This release focuses on enhancing financial precision, reporting reliability, and operational efficiency. We’ve introduced proactive guardrails like the Target Rate decoupling warning and unit-prompted notes to streamline the booking process. Significant upgrades to reporting—including SQL fixes for custom exports and optimized batch invoicing—ensure data accuracy, while critical stability fixes for the Schedule Board and bank reconciliation provide a more robust and dependable user experience.
Enhancements
Reservation Search - Sales Rep Filter & Column
Added a new Sales Rep filter and sortable columns to the Reservation Search screen to improve record tracking and management.
Target Rate - Reservation Decoupling Warning
Added a proactive warning message when extending a subunit reservation beyond the master reservation’s dates to prevent unintended Target Rate decoupling.
Reservation - Unit Prompted Note
Introduced a prompted note feature that displays unit-specific notes during the reservation booking process without requiring users to navigate to the unit record.
Reservation - New Invoice
Added a “New” button to the Reservation Invoice card, allowing users to generate invoices directly from the reservation screen.
Schedule Board - Unit Sort
Improved Schedule Board sorting to ensure sub-units and lead lines remain grouped with their parent units during sort operations.
Known Issue Fixes
Schedule Board - 100k+ Unit Count Errors
Improved Schedule Board performance by loading units in chunks, preventing stack overflow errors when managing large unit counts.
CustX Report - SQL Issue
Resolved an SQL error in Custom Reservation Exports by ensuring only valid reservation fields are available for selection and corrected the Custom Invoice Export module.
Check Processing - Due on or Before Issue
Fixed a date formatting error in Check Processing that prevented successful posting and Remittance Advice PDF generation.
Journal Entry - Import Template Comma Support
Updated CSV parsing for Journal Entry imports to correctly handle Corporate Client IDs containing commas.
CC/ACH Receipt - Report Not Found
Corrected the logic for PDF generation in CC/ACH Receipts to ensure reports are correctly identified and displayed after download.
Batch Invoicing - Print/Email Slow
Optimized Batch Invoicing by removing unnecessary PDF generation waits for “Email Only” jobs, significantly improving processing speed.
Task Template - Date Adjustment Issue
Fixed an issue where adjusting dates on Task Templates failed to persist and added a clear “Editing” indicator to the task definition header.
Monitoring - Integrate Application Insights
Integrated Azure Application Insights to provide enhanced performance monitoring and tracking for the Orion platform.
Reservation Documents - Document List Not Populating
Resolved an issue where null values or special characters (like %) in document names prevented the reservation document list from loading.
Reservation - Taxable Flag Flipping
Fixed a bug where the “Taxable” flag on tenant records would automatically re-enable after being manually disabled.
Batch Invoice - Timeout
Increased the mutex timeout to 5 minutes and improved error trapping to prevent system freezes during long-running batch print and email jobs.
Program Settings - Page Layout Not Saving
Resolved an issue where custom page layout changes in Program Settings were not persisting after saving.
Batch Corporate Client Report - Missing Data
Corrected the SQL script for Batch Corporate Client reports to ensure all required data fields are included and reports generate without timing out.
Sales Tax Report Issue
Updated the Sales Tax Report to correctly display voided rent lines as negative amounts, ensuring alignment with Enterprise reporting.
Tax Refunds - PDF Not Found Issue
Resolved a “PDF Not Found” error when printing tax refunds by correcting the underlying document compilation logic.
Document Editor - Filename with ‘#’ cannot be opened
Implemented URI encoding for document names to ensure files containing special characters like ‘#’ can be opened in the Document Editor.
Bank Reconciliation - Thru Date Filter & Sorting
Fixed the Bank Reconciliation grid to ensure the “Thru Statement Date” filter remains enforced even after sorting columns.
Sourcing Options - Button Label UI Issue
Refactored the Sourcing Options toolbar to move clipped buttons into a “More Tools” dropdown, ensuring all actions are accessible on smaller screens.
Pre-Billing Report - Missing Other Charges
Resolved an issue in the PDF version of the Pre-Billing Report where “Other Charges” were missing from the output.
Korman - Taxable Box Defaulting Incorrectly
Fixed a bug where moving a priority reservation on the Schedule Board would incorrectly reset the tenant’s taxable status to false.
Arrivals Report - Grouping Issue
Resolved an issue where the Arrivals Report would drop reservations when the “Remove Groupings” option was selected in the PDF view.
Dash Users - Mapped Task Assignees
Corrected the Oscar Dash user mapping to ensure headers are automatically removed when all associated sub-users are unmapped.
Bank Reconciliation - UX Issue
Fixed a UI bug where the Oscar header, help icon, and user initials would disappear after the Bank Reconciliation page finished loading.
Invoice Preview - Missing Ledger Lines
Resolved an issue where cancelling an invoice preview would cause ledger lines to become “stuck” and unavailable for future billing.
Bank Transfers - Deleting Reconciled Transaction
Implemented a security check to prevent the deletion of bank transfers that have already been reconciled.
Journal Entry - Copy / Delete Missing on Edit
Restored missing copy and delete buttons when editing Journal Entries and ensured the posting period correctly updates to the current date.
Reporting - Checks Report No Results
Fixed the period filtering logic in the Checks Report to ensure data is correctly returned for Queued, Deposits, and Check reports.
CustX - Booking Date Mapping Issue
Verified and confirmed the Booking Date mapping in CustX reports is functioning correctly as designed.
Schedule Board - Unit Status Color Issue
Addressed concerns regarding unit status colors by clarifying how opacity affects visual representation on the Schedule Board.
Schedule Board - Filters not loading
Resolved a bug where Schedule Board filters would fail to load if any dropdown options were empty.
Penetration Test - SMTP Credentials
Enhanced security by masking SMTP credentials in API responses to prevent unauthorized access to sensitive server information.
Settings > Security Profiles > Rental Guardian
Removed obsolete Rental Guardian permissions from Security Profiles to streamline user access management.
Credit Note Invoice Header
Updated the document generation engine to ensure Credit Notes correctly display the “Credit Note” header instead of “Invoice.”