Updates & News UpperBee – May 2022


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News Upperbee and updates

12 May 2022  |  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 May click here.

Request Acces
Request for permission to access units

UpperBee allows you to easily send a request for authorization for access to a unit from a request (an authorization form is also transmitted via the request to the resident).

The emails sent are kept in the application notes and the resident can then give their answer through the link received in the email.

Direct bank debiting

UpperBee now allows you to modify several bank withdrawals at once.

Direct bank debiting


Disaster claims management

On May 6, licensees were able to benefit from training in the new tool developed by UpperBee that responds to a desperate need for property management companies regarding the management of claims in multi-residential buildings in both rental and condominium.
It is now greatly facilitated thanks to a complete file centralized in one place that allow the manager to manage everything related to the resolution of the disaster. Here are the topics that were presented:

  • Manage a claim via the appropriate service request;
  • How the different tools of the platform (invoices, special charges, purchase orders, chargeback, etc.) can help build a complete financial report for claims,
  • How to manage equipment via the maintenance log.

Remember that these webinars are free and reserved for Licensed UpperBee customers. If you are a licensed property manager of UpperBee, you have already received by email, all the information as well as the registration links


Mail merge
Mail merge

Several improvements have been made to UpperBee’s mail merge features; you can now add new fields in the templates.


Property creation

UpperBee now allows you to group the creation of various types of properties into a single page.

Property creation



automatic bank reconciliation
Automatic bank reconciliation

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®).

UpperBee TV

Mail Merge Creation MAIL MERGES


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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