleared from the operating/trust account to their management company account. Funds can be cleared to the management company bank account via a journal entry (plus a manual electronic transfer with your bank) or a written check. 

6/8/2009

Publish the Same Document to Two Portals (Community Feature Request )
You can now share one document with both tenants and owners. The document properties option on the Notes and Documents section found around various areas of the Propertyware application now gives you the option to publish your document in both portals.



Mass Email Vendors.
This new feature is located in the Related Activities menu of the Money Out | Vendors section of the Propertyware application and allows you to mass email a selected group of vendors. Make sure you have an email address set on the vendor beforehand.

6/4/2009

Enhanced Move Out Calculator (Community Feature Request )
The move out process is no longer a pop up window, but rather its own screen with some exciting new features. The new move out screen allows  users to create one-time charges, prorate charges for the current month and automatically journal entry money from the security deposit bank account to the operating account when money held in the deposit gets applied to past due charges. 

Date Picker Enhancements on Reports Custom Filters
This great new feature allows you to setup custom date filters on reports that are dynamic (ie. This Month, This Year). This feature allows you to create reports with date ranges that are constantly adjusting to look at the desired timeframe. Setup your dynamic custom date feild filter from the Filters tab on any report.

5/26/2009

Permission for Management Fee Rule on Portfolio
This new feature is available from the administrators settings in Administration Setup | Manage Users | User Profiles. A new option allows you to limit a users access to modify the management fee rule on the edit portfolio screen.



Portfolio Restrictions on Dashboards
Portfolio and building restrictions set on a user account are now taken into consideration when they view the dashlets available from the Dashboards module. Setup your dashboards with the reports you would like to see and they data will be automatically filtered to only display those portfolios and buildings for which that user can access.

5/12/2009

Applied Payment Order
This new feature is available from the administrators settings in Setup | Accounting Settings. The applied payment order will allow administrators to designate how they would like incoming payments applied to unpaid charges. For example, you might prefer to always apply a payment first to any outstanding late fee charges and then rent. This feature is especially helpful when using Money In | Quick Collect or our new check scanning solution. If no applied payment order has been set, Propertyware will default all payments first to the oldest rent charge.



To set the applied payment order:

1. You must have administrative permissions on your Propertyware account
2. Click the Setup button from the upper right corner of any page
3. Click the Accounting Settings option from the sidebar
4. Click the Edit button and locate the field named Apply Payment Order
5. Click the Add button to select the first income account for which you would like new payments applied towards
6. Continue this process until you have created your desired rule and click the Save button
   

Owner Statement Options (Community Feature Request )
We've introduced a few more options for your owners statements. These options are available on any of the owners statement styles, accessible from Reports | Owners Statement and then click the Column tab at the top of the report.

The new options include the ability to display the portfolio name on the statement and hide the vendors name from the list of bills.

5/12/2009

Reprinting Checks
This new feature is available from Money Out | Print Checks when you filter the Status dropdown by Printed. Select the appropriate check(s) by selecting the check box at the front of the row and then click the Print Checks button. The resulting window will give you the option of printed a check with a new check number or the existing one.



Voiding Checks
This feature allows you to void a check that might have been created incorrectly. To void a check follow these steps:

1. Locate the appropriate check by using the search feature in the sidebar and entering the check number or click Money Out | Vendors to locate the correct vendor and the corresponding bill payment.
   
2. Checks can only be voided from the detail screen of a bill payment.
   
3. From the detail screen of a bill payment, click the Void Transaction button.
   

Mass Email Owners (Community Feature Request )
This great new feature allow you to send a mass email to selected owner contacts, while a related activity will be logged on the corresponding owner contact. This feature is available from the Management module in the Related Activities menu in the left sidebar.

4/19/2009

Supporting Multiple Tax Accounts (Community Feature Request )
We have added a feature to support our dear friends up north in Canada, allowing you to now set up to three different tax account for an income account. In the past, we only supported one tax account on income accounts. This new feature allows you to have Propertyware automatically calculate up to three different tax charges when a designated charge type gets added to the tenant ledger.



To enable the automatic tax calculation, follow these steps:

1. Click Setup from the upper right corner of any page in the application and then Chart of Accounts from the Customize menu.
2. Create a new income account by clicking the New Account button or edit an existing one by clicking the Edit button from the Action column.
3. Select the Yes option from the Taxable dropdown menu. This will reveal up to three tax accounts that can be associated with this income account. Select the appropriate tax account from the dropdown menu and set the correct percentage.
   
4. Click the Save button.

To create a new tax account:

1. Click Setup from the upper right corner of any page in the application and then Chart of Accounts from the Customize menu.
2. Create a new tax account by clicking the New Account button.
3. Select the appropriate account type and click the Tax Account checkbox.
   
4. Complete the remaining required fields and click the Save button
   

Enhanced Rent Roll Report: Subtotals by Building
This report has been updated with subtotals for each Building and the total for each selected Portfolio.

Work Order Report with Contacts
This new maintenance report type merges work order and tenant contact fields. It's a great report for getting better visibility into which tenants are submitting the most work orders or making tenant contact information accessible when you are viewing open work orders.

4/7/2009


Income Statement Standard by Month (Community Feature Request)
This report displays the income statement broken down by individual months. Try using the date filters on the report options to view this information by This Year or a Custom Date Range.

Check Printing Filter
Now you can filter the checks in Money Out | Print Checks to only display and print owner draws. In addition, if you click on the column header to filter by "Paid To," the printed checks will be sorted in this manner as well.

3/26/2009

New Owners Statement (Community Feature Request). We've introduced the new "Owner Statement Summary and Detail" based on several customers great feedback. A special thanks to Steve Goldsmith from Philadelphia Propertyworks for some great layout ideas on this one!

View a Sample Statement

Property Manager Commissions.
A great new feature for property management companies that share a percentage of their management fees with their property managers. You can now track the amount of commissions owed to your individual property manager. Add the property managers commission percentage to the management fee rules set on each individual portfolio. Use the new "Managers Commission Report" located in the Finance folder of Propertyware's reports module to calculate the commissions owed to your property managers.

Listings Tear Sheet (Community Feature Request)
Your Propertyware Portal now includes a link where prospective tenants can print a tear sheet of all your available listings, complete with photos and descriptions.


Listing Brochure. We've updated the "look and feel" of the PDF version of the brochure located on the detail page of your Propertyware Portal.



Community Feature Requests
These features that are a result of listening to our customers everyday. While we wish we could build every new features customers recommend, each new edition only has room for a handful of enhancements. If you would like to suggest a new feature or promote one that has already been suggested by one of our customers, create a account in our Propertyware User Community today (available through the Support link at the upper right corner of any page in the Propertyware application).