What's new in HOA/POA Manager 01-24-2013
Jan 25, 2014
- Added a check to make sure owner/property records do not contain any non existent properties in the event they were removed. Although unlikely, it could add qty to auto billing that is not true.
New in HOA/POA Manager 01-10-2013 (Jan 11, 2014)
- Added a button on the Main Menu to allow a user to run a report of daily receipts. Any day in the past 90 days can be selected
- User can now enter any amount for Bill for Services Item on the General Tab of contact detail form
- Added a new button on Finance History Tab that allows a user with the permission to receive payments on open invoices without going thru the Finance Menu
- Minor adjustments to new Sub Account Budgeting, also corrected issue with Account Summary Report in Reports A for more than one payment on a credit card displaying full amount billed rather than the partial paid amount.
New in HOA/POA Manager 01-04-2013 (Jan 6, 2014)
- Added a button on the Main Menu to allow a user to run a report of daily receipts. Any day in the past 90 days can be selected
- User can now enter any amount for Bill for Services Item on the General Tab of contact detail form
- Added a new button on Finance History Tab that allows a user with the permission to receive payments on open invoices without going thru the Finance Menu
- Minor adjustments to new Sub Account Budgeting, also corrected issue with Account Summary Report in Reports A for more than one payment on a credit card displaying full amount billed rather than the partial paid amount.
New in HOA/POA Manager 11-14-2013 (Dec 3, 2013)
- Added ability to create an email message for a selected invoice in open invoices. Outlook must be the email client and the message is strictly a text message indicating invoice number, date due and a breakdown of the charges. It also shows any monies paid and total currently due. Intended to send out reminders for past due invoices.
- Added capability when view chart of accounts, sub accounts to move money from one account to another IF it is a duplicate. Descriptions between the 2 accounts and its type (Income or Expense) must be identical.
- Modifications when viewing source of income from the registers to edit the account assigned to that income
- Added new field for Major Events to enter a User event number
New in HOA/POA Manager 09-09-2013 (Sep 17, 2013)
- Corrected an issue with the recently added Bill For Services function. When processing payment at the same time, it was incorrectly recording amount paid when qty was greater than one.
New in HOA/POA Manager 08-15-2013 (Aug 27, 2013)
- In Major Events Summary List, added the total number of participants for each event. This was placed next to the current outstanding monies due from an event.
New in HOA/POA Manager 06-08-2013 (Jun 17, 2013)
- Added ability to Exclude Chart of Accounts Masters from the Budget Process IF Budgeted Amount, This Year Amounts AND Last Year Amounts are equal to zero.
New in HOA/POA Manager 04-22-2013 (Apr 25, 2013)
- Added new ability to use the Bill for Services when selecting a payment type of invoice in Networking Events. Prior Versions required manually creating an invoice where as now it is created automatically. Also tied in the relationship to open/closed invoices when either receiving payments, deleting payments for deleting the entire invoice.
- Added over 50 new reports to Reports A Financial Reports and Owner/Member reports.
- Added an option for automated lien processing to add the set lien fee by property or by owner. If an owner has more than 1 property, then determines if the lien fee is a set value or multiplied by the number of properties the lien is file on.
- Added the ability to exclude properties from the automated Lien Processing function.
- Added Command Buttons on the log on form to click and set the “Trusted Location” for either Access 2007 or Access 2010, once set, command buttons no longer appear.
New in HOA/POA Manager 02-04-2013 (Feb 5, 2013)
- Adding new features to Property Management by adding the ability to Manage Rental Properties. In addition, on the Contact Detail Form is a feature to Bill for Services when an organization has daily/weekly/monthly services the organization offers for a fee, this will auto create an invoice with an option to print/mail or Pay at the time of service.
- Major Upgrades to the Major Event Management
- Added new Application if the Organization wants to follow-up with Owners/Renters/Other Contacts on a scheduled Basis
New in HOA/POA Manager 12-19-2012 (Dec 29, 2012)
- Corrected an issue with auto billing when organizations bill monthly. Current balances were not updating correctly when payment was not received for a particular month.
New in HOA/POA Manager 11-30-2012 (Dec 3, 2012)
- Added 2 Reports on the View Paid Invoices Form, one for include partial payments, one for full payments only. The reports added now group the payments by Month for the request date range
New in HOA/POA Manager 10-22-2012 (Oct 23, 2012)
- Added ability from Viewing Invoice Payments to View the invoice and set any invoice item related to a major event. This being in the event rather than using Major Events, an invoice was created. This income will then appear in the Event Net Calculation of Reports A
- Add ability to view past reconcile reports from Income Registers
New in HOA/POA Manager 10-11-2012 (Oct 11, 2012)
- The Auto Lien Processing was modified for easier understanding based on feedback from existing users. The user now can view and process one status at a time. There are 4 options being 1) Candidates are now selected and processed with 1st letter sent; 2) 1st letter sent status is now processed to lien filed. 3) A lien filed status can now be viewed and edited. 4) Last a Release lien status when processed closes the lien action.
New in HOA/POA Manager 10-09-2012 (Oct 10, 2012)
- Added on Business Info tab of the contact detail form the ability to record contacts insurance company name and policy number. Can be used when hiring vendors.
New in HOA/POA Manager 10-02-2012 (Oct 3, 2012)
- Added Form Sizer function for some of the main menus. Works with Access Runtime, 2000, 2007 and 2010
- Added a Deposit/Undeposit All feature in Make Deposits form
- Improved Auto Lien Processing
- Enhanced Vehicle tracking with new fields for type, exp date, pass number and a few others
- Added new Association Insurance Vendors/Type plus track activities related to the insurance vendors with a report
- Added new Association and Bank Foreclosure Tracking with Reports
- Added new Collection Tracking Function with Reports
- Added a new Compliance Tracking Function with Reports Added a check for a critical MS Access reference when opening the program. Program execution will halt if the references are missing for any reason or have changed physical location.
- Added a View Deposit slip when viewing Registers for Grouped Deposits. This in the event the user forgets this before completing the deposit in “Make Deposits” form.
- Added Capability to Pay Payroll Liabilities from any Register
New in HOA/POA Manager 06-30-2012 (Jul 8, 2012)
- Added ability to create a negative Bill to account for credits that exceed debits, Rearranged Data Utility Restore Button
New in HOA/POA Manager 05-23-2012 (May 30, 2012)
- Removed auto fill price for one when editing an invoice item
New in HOA/POA Manager 04-09-2012 (Apr 10, 2012)
- When printing checks, added the account information in section 2/3 of voucher checks, added capability to also include paychecks when printing checks in a batch.
- Added a memo when auto billing “Repeat” invoices to alert the user that the invoice listed came from a completed invoice that is scheduled to repeat.
New in HOA/POA Manager 03-28-2012 (Mar 30, 2012)
- Corrected View Payments for Major Event Billing Statement. In the unlikely event 2 payments for the same amount from the same person , same payment type and on the same day was received, it would only show one, not
- both
- Hidden form was appearing when closing a Network Event
New in HOA/POA Manager 03-09-2012 (Mar 10, 2012)
- Correct General Journal Entry when moving from an expense account to an income account, it applied negatives for both credits and debits in the P & L report.
New in HOA/POA Manager 03-04-2012 (Mar 6, 2012)
- General Formatting of Command Button changes, corrected issue of not being able to log off with the free download and starting with an empty database
New in HOA/POA Manager 02-27-2012 (Feb 28, 2012)
- Corrected make deposits when one or more where checked for deposit, and then one was voided. This caused the deposit to not be properly grouped in the related register.
New in HOA/POA Manager 02-16-2012 (Feb 17, 2012)
- New Reports/Exports on Closed Invoices form. Improved Budget/Actual Monthly Forms/Reports/Export
New in HOA/POA Manager 02-14-2012 (Feb 15, 2012)
- 1099 Prompt to view summary or detail was not updated.
New in HOA/POA Manager 02-08-2012 (Feb 14, 2012)
- Added 2 Reports under Chart of Accounts in Finance Menu for Accounts by Description and Accounts by Type (Liability, Income, Expense)
- Added another 1099 Report showing the detail of the source for the amounts.
- Improved the 1099 Reporting by adding a 1009 checkbox to Chart of Accounts to augment the Contact 1099 Required. This will allow the user to only denote certain accounts as applying to the 1099.
New in HOA/POA Manager 01-17-2012 (Jan 18, 2012)
- Added new Calendar of Events less detail form, added expanded memo on invoice items
New in HOA/POA Manager 11-05-2012 (Jan 4, 2012)
- Added 1099 summary report, added uncleared transactions report/export
New in HOA/POA Manager 10-10-2011 (Oct 25, 2011)
- Allow Net Negative Deposits in the event Credit Card batch is a negative total