Resolved issue when choosing to Replace After Update custom programs.

Enhanced the functionality of the Global > AR Check Search.

NEW! We have released a great enhancement to Global AP! See this month's article here! Also get the documentation here!

Resolved issue saving budget data in specific Chart of Accounts set ups.

Resolved an Unhandled Exception error - no data exists for the row/column.

Modified printing the W-2's to align with new forms for 2007.

Resolved rare issue viewing tax tables.

Resolved issue exporting data for Previous Year.

Resolved an issue when clicking Ok to access the Budget Entry screen.

Removed several Developer messages when clicking Select All GL Accounts..

Resolved issue with specific accounts that were missing from the Budget Entry window..

Resolved specific issue concerning inability to save changes in the Budget Entry window.

Resolved specific issue in certain Chart of Account configurations that would generate Unhandled Exception errors.

Resolved Unhandled Exception error no data exists for the row/column.

Added message to enter Income as positive number to Budget Entry window.

Resolved issue when using Print Budget and exporting to HTML.

Corrected issue with heading in Print Budget function.

Removed unnecessary labels in Utility window.

Modified wording on export windows.

Modified tab order in Budget Entry main window.

Added Budget Entry button to Chart of Accounts screen.

Updated the files included during the upload process.

AR > Reports > Prepaid report. Added designation for previous owners.

First time after upgrading, click Customize > Use Unlimited Flex Data will generate a message box. Updated message.

Flex Data > Arrange. Changed Reset button to reset graphic.

Flex Data main window. Changed Close button graphic to close icon.

If a number field (any format) is left blank, then it will not be included in reports with filters applied. i.e., less than 50, equal to 0, etc. Added ability to apply "0" or blank as the default for all owners.

Fields set to currency. Type in "35" will be formatted as "35.00".

Fields defined as Date format has been enhanced when you scroll through the owners.

File > Search Values. Changed name to "Find Flex Data Values".

Find Flex Data Values. Changed button text to "Find" and changed graphic to binoculars.

Find Flex Data Values button. Update Tooltip verbiage to "Find Flex Data Values".

Hover over Owner Search button now displays "Owner Search".

Owner Search button graphic changed to magnifying glass.

Find Flex Data. Added ability to sort results by available columns.

Added functionality to select individual flex data fields under Find Flex Data.

Enhanced Define Fields functionality in network environment.

Updated window title to Find Flex Data.

Create a filter under Reports. Added warning If the user does not checkmark the associated Fields to Include.

Resolved issue in Owner Search. Clicking Clear will not close window.

Owner > Reports > Flex Data Report has been modified to call Unlimited Flex Data Reports IF it has been activated.

Resolved tab name issue in several modules.

Corrected ability to edit fields when closing a Work Order, then searching and selecting a 2nd to modify.

Updated smart search function.

Resolved issue emailing certain reports.

Resolved issue saving Head of Household as the Marital Status.

Modified the upload program.

Enhanced functionality.

Enhanced the functions of 212 services in Windows.

Addressed concern with resale to Developers.

Resolved issue when attempting to open.

Scheduler will make 212 Data as the last item on the Group Name list when users schedule IBS tasks.

Updated to use current version of Active Reports.

Addressed an issue that some clients are having when they run the backup through the new Scheduler.

Resolved issue accessing Scheduler in new menu structure.

Resolved issue with 212 Admin group and 3 grayed menu options.

BETA: Resolved error when running Unlimited Flex for the first time.

BETA: Import Classic Flex, Will not allow you to re-convert flex data for those communities that have already been converted.

BETA: Form Letters, Unlimited Flex fields will now appear under category 'Owner Info' as well.

Calendar

BETA: Add an Event, Corrected Task Log, Daily and Weekly views so they calculate 15 minutes ahead of current time.

Calendar

BETA: Add an Event, Resolved issue when clicking No to prompt "Add Event in the Past". No longer closes the entire add event window.

Calendar

BETA: Add an Event, Preventive Maintenance > Convert to Work Order. Now 'Complete' the event.

Calendar

BETA: Add an Event, Set to Monthly > Last day now includes the last entry in the Recurrence.

Calendar

BETA: Add an Event, Enhanced Run Function button for TOPS Function events.

Calendar

BETA: Add an Event, Enhanced the special options: Colors, Reminders, Recurrence and Association tabs.

Calendar

BETA: Add an Event, Resolved issue in Preventative Maintenance pulling in property address when clicking on Convert to Work Order.

Calendar

BETA: Add an Event, Preventive Maintenance > Convert to Work Order. Modified to match assignee's security.

Calendar

BETA: Added scrollbars to monthly view.

Calendar

BETA: Added username to Calendar title bar.

Calendar

BETA: Calendar now populates community ID and name correctly.

Calendar

BETA: Enhanced ability to update events.

Calendar

BETA: Print Calendar, Added landscape printing capabilities.

Calendar

BETA: Schedule a Task, Added TOPS Data check box to Group Name list for IBS task.

Calendar

BETA: Scheduler, Resolved issue when updating Scheduler if it is running. It will now shut down in order to update.

Calendar

BETA: Addressed Calendar users and passwords concerns for TOPS Functions.

Calendar

BETA: Addressed Calendar users and passwords concerns for community listing.

Calendar

BETA: Enhanced "Creator and Assign To" security. You can only assign tasks to others who belong in your group. If they belong to TOPS Administrator, they can assign tasks to others in other groups.

Form Letters

Resolved issue with merge code pulling in Unlimited Flex data fields.

Custom

Updated Print Form File.

Global

NEW! There are a few exciting updates to Lockbox: You can now control how monies received will be applied as well as which bank account to post to. Please see this month's Products article for more details.

Plug-Ins

Resolved multiple community upload issue.

Group Owners

Resolved issue with Group Owners assignment concerning Developer resales. Responding 'Yes' to the 'Set Previous Owner as Group Owner' prompt will keep the Group Owner assignment.

Plug-Ins

Resolved issue with older program file community settings.

Bills & Coupons

Added functionality for Bills & Coupons to print for previous owners.

Group Owners

Enhanced Group Owners save process.

Group Owners

Owner resale will prompt to keep the previous owner in the owner group.

Group Owners

Group Owners will prompt for owner or previous owner.

Form Letters

Resolved issue with multiple attachments.

Plug-Ins

Added new functionality to upload selected communities.

Plug-Ins

Modified to include all community insurance information.

Plug-Ins

Added Property Manager information.

Plug-Ins

Updated several fields.

Plug-Ins

No longer have to rebuild the access database community owners to show.

Plug-Ins

Resolved logic issue for use of various Plug-Ins.

Plug-Ins

Resolved field name issue showing code instead of data.

Plug-Ins

Modifed the Miscellaneous Charge Codes frequency.

Plug-Ins

Corrected for occasional issue where data would not populate the screens for select communities.

Plug-Ins

Modified the navigation.

Plug-Ins

Corrected issue when clicking Upload Data Now, generating path error.

Plug-Ins

Updated the data loading process.

Plug-Ins

Modified community type window.

Plug-Ins

Made several screen modifications.

Plug-Ins

Scheduling job is now performed via the TOPS Scheduler.

Plug-Ins

Modified save location for data files.

Plug-Ins

Modified steps to display owners.

Plug-Ins

Corrected occasional error when adding new communities during setup.

Calendar

BETA: Now accommodates lower display resolution settings.

Calendar

BETA: Items set to remind 'At TOPS Login', when user logs on to TOPS, Reminder window will display both open past due and current until midnight.

Calendar

BETA: Removed remind 'At TOPS Logoff' option.

Calendar

BETA: Reminder will look for latest past or current un-executed auto run task(s) to pop up and run every 60 seconds it's been displayed. Only the latest missed tasks will be displayed and taken care of.

Calendar

BETA: AutoRun list now displays last run date and time the task was executed.

Calendar

BETA: For TOPS Function items, added a pop up confirm message to make user aware of the task that is about to be run. If user clicks Yes, the item will run and be removed from AutoRun list. If user clicks No, the item will remain on AutoRun list until user takes further action.

Calendar

BETA: Past due items on both AutoRun and Reminders list will be bold.

MaintCo

Resolved error generating report for scheduled jobs.

Report Defaults

Enhanced network vs stand-alone functionality for settings files.

Modified to accommodate Report Defaults with only 1 report in them.

BETA: Past due Autorun and Reminders will be bold.

BETA: Updated Autorun concerning running TOPS Function items.

BETA: Enhanced Autorun list. Now displays last run date and time the task was executed.

BETA: Reminder will look for the most recent un-executed autorun task(s), display them and run after 60 seconds.

BETA: Enhanced the TOPS Scheduler to run with TOPS current user login. Otherwise, user will be challenged to log in to run his/her Scheduler if applicable.

BETA: Enhanced Event created by and assigned to functionality.

BETA: Modified the Association tab > Lookup Bar to prevent error message.

BETA: Added Community ID column to Print > Task Log report.

BETA: Added the user name to Scheduler and Reminder form title bars.

BETA: Modified the Lookup Bar to load data more quickly.

BETA: Modified the Event > Association tab functionality.

BETA: Enhanced the Reminder function at TOPS Login / Logoff.

BETA: Execution of TOPS Functions will open TOPS Professional™ if it is closed.

BETA: Depending on Scheduler settings, if TOPS is closed, then re-opened, as a point of information a warning will state 'Scheduler is already running'.

BETA: Modified Preventative Maintenance > Convert to Work Order inserts property address.

BETA: Enhanced the Lookup Bar functionality.

BETA: Modified Assign To functionality.

BETA: Enhanced to require TOPS to be open in order to run TOPS Functions.

BETA: Enhanced double-clicking in the Month view.

BETA: Modified Event Type, Restriction, Status and Assign To so that items must be selected from the list.

BETA: Enhanced the start and end time functionality.

BETA: Special Options. Colors update when an Event Type is selected.

BETA: Resolved issue when using Export function.

BETA: Preventive Maintenance > Convert to Work Order will populate Job Location.

BETA: Enhanced the Work Order window when Preventive Maintenance > Convert to Work Order is clicked.

BETA: Enhanced Recurrences when adding an event or scheduling a task.

BETA: Enhanced the community filter function.

BETA: Enhanced the TOPS Functions listing for better usability.

BETA: For existing Events, modified TOPS Functions to utilize the current list of functions.

BETA: Added a Community ID column to Task Log.

BETA: 212 Functions require selecting a Module and Command in order to save.

BETA: Enhanced searching capabilities within Events.

BETA: Modified record selection by using a single click.

BETA: Resolved issue running Job Streaming in TOPS Functions.

BETA: Enhanced loading the Lookup Bar.

BETA: Enhanced the Assign To (or Created By) mechanism in network environment.

AP > Reports > Check Register. Window updated.

AP > Reports. Resolved issue with AP Distribution to GL when Printed to File.

AR > Reports. Aged Owner Balances will now include the Status option column when Printed to File.

AR. Modified Apply Charges > Apply Interest > Charge Code window.

AR. Modified Owner Balances > Beginning Balances > Charge Code window.

AR. Resolved issue with range of accounts in order by owner last name when printing coupons.

GL. Close Year Utility. Using the Reclose Previous Year function will close the window upon completion.

NEW! There are a few exciting updates to Report Defaults: Printing using the standard report format; a new "Report Order" feature; and a merged PDF document. Please see this month's support article for more details.

Resolved issue printing AP Distribution to GL report.

Resolved issue with report save location.

Issue resolved concerning saving the email address entered in a Report Defaults job set to Print to Email.

If there are more than 2 layouts for each type of financial statement, added ability to select one of those.

Gate Security. Resolved issue entering and saving Owner Special Instructions.

Gate Security. Phone numbers are now displayed in the appropriate fields.

CAB Upload. Resolved non-specific, intermittent file upload issue.

AR. Owner Balances. Status. Collection field will save the action, no matter how it is selected.

BETA: Events. Community tab is not needed and has been removed.

BETA: Events. Association tab. The Lookup Bar panel size was modified. Scrollbars are more prominent.

BETA: Navigation changes to the "next month" small calendar updates the "current month" small calendar as well as the main screen.

BETA: Modified Task Log so that navigation buttons update calendar.

BETA: Task Log - sorting. Added up or down arrow to signify how the column selected is being sorted.

BETA: Events for TOPS Functions have been modified to allow for better usability.

CAB Upload. Resolved intermittent issue with certain security protocols that were causing connections to remain active.

Minor update to View Accounts window.

Minor update to Source Reprint Window.

All list boxes - added the sort by headings option.

Delete download transactions. Before: One at a time. Now: All selected transactions.

Minor update to Internet Control Center screen.

BETA: Resolved field listing issue after conversion.

Collection. Process Collections no longer stops for specific community configurations.

IMPORTANT! The AR Process collections procedure has been updated. Please see this month's support article for more details.

In AR, Bills and Coupons, if 'Disable Do Not Pay Message' is checkmarked, the message at the bottom of Tear-Off invoices will now display "Please pay this amount".

Corrected 1099 buttons to function according to their labels.

In View Logs and the License Manager, Terminal Services users will no longer be displayed with an additional TS number.

Updated all reports in Pool Pass to a new reporting engine to be more compliant with other TOPS Professional™ reports.

Corrected an issue in Pool Pass that prevented some pictures from printing on passes.

GL Reports in Report Defaults now supports multiple General Ledger layouts.

We have added a new user-based option called 'Use Classic Reports as Default' under the View menu. Checking this option will define this user's preference to use Classic Report mode when available.
Users will still have the option to change the report mode on a case by case basis when printing a report.

When you run Calendar, Scheduler will be automatically run.

On Control Info first tab, changed Use Beta Scheduler to Use TOPS Schedule.

On Calendar, changed form tittle TOPS Calendar (Public Beta) to TOPS Calendar.

On Schedule a Task form -> IBS task -> Set Options tab,  added TOPS Data checkbox item to Group Name list.

Added Complete item to right click menu for any event.

Corrected issue that prevented headings from being printed in saved Delinquency Trends report.

Corrected issue that caused the "Error Creating Report File" message to display when attempting to generate a Balance Trends or Budget Analysis report.

Corrected several calculation issues with the Balance Trends report.

Corrected a file name issue that caused the "Error on creating process…" message to be displayed when creating a new Delinquency Trends report.

Corrected a new issue that prevented the General Ledger Trial Balance report from printing data for fiscal years that had been closed.

Delinquency Status and Owner Balance Summary reports now support yearly accounting.

General Ledger Trial Balance report will now support partial period date ranges.

BETA: Changed Restriction on Add an Event form drop down list to Community, Public, Private.

BETA: Added End Date section to Recurrence tab on Add an Event form.

BETA: Added Public, Private items to the Filter by menu on Calendar.

BETA: Added None option to the community list filter on upper right hand corner.  When user selects None, only checked public or private or non-community based items are displayed.

BETA: Flex fields are now separated into categories separated by tabs.  The reports reflect the different categories by having category headers.  The field arrangement screen is now totally different, and uses a drag-and-drop interface to move fields to their new order and location.

BETA: Added 5 reports to Calendar: Daily, Weekly, Monthly, Detail, and Task Log.

BETA: Added the ability to import and export calendar events in the CSV standard format to or from Outlook or any other calendar program.

BETA: Added ability to print a single event.

BETA: Added column sorting to Task Log.

BETA: Added Holiday settings to preferences. Users may now choose between a range of holiday calendars.

BETA: Added at-a-glance color coding and icons to preferences for Cancelled and Completed events.

BETA: Added the new Unlimited Flex data fields to Form Letter.

Corrected an issue in Form Letter that would only allow a printer to be chosen once per letter.

Corrected the Owners Summary and Collection report to print over 120 different accounts with yearly accounting turned on.

ReadyResale now allows the user to elect to upload to a single community

Updated the import and export utility to perform better both to and from TOPS Professional™ and TOPS Standard™.

Corrected a very rare issue that would cause owner notes to incorrectly save to a different owner when the user clicked the back and next note buttons repeatedly, then edited a note, then saved, then continued to go back and forth between notes.

When printing for prior years, the GL trial balance report will now show the correct beginning balance as of that year.

Moved the Direct Debit totals field to the top of the screen for easier readability.

Improved communication between Architectural and Accounts Receivable modules for customers using yearly accounting.

Corrected Balance column in statements, tear off 8.5 X 11.

The Public Beta of the TOPS Unlimited Flex Data is now available! To join the beta group, please complete the form located here.

Added a “Cut Off” date option to the CC&R Ride List report. This date is based on the “Next Action Date” in the action table.

CC&R Batch Entry and Batch Close may now be used in organizations that do not have Users and Passwords set up.

Corrected issue in CC&R that caused an action line not to clear when the clear command was given by the user.

Corrected a rare error that caused the date to disappear in the action table when a renter existed on the property and the action was completed manually by the user.

Users with no user name and password may now be correctly logged into the administrative Logs.

Added the GL Account Number to the GL Detail Report when printing from the View Account screen in the standard report style.

Form Letters are now spaced on the page correctly when multiple prints per page is selected (such as 3 per page).