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!