TOPS [ONE] Release Notes (Version 5.3.0.4)

Release Date November 13th, 2019

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The TOPS [ONE] development team is adding multiple new additions and updates to the platform today.

The following new releases will be live in TOPS [ONE] today. As a web-based product, there is no action for TOPS [ONE] users to take. Your TOPS [ONE] platform will automatically be updated in the cloud.

Here's what's new:

Accounts Receivable

Owner Beginning Balance 

Comments 

  • Add Comments to Transactions 
    • Public comments, comments that are visible on the owners portal, can be added to the following transactions 
      • Apply Charges 
      • Apply Prepaid 
      • Adjustments 
      • Batch Adjustments
      • Cash Receipts 

 

Automation

Job Details

  • Job Name 
    • When creating a recurring job, Job Names can be added to help identify the reason for the item. Jobs created before this update will have the Job Description as the Job Name. This can be edited. 
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Portfolio

Owner Resale 

  • Send the New Owner a Welcome Email
    • Quickly and easily send a Welcome message to the new owner after a resale has been completed. 
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Community 

  • Set Default Owner Welcome Template 
    • Want to send a template along with the Welcome message to the new owner? Set a default welcome letter than will automatically be added to the new message. Sending this message via email? Make sure to have the template delivery preference set to email. 
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General Ledger

Journal Entry

  • Edit Journal Entry
    • Posted journal entries can easily be deleted and edited. 

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