• Selecting accounts is easier and more precise:
  • All account selections are made through a standard window easy to use. It allows to choose one account, several at a time or all of them, with a mouse click.
  • This standard window benefits from personalized filters to reduce the size of the list you have to choose from.
• Totals in all grids where numbers are displayed
  • All grids have totals above any column having numbers in it.
• Personalized filters
  • All grids now contains a button ‘’Activate Filter’’ to display only the data you really want based on your criteria.
• Button "Full Screen"
  • Many screens now have a button ‘’Full Screen’’ to temporarily hide some items to maximize the data display.
• New improved interface
  • All screens have been re-designed to make them easier to use.
• Opening several windows at the same time
  • The whole software has been reviewed to allow multiple windows opened simultaneously.
• Dynamic links (hyperlinks)
  • We made the dynamic links available throughout the software in all screens.
  • You can now surf your data and explore deeply all transactions to rapidly find the information you need.
  • The 3 window limit has been removed to allow to browse your data the way you want, going back and forth at will.

• Security Deposit Management
  • Allows to manage the security deposits received from owners and required by the Association for specific services or rentals (Example: $300 for room renting).
  • This new function holds all deposits to be reimbursed at their due date (if any) and permits to know exactly what is due by any owner, when it is due and the total amount spread by category.
  • Thus, when recording a new deposit, you only have to select the category within a modifiable list and type the number of items, everything else being automatically done.
  • You can print a receipt or an invoice based on the kind of payment made.
  • A history of all deposits has been added to allow to visualize or print all deposits still outstanding and others as well.
• Global Search within all Service Requests and Work Orders in all associations
  • You can now search for a specific information on Work Orders or Service Requests among all your associations (PRO).
• Export a payable account to all selected associations (PRO)
  • You now benefit from a powerful function when creating payable accounts. You can select the option “Export this account information to other associations”. A new window will appear allowing to select in which associations you want to export the new account.
  • The account being actually created will be also automatically created in all selected associations when you are going to click on ‘’Save’’.
  • From now on, if you modify the information in this account in any of your associations, all similar accounts in all associations will be automatically updated. A big time saving!
• History..Communications – phone calls
  • You can now have a follow-up on incoming or outgoing phone calls via the menu ‘’History..Communications’’. This is a part of a global follow-up on all communications. Indeed, there are follow-ups for all kinds of communications with your owners, tenants and suppliers because all letters, E-mails and text of phone calls are recorded. This history can be visualized and printed at will with all files attached to E-mails.
• Function to record information on the management resource people (PRO)
  • To ease the communications between you and the professional manager dedicated to specific associations, you can create a list of all resource persons (Info..Management Company Resources).
  • This list will display all information on the resource persons from the management enterprise with their responsibilities. It will be useful to the board members because they will immediately know the responsibilities of each manager and will be able to contact the right person immediately by tel. Fax or E-mail avoiding useless and often repetitive phone calls.

• Personalized arrangements
  • Create personalized arrangements allowing to group accounts by any category you want to have. (ex.: Short term Assets, Fixed Assets…).
  • Create as many groups as you want in any arrangement (It replaces the former Master Accounts which are not useful anymore).
  • Change the account or group order the way you want just by moving them with arrows (up, down, left or right).
  • Change the group names and even the account names without affecting their real name in your bookkeeping.
  • Create an unlimited number of arrangements.
• Balance Sheet: new dynamic links
  • Allows to visualize with a click of the mouse:
    • The list of receivable accounts;
    • The list of payable accounts;
    • The Net Income Statement.
      
• Budgets
  • Months are now displayed in an order based on the financial year. (ex.: May to April instead of always January to December).
  • You may display or not empty lines to make the budget statement easier to read or print.
  • A new method for typing the amounts allows to automatically calculate the annual total when a month is changed and vice-versa.
  • Addition of a function to copy and paste a whole column at the same time by using the contextual menus accessible with the right click of the mouse.

• Condo Manager can now import lockbox payment file from your bank.
• You can now print a receipt for one, several or all collected items.
• You can collect several accounts with only one payment (check or cash)
• Display speed has been greatly increased.

• The common charges (condo fees) are now calculated based on the monthly budget and not anymore based on the annual budget divided by 12 as before. This allows to modify a monthly budget if a change occurs during the year helping the comparative financial statement to reflect the real figures compared to the real cumulative budget.
  • Grace period (Period of interest exemption)
    • Two new options were added in Info..Association, tab ''Late Payment’’ to allow to define a certain number of days being the grace period for exemption of interests on late payments (from 1 to 27 days).
      • The first one will give a period free of interest to all accounts no matter if they pay during the period of not. In other words, there will not have any interest calculated during that period of grace exemption.
      • The other one will give an exemption of interest only if the payment is made during the exemption period. Otherwise, interests will be calculated from the first day of the calculation period.

• The association invoice screen has been completely rebuilt. Now, you can:
  • Have a delivery address different from the billing address.
  • Print a delivery slip.
  • Have more than one one item per invoice.
    • An additional menu has been added to create products and services required by the association to sell or lease equipments. (Info..Products and Services).
    • So, you only have to use the menu "Transactions..Association’s Invoice", select the product or service and type the number of items, the rest being automated.
  • You can print a receipt or an invoice based on the payment method (check, cash or charged to the account holder).

   

Improvements to the "NSF Check" Screen (modified for “Check Not Accepted”)

• T he report can now be used for not accepted checks or direct payments and has a stub to be returned with the payment by the owner involved. So, you can advise easily the owner who made that check or direct payment not accepted by the bank. The report contains all details and can be sent with a window envelope or via E-mail.

• A history has been built to keep trace of all bank reconciliations done. It allows to visualize and print any bank reconciliation done in the pass.
• Two new buttons allow to process bank fees and interests directly within the bank reconciliation window.
• A button "Full Screen" maximizes the space for displaying more transactions at the same time on the screen.

• This function has been completely rebuilt and can now be used for any kind of transactions.

• This function has been greatly improved and now can reverse all kinds of transactions (except the regular assessment).

• The function has been greatly improved and now allows to modify :
  • The transaction date;
  • The account number involved;
  • The transaction description;
  • The note attached to the transaction.
• Each modification will generate an attached note explaining the change and will also provision a list containing all modifications done. This will allow more accurate audit trails facilitating your own researches as well as the accountant verification job.

• You can decide what will be the address to be printed on the account statements or not to print any (if you have your own letterhead paper sheets)
• It is now possible to sort data with the column headers like in all Condo Manager screens. However, since sorting differently from the dates would provoke inaccurate balances, this column will be temporarily hidden when sorting. It will be reset to its original state (by dates) when clicking on the button "Refresh".
• You can change the message to be printed on account statements directly on the statement screen (instead of the screen Info..Association).
• The F8 keyboard key gives instant access to the window to be able to select the account for which you want the statement.
• You can now send any account statement to an other person than the account holder (like to the members of the board or to the accountant).
• When in the "Print/View..Account Statement" window, a button ("View Account Info") allows to go directly to the screen Info..<account involved> and to come back at the same place, when closing the Info screen.

• You will be able to save a group being actually built as it is at this moment, even if it does not balance. It will be available in the future so that you can complete it and use it after. You won't be able to use it unless it is fully completed and balanced.
• When you have built a transaction, if you think it could be useful later, you can save it as a group.

• Addition of the possibility to select a choice to add the payment to the Direct Payments. So, you could have people paying by Direct Payments and others not, within the same group (instead of being forced to create two groups, one for those paying by Direct Payments and another one for the others).
• Addition of an option within the invoicing group allowing to modify amounts for some accounts only by selecting them and by modifying all selected accounts at the same time. You still have the function allowing to modify all amounts at the same time.

• When using the menu ‘’Tools..Send an E-mail’’, you can now:
  • Send E-mails to many people at the same time. Each of them will receive an original (not a copy). So, your owners’ E-mail addresses will stay confidential.
  • Attach several files if needed instead of only one as before (these files are kept with the E-mails and are accessible through the menu "History..Communications").
  • Type an E-mail address yourself (not recorded in the database).
  • Import several kinds of files (as Word and not only text files).
  • Create distribution groups to be used later (avoiding selecting the same addresses each time).

• This function has been redesigned completely with more capacities and is easier to use.
• You can now format all parts of the letter what was impossible before for the upper part of the letter.
• You can also use different formats including the Word format. You can print as a Word format (.doc) or as an Acrobat file (pdf , for pc running Windows 2000 and XP only).
• The most popular image formats are now supported.
• Inserting a table or an Excel spreadsheet is also possible.
• You will be able to insert your logo as letterhead. It implies however that you should repositioned name and address on your templates. For the users of the previous versions, if you have created letter templates different from those supplied by default, you would have to adjust them consequently. The previous models will be replaced by new files formatted according to new features.
• You will also be able to fix margins on both sides according to your needs.
• You can now insert page breaks, while having a more powerful preview allowing to show all your pages and even two at the same time.
• A preview was also added for letters not using the field integration (autonomous mode, when you print the text as is). We have also added more formatting tools to allow more sophisticated templates.

• You can print (or send by E-mail) the reports on "Attendees" only, or on each of the vote taken during the meeting.
• Addition of a function for calculating the number of votes or the quorum for owner assemblies with possibility to print, save and export results as an Excel format. With this menu (Tools..Vote and Quorum Calculations), a click to indicate the vote or the presence and results are displayed immediately. You will see the percentage reached.
• And if the vote value is different from the fraction (share), you benefit from an option to convert all values to ‘’1’’ (for homeowner associations)
• This menu is in addition to the ''Meeting Attendance List'' you can get via the menu: ‘’Print/View..Other Listings’’.
  Also, don't forget that you can produce the ballot papers in advance via the menu : Print/View..Ballot Paper.

• All reports have been reviewed to improve their design and their professionalism.
• You can now pre-visualize data directly on screen and not only as a preview. This allows:
  • To speed the data display;
  • To sort data the way you want (by the column header).
• All reports can now be exported as an Adobe Acrobat Reader format (.pdf)
• All reports have been redesigned to minimize the color ink usage.
• Report Builder Wizard
  • Addition of a button to display a preview before printing.
  • Allows to include the account balance on reports.
• Inter-Association Listings for Receivables and Payables (PRO)
  • You can require receivable or payable listing including all associations to have only one report containing all accounts for the same category for all your associations. You can apply your own criteria to filter the report to get only what you want to have (reducing the size of the report).
• Addition of reports on invoices and their due date
  • A new report has been added in the menu “Print/View..Lists of Accounts” to produce a list of all suppliers' invoices with their invoice due dates.
  • You can require this report for all your associations (PRO) altogether on the same report.
  • You can also produce a report on suppliers' invoices sorted by due dates using the menu “History..Suppliers' Invoices” and by sorting them by due dates (with the column headers) .

• Personalized labels (stickers)
  • Addition of the possibility to print labels for all kinds of accounts via the menu : “Print/View..Labeling (Printing only)” and also, the possibility to print labels whose data can be typed directly by the user (or chosen among account categories) for one or several labels.
  • Moreover, you can select names and addresses from any account and insert the information on the label via the Search Icon avoiding to type the information.
  • Labels can be printed anywhere on the label sheet, so that you don't loose label sheets not totally used. You benefit for a graph on the right where you just have to click on to position your labels.

• You can select the associations and screens where users are allowed to work in. This allows to work with the method you want. You can structure your daily work by task (screens) or by association.
• You can also define passwords to allow some persons to process translations in the previous periods including the previous year.
• When you have defined passwords, you also benefit from the added feature in the General Ledger to immediately know who has passed a transaction.

• This window has been rebuilt to give you more flexibility and above all, for changing the way balances are entered into the accounting.
• From now on, balances are part of the General Ledger.
• However, you can save your work even if it does not balance and as often as you want as far as the opening group has not been confirmed.
• When you are ready, all transactions within the Opening Trial Balance window, will be processed as a group of transactions when you will click on the button "Confirm Opening Group".
• After that, no change will be allowed in the Opening Trial Balance. Any correction after the processing of the opening group will have to be done using the menu "Transactions..General".

• When a unit is sold, using a special menu (“Info..Unit Sale”) we will create a new account for the new owner and we will give to that account the same number as the previous one but we will add decimals to differentiate it from the former one.
  You must type the name of the new owner in the appropriate field.
• The undivided rate of the former owner will be reduced to zero and will be generated to 100% in the new owner’s account. The number of votes will be adjusted consequently.
• Then former owner's account will be declared ''Inactive". It means that it will not be part of any listing or report anymore. You will be able to delete it at the end of the year.
• If the balance of the former owner account is not zero, we will create a new receivable account (other than owners) and transfer the balance there with all useful information.
• You will have to complete information missing for the new owner account and for the new receivable account for the former owner (if his balance was not zero).

• The Web site Service allows to have your own Web site hosted by Condo Manager.
• Your Web site is designed and managed by Condo Manager and most important, is linked to your data.
• So, you can publish information like the list of administrators or resource people, all account statements for your owners, the Financial Statements, forms to complete, advices of any kind, minutes of the general assembly, rules and by-laws of the association or building, etc.
• In fact, you can put there anything you want. Your owners can go there and find all information they need without calling or writing to your office. It is confidential since owners have their personalized passwords which entitle them to see their own account statement and their information profile. They will be able to modify pertinent information what will be sent to you for database modification.
• You don’t have to pay for building your Web site nor for its maintenance. You don’t have to spend time to configure and fill the Web with your data. You make available anything you want with a few clicks. You don't have to type information again, since the Web site is linked to your data. Everything is managed by Condo Manager and is included in the monthly affordable fees (nor matter the number of associations (PRO)).

• Balance Pop-up
  • It is not displayed anymore when the mouse pointer is located on a field containing an account number. The reason was to accelerate the processing to save time. It was particularly evident in the General Ledger. Don't worry, the account statement is always available where this information is provided.
• Balance in Info.. Screens
  • The balance of the account is not shown anymore in the Info.. screens to accelerate the display. The account statement is always available, where this information is provided.
• General Ledger Display Appearance
  • We have colored each transaction with one color only, alternating from light blue to white (Windows default) for every transaction. It is now easier to differentiate the transactions with all their entries (instead of alternating colors for every line).
• Scrolling one Transaction at a Time in the General Ledger
  • Addition of two buttons allowing to scroll the General Ledger one transaction at a time by using two buttons or the PgDn and PgUp keyboard keys.
• Automatic Formatting of the Phone & Fax Numbers
  • Addition of an automatic format if the user doesn't put any when entering telephone and fax numbers. If the user doesn't type a format while keying data in, the default format will be used : Example: 789-123-1234.
• Number of Digits for Unit Number Identification
  • The unit number may now have up to 10 digits since the field has now a 10 digit width. However, to maintain the sorting apparent as if it was a numerical sorting (even if it is an alphabetical sorting done by the computer), we will add spaces before the unit number you will type. So, with the same number of digits, we will maintain the alphabetical and numerical sorting at the same time. (Before, we were adding zeros and these zeros were visible within the unit numbers and addresses).
• Comment Zone in Info.. Screens
  • Accounts of all categories now have a 'comment' zone that permits to write down any text that could explain them better.
• Frequently Asked Questions and Glossary
  • We have added new topics in the on screen manual allowing to see the Frequent Asked Questions and their proposed solutions, plus a glossary of terms used in the software, in the manual or in the ownership domain in general. Now, the Help menu offers more options and should help you more. Don't forget that it is accessible anywhere by clicking on F1 what will open the instructions manual at the right page containing the information for the screen you are in.
• Direct Payments (Direct Withdrawals From Your Bank Account)
  • As the volume of this kind of payments is increasing regularly, you can now process the direct payments through the check menu. Of course, there will be no check number for them. They will also be part of the Check History. Direct payments may be used by several suppliers, as for insurance premium, electricity, telephone and Internet, TV cable, etc. If you pay some of your suppliers by direct payments (withdrawals from your bank account by the suppliers), click on the button ''This is a Direct Payment''.
• Regenerating a Direct Payment File
  • A new function allows to re-generate a direct payment file allowing to send the file again if this file has been lost or corrupted while being transferred to the bank (extremely rare however). You could also re-generate the file under another file number to coincide with the bank number if needed.
• Choosing the amounts for the Selective Direct Payments:
  • Account balance. Click on the button "Record Balance as Amount".
  • Specific amounts you type yourself.
  • A global amount shared among all owners based on their fractions.
  • Amount from the invoicing group (if you have inserted an invoicing group by clicking on the button "Add members of an invoicing group" in the window where you select your accounts).