Over the last few months, the development team at PropertyBoss Solutions has been working vigorously to release the newest version of the PropertyBoss – 9.04.  This release includes major structural changes to Prospects, Tenants, Tenant Relations, and Lease Addresses.  The work that has been done is in response from clients asking for a more refined and user-friendly way of utilizing various aspects of the database.

Tenants

All Tenants, Tenant Relations, Prospects, and Lease Addresses are now stored in a single Contacts table. This change allows for a standardized set of fields including phone numbers, email addresses, and custom fields now apply to tenants, tenant relations, and the addresses (guarantor, emergency, legal, billing, etc.) that were stored on the lease itself.  Also, all mailing address information is found on the contact notebook and not the lease notebook. Therefore, each tenant/contact on a lease can have a different mailing address.

The Lease Notebook now supports the ability to put an unlimited number of contacts on the Lease Notebook.  Any contact, including non-occupant contacts, can be marked as the primary contact.

Mail Merge was updated to enable sending letters to one or more contact types on a lease and choose which address type to send the letter to. Another contact and their address can be referenced within the letter as well.

Transaction Processing

For Residential management, PropertyBoss now supports a new method for handling Lease Up Fees. PropertyBoss creates a separate Lease Up Fee transaction of type Charge to Owner/Assoc on the property/unit on designated day. If there are not enough funds to cover the fee, the bill is held based on the settings you define for bills.

For Residential management, PropertyBoss also supports charging a Lease Renewal Fee. You define a transaction of type Charge to Owner/Assoc at the property level and mark the transaction as the renewal fee transaction. Then, define a fixed or percentage of rent amount on the Owners tab of the Property Notebook. When you renew a lease, PropertyBoss will automatically generate the Lease Renewal Fee based on any Rent Changes you schedule during the renewal. You can also choose the date to post the Lease Renewal Fee. If there are not enough funds to cover the fee, the bill is held based on the settings you define for bills.

Work Orders

A new mail merge capability has been added for work orders. This feature enables users to create letters/post cards that can be sent to owners, tenants, vendors, etc. that reference a work order including fields like description, assigned to, etc.

General Changes

PropertyBoss now supports a message block on the Navigator bar. In Setup Preferences under Global, you can enter a message that appears for all users in the current database.  If you are a network user with multiple databases, you can also enter a global message that appears for all users in all databases at your site.  You can also create a global message when an emergency work order exists in a database.  This message will display to all users in all databases. When the work order status changes to a non-emergency status, the message is automatically removed.

Users with standalone systems can now use all the features of PropertyBoss Security including defining multiple users with different security rights. However, because it is a standalone version, you still can only have one person at a time can logged into PropertyBoss.

A new filter button was added to the QuickPay and the Tax Credits Recertification windows. This filter option enables you to narrow down the list based on a filter you define.

There are more modifications than listed in the newsletter, so we encourage you to upgrade to the latest version and experience them for yourself!  We are already preparing for the next upgrade that will enhance PropertyBoss’s functionality even more!