March 13, 2024 - Core Spaces Help Desk

March 13, 2024

Carson Woodward

Mar 18, 2024

Void Payment Permissions Update

The Void Check and Bulk Void Checks permissions have been renamed to Void Payment and Bulk Void Payments, respectively.

In addition, a new sub-permission has been added under the Void Payment permission: Reverse Voided Payment. This will allow users other than admins to access the Reverse Voided Payment functionality.

Feature/Tool:

Accounting >> AP Payments >> [select voided payment] >> Reverse Voided Payment.

Permission:

Setup >> Users & Groups >> [select user or group] >> Permissions >> Accounting >> AP Payments >> Void Payment

The Account Type option in the Bank Account Filter has been updated to default to All instead of Single Property. This will allow all bank accounts to be displayed by default without having to change filters.

Permission:

Setup >> Company >> Financial >> Bank Accounts >> Accounts >> Bank Account Filter >> Account Type

Entrata Core & Student Release Notes

Due Date Now Supported for Installment Charges

In a recent Entrata update, Entrata added a Due Date field to the resident's ledger so that we can adjust a resident's due dates without affecting the Post Date. In this release, they extended this functionality to support setting both a due date and a post date for installment charges. Specifically, we can set the Due Date as the date by which the resident needs to pay their installment amount while setting the Post Date to still support revenue recognition in the correct month.

Specifically, on the resident ledger, the due date for lump sum installments (such as one that covers the entire Fall semester) will show as the Installment Bill Date from the Installment Plan setup. Additionally, delinquency calculations (including late fees, late notices, and reports) for a lump sum installment such as one that covers the entire Fall semester would show the entire installment as delinquent if it is not paid by the Installment Bill Date from the Installment Plan setup.

All of these changes will help ensure that delinquency tools can properly assess penalties based on the due date without disrupting revenue recognition.

Feature/Tool:

Residents >> All Residents >> [select a resident on an installment plan] >> Financial >> Ledger

Payment Reversal Fee & Permissions Update

Entrata eliminated AR Payment reversal fees, which were previously set at $3.50 per payment reversal. Additionally, all properties can now process reversals via the 'Reverse Payment' option on the payment record.

Permission:

Setup >> Users & Groups >> [select a user or group] >> Permissions >> Residents >> AR Payments >> Reverse Payment

Additional Resources

Reversing Payments

One Tap Pay - MoneyGram Update

With this update, residents can now update MoneyGram payment amounts in the One Tap Pay workflow.

ResidentPortal >> Make a Payment

Other things to note:

Prior to this update, residents were unable to update the payment amount in the One Tap Pay workflow if they selected MoneyGram. This created problems if the total balance exceeded the maximum payment amount for all other payment methods, because the resident would be unable to use them for online payments.

Entrata Card Payment CVV Update

With this update, CVV numbers will now be required when residents make card payments in Entrata.

ResidentPortal >> Resident Ledger >> Add Payment
ResidentPortal >> Make Resident Payment

Other things to note:

This update applies to both new and stored cards.

ProspectPortal 'Link Bank Account' Button Update

The 'Link Bank Account' button in ProspectPortal has been updated to match the rest of the UI.

Prospect Portal >> Payments >> Link Bank Account

Other things to note:

The 'Link Bank Account' button was often missed by applicants because it didn’t match the rest of the application’s primary button style. This update will help the button stand out more.

Entrata Reports Release Notes

Rent Roll 3.7

This report has been updated so clients will no longer be able to generate the report for a future date later than the end date of the current period. Since this report is not a forecast report, this will prevent inaccurate information from showing on the report for future periods.