Release Notes - August 9th, 2023

Welcome to August!  We have been pushing updates to the platform for the past two months over time.  Lots of updates and patches have gone out so this is going to be catch up set of releases.  We just finished pushing out some additional changes tonight.  What better time than now to make sure you know of all the great updates we have been making lately

Fixes with this Release

• We have updated the platform to allow for custom branding and your own color schemes.  You and your portal will reflect the colors and brands that you want.  Just reach out to your Account Representative for more information
• Updated permissions for Board Members to budgets
• Fixed a number of navigational errors that caused "Access Denied" messages.
• Updated the "Save and Share" flows
• Added Phone numbers to the "Current Owners" report
• Updated the presentation of "Lease Dates" when the lease has terminated
• Fixed a permission that didn't allows tenants or property owners to view their statements
• Fixed an issue that prevented users to "Save Results" from their lists
• Fixed a navigation link on the owner portal to allow "Pay Now" to work better
• Fixed the playing of the "Getting Started" video
• Fixed an issue that would prevent users from seeing certain Chart of Accounts from Accounting
• Fixed the page not found image
• Fixed the link for Lease Details in the tenant portal
• Removed extra whitespace in the search results page
• Fixed an issue where the Business or Association wasn't being saved with a Journal Entry
• Updated the Transaction list View to reduce really big lines to make it look better
• Updated a number of Overview videos to improve how they play (updated videos will be coming soon ... probably the week of Aug 14th)
• Added back section help videos when applicable.
• Fixed some alignment issues around Maintenance Notes and the Favorite Star
• Corrected numerous spelling mistakes
• Updated translations for our our supported languages
• Fixed some navigation issues around the ManageCasa logo in the application
• Added Grace Period and Late Fees on the Account Details page, and they reflect the current status of the global late fees
• Updated the error messages around uploading files when there is an error
• Added hints to the template sections to help demonstrate where to put text
• Fixed an issue with global search when drilling into additional details
• Fixed a navigation issue around tenant leases page
• Improved the flow for adding payment methods on someone's first charge payment.
• Fixed an issue that wasn't closing the contact sales modal after they clicked on it
• Fixed the messaging when deleting a message from Messages
• Fixed a refresh issue when switching accounts.  It will now update your permissions correctly
• Added a warning if you attempt to move a transaction out of a bank reconciliation.  The app will now prompt you if you want to set the cleared date to be outside the current section
• Added the ability to reset the cleared date on any paid transaction to move it into a specific reconciliation
• Added the ability to view and set the cleared date from the "payment" section in accounting.  This gives better visibility when looking for cleared payments to your bank

More updates are coming so please continue to check this section for the latest updates!