This Breeze release is focused on flexibility and convenience.
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.
You can now set up calendar tasks that recur on a regular basis, for example, weekly or monthly. Previously you had to set up these tasks one by one.
With the new Post Transfer feature, you can now easily move funds from one G/L account to another for one or more properties. The system creates the journal entries for you. This feature is typically used to transfer retained earnings at the end of the year, but it can be used to transfer funds from any account to another.
If you know you are going to pay a vendor for a service, but aren't sure how much, you can now print a blank check -- a check with the vendor's name, but blank lines for the amount.
The Google address predictor 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.
Other new features and enhancements are listed by product area below.
Property
When you set up Rentable Item Types, you can now link them to a specific property.
Owners
The Owner Ledger now shows payables and payments in addition to charges and receipts.
Accounts Receivable
You can now print a bank deposit slip that includes the MICR.
Accounts Payable
You can now edit notes on paid payables. Changes are shown on the activity feed on the payable.
When you are voiding a check and you no longer want to pay the original invoice, there is now an option to close the invoice at the same time you void the check.
The Make Payments screen now shows the next check number for each bank.
You can now create a new payable by copying an existing one.
Reports
Financial Reports:
We added a report for Balance Sheet Period Change.
In the filter for the General Ledger report, you can now enter specific dates instead of whole months.
On the Owner Statement, there is now an option to add a Prepared For/By section to the report.
Bank Reports:
We added the Bank Directory Report.
There are now two bank reconciliation reports: the Bank Reconciliation in Progress report, and the Bank Reconcile History Report. The latter shows posted bank reconciliations and includes items reconciled via the checkbook maintenance feature.
On the AR Analytics screen, you can run the Receivable Summary by account.