Changelog

4th August 2026

New Improvements

Listing Improvements

• Added a Share Listing button to the Listing page

Invoice Improvements

• Improved pagination behavior on the Invoices page:

  • Fixed invoices returning to page 1 after editing an invoice from a later page

  • Fixed pagination resetting to 10 items per page after expanding to 100 items per page, opening or saving an invoice, and navigating back

• Added Due Amount to invoices displayed on Contact and Application pages

• 

  Added Role-Based and Tenant-Based filters to the Invoices page

• Added the ability to export invoices from the Contacts page

Notification Settings

• Restricted admins who are not Agency Owners from editing admin notification settings

In-App Messaging

• Added In-App Messages under Communications in the sidebar navigation

Email Feature Improvements

• Made the roles displayed in the contact selector dynamically reflect the available roles when composing an email

• Made the Select a Recipient Category section clickable under the Individual recipient option

• Fixed an issue where clicking an email in the Threads section did not open the email

• Improved the property filter for filtering email communications associated with leads

Contacts Page Improvements

• Added a property details popup for property rows, similar to the All Properties page

• Fixed credits not updating until a hard refresh

• Added navigation back to the Contacts page after editing an invoice accessed from Contacts

• Hidden building status from property rows

Homeowner & Accounting Improvements

• Added a copy of the invoice to the Owner Held Funds transaction in the Homeowner Report

• Added Owner Balance information to:

  • Management Fees

  • Rent Payouts

  • Collect Markup

Document Improvements

• Fixed property sorting in the Add Document flow

UI & Application Improvements

• Fixed buttons extending beyond the right side of the screen when zooming in on:

  • Renter Application

  • Rent Increase

• Fixed a random white box appearing when there were no properties on the All Properties page

Rent Increase Improvements

• Improved rent increase handling for invoices generated through recurring invoices

• When an invoice is generated 7 days before its due date, the invoice now uses the updated rent amount when applicable

Bug Fixes

• Fixed an issue preventing users from creating a maintenance request against a building when associated users were selected.

1st August 2026

New Features

Tenant Deposit Payment Improvements

• Added the ability to use tenant deposits, such as Last Month's Rent and Key Deposits, to record payments against invoices belonging to the same tenant and property

• Added Apply from Tenant Deposit as a payment method when recording a payment

• Added Paid via Deposit status for invoices paid using a tenant deposit

New Improvements

Payment Improvements

• Added the ability to pay the remaining balance of an invoice using payment integrations such as EFT, Interac, and Autopay when a partial payment has already been made

Bug Fixes

• Fixed an issue where the owner balance increased twice when editing an expense or income transaction, due to both the previous and updated amounts being added to the balance

28th July 2026

New Features

Accounting Improvements

• Added the ability to issue credit against an expense

New Improvements

Management Fee & Rent Payout Improvements

• Added total amounts for each table under Management Fees and Rent Payouts

Bug Fixes

• Fixed emails displaying in a single line instead of the properly formatted email view

15th July 2026

New Improvements

Record Payment Improvements

• Added Direct Deposit and EFT as new payment methods when recording payments

• Added the ability to include a Memo when recording a payment

Rent Increase Improvements

• Improved the Rent Increase UI with clearer explanations of automatic rent increases

• Added better visibility into the related actions that are performed automatically in the background

Bug Fixes

• Fixed an issue where reply emails were being added to the wrong schema

• Replaced the platform email log ID with a unique ID to ensure reply emails are associated with the correct records

13th July 2026

New Features

Email Feature

• Added the ability to send emails to:

  • Individual contacts

  • Contacts associated with properties

  • Contacts associated with buildings

• Added the ability to save emails as drafts

• Added the ability to schedule emails

• Added the ability to view and reply to email replies received for emails sent from the platform

New Improvements

Maintenance Improvements

• Added Completed status

• Renamed Contractor Notified status to Contractor Assigned

Application Flow Improvements

• Fixed Cancellation Policy and House Rules appearing before the final step

• Updated the order so Cancellation Policy appears before House Rules

• Reduced excessive font sizes and bold formatting

• Fixed the My Application button after submitting an application so it navigates to the Booking Hub instead of the Dashboard

• Improved field visibility by increasing the contrast of grey UI elements

In-App Messaging Improvements

• Added In-App Message Settings with options to:

  • Control automatic creation of property and building chat groups

  • Configure an initiation message

  • Restrict building- and property-level messaging to admins

• Allowed all admins to send messages when the listing owner is an admin

• Improved desktop messaging UI to indicate how to move to a new line

• Improved the message input field UI

• Removed automatic group chat creation for housemates

Recurring Invoice Improvements

• Added the ability to show and select invoice splits when updating or incrementing rent

Application Table Improvements

• Added tooltips for individual data fields in the Application table

• Added tenant email and phone number to CSV exports

• Fixed default page settings not working when clicking the logo

Accounting Improvements

• Removed tax from debit entries in Journal Entries

• Updated the default invoice product based on whether the selected property is owned or managed when adding a renter

• Added Payment Method for expenses

• Added the ability to give a tenant a credit without recording a payment

• Added attachment support to Journal Entries

• Added new expense categories:

  • All

  • Bills — unpaid expenses

  • Expenses

• Added a separate Add Bill option

  • Payment method, account, and payment date are hidden when creating a bill

• Added the ability to make payments against Bills:

  • Pay via Zum Rails

  • Pay Manually

• Added the ability to collect markup individually or as a group

• Added integration transaction IDs to invoice details for Zum Rails, Payload, and Stripe

• Improved the mobile UI for Autopay and Bank Accounts buttons on the Tenant Dashboard payment card

• Fixed discrepancies between the owner balance shown in the Balance Sheet and the Add Expense/Add Income sections

• Added the ability to pay invoices using owner-held funds for managed properties

• Added the ability to configure an Operating Account for a property or building

• Grouped Management Fee and Rent Payout tables by payment account/deposit account

• Added Save and Save and Send options when creating invoices

Property Status Improvements

• Added actions to handle active tenants, tasks, and recurring invoices when a property is marked as Disapproved or Delisted

Application Improvements

• Revamped the Renters Insurance profile section

• Hidden booked properties from the Listing page

• Fixed duplicate or incorrect application results for co-applicants

• Fixed Lead Document default values not being prefilled

• Fixed the Vehicle Information label

• Restructured the Approve Application form into grouped sections

• Added due dates for individual charges in the invoice section of the Approve Application form

• Added a default due date for all one-time invoices

• Enforced a maximum of 2 decimal places

• Improved pre-filling throughout the approval form

• Simplified the Approve Application form by hiding advanced questions and using default behavior for:

  • Invoice generation order

  • Draft agreement generation

  • Agreement generation based on first and last payment collection

• Fixed the PDF Agreement modal not opening for selected saved templates

• Fixed agreement titles appearing blank when templates use name instead of title

• Removed the extra confirmation popup before Generate Agreement

• Fixed PDFs being displayed as broken images

• Updated the move-out/date-change flow so status options remain disabled until a move-out date is selected

• When Stop is selected for a recurring invoice during move-out, the invoice end date is now automatically set to the move-out date

All Properties Improvements

• Improved the property delisting workflow for Disapproved and Delisted properties

  • The Delisting Wizard now skips irrelevant steps and only displays sections with actual dependencies

  • Properties without dependencies now move directly from Summary to Review

• Renamed Open Booking to List Property

Contacts Improvements

• Fixed the Send Lead Document flow for newly created contacts so the correct contact type, status, and data-type ID are used

• Improved the Contacts suggestions dropdown so long contact names wrap instead of being truncated

22th July 2026

New Improvements

Maintenance Improvements

• Added a Due Date field to maintenance requests.

• Made private notes identifiable in request history with a “Private Note Added” label.

• Updated note dialogs to use the correct heading, field label, and confirmation text for Work Instructions and Contractor Notes.

• Made note fields fully clickable so clicking anywhere in the note box focuses the cursor. This applies to:

  • Status notes

  • Edit notes

  • Work Instruction notes

  • Contractor notes

• Separated Listing Homeowner and Assigned Homeowner into distinct sections in Contacts.

• Improved the request history UI:

  • Reduced attachment thumbnail sizes

  • Removed the redundant Attachments heading

  • Shortened repeated visibility captions

  • Added more spacing between sections

  • Improved empty-state messaging

  • Added a divider before Request History

• Assigned contractors now receive the Maintenance PDF as an email attachment.

Maintenance Permissions & Privacy

• Contractors can no longer edit Work Instructions. They can only add Contractor Notes and update request status.

• Associated contacts are now read-only. They cannot:

  • Change status or priority

  • Update the due date

  • Assign a vendor

  • Edit the maintenance request

  • Add or edit notes

  • Edit individual history entries

• Tenants can no longer see landlord/owner details on maintenance requests. The reporter panel is completely hidden from tenants.

• Removed the Due Date field from the tenant maintenance request form. Staff users are unaffected.

Bug Fixes

• Fixed Consent to Enter incorrectly being enabled or saved as true when it was unchecked.

• Fixed Print PDF displaying “No Name / OWNER” when a maintenance request had no requester. The reporter section is now omitted in this case.

• Fixed the tenant who reported a maintenance request not appearing in the Contacts panel.

• Fixed “Hide this note from the tenant” being unavailable unless the request status was changed.

23rd June 2026

New Features

Payment & Banking

• Added the ability for admins to request payments through EFT or ACH using payment methods previously used by tenants

• Added a Bank Accounts page for tenants, accessible from the Tenant Dashboard and Invoices page

  • View existing bank account details

  • Add new bank accounts

  • Delete bank accounts

• Added the ability to create Journal Entries

• Added the ability to configure a Deposit Account for a property

  • Deposit accounts can be configured at the building level and automatically flow down to individual properties

• Added the ability for admins to configure which payment methods tenants can see at checkout

• Added the ability for admins to configure payment details for:

  • Tenants

  • Homeowners

  • Property Managers

  • Realtors

Expense & Income Management

• Added Charge To options for managed properties when adding expenses:

  • Owner

  • Tenant

  • Company

  • Split

• Added the ability to apply a Markup Fee when charging expenses to the owner

• Added default markup fee settings under Settings → Fees → Markup Fee

• Added Credit To options for managed properties when adding income:

  • Owner

  • Company

Autopay

• Added the ability to configure an Autopay flow for tenants

• Admins can edit tenant autopay settings from the Contacts page

New Improvements

Payment Improvements

• Added the option to make manual payments through Zum Rails without connecting a bank account

• Added the ability to send payments based on the daily balance instead of sending individual balances to processing/deposit accounts when funds flow through the wallet first

Property Improvements

• Added Ownership Type when adding a property:

  • I own this property

  • I manage this for an owner

• Added Payable to Property Owner as a liability category

• Added Rent Payable to Owner as a product under the Payable to Property Owner category

• Removed homeowner-based transactions

Reporting Improvements

• Added Payment Account as a filter option in:

  • Profit & Loss

  • Balance Sheet

  • Owner Reports

Management Fee Improvements

• Management fees for managed properties now create a Journal Entry instead of an expense

• Updated default Management Fee filters:

  • Property Status → Approved

  • Invoice Status → All

• Added a button to view the Management Fee Report after generation

• Added the ability to download the Management Fee Report as a PDF

Rent Payout Improvements

• Rent payouts for managed properties now create an expense charged to the homeowner

• Updated the default Property Status filter to Approved

• Added a Payment Date field

• Added the ability to send homeowner payouts through Zum Rails

15th June 2026

New Improvements

Building Management Improvements

• Improved the UI of the Building Reassignment modal

Renter Application Improvements

• Enhanced the renter application process

• Added Cancellation Policy and Rules sections to the application flow

• Replaced Entire Home with Entire Place throughout the application experience

• Improved the UI of the Pricing modal

• Improved the mobile experience across the renter application flow

Profile Improvements

• Fixed the profile photo upload error message to make it more visible and prominent

User & Role Management Improvements

• Added the ability to configure a default landing page for a role or individual staff member upon sign-in