Breeze Premier Condo Major New Features
We have updated the Owner page to indicate if the owner is registered on CONDOCafe. We have also added the ability Lock/Unlock the user for CONDOCafe from the owner page.
In this release, we have added the ability to designate attachment types and indicate if the attachment will be visible in CONDOCafe. We have also added the ability to restrict what attachments users can see based on their user security role and the attachment type.
We have added several reports including Violations Report, Charge Register, and Property Funds.
We have updated the Owner Register Report to include owner phone numbers and email addresses.
The Owner Delinquency report has been enhanced to show the last amount paid, payment date, primary phone number, and email.
The Owner Contacts report has been enhanced to not only add primary owners but add a filter that will allow users to include/exclude additional contacts in the report.
In this release, importing owner information has been updated to include fee frequency.
You can now enter up to four phone numbers for people and objects in Breeze.
(Pages with phone numbers include the Owner screen, the Vendor screen, and others.) You can also customize the labels for the phone numbers; for example, you could set up a label called "Emergency Phone."
With this release, we have added a Communication tab on the owner screen which will display Communication History report information.
We have added the ability to generate mailing labels as a type of report.
We have added an exclude all option to the Fee Increase function.
The Google address predictor “Use Google” is now an option -- you can enter an address manually or use the search. We made it an option because sometimes it's hard to find the correct address with the search; for example, addresses that include suite numbers or unit numbers can cause issues.
We have added a global search feature -- a Search box at the top right of the screen that is always available. The search spans all categories in Breeze: owners, vendors, and properties.
Banking
If you are using our bill pay service, please note that every time we process a physical check, we will take a photo of it and attach it to the payment record in Breeze, so you can review it at any time.
Bank reconciliations have been improved: we have added support for two bank file formats: QFX and BAI2. You can upload the files and Breeze will automatically match transactions on the bank statement with transactions made in Breeze Premier: checks, deposits, and journal entries. Contact your bank to see if they can send bank statement files.
We have also added the ability to create Bank Reconciliation Adjustments, to temporarily allow for a discrepancy between your books and the bank statement.
Custom Tables and Reports
This release also adds Custom Tables, allowing you to store any data you want. You create the table in Breeze, and it will appear on a new tab on the designated record type. For example, you could create a table to track license plate numbers for owners, and it will appear on every owner's record in Breeze.
This release also includes YSR reports (Yardi Scripted Reports). You can contact Yardi and give us specifications for a report that you need. Our developers will then create the report and upload it into your database, so you can run it from Breeze. If you are interested in this feature, please reach out to us.
We have improved security--you can now limit a user's ability to post transactions in the past. For each user, you can specify how many days (starting from today) they can post transactions in the past.
Getting Started
We have added a number of functions to help new clients get started. You can now import GL Accounts and Charge Codes. We also added a tool to set up Beginning Balances -- you import open AR and AP, and Breeze creates offsetting JEs. You can then import the starting balance in your accounts.
With this release, you can add data faster. You can now copy the Late Fee Setup from the property level down to the owners.
You can copy a check format from one bank account to another; you can also set up one check format as a parent format and link it to other banks. When you change the parent, the formats at the other banks are updated automatically.
Mailing Labels
With Breeze, you can now generate mailing labels for owners; for example, you could generate and print labels for all the current owners at a given property.
Other New Features
We also made a number of updates to existing functionality:
You can link the same contact to multiple owner records. Previously, you had to enter the contact's information each time you linked it to an owner record.
You can reapply a receipt, either to different charges or a different owner.
You can merge multiple bank deposits into one.
The Vendor screen now displays how much you owe.
You can add additional signature lines to a check format.
You can unpost a journal entry batch.
You can delete a custom account tree; also when you set up a custom account tree, you can specify that the value of an account be reversed.
New Reports
We added the following reports:
User Page Access: This report shows the security setup for each user, allowing you to compare one user's page access to another's.
