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16 June 2022 |
Condominium, Gestion immobilière, logiciel, Property Management, software |
Condo, Manager, Rental, UpperBee
Here are some of the latest additions to your UpperBee software that have just been put online to allow you to better manage your buildings.
» To consult the complete list of new features for June click here.
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The menus and navigation tools have been revised to make your use easier and optimize the content of the feature pages: the icons representing the categories have been removed and the tab bar of the most frequently used features is replaced by a menu. Some features have also been reclassified in the summary (now called “all features”).
Don’t be afraid of the navigation structure you’re used to remains.
» Learn more about this evolution
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Automatic Bank Reconciliation
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UpperBee now makes it possible to greatly simplify reconciliations.
Indeed, by activating UpperBee Pay you have access to automated bank reconciliations. It is possible to import a transaction file from a bank into a bank reconciliation to clear transactions automatically. Several file formats are supported: OFX (Financial Data Exchange), QBO (QuickbooksMD) and QFX (QuickenMD).
Completing your reconciliations has never been so fast!
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Creating the profession of condominium manager
Condolegal’s Webradio talked about a subject that is dear to us: the professionalization of condominium management, with the participation of managers who are members of the AQGC.
Visit the Condolegal Facebook page to see it (in french).
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Several improvements have been made to UpperBee’s search functions to save you time. Different options are now offered in order to search more easily:
- a portal;
- a feature in the portal in which you are browsing;
- or a service request.
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The visibility groups have been improved to allow you to disseminate information to occupants as well. Occupants can be tenants or people living with you such as your parents, a friend, or your children.
You can now choose for which group(s) a library document, the insurance register or a frequently asked question can be visible:
- members of the Board of Directors,
- owners,
- occupants/tenants.
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Automatic bank reconciliation
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It will be possible to import a transaction file from a bank into a bank reconciliation module to automatically match and clear transactions.
Several file formats will be supported: OFX (Financial Data Exchange), QBO (Quickbooks®) and QFX (Quicken®).
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UpperBee TV
See our latest videos uploaded on UpperBee TV to help our users. These videos will allow you to enjoy the full experience of all UpperBee features.
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