Today's update includes changes to the menu to simplify navigation, a few new reports and a number of defects prioritised by our customers has also been resolved.
New Reports
Regulation 37 Report (for New South Wales plans) FAQ | Regulation 37 Report (New South Wales)
Statement of Key Financial Information (for New South Wales plans) FAQ | Statement of Key Financial Information (New South Wales)
Trust Account Details (global report for New South Wales clients) FAQ | Trust Account Details Report (New South Wales)
Other Enhancements
Menu Items
To provide a cleaner experience when using Urbanise Strata, some menu items changes have been made.
The Notifications button in the main menu has been removed and will be reinstated when this feature becomes available
The Files button has been disabled and will become active when this feature becomes available.
The Meetings menu items under Comms have been condensed. The Dashboard menu remains in place to load the meeting management platform.
Accounting Settings
Minor changes made to the property level account settings screen in preparation for the upcoming Tax Returns module.
Defects Resolved
(PHX-6614)
In some instances, while viewing the Work Order list, the entries on the screen became jumbled when opening another tab in Urbanise Strata and returning to the Work Order list. This issue has been resolved.
(PHX-7296)
When viewing the details of a transaction in the Management Fee Ledger, the Paid Date previously displayed the year first. This has been resolved and the date now displays in the format dd/mm/yyyy.
(PHX-7486)
The keyboard shortcut to reject invoices (Ctrl+r) in Invoice Processing > Document view now functions corrector.
(PHX-7719)
Incorrect signature in the levy receipt email template.