Follow new updates and improvements to Haletale.
March 29th, 2025
🎉 Haletale 1.6.7 Release: Footer Customization, Property Listings & Tenant Reports
🔹 Enhanced branding and user experience by allowing users to customize the footer with personalized links and text.
Before: There was no footer included in White Label product settings, limiting customization options for businesses.
How it helps users: Now, users have a "Customize Your Footer" option where they can:
Add up to 3 links with personalized text.
Add up to 3 links with icons and personalized text.
Include a custom footer text (optional).
This makes the product more personal, allowing businesses to align the platform's branding with their own identity, improving recognition and engagement.
🔹 Users can now list properties as individual rooms, making it easier to manage multi-unit listings and provide better visibility for room rentals.
Before: Users could only add properties in listings. While individual room details could be added, they were always attached to the main property, preventing rooms from having their own separate listings.
How it helps users: Now, when adding individual room details, there's a new checkbox that allows users to list each room as a separate rental. If enabled, each room gets its own dedicated listing page, in addition to the full property listing. This increases visibility for room rentals and helps attract more suitable tenants by allowing them to book specific rooms that fit their needs.
🔹 Multiple properties selection in tenant report
Before: Users could only select one property at a time when generating tenant reports, making it tedious to analyze data across multiple properties.
How it helps users: Now, users can select multiple properties at once, allowing them to generate comprehensive reports covering multiple rental units in a single view. This saves time and improves efficiency in tenant management.
🔹 Added an option to select all tenants and all properties at once
Before: Previously, both tenant and property selection were limited to single selection, meaning users had to generate reports one property or one tenant at a time.
How it helps users: Now, a single-click option allows users to select all tenants and all properties at once, making it much faster to generate comprehensive reports without manually selecting each entry. This greatly improves efficiency, especially for large-scale property management.
🔹 Added the property name in each row of the report table
Before: Since reports were generated for a single property at a time, there was no need to display the property name in each row.
How it helps users: Now that multiple properties can be included in a single report, each row displays the property name. This ensures clarity when reviewing individual tenant records, making it easier to track transactions across different properties.
🔹 Updated "Paid Balance" to "Amount Paid" for clearer financial tracking
Before: The term "Paid Balance" was unclear and could be misinterpreted as the remaining balance instead of the amount that has been paid.
How it helps users: Renaming it to "Amount Paid" eliminates confusion and provides a clearer financial overview, ensuring users accurately understand their received payments.
🔹 Improved the design to accommodate multiple selected tenants
Before: The report layout was not optimized for multiple selected tenants, making it hard to read and analyze data when handling several tenants at once.
How it helps users: The improved design ensures better spacing and alignment, making tenant details more readable even when multiple tenants are selected.
🔹 Past tenants are now included in the tenant list for historical tracking
Before: The system only displayed active tenants, making it difficult to track historical rental data.
How it helps users: Past tenants are now included in the tenant list, enabling landlords to review previous rental records, track tenant history, and maintain complete financial documentation.
🔹 Each tenant’s data appears on a separate page when exporting a PDF
Before: Previously, there was no multi-tenant selection, so reports were generated for a single tenant at a time, eliminating the need for separate pages.
How it helps users: Now that multiple tenants can be selected in a single report, each tenant’s data appears on a separate page within the exported PDF. This improves readability, ensuring a clear structure and making it easier to review individual tenant records.
🔹 When sending PDFs to renters, each tenant’s data is now in a separate file
Before: Since there was no option to select multiple tenants, reports were generated for a single tenant at a time, so there was no need to separate data into individual files.
How it helps users: Now that multi-tenant selection is available, each tenant’s data is automatically generated as a separate PDF file when sent to renters. This ensures better privacy, prevents confusion, and improves clarity in tenant communication.
🔹 Clearer messages explain why some tenants may not have data
Before: If a tenant didn’t have data in the report, there was no explanation, leaving users uncertain about missing entries.
How it helps users: Now, the system provides clear messages explaining why a tenant may not have data, reducing confusion and improving transparency.
🔹 Prevented duplicate tenant entries by switching to a contact-based approach instead of application-based
Before: The system treated applications separately, causing the same tenant to appear multiple times if they had multiple applications.
How it helps users: Now, tenants are grouped by contact instead of application, eliminating duplicate entries and making reports more accurate:
🔹 Co-applicants' names now appear in the tenant dropdown and exported PDFs based on selected properties
Before: Co-applicants’ names were not shown in the tenant dropdown or included in exported reports, making it harder to track shared leases.
How it helps users: Now, co-applicants' names are displayed in the tenant dropdown for better visibility. Additionally, a new checkbox, "Show Co-Applicants Data," has been added. When checked, if any selected tenant has co-applicants, their names will appear in the exported PDF alongside the tenant’s name on their specific page. This ensures landlords get a complete view of all tenants sharing a lease, improving accuracy and transparency in reports.
🔹 By default, the latest year is now pre-selected in the Date Range field
Before: Users had to manually select the date range every time they generated a report.
How it helps users: The latest year is now automatically pre-selected, reducing manual effort and ensuring reports default to the most relevant time frame.
🔹 Users can now return to either the "Expense" or "Income" tab after editing a transaction, based on what was modified.
Before: After editing a transaction, users were redirected to a default tab, requiring manual navigation back to the relevant section.
How it helps users: Now, users are automatically returned to the Expense or Income tab based on the type of transaction they edited, improving workflow efficiency and reducing unnecessary clicks.
🔹 Partial payments now display separately in the income section for better tracking.
Before: Previously, when partial payments were made on invoices, they were not immediately recorded as income. The transaction was only added to the Income section once the full payment was completed, making it harder to track outstanding balances.
How it helps users: Now, each partial payment is recorded as an income transaction with its respective payment date. The outstanding balance updates dynamically to reflect the remaining amount. Additionally, if a user attempts to edit the income amount, they will see the same error message shown for invoice-associated incomes, ensuring that updates are managed through invoices for accuracy. This provides real-time financial visibility and prevents discrepancies.
🔹 Transactions are now sorted more logically by income and expenses.
Before: Previously, income and expense categories were not sorted alphabetically in the filters and while creating a new category, making it difficult to quickly locate specific options.
How it helps users: Now, income and expense categories are displayed in alphabetical order within the filters, improving navigation and making it easier to select the right category efficiently.
🔹 When creating a new category, the filters now distinguish between buildings and properties in the dropdown.
Before: Buildings and properties were listed together in a single dropdown, making it difficult to differentiate between the two while applying filters.
How it helps users: Now, buildings and properties are clearly separated in the dropdown, making it easier to select the right property and improving usability in transaction management.
🔹 If a transaction is split, the category now appears in the transaction page similar to Wave.
Before: Previously, even when a transaction was split—where each split transaction had its own amount and category—there was still a main category (the category selected before splitting). This main category was displayed in the transaction table, which sometimes caused confusion. Additionally, users could edit the category of a split transaction directly from the transactions page.
How it helps users: Now, the main category concept has been removed for split transactions. Instead, the transaction table displays the number of categories assigned to the split transactions, along with one representative category. Unlike other transactions, users can no longer edit the category of a split transaction directly from the transactions page. To change a category, users must go to the transaction’s edit page, ensuring better clarity and preventing accidental misclassification.
🔹 When splitting a transaction, the initially chosen category is now assigned to the first split transaction by default.
Before: Previously, even when a transaction was split, there was still a main category associated with the entire transaction. Users had to manually assign categories to each split, and the original category was not automatically applied to any split transaction.
How it helps users: Now, when a transaction is split, the originally chosen category is automatically assigned to the first split transaction row. This removes the outdated concept of a main category for split transactions and streamlines the process, reducing manual effort while ensuring a smoother categorization experience.
🔹 Added a "Clear" button to reset filters easily
Before: Users had to manually deselect each applied filter one by one, which was time-consuming, especially when multiple filters were applied.
How it helps users: Now, a "Clear" button allows users to reset all filters with a single click, making it quicker and more convenient to start a new search.
🔹 Displayed filter count as a badge on top of the "Filter" button
Before: There was no indication of how many filters were currently active, making it difficult for users to track applied filters at a glance.
How it helps users: Now, a badge displays the number of active filters on the "Filter" button, improving visibility and helping users quickly understand how many filters are in use.
🔹 Enabled multi-select for properties in the transactions filter
Before: Users could only filter transactions for one property at a time, requiring multiple searches to compare data across properties.
How it helps users: Now, users can select multiple properties at once, making it easier to analyze transactions across different properties without repetitive filtering.
🔹 Added new filters to the accounting page
🔸 Filter by Payment Account
Before: Users couldn't filter transactions by specific payment accounts, making it difficult to view transactions associated with a particular account.
How it helps users: Now, users can filter transactions by payment account, allowing for better financial tracking and reconciliation.
🔸 Filter by Transaction Amount Range
Before: Users had to manually scan through transactions to find specific amounts, which was inefficient.
How it helps users: Now, a Transaction Amount Range filter allows users to quickly narrow down transactions based on a specific amount range, improving efficiency in financial analysis
🔹 Added Sorting Arrows for Date and Amount in the Accounting Table
Before: Transactions were displayed in a fixed order without any sorting functionality, making it difficult for users to organize records based on date or amount.
How it helps users: Now, arrow buttons beside the Date and Amount columns allow users to sort transactions in ascending or descending order directly from the table header, making it easier to review financial records efficiently.
🔹 Improved Multi-Select Filters—Dropdown Now Adapts to Selection Behavior
Before: In multi-select dropdowns, after selecting a property, the dropdown remained open. If users wanted to select only one property, they had to manually click outside to close it.
How it helps users: Now, the dropdown behaves dynamically—when selecting a single property, it acts like a single-selection dropdown and closes automatically. However, if users select multiple properties, it stays open for further selections, allowing for a smoother and more intuitive filtering experience.
🔹 Improved Tooltip to Explain Editing in the "Outstanding" Tab
Before: The tooltip in the "Outstanding" tab was misleading when users tried to edit a transaction. It didn’t clarify that outstanding transactions were linked to invoices, leading to confusion.
How it helps users: Now, the tooltip clearly explains that outstanding transactions are tied to invoices and must be edited through the invoice itself. This helps users understand the correct process, reducing confusion and preventing incorrect edits.
🔹 Users Can Now Create New Categories Directly from the "Accounts & Categories" Section
Before: Previously, users could only manage existing categories (rename, change type, etc.) but couldn’t add new ones from the "Accounts & Categories" page. They had to create categories while adding transactions.
How it helps users: Now, users can add new Income, Expense, Assets, and Liabilities categories directly from their respective tabs. Additionally, the Payment Account tab includes an "Add Payment Account" button, and the Sales Tax tab has an "Add Sales Tax" button, making it easier to manage financial categories in one place
🔹 Displayed the Last Transaction Date for Each Category
Before: There was no way for users to see when a category was last used, making it harder to track active and inactive categories.
How it helps users: Now, the last transaction date is displayed for each category, helping users quickly identify which categories are actively being used and which might be outdated.
Before: Previously, the fee was labeled as "Cleaning Fee," which did not accurately reflect its purpose for BiancoRooms. This caused confusion among users regarding what the fee covered.
How it helps users: Now, the fee has been renamed to "Entrance Fee," aligning with BiancoRooms' specific terminology and ensuring clearer communication for guests and property managers.
🔹 Sorted Tenants' Names Alphabetically in the Tenant Filter Under Invoice Filters
Before: Tenant names in the invoice filter were displayed in a random order, making it difficult for users to quickly find a specific tenant.
How it helps users: Now, tenant names are sorted alphabetically in the filter, allowing users to locate and select tenants faster, improving efficiency in managing invoices.
🔹 Updated "Change Status" to clearer labels for different invoice types
Before: The action to update payment status for all invoice types (due, upcoming, partially received, fully received) was labeled as "Change Status," which was unclear and generic.
How it helps users: Now, the button label is more specific based on the invoice type:
For upcoming and due invoices: Renamed to "Record Payment" to indicate that users are adding a new payment.
For partially received and fully received invoices: Renamed to "Edit Payment" to clarify that users are modifying an existing payment instead of just changing the status.
🔹 Added a new "Application Questions" section in the renter profile
Before: Application-related questions were mixed with other renter details, making it less structured.
How it helps users: Now, all application-related questions are moved to a dedicated "Application Questions" section, providing a clearer structure and making it easier for landlords to access and manage renter responses.
🔹 Hiding the Utilities button when "Unlimited Utility" is selected in Property Details
Before: Even when "Unlimited Utility" was selected in the property details, the Utilities button was still visible on the property listing page, allowing users to open the utilities modal unnecessarily.
How it helps users: Now, when the owner selects "Unlimited Utility," the Utilities button is hidden from the listing page, preventing unnecessary actions and keeping the interface clean.
🔹 Hiding "Water Heater" from the Utilities modal when owned by the owner
Before: In the Property Details section, under "Water Heater Rental Info," users could select whether the owner or renter was responsible for the water heater. However, even when "Owner" was selected, the "Water Heater" option still appeared in the Utilities modal on the listing page.
How it helps users: Now, if "Owner" is selected, the "Water Heater" utility is hidden from the listing page's Utilities modal, preventing unnecessary information from being displayed and improving clarity.
🔹 Floor selection is now skipped when adding a new room under Residential properties categorized as Apartments, Condos, Basements, or Mobile Homes
Before: Users had to manually select a floor when adding rooms, even for property types where it was unnecessary.
How it helps users: Now, for Apartments, Condos, Basements, and Mobile Homes, the floor selection step is automatically skipped, streamlining the room addition process and reducing extra clicks.
🔹 The "Floor" field is hidden from the listing page for property types that don't require it
Before: The "Floor" field appeared on the listing page for all properties, even when it wasn’t relevant to certain property types.
How it helps users: Now, for Residential properties categorized as Apartments, Condos, Basements, or Mobile Homes, the "Floor" field is hidden from the listing page. This makes the listing page cleaner and ensures users only see relevant fields.
🚀 This update brings enhanced financial management, better tenant reporting, and a more streamlined user experience across the platform!
March 7th, 2025
🎉 Haletale 1.6.6 Release: Account Management, Transactions & Property Deletion
🔧 Account, Category & Sales Tax Editing
Enhanced financial management by making transactions, categories, and tax details more editable and accessible.
Before: Users could only create new categories under different financial classifications but couldn't edit existing ones.
How it helps users: A new "Accounts & Categories" section allows users to view detailed category information and update them effortlessly with a single button click. This enhances financial management by allowing users to edit existing categories across different financial classifications: Income, Expense, Assets, Liabilities, Payment Account, and Sales Tax. Additionally, users can now check if a category has been used in any transactions, helping them track expenses more efficiently and avoid accidental deletions or modifications.
📁 Category Archiving
🔹Users can now archive unused categories instead of keeping them in active selections, ensuring a cleaner and more manageable experience.
Before: Once a category was created, there was no way to manage or remove it. Even if it was no longer needed, it stayed in active selections, cluttering the list.
How it helps users: Now, users can archive unused categories directly from the Accounts & Categories page. This prevents further use of the category while keeping past transactions intact for reporting. It declutters category selections while ensuring historical financial data remains accessible.
🏠 Property Deletion for Better Management
🔹Users can now delete properties that are no longer needed, improving property management and maintaining data hygiene.
Before: Previously, users could only disapprove or delist a property, meaning it remained in the system even if it was outdated or incorrect. This led to cluttered records and potential confusion
How it helps users: Now, users can delete unwanted properties, keeping their records up to date and relevant. This ensures a cleaner database, reduces confusion, and improves overall data accuracy.
👤 Haletale Landlord Account Enhancements
🔹 Streamlined account handling for landlords in the Homeowner’s Profile, making the user experience more intuitive.
Before: Previously, in the Homeowner’s Profile, there was a separate button below the phone number field to confirm it. Users had to first click the button, receive an OTP, confirm the number, and then separately save the page—making the flow cumbersome.
How it helps users: Now, the confirmation button has been removed, and when users click Save, they are prompted to confirm the number only if it has been changed. This simplifies the process, reducing unnecessary steps and improving the overall experience.
📊 New Homeowner-Based Transaction Type
🔹 Added a new Homeowner-Based transaction category to improve financial classification and reporting.
Before: Users could only classify transactions under Property-Based or General, making it difficult to track expenses that were related to the homeowner but not tied to a specific property.
How it helps users: Now, with the Homeowner-Based category, users can properly categorize expenses like business insurance or fuel costs for managing multiple properties. This ensures clearer financial tracking and transparency in the Transactions feature when expenses can be associated with a homeowner.
📄 Spreadsheet Upload Enhancements
🔹 Enhanced the UI of transaction uploads for a more seamless and user-friendly experience.
Before: While spreadsheet uploads were functional, the UI lacked clarity—header tab colors were dull, and it was difficult to identify selected columns.
How it helps users: Now, with clearer tab visibility and highlighted selected columns, users can navigate uploads effortlessly, reducing confusion and improving readability.
📱 Mobile View Upgrade for Listing Page
🔹 Enhanced the mobile layout of the listing page for a more seamless browsing experience.
Before: The font sizes and spacing were inconsistent, making navigation difficult on smaller screens.
How it helps users: Now, with optimized fonts and proper spacing, the listing page is more readable and user-friendly, ensuring a smoother experience for mobile users.
📊 Accounting Page – Outstanding Tab
🔹Resolved an issue where the Outstanding tab in transactions page was not displaying data, ensuring users can now see all pending transactions.
Before: The Outstanding tab appeared empty, preventing users from tracking unpaid or pending transactions.
How it helps users: Now, all outstanding transactions are properly displayed, allowing users to easily manage pending payments and maintain accurate financial records.
🏦 Payment Account Creation
🔹 Fixed a bug that prevented users from creating payment accounts, ensuring a smooth and error-free setup process.
Before: Users were unable to create new payment accounts due to a system bug, blocking essential financial operations.
How it helps users: Now, users can seamlessly create payment accounts, enabling them to manage transactions without disruptions.
💰 Rent Breakdown for Co-Living
🔹 Fixed an issue where the first and last month’s rent was missing from the rent breakdown, ensuring all rental details are correctly displayed, preventing errors in invoices.
Before: Even when users selected the first and last month’s rent under Booking and Payment Preferences, it was not reflected in the rent breakdown on the listing page—only the monthly rent for the selected room was shown. This also led to errors in invoices created from this breakdown..
How it helps users: Now, the first and last month’s rent is correctly displayed if selected, ensuring a complete and accurate breakdown of rental costs. This prevents discrepancies in invoices and improves transparency for landlords and tenants..
This release greatly improves financial tracking, property management, and transaction handling while enhancing user experience across the platform. 🎉
March 6th, 2025
🎉 Haletale 1.6.5 Release: Email Customization, Chat & UI Enhancements
✉️ Email Subject Customization
Users can now update the subject of email notifications, giving them more control over communication and making messages clearer.
🔹 Before: Users could modify the email content but had no option to change the subject, limiting customization and clarity in communication.
🔹 How it helps users: Now, users can edit both the subject and content, allowing for clearer, more personalized, and contextually relevant email communication.
💬 Tawk Chat for Web
Implemented Tawk Chat on haletale.tawk.help, providing a unified support experience.
🔹 Before: Users had to navigate two separate links for help and usage guides, causing confusion and extra effort.
🔹 How it helps users: Now, all support resources are consolidated into a single link, making it easier to access assistance and find the information they need in one place.
📊 Transactions Page Enhancement
Added underline for uncategorized transactions, making it easier to identify and categorize expenses.
🔹 Before: Uncategorized transactions blended in with other entries, making them harder to spot and categorize quickly.
🔹 How it helps users: The underline visually differentiates uncategorized transactions, allowing users to identify and categorize them more efficiently.
📝 Expense Management Updates
Updated Payment Date Tooltip in the "Add Expense" form to clarify input expectations.
🔹 Before: The tooltip simply stated, "The date on which the payment is made against the expense bill," which lacked clarity on how an unpaid expense would be handled.
🔹 How it helps users: Now, the updated tooltip explicitly informs users that if the date is left blank, the expense remains unpaid and will appear at the top of the Expenses tab for review. This helps users better track unpaid expenses, such as utility bills, ensuring they can manage pending payments more effectively.
Added missing mandatory markers for better form validation.
🔹 Before: These fields (Type, Type of Date, Payment Account) were mandatory by logic but lacked the mandatory (*) marker. Users often got confused when the form threw errors despite filling in all visible required fields.
🔹 How it helps users: The mandatory markers now clearly indicate required fields, reducing confusion and ensuring a smoother form-filling experience.
📧 Email & Invoice Fix
Resolved issue where logos were not appearing in emails and invoices, ensuring brand consistency in communications.
🔹 Before: The logo URL used a lower resolution (160x64), which sometimes failed to load properly in emails and invoices.
🔹 How it helps users: The updated logo URL (480x192) ensures better resolution and reliability, maintaining a consistent and professional brand image across all communications.
This release focuses on small but impactful UI/UX improvements that improve clarity, usability, and communication for users managing transactions, expenses, and notifications. 🎉
February 18th, 2025
🎉 Haletale 1.6.4 Release: Payments, CRM & UI Enhancements
💳 New Stripe Integrations
Stripe EFT – Canadian Preauthorized Debits
Stripe Bank Transfer Europe – SEPA Debit
Stripe ACH – Bank Transfers for the US
📄 Documents & Template Enhancements
Fixed uploaded documents disappearing when zooming in/out
Added a toggle button to show/hide the pages section
Added Interac Requested status for Zum Interac
Docuseal & PDF Templates:
Improved placeholder handling
Displayed list of dynamic variables correctly
Added modal confirmation for unsaved changes
Added back button for easier navigation
Emails will now be sent to external parties with view-only access
🛠 UI/UX Enhancements
Fixed logo smudging issue
Updated Help & Support link → https://haletale.tawk.help/
Listing Page Improvements:
Improved card gap & shading
Updated show/hide button to a toggle switch for Renter & Role Profiles
Added ability to reorganize questions in the renter profile
Accounting & Expense Updates:
Removed Payment Type from Add Expense
Removed filtering option from Accounting Page
Added mandatory field markers in Add Income & Add Expense
💰 Payout & Transactions Enhancements
Added all available payout methods based on country/currency:
Zum Rails, Stripe, Billplz
Fixed: Unable to select Zum Interac without disabling others
Improved Transactions Page Design:
Hover effect with boxes (similar to Wave)
Added tooltips for "Mark as Reviewed" checkmark
📊 CRM & Filters Improvements
Contacts are no longer deleted when corresponding users are removed
Fixed issue where filters disappeared when resizing the screen or switching to mobile view on pages like "All Properties".
Fixed CRM account connection redirecting to web.haletale.com/domain/... .
This update enhances Stripe payments, renter profiles, CRM, UI/UX, and payout methods, while resolving key usability issues. 🎉
February 3rd, 2025
🎉 Haletale 1.6.3 Release: Property Setup, Reporting & Template Enhancements
Added ability to add Utility Deposit or other additional charges during property setup.
Reorganized items in Listing Type & Pricing tab for better clarity.
Introduced flexibility in setting up first and last month’s rent.
Moved Pets Fee to a separate category in Listing Type & Pricing, away from Additional Amenities.
Improved tooltip background for better readability.
Updated required marker to red for better visibility.
Defaulted Lease End Type to monthly end date for prorated models and flexible end date for month-to-month models.
Hid Pricing Section from Listing & Pricing tab when only Coliving is selected.
Added multiple-item deletion for documents.
Fixed status text overflowing off-screen.
Fixed spacing and alignment issues in document listings.
Fixed improper padding in Add Document button.
Added My Templates button for quick access.
Added padding to heading in Edit Templates page.
UI improvements in Add Document modal.
Improved My Templates page experience.
Fixed type and title exceeding screen width when creating a new template.
Fixed type dropdown not fitting within the screen.
Added a checkbox to toggle General Income/Expenses visibility.
Improved property address display in Homeowner Report History for reports with multiple properties.
Added ability to delete a homeowner report.
Fixed Issues:
Listing owners not appearing in Select Homeowner dropdown.
Select Contact modal not appearing when generating a report.
Year missing in selected duration display.
Timezone issue causing selected date to change in calendar dropdown.
Updated UI/UX:
Moved Add Expense & Add Income buttons in Detail View to align with Overview positioning.
Show only subcategories instead of full categories in Overview & Detailed View.
Repositioned date in Details Page to align with Overview Page.
Contact dropdown now includes Favorites & Other Contacts.
Added Title field to reports.
Fixed extra click required outside the date picker after selecting a date.
Added property-based fields as placeholders.
New placeholders now appear at the cursor position where "Add Placeholder" is clicked.
Added Preview & Edit functionality for templates in My Templates section.
Fixed double scroller issue in Select Placeholder Field dropdown.
Added Page Breaks feature for better document formatting.
Added tooltips for editor toolbar items.
Changed placeholder syntax from @ to {{ ... }} format for better clarity.
Modal template now appears as an existing template in the templates list.
Fixed templates overflowing when generating agreements from the Application Page.
Fixed property not getting removed when moving a property-based transaction to general, including dropdown and edit views.
Fixed previously selected property’s homeowner info showing incorrectly in the Paid By dropdown when switching from property-based to general.
This update enhances property setup, homeowner reporting, document handling, and template editing while resolving key usability issues. 🚀
February 3rd, 2025
🎉 Haletale 1.6.2 Release: Currency & Docuseal Enhancements
Added EUR to the currency options on the Edit White Label page.
Enhanced Docuseal placeholders by adding Street Number, Street Name, and Postal Code.
Fixed an issue where pressing Enter after entering an email during sign-in on a computer did not proceed to the next step; users previously had to click Continue manually.
Fixed an issue where photos were getting flipped.
This update enhances currency support, improves document placeholders, and addresses key usability issues. 🚀
February 3rd, 2025
🎉 Haletale 1.6.1 Release: Bug Fixes & Accounting Improvements
🐞 Bug Fixes
Fixed the paid date on invoices not getting reflected on the homeowner report or accounting.
Fixed an issue where a property was getting assigned when a transaction was added from the homeowner report, even though it was general.
This update focuses on improving accounting accuracy and fixing key issues for a smoother experience. 🚀
January 20th, 2025
🎉 Haletale 1.6.0 Release: Launchpad & Document Template Enhancements
Launchpad Categories: Streamlined onboarding with categorized launchpad steps for better guidance.
Onboarding Enhancements:
Add Property
Add Tenant
Add Contractor
Setup Profile
Review Whitelabel Settings
Setup Payout
Setup Tenant Profile Template
Setup Application Process
Policies
Terms and Conditions: Ability to globally control terms and conditions.
Cancellation Policy: Ability to globally set up cancellation policies.
Privacy Policy: Manage privacy policy settings across all properties.
Property Setup
Moveout Instructions: Standardized move-out instructions for all properties.
House Rules: Ability to globally set up house rules, with overrides for individual properties.
Communication
Notification Settings: Enhanced ability to manage notifications globally.
Show Edit Button and Completed Tag: Added an Edit button and a "Completed" tag for each category upon completion.
Ability to upload PDFs and save them as templates.
Drag-and-drop functionality to place signature and dynamic fields.
Generate documents using templates and share with users for signature.
Users can sign documents via a shared link or email.
Organized Payout Feature in Settings for improved usability.
Ability to delete documents.
Updated statuses: Draft, Saved, Shared, Awaiting Signature, Signed.
Removed "Type" column from the documents table.
Consolidated templates into a single page.
Added a back button on the document templates page.
New button to create and upload a PDF template.
Improved navigation between PDF templates and editor templates.
Locate signature fields as needed.
Added more dynamic fields to the list.
Removed the logo from generated agreements.
Updated selection style to replace "Activate/Disable".
Show property details for property-based invoices.
Made Invoice Title optional.
Removed "Status" label from invoices.
Displayed property address under customer info.
Highlighted mandatory fields with markers.
Updated Map View button to toggle between Map and List View correctly.
Removed ID verification requirement for customers without setup.
Increased custom selectors for document templates.
Admins can now set up landlord and property manager roles and profiles.
Fixed an issue with incorrect map button toggling between Map View and List View.
Resolved inconsistent handling of customer ID verification for unverified customers.
This release introduces a more intuitive Launchpad experience, document template enhancements, global property management policies, and several usability improvements to enhance user satisfaction. 🎉
December 25th, 2024
🎉 Haletale 1.5.1 Release: Burger Menu & Contact Us Enhancements
Burger Menu Enhancements:
Added Change Password option to the burger menu for easier account management.
Moved the Logout option to both the bottom menu and top 3 lines for convenient access.
All bottom menu items have been moved from the "More" section to the burger menu for better organization.
The Contact Us button has now been relocated to the burger menu for improved navigation.
Contact Us Button Enhancements:
Integrated Iconify to allow admins to customize the icon for the "Contact Us" button.
Adopted a no border approach for the desktop view of the button for a cleaner look.
Lilyspads Property Management:
Added Company-Wise Cancellation Policy and House Rules for Lilyspads properties.
If no property-specific cancellation policy or house rules are set, default company-wide rules will appear.
Fixed an issue where emails with different capitalization were treated as separate accounts during login, ensuring a consistent login experience.
This release improves the burger menu for easier navigation, enhances the "Contact Us" button, and refines property management features, ensuring a more seamless user experience across the platform. 🎉
December 25th, 2024
🎉 Haletale 1.5.0 Release: Login Flow & Property Management Enhancements
Log in/Log out Improvements:
Introduced OTP-based email verification for a more secure login process.
Added invitation emails for different user roles for easier onboarding.
Enhanced the login page for a smoother user experience.
Improved the "Forgot Password" functionality for quicker account recovery.
Changed the "Accept Invitation" flow for renters and co-applicants to streamline the process.
Added the ability to paste OTPs for easier verification.
Maintenance Page Enhancements:
Added an "Assign Contractor" button to the view maintenance page (Desktop).
Made the status a clickable button for better interaction on the view maintenance page.
Property Management Updates:
Updated the Landlord and PM profiles when a business is activated (Ticket: 448).
Added a code for the "List Your Property" button (Ticket: 453).
Improved amenities listing with new "Lilyspads" addition (Ticket: 450).
When the landlord report is shared, it now shows up under documents in "Assigned Landlords" (Ticket: 386).
Changed "Washroom" to "Bathroom" on Add Property and Listing pages (Ticket: 449).
Fixed misrepresentation of bathroom information on listings (Ticket: 429).
Image & Upload Improvements:
Enhanced image uploading on the Add Property page (Ticket: 427), including improved loader for HEIC images during conversion.
Enabled users to click "Save and Continue" while images are still uploading, improving workflow.
Dashboard & Miscellaneous Updates:
Moved lease details below maintenance and tasks for better organization.
Updated the "Due and Upcoming Payments" section on the tenant dashboard for improved clarity.
This release focuses on enhancing the login and invitation flows, improving property management tools, and optimizing image upload functionality, ultimately providing a more seamless experience for users across the platform. 🎉