Storman v10.0.56 to v10.0.81
Posted by Jonathon Wildon, Last modified by Jonathon Wildon on 09 March 2018 03:45 PM

Version: Storman v10.0.81
Released: 15 February 2018

Key Changes 

Key Statistics and Activity

  • We have made some changes to the way Key stats calculations and activity data is working to align it more closely between the site and Head office data.

Unknown and Unallocated Payments 

  • We have introduced the ability to create a holding account, in the form of an Other Credit Sale. To handle payments that due to storers not providing a reference to their agreement number or unit number. Please read these articles here to understand how to set this up and manage moving payments

Misc Key Changes

  • On the agreement screen, we have made some cosmetic changes to to make it easier to use Autopay.
  • We have introduced the ability for Storman to automatically retry failed autopay credit cards, on the next daily processing. Storman will continue to try these failed cards, until the maximum number of attempts has been reached.
  • The 'Daily Reprint Locklist' has been changed, and is now called the "Lock Activity Audit report". This report shows any changes made to unit statuses, for the date that it is printed.
  • We have made some minor cosmetic changes to the Ezidebit Credit Card/Bank Account Upload screen to hopefully make it easier to use!
  • We have fixed an issue where agreements that were locked or suspended would not be updated after making a BPAY payment.

Unallocated Payments

  • If you have a credit sales account for unallocated payment (e.g. a holding account), this is now be accessible from the Customers menu. If you do not yet have an unallocated payment account setup, please read this article.
  • We have fixed an issue where previous transactions would not show under the unallocated payment account.

Storman Online Tools

  • Google addresses are now formatted correctly when coming from Storman (online) MoveIns.
  • Various improvements and cosmetic tidy ups have been made to Storman (online) Reporting, please click here to read the changes.

Storman Menus Changes

  • For users using the unallocated payment account, we have added this to the Customers menu for quicker access. This is now called "Find Unallocated Payments"
  • We have brought back the Find Agreement function, that used the shortcut (CTRL+F). This is back in the Customers menus, along with Find All Agreements (CTRL+E). 
  • We have removed Shipping and Utilities from the new Administration menu.
  • We have put back the Merge Data Export option in the customers menu, but this is now called Customer Data Export.
  • Daily Reprint Letters has been renamed to Reprint Daily Letters.
  • We have renamed GL receipts to be called "Payment Methods".

Customer Statements

  • The new statement design recently released will now be available to all Storman users.
  • We have modified the new statement to default printing to landscape instead of portrait.
  • We have fixed a bug on the new transaction statement, showing a different balance between printing 'unmatched & most recent' and 'all transactions'.

Cash Sales

  • We have made an adjustment to cash sales, not allowing the charges and receipts to be saved with different dates.
  • We have removed the ability to delete one side of a cash sale (deleting a charge and leaving the receipt or deleting a receipt and leaving the charge)

Units

  • For units with a billing plan discount, when removing the unit from an agreement, the discount is now included in pro-rata transactions, 

Exports

  • We have fixed an issue where exporting revenue journals to QuickBooks would be rounded incorrectly.
  • We have added the "site ID" to the Prepaid Journal export for QuickBooks.

Other Credit Sales

  • We have fixed a minor display error where two buttons could overlap each other on the Other Credit Sales screen.

Reservations

  • We have resolved an issue where cancelling a reservation would remove the unit, but still leave the reservation active.

General Storman

  • We have removed the alert that shows when opting to run check activity on Storman Server. The message would incorrectly state that check activity had finished when it had only just begun.
  • The alert message at the end of recalculate balances has been brought back, so users know when it has finished.
  • We have removed the import chart button on the Chart of Accounts screen as this was not being used.
  • Calendar notes will now save for agreements and reservations.
  • We have added a drop down list to the dashboard, allowing you to quickly search for units based on their status.

Daily Processing

  • During Daily Processing, when a storer is un-selected to receive their notice. We have added an alert message warning that this may result in storers not being billed.
  • Daily Processing will no longer abort if the you cancel printing the daily summary report.
  • Storman will no longer print credit card information on the autopay summary report, during Daily Processing.
  • We have introduced the ability for Storman to automatically retry failed autopay credit cards, on the next daily processing. Storman will continue to try these failed cards, until the maximum number of attempts has been reached.
  • We have adjusted the autopay retry to trigger on the next daily processing, regardless on whether there are normal autopay customers due to process.
  • We have fixed the display of notes added to agreements where processing a credit card declines.
  • During daily processing, when un-ticking the option to send a notice to a customer. We have removed the alert that will warn you that the customer will not receive the notice and may not be billed.

Dashboard / Calendar

  • We have fixed an issue where notes and sales enquiries would not save correctly or be removed from the Storman dashboard calendar.

Automatic Updates

  • If Storman is unable to check for updates overnight, due to the computer being shutdown or Storman not open. It will check for and update when a user next logs in.
  • Storman will no longer display an error message if it is unable to check for updates overnight.
  • Storman will now check for, and create the update download folder if it does not exist.

Advam

  • For Advam users we have fixed a glitch where an agreements credit card number could not be removed.
  • We have resolved an issue with the direct debit file, if an agreements autopay amount was $0.00

Ezidebit

  • For Ezidebit users, we have renamed the titles and headings of the Ezidebit upload customer form.
  • We have made some minor cosmetic changes to the Ezidebit Credit Card/Bank Account Upload screen to hopefully make it easier to use!
  • On the modify receipt screen, "Confirmed" has been changed to "Settled".

BPAY (Australia only)

  • We have fixed an issue where agreements that were locked or suspended would not be updated after making a BPAY payment.
  • Storman will now automatically check (without question) for BPAY payments at the start of daily processing and the banking report.
  • We have improved the BPAY form that allows you to split payments across multiple reservations or agreements.
  • BPAY transactions can now be assigned to reservations.
  • BPAY transactions will can now be added to agreements or reservations regardless of whether they are active or inactive.

Sales Enquiries / Contacts

  • We have resolved an issue where occupancy numbers would be incorrect when moving a sales enquiry to another site.

Agreements

  • When processing a moveout, if a storer has future billed rent. Storman will now warn you, and offer to automatically undo last charges for you before moving out.
  • We have fixed an issue where the tabs in the Agreement Screen Edit, would not always work correctly when clicked.
  • The PrintAP and EmailAP forms have been merged into one button, with the alert message reworded.
  • We have added validate checks to agreement, reservation and sales enquiry forms to not allow saving of invalid dates.
  • On the agreement screen, we have made some cosmetic changes to to make it easier to use Autopay. 
  • We have fixed an issue where overdue invoices could be printed displaying 00/00/0000.
  • When saving an agreement, if autopay is enabled but an authorised amount is not set, then the autopay amount will be set to be the regular rent amount.

Inventory

  • We have resolved an issue with inventory, when running recalculate balances at a Storman Central would calculate inventory incorrectly.

Notice Plans

  • Storman and Storpay can now support 'autologin'. It is now possible to insert an agreement or reservation number reference into an SMS or email notice plan. For storers to be taken directly to your Storpay page (by passing the login screen).

Invoices

  • We have resolved an issue where invoices would show 00/00/00 as an overdue date.

Batch Reporting

  • We have fixed an issue that was causing PDF reports to fail and not attach to emails.

Reports

  • We have fixed an issue where the Cash Received Analysis report would not check against the date banked correctly.
  • The 'Daily Reprint Locklist' has been changed, and is now called the "Lock Activity Audit report". This report shows any changes made to unit statuses, for the date that it is printed.
  • We have fixed an issue where rent figures on the key stats report could be calculated incorrectly from BPAY, web and daily autopay (CC or DD) payments.
  • We have fixed a display issue where figures from the key stats report would be shown on the Revenue Report, if run directly after each other.
  • We have resolved an issue where selecting "Today,Week,Month & Year" for the Key Stats Report, does not match the income charged or income received report covering the same period.
  • We have added a note to the bottom of the Insurance Summary report, explaining that this report is designed to be a point in time summary. The report may display different figures due to changes in insurance amounts or storers moving out.
  • We have fixed a spelling mistake in the alert message that appears for the Vacant Units Report.
  • When running the Customer Balances report, Storman will automatically run check activity when closing off the month end period.
  • For users that display the receipts section of the Key Stats report excluding GST. We have fixed an issue where this section would not match the Income Received report.
  • The note at the bottom of the Occupancy Report will now show correctly depending on what tax option is selected when printing the report.
  • The Unit Status report, if run during daily has been moved to run before an internal daily process. To alleviate freezing and slowness.

API

  • We have adjusted the web service method WS_AddUnit, to generate a prorata transaction if an agreement has a move in date in the future.
  • We have fixed an issue with the web service method WS_ConvertReservation, where an agreement's balance owing would not update correctly.

GoCardLess (Europe only)

  • We have fixed an issue where the Cash Received Analysis report would not check against the date banked correctly.
  • The 'Daily Reprint Locklist' has been changed, and is now the 'Lock Activity Audit' report. This report shows any changes made to unit statuses, for the date that it is printed.

General Storman

  • For some users it is now possible to change the ODBC/web service password in system setup. If you are unable and require your ODBC password to be changed, please contact our support team.
  • On upgrade to this version, Storman will check for any customers that have any invalid characters or spaces in the Customer Code field. If any are found, these will be repaired and a note will be added to the customer. 
    This note can be found under Reservations/Agreements - Notes and Alerts tab, with detail of what the code was and what is was changed to.
  • We have fixed an issue where Storman would not be able to contact our licencing server, resulting in some users told they could not access Storman.


 

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