Product Updates

The community portal dashboard has been redesigned to put everything important front and center the moment a user log in. The updated dashboard now shows any outstanding license or permit fees listed with the amount due and a link to … Read More

Task types can now be configured with an automatic due date, so every time a new task of that type is created, the due date is already filled. When setting up a task type, the number of days until the … Read More

We’ve added a “Record Mailing” option to the delinquent license applications page, so your staff can now log when delinquency notices are sent, the same way it works for license renewal mailings. Set the postmark date, choose the license type … Read More

The Planning cases list has been updated to display key status information right where you need it. When you open your cases index, you’ll now see open task names and fee totals displayed beneath each case’s description. This improvement brings … Read More

Finding specific agenda items and meeting minutes just got a whole lot easier. We’ve added full search capability to the Meetings module, so you can quickly locate agenda items and minutes by typing keywords into the search bar. Whether you’re … Read More

We’re excited to introduce a major new capability in the Finance module: automated bank account reconciliation. Previously, reconciling your bank statements meant manually downloading CSV files from your bank’s website and uploading them into the system each month. Now, you … Read More

We’ve added a new Renewal Auditor that automatically scans every active business location and checks for gaps in license and application coverage. For each license category, the auditor reviews the full history of records and identifies any missing periods. When … Read More

When paying a bill in Accounts Payable, the system now ensures that the bank account you select matches the fund where the expenses were recorded. Previously, it was possible to accidentally choose a bank account from a completely different fund, … Read More

The Business Search page now lets you filter by multiple industry classifications at once, and you can also exclude specific classifications from your results. With the new multi-select filters, you can select as many classifications as you need in a … Read More