Updates and News – October 2024

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October 4, 2024  |  Innovation, Property Management, Software  |  Condo, Manager, Pay, Rental

Here are some of the latest improvements and new features of your UpperBee software, which have just been put online to allow you to better manage your buildings.
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NEW

Simplified fund accounting method

Streamline your financial management with the simplified effected fund accounting method.

Now available for all new portals, this easy-to-use tool simplifies the management of reserve funds and administrative funds, no matter how many you require.

Although currently exclusive to new portals, a migration tool will soon be rolled out for existing clients.

Découvrez la simplicité du paiement bancaire d’UpperBee Pay !


NEW

Flexible payment management with UpperBee Pay

UpperBee Pay now offers greater flexibility to residents with the option for recurring credit card payments.

Residents can easily manage and update their payment preferences from the “My Balance” tile. If any transaction issue arises, they will receive a prompt to select a new payment option, ensuring uninterrupted payments.

Managing recurring transactions has also been enhanced, allowing residents to view and modify both direct debits and credit card payments with ease.

Découvrez les nouveaux sous-types de demandes de services


IMPROVEMENT

Enhanced security and streamlined request creation

We have strengthened security measures to better protect against fraud, including phishing attacks, by displaying alerts when notes or requests are received from unrecognized contacts.

Additionally, creating a new request from within a request is now quicker, with new options to generate them directly from any note in a request. When a new problem, unrelated to the existing request, is added as a note, with 1 click, the manager can generate a new request, improving both requests organization, efficiency and security.

créer des modèles de réunions personnalisées


IMPROVEMENT

One-Click access to supplier information

Managing suppliers just got easier with one-click access to their details directly from an invoice.

Instantly view contact information, associated documents, and transaction history, allowing for more streamlined decision-making and smoother supplier management.

request


IMPROVEMENT

New supplier filter

UpperBee now includes a filter to easily identify suppliers who have not yet been assigned a general ledger account, simplifying their management, and ensuring a more efficient setup process.

créer des modèles de réunions personnalisées


IMPROVEMENT

Expanded opening balance options

To make setting up new properties even smoother, you can now input opening balances either through an opening balance sheet or by importing a trial balance.

This feature, available in the financial menu, provides more flexibility to kickstart your accounting process with ease.

request


IMPROVEMENT

Draft status for journal entries for better control

A new feature lets you save journal entries as drafts, adding an extra layer of oversight.

This allows you to prepare and review entries before finalizing them, ensuring a more accurate and controlled accounting process.

créer des modèles de réunions personnalisées


IMPROVEMENT

Simplified insurance updates

Updating resident insurance information is now easier than ever, with direct updates possible from the approval window.

This streamlined approach accelerates the insurance management process, increasing efficiency while reducing administrative effort.

request


Simplify the management and maintenance of HVAC systems with our partner VentekAir
VentekAir presents its unique Concierge-HVAC approach – à la carte services for condos, designed to transform the management of preventive maintenance for private HVAC systems. Their innovative approach allows condo managers to reduce their workload while ensuring efficient maintenance that prevents disasters, reduces complaints, and significantly lowers energy costs.
To find out more and take advantage of these VentekAir benefits, go to the « Your offers » section of your UpperBee customer platform.

» Do not hesitate to contact us if you have any questions.

Tell us your needs

UpperBee offers management software solutions for all property types. 
But which solution should you choose? Let us guide you and choose your demo according to your needs!

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