OfficeRnD Flex Changelog

The OfficeRnD Flex release changelog has moved to a new page. Follow the latest updates and roadmap announcements.

Feb 2022

The team has been hard at work this month building new and improved features for flex operators! We published our 2022 release plans and we built a public roadmap so clients can more easily track and leave feedback on our future releases. Let’s jump straight into the updates!

Updates

• Quotes Functionality is now available for Contracts
• Introduced “Requires Approval” tag for Booking Calendar

Send Quotes with One-Off Plans to Customers

We have created a new default contract type called “Quote” that will allow operators to send contracts with “One-Off” products to customers. This will make it easy for operators that want to quickly generate a contract for a one time charge and send it to the customer for signing.

To enable Quotes for your organization go to the Admin Portal and navigate to Settings → Platform → Contracts. From here, scroll down to “Contract Types” and make sure that the “Quote” contract is enabled.

You will now be able to generate a “Quote” from the contract menu and send it to customers. Once the contract is signed the charge will automatically be applied to the customers account similarly to our other contracts. Get in touch with our team with any questions and let us know how you plan to use the Quotes functionality!

Requires Approval Tag added to Booking Calendar

Meeting Rooms that require approval are now marked with the “Requires Approval” tag in the Member Portal and the Public Calendar. This new tag will make it much easier for members to know which rooms require admin approval while booking. Generally the “Requires Approval” booking policy is used for event spaces and premium rooms where operators want to control bookings more. If you want to set up “Requires Approval” for rooms at your space you can follow our help center article here.

Bug fixes

• Sending messages to community members would misscount the recipients if filtered by plan type
• Failed pending charges of bank transactions would not be handled correctly
• HubSpot integration would not work correctly if the sync hadn’t been run in more than 3 months
• Posts from type Event are not displayed on the Mobile App Dashboard.
• Custom role with Owner permissions for Billing cannot create billing plans.
• Arabic names are not shown for Members and Companies in the Mobile App on Android devices.

Jan 2022

With our first release of 2022 we have introduced Minimum Booking Times for resources and made Floorplan Booking even more visible for your members. Let’s jump straight into the changes.

Updates

• Set Minimum Booking time for Meeting Rooms
• Improved visibility of the Floorplan View
• Default Calendar now respects Business Hour Bookings
• Reports section moving to Analytics Module
• Manually fail Stripe CC payments
• Introducing Finnish Language in the Member Portal

We Fixed

• More than 20 bugs

Set a Minimum Booking Time for Meeting Rooms

Admins can now define a minimum booking time that members are able to book a room. This should be helpful for event spaces or other high value rooms when you don’t want members to book for small increments of time.

To adjust these policies go to Settings / Platform / Calendar & Bookings and scroll down to the Booking Policies. You can read more about managing booking policies here.

Improved visibility of the Floorplan View

We have improved the visibility of the Floorplan View on the Member Portal. This will make it easier for members to find and book resources from your Floorplan. You can learn more about how to set up Floorplan Booking for your space here.

Calendar now respects Business Hour Bookings

The default calendar page view now respects your business hour bookings settings. When  Business Hour Bookings is enabled – the meeting room page defaults to a full day view and members can easily book outside business hours. You can learn more about setting Business Hour Bookings here.

Reports section moving to Analytics Module

The Reports and Legacy Dashboard sections are now located within the Analytics Module. We will continue to make improvements to the Analytics module to improve the reporting experience even further.

Manually fail Stripe CC payments

Administrators are now able to manually fail Stripe Credit Card payments that are stuck in a pending status for more than 72 hours.

Introducing Finish Language in the Member Portal

We have introduced the Finish language into the Member Portal.

Bug Fixes

• The floorplan image covers the zoom functionality and the floor select button
• Infinity loop during sign up when adding more than one recurring plan in the cart
• Teammates with primary roles restricted to a specific location, can’t add extras when booking meeting rooms
• Switching from Marketplace to Shop makes the page freezing
• Member Portal throws 404 error on Custom Pages of Type Members Wall
• Door access is revoked and then re-granted every day
• Adding Address & Billing details through Public booking flow are not recorded afterward
• Changing the location of existing membership to a location that doesn’t offer the membership’s plan was possible
• Some dashboards were not refreshing automatically if an admin has access to two or more organizations and switch between them
• Invoices generated by the automatic bill run weren’t automatically sent if the organization hasn’t connected an accounting integration
• The date of a manual payment added through an invoice wasn’t defaulting to today’s date
• Sometimes the “This fee will not be invoiced automatically” warning was wrongly displayed
• When you try to send a message and filter recipients by plan, you would see more recipients than expected
• Failed membership creation would still create setup fees
• Authorize.net payment methods could not be added with multi-location billing enabled
• Non-active members could not add payment details in the Public Calendar
• Choosing Auto setup when configuring billing details would not work correctly
• Crediting back deposits would not change the deposit held amount
• Creating an invoice through a secondary role would not show the correct line items for the chosen location
• HubSpot sync would fail if it hadn’t been synced in 3 months

Nov 2021

With the latest November release we have changed the way that processing fees are recorded and made further improvements to the resource booking experience.

Let’s jump straight into the changes:

Processing Fees Improvements

Processing fees are now recorded as separate line items in credit notes issued for invoices containing them. This allows you to decide if you would like to credit the fees back to the members or not. 

Member Portal Calendar Loading Speed

The loading time of all booking calendars in the Member Portal has been optimized significantly and should now load much faster.

 

Bug fixes

• Booking a meeting room in the public calendar in organizations with one location would not record the location in the payment details 
• Organizations with 2 Stripe payment integrations, one being ACH, would record ACH payment details to the wrong location
• Previewing invoices in the manual bill run would not allow admins to update them
• Email notification for Contract stage changed is sent twice if the user is both contractor creator and is setup to receive notifications for the contract location
• Home location billing would record payment details in the wrong location when making instant purchases in the members portal 
• Secondary role teammates were able to delete payment details for locations they don’t have access to under their primary role
• Door Access is not granted for day passes created by Product fees
• Can’t attach file when creating How to Guides from the Collaboration module 
• The option for adding Payment Details during Signup is not showing. 
• Orders cannot be exported when the delivery method is Pickup. 

Oct 2021

We have been working tirelessly throughout October to build a variety of improvements for operators and members within OfficeRnD. We announced many of our new features earlier this month at our annual FlexWorld event, but there’s still more! Let’s jump right into the details!

New this month:

• Build Custom Dashboards with Analytics Pro 📊
• Unlock your Space with Member Mobile Access 🔒
• Link your Accounts with Multi-Organization Management 🔗
• Deliver the Ultimate Catering Experience with Marketplace 🛒

Build Custom Dashboards with Analytics Pro

OfficeRnD Analytics gives your team all the information needed to run your space with detailed dashboards tracking revenue, traffic, occupancy, bookings, utilization, and more. With the latest release we have made some major improvements to Analytics Pro to give operators more flexibility in how they interact with their data.

• Create Personal and Team Custom Dashboards with Analytics Pro
• Visualize dashboards better with the Widget Library
• Customize reports your way with 100+ workspace and business widgets

 

Unlock your Space with Member Mobile Access for Salto KS

Member Mobile Access allows your members to unlock doors at your space using the OfficeRnD Member App on iOS and Android. Member Mobile Access is currently only available for Salto KS users but we will be adding more access partners in the coming months.

• Use the OfficeRnD Mobile App to unlock space doors
• Easily authenticate new members upon signing into the app
• Streamline the onboarding process for members

 

Link your Accounts with Multi-Organization Management

Managing members and financial data across large organizations can be extremely time consuming and difficult. Multi-organization management gives operators the ability to connect different organizations and switch between them easily.

• Connect Brands to a singular account to share data
• Allow members to book across organizations
• Access community and data between organizations

Deliver the Ultimate Catering Experience with Marketplace

OfficeRnD Marketplace delivers the ultimate Food and Beverage experience for operators and members alike.  Recent improvements to the marketplace experience include:

• Order Modifiers allowing members to specify food products
• Set order limits with Prep Time Modifiers
• Enhanced member delivery with “Pickup” option
• Members can purchase items to Personal Accounts

Bug Fixes

• Authorize.net and CardConnect default processing fees were not applied to certain credit card types
• Membership end dates would appear incorrect for specific time zones
• In negative time zone organizations, members that are not yet active could see rooms only for active members in the Member’s Portal
• Analytics Module: Couldn’t filter marketplace orders by resources of type Office Desk (‘desk_tr’)
• Deleting a credit note didn’t automatically delete allocations made from it ( only in onboarding/trial/demo organizations)
• Couldn’t add Forte payment details through the Members Portal and Admin Platform if the company’s name is a single word
• In the “Statement” email template the “customer” dynamic token wasn’t working.
• Any custom dashboard’s name was breaking and widgets were disappearing when navigating away then back to a custom dashboard
• Problem with loading the Admin Platform on Safari browsers

Thanks for reading and have a great week!

-Team OfficeRnD

August 2021

With the August release we have added a new Tickets Dashboard to the Analytics platform as well as made improvements to our Membership Export functionality. 

Let’s jump straight into the details.

We Released:

• Tickets Dashboard for OfficeRnD Analytics
• Membership Export now includes custom properties 
• Bottomline PTX payments integration now supports multi-location scenarios 

Introducing the new Tickets Dashboard

Work continues on refining the Analytics Platform that we introduced earlier this year with the introduction of our Tickets Dashboard. The Tickets Dashboard gives your team a detailed look at various stats surrounding the tickets that your members submit.

This new dashboard will give your team a better idea of what type of issues are occurring, when they are occurring, and how quick it takes for the team to get them resolved. Like all of our Analytics Dashboards, operators can dive into the data and look at specific time periods to find the report they need. There is more work to be done to improve the Analytics module over the coming weeks so stay tuned!

 

Membership Export Improvements

Over the past few weeks the team has mode improvements to the Export Members functionality. Custom Properties (like Birthdays or License Plate Numbers) will now be included in the .CSV file when exporting members to help simplify data transfer between systems.

 

Bottomline PTX Payment Gateway Improvements

We have made improvements to the Bottomline PTX integration so that it supports multi-location scenarios now. We are always working to improve our payment gateway integrations for seamless online payments. Please leave any comments or questions about our payment integrations below!

Bug fixes

• The “Deposit held” balance would count deposits detached from already paid invoices
• Merge of companies would fail if the source company contained memberships tied to a member
• Filtering by location did not filter results in the Community or Admin calendars
• The contracts payment schedule would show incorrect data when the company has a billing date set
• Ezidebit would not sync if there is only one customer added
• Center Managers weren’t able to delete memberships or approve one-off fees
• Locations could not be added/edited after a new space is created
• The “Read more” link in the add/edit contract dialog would open a non-existing page
• Deposit amounts would be added even if they are not present in a Contract
• Contracts’ end date is incorrectly displayed when viewed in the Company/Member Profile and Contracts Overview section
• Membership start dates would appear incorrectly in floorplans when a negative time zone is set
• Invoices’ due dates would appear incorrect when the admin has a negative time zone set
• View statement invoice issue dates would appear with a wrong date for negative time zones
• Merging companies would not work if there are memberships part of a fixed-term contract
• Merging companies with members with personal memberships or with assigned membership would throw an error
• A deposit amount would be added in memberships with no deposit value
• Plan Terms are not displayed on the Sign-Up page
• The “Who’s” in page is not showing Visitors who registered via the OfficeRnD Reception App
• Child meeting rooms don’t appear as booked on the Member Portal when the Parent room is on a different calendar page. 
• When booking a hotdesk from the public calendar the start date of the company/individual member is -1 day to the day of the booking
• Credit validity is not updated for the current month if you change the plan end date
• Drop-in members of a company can’t see items in the shop that should be “Available on signup and for drop-in users”
• One-offs mark-up is not respected when purchasing items from the Sign-Up page or the Member Portal. 

July 2021

With this month’s release we have worked on some key features to improve the member booking experience across the product. We hope there are a few things in this update that will make OfficeRnD nicer for you!

We have a lot to cover today, so let’s jump into the details.

We Released:

• OfficeRnD Floorplan Booking – Simplify Room and Desk Reservations with Floorplan Booking
• Improvements to OfficeRnD Analytics
• Custom Calendar Visibility Improvement’s for Drop-in Members

Introducing OfficeRnD Floorplan Booking

OfficeRnD Floorplan Booking allows members to view your resources on an interactive map and easily select the space they want to book for the day. We are excited to bring this feature to the platform and can’t wait to see your members start using it! Floorplan Booking is now available to all Start, Grow, and Scale customers. Click here to learn more about OfficeRnD Floorplan Booking.

OfficeRnD Analytics Improvements

The team continues to work on the reporting aspects of OfficeRnD and have made further improvements to the Analytics Dashboards that we introduced earlier this year.

Meeting Room Revenue Widgets
New Revenue widgets in the Analytics Bookings & Utilization Dashboard have been added that will give you a better idea of how much revenue you are collecting from bookings and how much is going towards credits or coins. You can see the new widgets in the dashboard screenshot below:

Shared Colors Between Widget Categories
Analytics Dashboard category colors are now shared among widgets! If one category is a specific color in one widget, the same color will be used for that category in the rest of the widgets on that dashboard. This should make noticing common membership and booking trends across charts easier. 

Drop-In Members Custom Calendar Improvements

Custom calendar pages and resources are now visible for drop-in members once they are logged into the member portal. This will allow users to continue to see and book the same public resources once they become a drop-in member in the system. We hope this feature improves the customer booking experience for public and drop-in users.

Bug fixes

• Product dropdown for processing fees would not work as expected
• Teammates with custom roles would not be able to use members’/companies’ profile sidebar actions
• Teammates with custom roles would not be able to upload photos to events
• Requesting to get all check ins for larger organisations via the API would cause a crash
• The Team Section on the About Us page did not load.
• The red timeline in the Admin Platform’s calendar was not respecting timezones.
• The invoice period format breaks when the Member Portal language is set to Swedish. 
• Shopping cart is not saving the quantity. 
• Multiple entries for the same member in the Who’s in section when using booking check-ins.
• Editing past bookings take coins only from the current month’s coins bucket. 
• Email notifications for submitted tickets throw error 404.
• “Utilization %” widget on the Bookings & Utilization dashboard was sometimes showing wrong data when “Include All” option in the Resource Type filter is selected 
• Invoice custom properties were not exported in the .csv export

June 2021

Throughout June the team was hard at work delivering our new data platform OfficeRnD Analytics and launching a new digital Marketplace for members. You can see a recap of our release announcement FlexForward here. Let’s jump into the details!

We Released:

• OfficeRnD Analytics – visualize your revenue and space data like never before
• OfficeRnD Marketplace – provide a custom digital marketplace to your members to enable catering and other services
• Admin Calendar Improvements

We Fixed:

• More than 20 bugs

Welcome to OfficeRnD Analytics

OfficeRnD Analytics gives your team all the information needed to run your space with detailed dashboards tracking revenue, traffic, occupancy, bookings, and utilization. So you can spend more time making decisions and less time making reports. Analytics is available today for all users. Read the blog about Analytics here.

• 5 Premade Dashboards focusing on important operator KPI’s
• Drag and drop widgets to create a custom dashboard for your team
• Filter reports by date, location, resource, revenue account, and more

Meet the Member Marketplace

The OfficeRnD Marketplace allows you to add custom Stores into a digital marketplace. Occupiers can easily view these stores through the member portal to purchase goods and services. Marketplace is available for customers today with the Premium Branded Apps. Read the blog about Marketplace here.

• Create branded storefronts for your occupiers to browse
• Categorize goods and group similar products
• Allow members to purchase products from mobile devices

Improvements to Admin Calendar

We are always working to improve the experience for operators on the back end. With the latest updates, we have significantly improved the performance of the Admin Calendar and made it much easier to find all of the meeting information you are looking for.

• We updated the meeting room headers of the day view. Now, you can clearly see the location, capacity and rate under the meeting room name
• We significantly improved the performance of the calendar. Now the calendar loads faster regardless of how many rooms you have.

Bug fixes

• Authorize.net bank account charging through the admin would throw an error
• Specific member/company profile sidebar actions would be invisible to teammates with custom roles  
• Uploading event images would be impossible for teammates with custom roles
• Unpaid invoices would not sync properly to new contacts in Xero and QuickBooks
• Removing overpayment allocations in Xero did not remove them in ORND
• Overpayments would be synced to Xero incorrectly when there is more than 1 Xero integration
• Xero synced overpayments would not sync back properly when allocated in ORND
• Zapier integration would stop working when syncing 7,000 or more items
• Auto and manual bill runs would not populate the reference field in invoices
• Location exports would return an empty revenue column
• Overpayments synced to Xero and updated in ORND could break later invoice allocations
• Wrong taxes displayed on signup page
• When you have more than 1 location, but only 1 of them isOpen, the Community tab was empty
• Color pickers in admin were broken
• Member checkout didn’t take timezone into account resulting in weird checkout end dates
• Child meeting rooms with capacity that have parent meeting room without capacity were not respected from the capacity filter 
• Cancel started booking wasn’t allowed in the Mobile App 
• Custom Page was displayed Incorrectly in the Mobile App
• Filter for a bookable custom resource passed incorrect dates in the Mobile App
• Longer workspace names are hidden behind the notification icon on Android in the Mobile App
• Setup and Processing fees are not displayed in the Summary on the Signup page
• Booking reminders occasionally were not sent
• When you try to attach a file to a How To Guide before you enter the How to Guide name there was an error

May 2021

The team was hard at work throughout May continuing to improve the deposit return process as well as operational features for space admins. Take a look at what we’ve been working on!

We Released:

• Quicker Deposit Refunds
• Custom Coins to Currency Ratio
• Admin Notification for Cancelled Bookings
• Calendar Capacity Filter

We Fixed:

• More than 10 bugs

Quicker Deposit Refunds

When creating a generic blank credit note, you now have the option to select a checkbox “Credit deposit held”. This automatically creates one line item for a deposit and does not add any other items to the list. You can edit the amount and this will deduct it from the total deposit balance. 

Custom Coins to Currency Ratio

 If you want to change the ratio between Coins (credits) and your main currency to something other than the default 1:1 you can do this now. This is especially important when the local currency uses low nominal values and normal amounts used daily are in the hundreds of thousands and millions.

This ratio can only be changed through submitting a support ticket at support@officernd.com with a request for change. At the same time you can see the current ratio your organization is using in Settings -> Platform -> Credits tab. All organizations are at 1:1 ratio by default.

If you decide to submit a request for changing this ratio, please have in mind all Coins already granted, used and allocated will not be recalculated to match the new ratio.

For example if you already granted 10 coins to a member and now you change the ratio, the member will remain with exactly 10 coins, but their value now will be different based on the new ratio settings.

Admin Notifications for Canceled Bookings

Admins subscribed for notifications for created bookings will now receive notifications for canceled bookings too. This new option is controlled in Settings -> Platform -> Calendar & Bookings in the “We’ll send emails for:” section.

You have three different options that will dictate when admins will receive these notifications.

Calendar Capacity Filter

We improved the capacity filters in the calendar pages both in the Admin Platform and the Members Portal. Now you can set both lower and upper limits of the resource capacity. This will allow your admins and members to select specific capacities much quicker than before.

Bug Fixes

• Overpayments without any modifications made to them were synced to Xero 
• Invoice allocated overpayments were not synced correctly to Xero
• Credit notes with allocations were not syncing correctly to QuickBooks
• Deposit credit notes could not always be issued due to amount rounding issues
• Zapier triggers were not working when syncing 7,000 or more items 
• Replacing synced charges in QuickBooks would cause incorrect follow-up syncs
• Stripe would charge wrong amounts for zero decimal currencies
• Editing references in overpayments was not possible
• Teammate with access to the admin could sign all contracts in HelloSign
• Members’ status information was not showing correctly if the organization is setup in a negative timezone
• Invoicing for a specific membership period would not work if there were deleted invoices for the same period
• Syncing invoices to a US QuickBooks account would not work if multiple tax rates were used 

April 2021

The month of April was full of new and cool stuff coming to OfficeRnD. It is hard to summarize all of these in one short sentence so read along for more details.

We released:

• New Booking Detail Page
• Update of Custom Bookable Resources
• Improvements of the Shopping Cart
• New SSO integration – Azure B2C
• Changes to Credit Notes for Deposits
• Door Access for Booking Guests

We Fixed:

• More than 20 bugs

New Booking Detail Page 

We have introduced a significant improvement in the Booking flow in the Member Portal. After all successful bookings members land on a new Booking Detail page. This allows them easily review the details of their booking. Members can access the new page at any time from Account -> Bookings by selecting a booking. The Booking Detail page displays in visually appealing and intuitive everything that you need to know about your booking (general booking information and preferences, recurrence, guests, extras and cancellation policy and fees). 

Update of Custom Bookable Resources 

The Booking and Booking Cancellation policies are now applied for custom bookable resources by time. This allows you to manage end-to-end the post-Covid growing demand for custom solutions. Now admins can:

• Set maximum duration of the bookings 
• Allow recurring bookings (daily, weekly, monthly, and custom)
• Limit recurring bookings span 
• Allow bookings only during business days and hours 

Improvements of the Shopping Cart 

E-commerce is among our key priorities for 2021 and we are improving all steps of the purchase flow. Recently, we have been focused on the Shopping Cart. We have made the following updates valid for the Cart in the Member Portal and the Signup Page:

• Quantity is now next to the date and it is easy to find and select
• Extras are now listed after the fees and deposit related to the plans 
• Extras’ deposits are on separate lines which makes it clear to which products do they belong   
• Product titles are now case sensitive to follow the way you have set them in the Admin 
• In the Member Portal, the items added to the Cart are kept when the member navigates from one page to another.  

New SSO integration – Azure B2C

We’ve added a new SSO integration option in our Member portal allowing members to sign in and register through Azure. As part of this we’ve also enabled the password reset functionality so the member creation flow can be handled by the 3rd party authentication provider end-to-end. 

Changes to Credit Notes for Deposits

We now allow admins to partially or fully credit a deposit directly from the deposits balance. A credit note for a deposit can be issued as a standalone document by selecting the “Credit deposit held” checkbox. This will remove any other line items leaving only the deposit as a default which can’t be deleted. 

Door Access for Booking Guests

We have improved all the native Door Access integrations in OfficeRnD which will now grant access to relevant locks to all active members who are recorded as Guests in a Booking. This will make it easier for all invited members to access the booked resource during the booking period.

• Adding existing fees to invoices was possible multiple times instead of once
• Fees without an associated plan were not updated accordingly if the product field was marked as required and could be invoiced more than once
• Changing an invoice’s issue date when editing it through the manual billrun preview did not trigger an update
• Booking a room as a new user through the new Members portal did not send a Welcome email
• Adding an existing fee to an invoice disregarded the revenue account of the fee
• Enabling Brivo On-air Pass did not sync access accordingly 
• Verifying a newly added Stripe bank account through the Stripe UI did not sync the verification status properly
• One-off fee account labels were missing in some cases
• Negative timezones would produce incorrect months in the Admin Revenue dashboard 
• Adding new line items in invoices could produce incorrect invoice dates
• Invoicing was not working as expected when the proration setting was set to “Second invoice”
• Adding an overpayment through the Invoices section could produce an error
• Setting custom resource types with spaces in the name would break the Occupancy dashboard
• Bulk invoice sync would fail for US Quickbooks accounts and at least one invoice with multiple tax rates
• Stripe 3DS authorization would fail in some cases
• Exporting the manual bill run preview results with flat-rate discounts applied to memberships would produce discount line items with wrong dates
• Overpayments would not sync properly from Xero
• The credit note dialog would load slow
• Editing overpayments would produce an error
• Invoice periods would get miscalculated in second invoice proration settings if the billing date is after the membership start date
• The app sign-up flow would break when you have 2 T&C documents tied to member terms and a billing plan.
• The Members report would display wrong data for organizations in negative time zones
• The months shown in the Revenue dashboard would appear wrong for organizations in negative time zones
• Changing the issue date of an invoice in the manual bill run preview results would not update the invoice accordingly

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Mar 2021

In the last release for this month, we are introducing some major performance improvements of the Calendar in the Member Portal. Read below for more details.

We released:

• Performance and UX improvements of the Calendar in the Member Portal
• The way fees purchased from the Member Portal are recorded

We Fixed:

• More than 20 bugs

Improvements of the Calendar in the Member Portal 

We are constantly improving the Calendar which is the most used feature in the Member Portal. With the latest updates, It has never been easier and faster to browse, filter, and book meeting rooms:

• We added Today buttons and arrows which allow you to easily navigate through the calendar and quickly book a meeting room 
• We significantly improved the performance of the calendar. Now the calendar loads in a blink of an eye regardless of how many rooms do you have.
• We introduced a new Card view for mobile devices which allows your members to quickly see which rooms are available. The new cards present all important information to members (e.g. capacity, amenities, etc.) so they can make a decision which room to book directly from this view.

One-off fee details improvements 

When members purchase a one-off item in the shop, the charge is now not only associated with the member’s company but also records the name of the member who produced it. The information can be found under the Member column in the One-off fees section in the Company profile.

• Invoicing the same fee without an associated plan multiple times was possible 
• Using an export present for invoices did not generate ItemCodes properly
• The invoiced revenue report did not load properly for large organizations when configuring for long time periods
• Account labels for one-off fees were missing in some scenarios
• Their invoiced memberships would not transfer accordingly when moving a member to a company
• When members paid an invoice by credit card through Stripe in the member’s portal without saving the credit card, they would get an error
• Filtering resources by size through API would not work as expected when combined with availability filtering
• Canceling a membership would not unassign the resource tied to it
• Granting Brivo access to several plans via a Mobile passcard would cut all access when 1 of the plans was removed
• When a booking was made via the Public calendar, a previously enabled email alert to admins was not being sent
• Booking reminder emails would not display the Cancellation policy
• Incorrect error message when trying to update booking details that don’t match the respective booking policy
• Bookings created by admins would trigger emails with missing company/member information

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Mar 2021

In our latest release, we are improving the Shop page in the Member Portal and we continue making our member tools best of class.

We released:

• Improvements of the Shop page in the Member Portal

We improved:

• Our Worldpay integration now supports multi-location scenarios

We Fixed:

• More than 10 bugs

Improvements of the Shop page in the Member Portal

We have the best Member Apps on the market and we are committed to continuously improve them. As part of this effort, recently we made major improvements to the Shop in the Member Portal:

• The filters area is removed in favor of the content, allowing for more browsing space and scalable mobile and desktop experience 
• The filters are now placed behind the filter icon. We took the Location filter out as it is the most valuable enabling members to quickly filter by it 
• The categories become tabs and all products that you offer will be displayed by category.  The new product list view is super intuitive and allows members to quickly navigate through the shop.

• Items with 100% discount were applied to invoices incorrectly in Quickbooks 
• Hubspot company details were not syncing properly when matched by the location identifier 
• Automatic invoice charging was not automatically updating payments in 3rd party accounting integrations
• Payment details from Stripe were not syncing correctly in OfficeRnD 
• The prepayments report was missing charges for certain time periods 
• Members with existing contracts could be moved from teams thus triggering unexpected errors

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Mar 2021

We are starting March with great improvements on how you can categorize plans and products, enhancements to some of our existing finance reports, and the usual fixes for any bugs we found.

We released:

• Improved Plans and Products Categorization

We improved:

• The Payments Summary Report
• The AR Aging Report
• The Prepayments Report

We Fixed:

• 19 important bugs

Improved Plans and Products Categorization

We’ve made big improvements to the way you can categorize plans and services. Now you can create categories simply and quickly by just writing Category name and Description (Optional). You can do this from Billing -> Categories. To guarantee your smooth transition to the new flow we have migrated all of your existing categories so you can see them in the Categories tab. With the new Categories you can:

• Manage the Product Categorization end-to-end
• Easily see which plans and services are assigned to which category
• Assign multiple categories to one product

Finance Reports Improvements

• The Payments summary report now features an Allocations section for payments made via credit notes and/or overpayments. All allocations will be listed at the bottom of the report showing a positive and negative amount for the invoiced amount and credit note/overpayment amount covering the invoice. The Invoice column of the report will point you to the relevant credit note or overpayment number from which the allocation was made.
• The AR aging report now shows the deposit balance on both the invoice and transaction level. Please note that the recorded deposit amount is valid as of today and does not relate to the selected time frame in the period filter.
• The Prepayments report now includes overpayments and credit notes which have unallocated amounts irrelevant to their created/issue/due dates. Once the due amount is 0, the credit note/overpayment will no longer appear.

• The yellow dots defining the start and end of a floor plan couldn’t be deleted
• The payment method filter in the billing module was not displaying information correctly
• Stripe 3D verification emails were not properly sent when making a payment from the Admin
• Personal fee deposits were counted on the team vs personal level
• Only 1 receipt was sent when bulk charging invoices
• Cloning a membership would show a list of members from all companies
• Deposit one-off fees were not marked as paid when they were not configured as refundable
• Hubspot did not sync opportunity name changes properly
• There were two different Owner role types in Teammate roles
• Creating a role type was case sensitive which could produce identical roles
• Processing fees were not calculated and shown on the Accounts chart in the Billing section
• Projected revenue report .csv exports would show a blank location column
• Teammates with the role Owner and Center manager would not show in the Contract approvers list
• Terminating a contract would delete coins granted from a different contract
• Memberships in the timezone GMT -07:00 would be terminated earlier
• Applying discounts to invoices after syncing them with Quickbooks would produce wrong tax numbers
• Clicking the Add button multiple times when creating a member produced multiple identical members
• Missing last seen information for members logging in through the members portal
• The Occupancy report would show incorrect values in the Area column

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Feb 2021

We are starting February with great new features in our Reception App, a new Prepayments Report, some performance improvements, and fixes for as many bugs as we found.

We released:

• Touchless Sign-in for the Reception app
• Easier Checkout for Members & Visitors
• New Prepayments Report

We improved:

• Performance Improvements of Plans Page

We Fixed:

• More than 20 bugs which we resolved

Touchless Sign-in for the Reception app

Visitors can now sign in to your space easily without touching the tablet at your reception or interacting with the receptionist. They need only to scan the QR code on the Reception app and can sign in quickly on their own device. The QR code can also be printed and placed at the reception. With this feature you: 

• Limit the spread of germs and greet guests with care
• Show care and protect the health of your receptionist or space manager
• Allow visitors to escape queues when everything is back to normal 

Easier Checkout for Members & Visitors

The checkout has never been easier on the Reception app. Members and visitors can now check out in a blink of an eye removing the hassle of typing an email. They just need to type 3 letters and their name will pop up. After confirming their identity they are all done. 

If security is a concern for your organization – no worries we have you covered. You can disable the Quick Search setting in the Admin. By doing so a full name match will be required to get name suggestions. 

Prepayments Report

Often clients make payments in advance and being able to easily know how much credit for services starting in the future you hold is vital from an accounting perspective. Our new Prepayments Report gives you the opportunity to see this at a glance and also dig into the details of which exactly clients and services have been paid for in advance.

Similar to every other report you can export this data into a .csv file and use it externally to OfficeRnD.

Performance Improvements of Plans Page

We have significantly improved the performance of the Plans page in Billing in the Admin. The plans are now paginated, they load quickly and can be filtered without any hussle. You can choose how many plans to see per page – 10, 25, or 50.

Following is the list with all fixes and updates included in this release of OfficeRnD:

• Events with start day from the day before were displayed as Upcoming Events when negative UTC timezone
• Opportunity with no company or member was breaking the revenue dashboard
• Invoices weren’t sent to the BCC admin emails when different email addresses were used per location
• Draft location data was included in the Invoiced Revenue report
• Contacts from the Hubspot integration weren’t synced
• Membership filter was preventing seeing past memberships
• The public API wasn’t trimming leading/trailing spaces when creating/updating a company, membership, member
• There was a UI issue in the admin calendar when resources are set to be booked by Date
• Sometimes meeting rooms had an incorrect Cancelation Policy when you book a slot
• The Balance report wasn’t loading for some large organizations
• The template’s dynamic property “invoiceLink” wasn’t always working properly in the Invoice Email Template
• In the Company/Member page using Add Membership wasn’t refreshing the status of the company/member
• The public API wasn’t trimming leading/trailing spaces when creating/updating a fee
• Admin Subscription page wasn’t showing tiered plans’ properties
• The Bookings Report wasn’t loading for some large organizations
• Updating a member without a team was removing the credit-account
• Cancel membership dialogue is non stop loading for companies

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Jan 2021

We are excited to share the latest bits we’ve released and also invite you to the Product Roadmap Webinar which will outline what’s coming in 2021.

—–

“OfficeRnD in 2021: Where we’re headed and how we’ll get there” webinar

In 2020 we achieved huge progress by introducing hundreds of improvements, new features, and fixes. And we’re absolutely determined to keep and even pick up the pace in 2021!

Join us for a live webinar to learn the exciting details about what’s coming in 2021. Here’s what we’ll talk about:

• Our vision for the OfficeRnD product
• The major product pillars we’ll focus on during 2021
• The new features and functionality improvements coming in 2021

——

We released:

• Easier Check-in for Visitors
• Improved Who’s In Dashboard

We improved:

• Performance Improvement for some of our reports

We Fixed:

• More than 20 bugs which we resolved

Easier Check-in for Visitors

We are continuing with the improvements of the Reception App. Now visitors can check-in only with their name. Email address is not a required field anymore. This saves a lot of time and also addresses the concerns of many visitors to provide their email.

Improved Who’s In Dashboard

With the new updates of the Who’s in Dashboard, you will always know how many people are in the space in real-time and be able to manage visitors from it. 

The new functionalities introduced will allow you to:

• Check-in visitors who provided their email address
• See all checked-in visitors
• Check out visitors 
• See the total number of members and visitors in the space in real-time

On top of that, we have also fixed the timezones in the member and visitor history and now you can see them all in your local timezone.

Following is the list with all fixes and updates included in this release of OfficeRnD:

• The ‘Meeting Room’ default resource type name wasn’t updating in the admin interface if changed
• Deleting members wasn’t deleting their Event Reservations
• Credit Notes weren’t coping the Reference from the invoice when available
• Resource Utilization search wasn’t working
• User Status was only appearing after a refresh
• Couldn’t select the end period March for the Credits report for local timezone UTC+0 Dublin, London
• Check-in a member with a past date was creating a check-in for more than one day
• Membership cancelations dialog was deleting all references to invoices and was causing wrong uninvoiced banner
• Changing the booking hours of All Day booking slot and reverting back to 00:00 was wrongly adding extra days to the booking
• Trying to add a Resource Rate without a name was causing the modal to close and everything entered lost
• Occupancy Old export was downloading the wrong report tab (Summary data)
• Adding a comment to an invoice was requiring the user to refresh the page
• The Bookings Report wasn’t loading for some organizations
• Recording a check-in in the past was using future day passes when there are no passes available for the current month
• Bill Run Start Date calendar picker wasn’t working when the billing period is set for next year
• Hosted payment gateway secret wasn’t stored
• [Member Poratl] There was a scrolling issue on some pages with filters
• Members list in company profile UI was looking odd and broken in some cases
• [Member Portal] It was possible to add a company website link without an HTTP prefix
• When there are no plans in the organization, the grid was empty and there was no link to the documentation as before.
• [Member Portal] Non-member signup doesn’t trigger emails.
• The integration page wasn’t loading on the first try when there is no active integrations
• Sometimes Resource report filter by Resource type was loading previous filters

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Jan 2021

2021 is here and we are starting with a couple of improvements for the Reception App. Read below for details.

We released:

• Improved Visibility of Checked-in Visitors for the Day in the Admin
• Improved Admin Control of the Reception App’s Available Functionality

We improved:

• Performance Improvement for Members/Companies Pages

We Fixed:

• More than 20 bugs which we resolved

Improved Visibility of Checked-in Visitors for the Day in the Admin

Besides the previously available pre-registered Visitors, you’ll now have complete visibility over the checked-in Visitors for the day. The new list is available at the same place in Community>Visitors.

Improved Admin Control of the Reception App’s Available Functionality

With the rapid development of the Reception App, the time has come to allow admins to have greater control over what functionality they’d like to utilize. If you navigate to Settings>Apps>Themes and scroll down to the “Reception App View”, you now have a list of the following settings that can be enabled/disabled:

• Visitors Pre-registration and Check-In -> enables the Visitor sign-in on the Reception App Home Screen
• Member Check-in -> enables the Member Check-in on the Reception App Home Screen.
• Deliveries -> enables Deliveries on the Reception App Home Screen.
• Check-out -> enables the Check Out option on the Reception App Home Screen.
• Touchless Sign-in -> Show the QR Code for Touchless Sign-in on the Reception App Home Screen.
• Data privacy – enables the 3 letter match option for choosing a host during the Visitor Sign-in or during Check-out.

• Overpayments’ tag was spelled wrongly in some places
• There was a typo in the system confirmation message when canceling a contract
• Invoice number generation was very CPU heavy and could lead to performance issues
• AR Aging by Transaction Report wasn’t handling the “Pay for X months” for a membership option
• Learn More link for “Enable approval flow for one-off fees” wasn’t leading  anywhere
• An XSS vulnerability was patched in the Member Portal
• In some cases couldn’t create a check-in with a day passes from the Admin Platform
• A custom role teammate couldn’t create check-ins even though it has the access/permission to do that
• Тhe invoice number wasn’t shown in the Daily Transactions Report when invoicing membership for more than one month
• Couldn’t update a Plan’s privacy
• Creating a post defaults to “All locations” when the admin is assigned to only one location
• Members Portal pay an invoice link for Personal invoices was leading to 404 page
• You could create 0-minute duration bookings that give you door access
• In some scenarios, a Meeting room has an incorrect Cancelation Policy when canceling the booking
• In some scenarios, Member with no payment detail couldn’t book a room if they need to add a payment card

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Dec 2020

We are delivering more and more new stuff to our new Reception app and we are happy to announce in this release we are launching Deliveries Management.

We released:

• Deliveries Management for the Reception app
• Easier Member Access to Public Calendar and Signup

We improved:

• Xero Integration Update to OAuth 2.0

We Fixed:

• More than 20 bugs which we resolved

Deliveries Management for the Reception app 

With the latest version of the OfficeRnD Reception app, members are able to receive deliveries. The Deliveries management functionality removes the administrative burden from your team and allows you to focus on delivering an excellent member experience. 

The flow is super easy and quick – the delivery person has to just select the receiver and click confirm. The Member will be notified via email or push notification (through the OfficeRnD mobile app) that he has a delivery.

     

Easier Member Access to Public Calendar and Signup 

The Public Calendar and Signup Pages can now be used by members to book rooms and purchase plans and services. The update will allow members to use all links on your webpage to the public flows.   

When a member tries to book a room through the Public Calendar or to purchase a service through the Signup Page, we recognize them now, ask them to login and they can complete the process in a blink of an eye. Note that only rooms, plans, and services which are marked as available for purchase on the Public Calendar and Signup pages in the admin settings will be visible for members.

Xero Integration Update to OAuth 2.0

This update will provide a better and more secure connection between OfficeRnD and Xero and will guarantee the problem-free operation of the integration after Xero deprecates their OAuth 1.0 API.
OAuth is the way you authorize OfficeRnD to access a connected Xero account and perform the two-way sync. The update is already released without any downtime of the integration and any unwanted disconnects.

We are dedicated to supporting our Xero integration and providing the best and most secure way for you to use it.

• AR Aging report wasn’t working for organizations with 2000+ companies
• Voided invoices were affecting the AR Aging report
• AR Aging report wasn’t working properly when there are duplicate location names
• Occupancy Dashboard didn’t show the correct amount for resource types from type “hotdesk” and “desk”
• Members Portal: There was a UI issue with filters on smaller resolution
• Members Portal: Editing recurring booking wasn’t always working as expected
• Recurrent booking with an occurrence which is restricted by a Limit couldn’t be updated/canceled
• Localization issue when the Default Language wasn’t present in the Member Portal Languages list
• Currently assigned membership wasn’t shown in “Space”->”Resources” and in Reports->Occupancy
• Members Portal: Invoices link in Members Portal always leads to the company tab
• Members Portal: Wrong Payment details on Public Signup and Booking should re-direct the user to either Shop or reload booking modal
• Xero invoice sync with multiple Xero accounts could cause a team/member to re-sync to the wrong Xero account.
• Members Portal:  Members with the status “Former” and  “Contact person” didn’t see the billing tab

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Nov 2020

We are thrilled to announce more revamped member tools and pages in our mid-November release. Read along for more details.:

We released:

• Revamped Member Signup
• Revamped Member Login
• Revamped Mobile App Navigation
• Personal Transactions in the AR Aging Report

We improved:

• Security and performance improvements which assure OfficeRnD is safer and faster every day
• The Reception App Landscape View

We Fixed:

• More than 30 bugs which we resolved

Revamped Member Signup

We are pleased to announce that our revamped Member Signup Page is now live! It follows closely the recently released new designs of the Members Portal and Mobile App and provides the same ease of use in purchasing from the shop. 

The Signup Page allows you to expose some of your plans, services, and products to prospects
(non-members) of your organization. The page will automatically inherit the branding you’ve applied to the Member Portal, as well as some of the custom CSS code changes like branded fonts, style changes, etc.

Besides the UX and Design improvements, we’ve added the following improvements to the page:

• Location is now a separate step which removes complexity for prospects as they see the plans only for 1 location 
• The page is fully mobile responsive, which eliminates the friction when purchasing a plan or a service from a mobile device
• The sign-up flow is completely revamped and now has dynamic form fields validation, an easy account creation process, and a great overview of the sign-up steps

Revamped Member Login

We’ve also redesigned the Log In page that your Members use to access your Member Portal. As with the signup page, we’re closely following the style of our apps suite and have put a big focus on:

• Branding – Showcasing your background image of choice and emphasizing your Logo
• Shortcuts to Public Pages -> they are available both in the Login Form, as well as in the header of the page
• Mobile Responsiveness – the form and all public pages shortcuts will be rearranged based on your Members’ device

Revamped Mobile App Navigation

Another huge improvement we’re introducing with this release is a major UX overhaul of our Mobile App’s navigation, that now comes with a few amazing features that a lot of our customers were expecting for a while. Here’s a quick outline of the improvements:

• We’ve made the Profile Actions and Notifications even more easily accessible by moving them to the header in the app
• We’ve redesigned page titles to accommodate the easy combination of relevant pages in tabs such as Members and Companies (Now combined under Community)
• We’ve adopted the flat menu structure of the Member Portal, so your Members will be able to access all important pages quickly and easily switch between the context of the 2 RnD Member Apps (i.e. Member Portal and Mobile App)
• Extra functionalities – you can now rename and reorder the pages in the Mobile App! The app inherits the naming and order you’ve already configured from your Admin Panel, so you don’t have to define your desired structure twice for the RnD Member Apps.

Personal Transactions in the AR Aging Report

Recently we improved the old Aged Debtor Report and renamed the newer version into AR Aging Report. This new report gives you the means to chase debtors and analyze from what invoices or transactions this debt is generated.
We are happy to say that this report is even better now because you can also find information about individuals and billed to members not paid transactions. This gives you an even fuller view of your revenue chasing efforts.

• Member Portal: Memberships were listed with 1 day offset if you are in -UTC timezone
• Member Portal: Fees pending admin approval were listed with a wrong status
• Member Portal: Blank How To Guides section appeared if you add a How to Guide with no name
• Member Portal: UI issue with the timeframe in the calendar when a booking span overflows in another day
• Member Portal: If there was a wrong URL in an Event it led to a “404 Page Not Found” in the Member Portal
• Member Portal: Couldn’t cancel bookings when booking mode is set to Date
• Member Portal: Upcoming Title box was overflowing on Member Portal Account -> Bookings page
• Member Portal: The timezone os the user affected the invoice period date displayed.
• Member Portal: Coins date was displayed incorrectly due to the device’s timezone.
• Member Portal: Birthdays in the member portal were offset by the device’s timezone.
• Member Portal: Fixes for the Right-to-Left languages support
• Member Portal: Add to cart button was disabled on the main page but not when the modal of the particular item is open
• Member Portal: Organisations with a single location were showing an empty Member Signup page
• Member Portal: Text Styling wasn’t rendered in the Order Summary
• Member Portal: Booking Summary was showing wrong booking times sometimes
• Member Portal: Links to public calendar and signup were working even if they are disabled
• Member Portal: Resource Rates were displayed along with the Plans on the Signup page
• Renaming a Contract template was displaying an Unexpected Error when creating a contract PDF
• Error, when failed to delete booking due to invalid google credentials, was not descriptive enough
• Occupancy Interval Report: Square feet/meters size of the offices were always shown as 0
• Generating a template was adjusting the width of the document, made it smaller, and left a blank space on the left
• Reception App: WebView UI issues were preventing using the app in landscape mode
• Portal checkout summary was causing performance issues when there are too many invoices
• Safari mobile users on iOS couldn’t click the “Next” button on the Signup page
• QuickBooks couldn’t sync payments and was throw an undefined error
• Purchasing a one-off plan from the signup page wasn’t respecting the location selected
• Successfully completing a mandate request from PlacePay was resulting in duplication of payment details in the user’s profile

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Oct 2020

October has been a big month for us and the released features will prove it. Read on for more information on all the great stuff you already have access to:

We released:

• Webhooks – Allowing Better Integrations with OfficeRnD
• Single-Sign-On for Member Tools
• New Accounts Receivable Aging Report 
• RTL support + New Languages (Hebrew, Japanese, Slovak, Czech) Supported in Member Portal

We improved:

• Security and performance improvements which assure OfficeRnD is safer and faster every day
• A new layout of admin email notifications coming from OfficeRnD

We Fixed:

• More than 50 bugs which we resolved

Webhooks 

Extensibility is one of the most important aspects of OfficeRnD and Webhooks were a missing piece in that aspect until now.
A webhook is an API concept that’s growing in popularity. As more and more of what we do on the web can be described by events, webhooks are becoming even more applicable. They’re incredibly useful and a resource-light way to implement event reactions in your integrations with OfficeRnD.

Read more about how you can use Webhooks in our dedicated documentation. Also, don’t forget to send us any feedback and suggestions on what more actions and events you want us to support with Webhooks so we can improve them constantly. 

Single-Sign-On for Member Tools

For organizations who want to allow their members to use credentials they already have with the organizations’ active directory to sign in into the OfficeRnD member tools, we are happy to announce that OfficeRnD now supports SSO authentication with all major providers (Okta, Google’s GSuite, Office365 and more).

We are also working on introducing SSO for access to the OfficeRnD Admin Platform so owners of organizations can allow their administrators to log in with their corporate credentials. More on this soon.

New Accounts Receivable Aging Report

The old Aged Dobtor report is now called AR Aging and contains even more financial information you can use to support your business operations.
We included aging information on transactions (created membership and one-off fees) in a new tab of the report called “By Transaction”. Now you can track unpaid transaction balances along with the duration for which they’ve been outstanding, the same way this was possible for issued invoices.
The old Aged Debtor Report is now the “By Invoice” tab of the AR Aging Report.

RTL Support and New Languages in the Members Portal

We are happy to announce that the Member Portal now supports Right-To-Left languages now and we are able to introduce even more language options into it.
Alongside this major localization update, we introduced support for Hebrew, Japanese, Slovak, and Czech. As many of our users know, our translations are community-generated and sometimes the first versions are not perfectly polished. If you are a native speaker of any of the above languages and spot inconsistencies in these translations, please let us know by submitting a ticket to support@officernd.com

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Sep 23th, 2020

Many bug fixes and improvements are already released and we are excited to tell you about them:

We released:

• Improved Payments Export
• Reception App (Available for downloading soon)

We improved:

• Performance Improvements Which Makes OfficeRnD Faster and More Stable
• Merged “Not Approved” and “Awaiting Approval” Fee Statuses

We Fixed:

• More than 20 bugs which we resolved

Improved Payments Export

Thanks to the constant feedback we receive from all users we were able to improve the payments export and make it even more useful.

Noticeable changes are:

• Refunds are better listed in the export
• Overpayments are shown as a separate entity
• Custom Properties columns are better ordered

Reception App

One of the highlights of the developments of this Q is the brand new Reception App which will make the members experience you provide even better. In this release notes we are just hinting that this is coming literally any moment now and will share more in a dedicated blog post in the upcoming day.

Merged “Not Approved” and “Awaiting Approval” Fee Statuses

Since we introduce the Discounted Fees Approval Flow in the last release notes we had two similar statutes for fees:

1. Not Approved – legacy status used to mark fees bought via Member Tools marked as “Require Approval” in the Plan’s configuration
2. Awaiting Approval – the new status used for Fees that were discounted more than the set thresholded and required approval from admin with the needed permissions

With this release, we are merging both of these into Awaiting Approval and you will be able to see both of these kinds of Fees in the Awaiting Approval tab on the Fees page. Also, all admins with Approve permission for One-offs will receive notifications about new fees that are with Awaiting Approval status.

FIXES

• All-day recurring bookings didn’t display the last occurrence in the calendar
• Invoice: Export Payments Data: Registration Number wasn’t exported
• Some Payments dates weren’t correctly visualized
• Pressing the back button after logging out of Member Portal 2.0 was logging you back in.
• Members Portal 2.0 wasn’t respecting “Member Portal Order” Setting for Billing plans
• “Learn more” links in Door Access integrations were broken
• Filters by size and number of people per meeting room weren’t available on the new Public Calendar
• Special symbols (Cyrillic) in Contracts’ number were leading to errors when creating and generating the PDF files
• Statements were failing to download/send when there are Cyrillic letters in the customer name
• The Moneris Add Payment details dialog wasn’t working if you first enter invalid data
• Special symbols (Cyrillic) in the Company’s name was leading to errors when trying to export bookings summary
• Special symbols (Cyrillic) in Invoice number was leading to errors when trying to generate receipt

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

Sept 2020

Summer hasn’t slowed us down and we are releasing improvements to OfficeRnD every single week. Here is a summary for the last few releases:

We released:

• New Public Bookings Page
• Revamped Occupancy Report
• Approval Flow for Discounted Fees
• Extended Control of Privacy Options for Members in the Members Portal

We improved:

• Performance Improvements Which Makes OfficeRnD Faster and More Stable
• Improved Security for Push Notifications

We Fixed:

• More than 50 bugs which we resolved

New Public Bookings Page

We are happy to announce that our new Public Bookings Page is now live! It follows closely the recently released new designs of the Members Portal and Mobile App and provides the same ease of use in booking resources.

The Public Bookings Page allows you to expose some of your bookable resources to prospects (non-members) of your organization, so you can bring fresh traffic into your space and improve the utilization of your shared resources.

The page will automatically inherit the branding you’ve applied to the Member Portal, as well as some of the custom CSS code changes like branded fonts, style changes, etc..

Besides the UX and Design improvements, we’ve added the following improvements to the page:

• All your custom bookable resources will now be visible on the page (if marked as “public”, of course)
• The different languages you’ve enabled will now be reflected in the URL – you can now add a link to your website that will automatically open the page in the language you prefer
• The page is fully mobile responsive, which eliminates the friction when making a booking from a mobile device
• The sign-up flow is completely revamped and now has dynamic form fields validation, an easy account creation process, and a great overview of the sign-up steps.

Revamped Occupancy Report

We’ve made some big improvements to our occupancy report by adding a “Summary” tab that offers a great overview of your occupancy and business performance, and highlights key metrics that were not available before such as general offices occupancy, a number of desk rates (RevPOD, and RevPAD included) and more. It’s broken down in the following sections

• Revenue Occupancy – how your business is performing when compared to the targets you’ve set (the stretch), the List Price of the resources you’ve set (based on market trends), and your actual performance so far.

• Desks Occupancy – a breakdown of how much of your space is occupied if you’re tracking this on a desk level and the price per desk calculated in a number of different ways.

• Offices Occupancy – a breakdown of how much of your space is occupied if you’re tracking this on an office level and the price per office calculated in a number of different ways.

• Area Occupancy – a breakdown of how much of your space is occupied if you’re tracking this on an area level and the price per sq. m/ft.

Approval Flow for Discounted Fees

We heard from many admins in OfficeRnD that they want to have an easy and streamlined way to manage fee discounts and how their sales and community manager use them. This is why we are happy to say we have released a Discounted Fees Approval Flow that will help in such cases.

Once you activate and set up the approval flow to your preferences in Settings -> Billing -> Enable approval flow for one-off fees each fee added with more than the selected discount threshold will require approval from an admin with the needed permissions.

Admins who have the “Approve” permission for One-off fees will:

• Receive notifications for new fees awaiting approval and see them in the Awaiting Approval tab in the Fees page
• Be able to approve Fees
• Be able to edit fees before approving them

Extended Control of Privacy Options for Members in the Members Portal

With personal privacy becoming more and more important in today’s digital world, we’re trying to invest constant effort in keeping up with what’s expected from users today.

To provide your Members with better control over their privacy options, we’ve extended the Welcome Wizard of our Member Portal to include the privacy option controls. We’ve also disabled members’ public profile by default, so they’ll feel safer and have better control over their privacy.

FIXES

• Addin an empty tag to a member through the API was removing existing tags
• Sometimes Members Payment Details were populated to the company after sync
• Select all button in the invoices grid wasn’t working correctly with the billing lock date set, both for Draft invoices and for Approved invoices
• New Credit Note Default Date to be Today and not the Invoice Issue date
• Brivo Door Access System sync wasn’t working well for accounts with >1000 users
• Kisi Door Access System sync was throwing Rate limit exceeded error
• “Settings -> Apps” page wasn’t always working properly (Code 403)
• Attachments created after 27 July 2020 couldn’t be downloaded
• Couldn’t book resource for the whole day on the date when the daylight saving time is changed
• Sometimes there was an error when generating an invoice PDF and the invoiced is within a Billing Lock Date period
• Booking couldn’t save custom properties of type Date
• Hierarchical Meeting Rooms: Checking for bookings wasn’t ignoring canceled bookings when removing parent/child relationships
• The partially occupied desks metric was missing from the CSV export file
• Kisi Door Access System has introduced a rate limit in their API that OfficeRnD was initially hitting when inviting members.
• The customer field wasn’t available when creating a Credit Note
• Having memberships or fees with consecutive ids was breaking the manual bill run
• Sometimes Kisi sync was failing when there are too many shares for each group
• The new version of the member portal was reverting to the old one once URL is changed
• Hosted Payment Gateway was returning 504 Gateway Timeout when redirect URL opened in a Browser without a session
• Selecting a single default language for the members portal wasn’t respected
• Couldn’t invite Guests when Booking Mode is set to Date instead of Time for Meeting Rooms
• The values in “Revenue as a % of list” metric were missing from the occupancy report when they are equal to 0
• Deposit held field wasn’t shown on Renewed contracts
• The Plan T&Cs in the shop weren’t properly formatted with longer T&C titles.
• 3D Secure Payment with Stripe wasn’t showing a pop-up window for authentication
• Couldn’t add payment details if you open member portal 2.0 on a mobile device
• Bank accounts weren’t shown in the Charge dropdown for CardConnect
• The Not Invoiced warning wasn’t respecting the Location filter
• The Ezeep integration didn’t work as expected when there are members with the same e-mails in the system
• Whole day business hours didn’t  show in the Calendar by default in the new member portal
• 24-hour bookings weren’t showing up with Business Hours filter in the member portal
• Merging one-off billing plans used as meeting rooms extras was triggering “Booking Updated” email notification
• When the Billing period is Member’s start date the warning about locking the automatic bill run wasn’t shown
• Payment integration ACH sync was working even if the ACH setting is disabled
• Couldn’t merge teams with invoiced membership
• Verifying the from email in OfficeRnD resets the email was resetting the click tracking option in Mailgun
• Slack was overriding custom properties in certain cases
• Renewal option for contracts could cause issues when a source renewed contract is terminated before activation the new contract
• Couldn’t search by company/member name in the Search field in the Projected Revenue Report
• The Member App was constantly reloading when trying to login with a user from another organization
• When editing recurring booking in google calendar (create exception) and sync the google calendar integration new booking was created instead of creating an exception
• No push notifications were sent when the news feed is disabled
• A booking confirmation message was sometimes sent on booking update
• Automatic bill run was failing if at least 1 invoice is not valid
• Deleting a fee through the grid wouldn’t return the coins
• The user’s timezone was affecting the start date of contracts and reports
• Sync more than 8 documents with Xero wasn’t pulling charges and no errors
• Meeting room Privacy option Limited – the system wasn’t allowing users to choose members
• Invoices with 100 percent discount are generated by manual bill run, but couldn’t be added
• Couldn’t add payment details for Place integration
• If the Booking Checkout Page is not enabled, you couldn’t open the public calendar
• All-day recurring bookings didn’t display the last occurrence in the calendar
• Exporting the Payments Data wasn’t exporting Registration Number
• Payments weren’t correctly visualized
• Pressing the back button after logging out of member portal 2.0 was logging you back in.
• Member Portal 2.0 didn’t respect “Member Portal Order” Setting for Billing plans
• “Learn more” links in Door Access integrations weren’t working
• Filter by size or number of people per meeting room wasn’t available in the new public calendar

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

July 2020

So excited to share that the Global Search functionality is now live in the OfficeRnD management platform! We also released some cool new Billing capabilities and added some major improvements to our Google Calendar integration. And that’s not even all. Check the details below.

This week, we released:

• Global Search functionality
• Billing Lock Date
• Contracts Renew Action
• Option to Limit Members Removing Payment Details
• Availability Filters in the Calendar Section
• ACH payments with Authorize.NET
• Custom CSS code in the Member Portal 2.0

We improved:

• Times and Dates in members notification emails now respect the organization’s time/date format
• Google Calendar integration now complies with the latest Google requirements
• Performance improvement of the Calendar section (loads ~50% faster)

We Fixed:

• More than 20 bugs which we resolved

The Global Search functionality

Finding a company, a coworking member, or an invoice is just one click away from every page in OfficeRnD’s Admin Platform. In the top bar, you can find a search box that will help you to find quickly and efficiently what you are looking for. Results will be shown and refined after each typed symbol in the field, no need to press Enter or Search. The top 5 results in each category are shown and a View All option.

Typing in the Global Search field will search in different properties of the searched entities, not only names. For example, typing a phone number will return member/s with that digits matching in their phone number.

Billing Lock Date

This new feature will allow admins with specific permission to lock any billing changes from a selected date back. Editing and creating invoices, logging payments, issuing credit notes, and more billing operations will not be possible in the locked period for any admins with or without the permission to set a Billing Lock Date. If changes are required an admin with the needed permission should “unlock” the billing period and then make the changes.

You can find the Billing Lock Date feature in Billing -> Invoices page. The permission needed for setting a Billing Lock Date is in the Billing module -> Billing Lock Date component of the Permissions settings. By default, only the Owner default role will have this permission.

Contracts Renewal Action

Now for each signed contract, you will have the Renew action available. This action will open the New Contract dialog and will pre-populate all the necessary fields automatically based on the contract you are renewing matching logically the dates and steps to replicate the information from the renewed contract.

Also, if you sign the contract created with the Renew action, we will show a link to the new contract in the old one and vice-versa.

New Availability Filters in the Calendar

Searching for available meeting rooms in the coworking space or ay type of bookable resource quickly when you receive a booking request is crucial. This is why we introduced availability filters by Location, Date and Time, Capacity, and Amenities on the Calendar page. Now you can use each of these to narrow down the visible resources to only these which match your criteria. On top of this, we improved the load time of this page by ~50% to further speed up your searches and bookings.

Option to Limit Coworking Members Removing Payment Details

Many organizations have shared they want to limit the ability of their members to remove the last active payment method saved so they can manage their revenue collection better. With this release, you can find settings allowing you to prevent the removal of any or specific kind of last payment method saved by members. This setting is in Settings -> Platform -> Community -> Members’ Payment Details

ACH Payments with Authorize.NET

We improved our integration with Authorize.NET and in a matter of days, you will be able to start using ACH bank transfers with this integration.

FIXES

• Timeline of the calendar was disappearing if you scroll to the right in the member portal
• Brivo integration was failing to sync successfully
• Members were sometimes given the option to add payment details in the new member portal when they shouldn’t had that option.
• When adding a visitor through the Members Portal always a US code was pre-selected in the phone field
• Successful booking in for a future day was resetting the calendar view to current day with wrong date display
• Authorize.NET sync was failing if there are customers with a bank account and not with a credit card
• About Us page wasn’t visible to drop-ins on Members portal
• Canceled tentative bookings were triggering the tentative notification schedule
• In some rare cases, it was possible to invoice a membership twice with two different invoices
• The wrong URL was set for learn more link on Import: Credits
• Incorrect ‘Learn More’ hyperlink for Payment Integration – GoCardless, Paydock, CardConnect
• Payment Documents: Text Search + Select All + Action (Approve/Delete/Export/Charge): couldn’t be executed
• Importing Credits wasn’t working if you specify resource rates
• Incorrect ‘Learn More’ hyperlink for Google Calendar Integration
• Manual bill run One-off period End date was taking 1 more extra day when collecting the fees
• Redirect new members to an external webpage wasn’t working in the Public Calendar
• Automatic Kisi check-ins didn’t work for a short period of time

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

June 2020

The summer is already here (Sorry, Australia and New Zeland, winter for you 😉 ) but releases are not getting any vacations. Recently, we released new functionalities and introduced improvements to the Member Portal and the Mobile App. But that’s not all, folks! Here’s a summary of what we did:

We released:

• Inbox section in the Member Mobile App
• Option for Separate Credit Notes and Overpayment Number Templates
• Ability to Edit Invoiced Bookings
• Responsiveness of the Member Portal 2.0

We improved:

• Big overall performance boost
• Much faster loading of contracts, memberships and bookings pages

We Fixed:

• More than 50 bugs which we resolved

Inbox Section in the Mobile App

With the latest release of the RnD Connect App and the Premium Mobile Apps, your coworking members will have an Inbox section at their disposal in the main navigation of the app. In the inbox, each member can see notifications he/she has received for posts, events, etc. and messages from the admins sent from the Collaboration Section in the Admin Platform.

Option for Separate Credit Notes and Overpayment Number Templates

Many of you shared the feedback that Credit Notes and Overpayments should have their separate Number Templates and sequences. This was important for multiple reasons from legal requirements, to confusing gaps in the Invoices numbering sequence because of other types of documents, etc.

With this new feature, you have the option to decide if each or both Credit Notes and Overpayments should have their own numbering template and sequence. This configuration can be found in Settings -> Billing -> “Separate Credit Note/Overpayment template” checkboxes.

The templates, dynamic tokens, properties restarting the numbering sequence, etc. work identically to how the current Invoice template work.

Ability to Edit Invoiced Bookings

This has been one of the highest requested improvements for the bookings module. The ability to change the properties which don’t impact the price for invoiced bookings has so may use cases, most probably there is no need for us to list them 🙂

With this release, you will be able to change the Title, Description, Preparation Time, any bookings custom properties, and invite guests of bookings that are already invoiced. For the moment this is possible for admins in the admin platform. It is in our plans to allow members to do such edits too through the Member Portal and Mobile App.

Responsiveness of the Member Portal 2.0

After we rebuild the Member Portal from the ground up to deliver the best member experience we are also committed to delivering much better responsiveness than what we had in version 1.0. With that release, we are starting this and will keep improving upon it continuously.

FIXES

• Notifications about changes in contracts’ stages were being sent to the user’s email instead of the member’s email
• Sometimes the API’s contracts POST endpoint was throwing error 500 when an invalid team is provided
• In rare cases, Companies weren’t automatically invoiced by the automatic billrun
• When personal membership with one-off fees was moved to another member this wasn’t moving the one-off fees
• When a member was assigned to a Resource from a signed contract, there was an unexpected error about day passes
• The option to add leading zeros to the invoicing numbers temporary couldn’t be set
• When opening a ticket in the Member Portal 2.0 the old navigation was displayed
• Changing or removing the company from a member that has personal membership wasn’t recalculating the status of the company
• Bookings created on the daylight saving date were created with one hour offset for specific timezones
• Invoices couldn’t be generated when a standalone member with applied membership was moved to a company
• Sometimes a wrong Fee date was shown in the admin platform.
• The Rooms details window in Member Portal 2.0 was cutting the text of the meeting room description
• Couldn’t update the Member (assignee) of a Membership once it has been invoiced
• The responsiveness of the RnD Rooms app in portrait mode was sometimes problematic
• Rooms with no end date availability set were filtered out from the calendar
• A membership with one-off fees moved to another member didn’t move the one-off fees
• Changing the CC type wasn’t triggering an update of the processing fees when you edit the invoice
• When adding a personal payment details in the Member Portal 2.0 the name of the company was displayed instead of the name of the member
• The API for GET already deleted booking/non-existing booking/ invalid id was returning 500
• The combination of any 2 filters in Community/Members wasn’t filtering correctly
• Setting up PlacePay payment details from the Member Portal 2.0 was returning error 404.
• Full-Day option wasn’t applied automatically when you change the filter on the member portal calendar
• Show Room Details wasn’t applied automatically when you change the filter on the member portal calendar
• The Top Bar in the Member Portal 2.0 was looking broken when there is no Logo applied
• You were able to start two concurrent syncs for the same invoices
• Custom properties weren’t included in the export for members for a brief moment
• Sometimes long Organization’s titles were problematic on some pages
• Changing the name of ‘How to guides’ wasn’t reflecting in the Member Portal 2.0
• The  One-Off Fees export in Member/Company profiles page wasn’t always working correctly
• Updating recurrent booking with an exact count of occurrences was multiplying the booking recurrence as much as the default count was, instead of recalculating the rest
• Couldn’t update recurrent booking which has an exception booking
• Editing a booking with preparation slot was automatically removing the preparation slot
• Sometimes admins couldn’t delete fees even if they are without invoices
• Syncing payment integration Authorize.net was failing for a large number of members

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

May 2020

The late-May release is here and brings push notifications to the coworking mobile app! Also, you will find a new credits page in the Member Portal. Here’s a summary of what we did:

We released:

• Push Notifications in the Premium Apps (white-labeled)
• Credits Page in the Member Portal
• New Options for the Contracts Numbering Sequence

We improved:

• Fees lists are now paged
• Performance improvements

We Fixed:

• More than 30 bugs which we resolved

Push Notifications for the Coworking Mobile App

With the new version of the Premium Mobile App your members will be able to receive push notifications for new posts and events from the admins of your space. This will allow you to have a faster and more reliable communication channel with your members knowing they will be notified for your posts and events. Soon notifications for admin messages will also be available.
Push notifications can be disabled if you think this is not suitable for you.

Credits Page in the Member Portal v.2

With the new version of the Member Portal, we are dedicated to bringing new features as often as we can. One new feature is the Credits Page. This is a page where your members will be able to see detailed information on what Credits and/or Coins they have, a transaction log, and more details. This new page is available under My Profile -> Memberships -> Credits.

New Options for the Contracts Numbering Sequence

We improved the template field for the contract numbers so you can customize this even further. Now you can use the {{year}} and {{locationCode}} tokens similar to the invoice number template. Also, you have the option to decide which of the tokens you use should restart the {{number}} sequence and which shouldn’t influence it.
You can find all these new additions in Settings -> Platform -> Contracts -> Number Template secttion.

Following is the list with all fixes and updates included in this release of OfficeRnD:

FIXES

• In rare cases, it was possible to create a double booking for a slot
• Sometimes eZeep sync was attempting to sync members with no emails
• Viewer and Reception role weren’t able to generate reports
• Fees Import button was sometimes hidden behind the Support chat
• The filtering by “inactive” for contacts wasn’t working
• There were some missing translation keys in the new version of the Member Portal
• Canceling an instance of a recurring booking was always applying cancellation policy
• Adding a visitor for tomorrow adds the visitor but then it isn’t shown in the Visitor grid
• When expand the company profile the URL and Twitter icons were missing
• Message icon was appearing without the needed permission set
• Charging partially an invoice from the admin platform was disregarding the amount in charge dialogue and was charging the whole amount
• Sometimes personal membership moved to another member could be double invoiced for the same period
• Weekly reports were sent to suspended organizations
• Credit Cards coming from PlacePay had the incorrect month on their expiry date
• Contract approval wasn’t working correctly if you have a custom role
• Moving a member with a personal invoice to a new company was setting the personal invoices as company ones
• The Pay now option in the Member Portal with Omise/Stripe integrations were not working properly
• Sometimes trying to record an overpayment was resulting in an error
• Send for eSign button wasn’t working with custom permissions role
• Sometimes Moneris integration misleadingly was showing Disconnected due to faulty connectivity check
• Contract stage notifications were sent to the user email instead of the member’s email
• Sometimes when you assign a Member to a Resource from a Signed Contract, there was an unexpected error about passes
• Couldn’t add leading zeros in the invoice number templates
• Couldn’t update the Member (assignee) of a Membership once it has been invoiced

We are constantly working on many new features, improvements, and fixes. If you have any questions or want to submit feedback, please reach out to support@officernd.com.

April 2020

The first release of May allows members to easily add social media links to their profile in the Member Portal. They can add connect their Facebook, Instagram, and Linkedin profiles. Also, we’ve improved the welcome wizard experience. Here’s a summary of what we did:

We released:

• Social Media links in the Member Portal v.2
• Welcome Wizard in the Member Portal v.2

We improved:

• Overall performance of the system

We Fixed:

• More than 15 bugs which we resolved

Social Media links in the Member Portal v.2

A while back most of the popular social media (Facebook, Instagram, LinkedIn) changed the way apps as OfficeRnD can connect to them. As a result, the one-click buttons we had which allowed members to link their social profiles to their OfficeRnD Member Portal profile were not working anymore. Now we have introduced a way members to save a link to their social media profiles in their OfficeRnD Member Portal profile and share this information with their community.

Welcome Wizard in the Member Portal v.2

Now members logging in for the first time will be asked to complete their OfficeRnD Member Portal profile alongside the acceptance of terms and conditions. In this way, your community section will look and feel much more complete and most of your members will have their info submitted.

Following is the list with all fixes and updates included in this release of OfficeRnD:

FIXES

• The Accounts chart in Billing -> Overview wasn’t changing when setting a date filter
• The column Signature State in the Contracts grids was missing when the eSign feature is disabled
• Social medial links in member profiles couldn’t be removed
• Newly created Plans (recurrent or one-off) couldn’t be deleted for a short period of time
• The Twitter URL was acting differently when clicked than other social medias
• The {{ payInvoiceLink }} property that is used for the Pay Now button in the email templates wasn’t working properly
• Fixed typos in the Admin Platform
• Exporting of invoices was exporting all invoices instead of only the selected set when the user has permissions only to part of the locations
• The Occupancy Intervals report couldn’t be exported
• Exporting data from Space -> Private Office was leading to an error when there is an occupied recourse
• The slash symbol was escaped when you search for invoices, which was preventing to use it in the search query

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

Mar 2020

In March and April, we delivered a new Members Portal 2.0, redesigned our Mobile Member Apps, and introduced Video Rooms. There are numerous small fixes and improvements that won’t be mentioned here but are already working so you can have a better and more stable platform. In this post, you will find a summary of the last two months.

We released:

• The Member Portal 2.0
• The Member Mobile App 2.0 (RnD Connect & White-labeled apps)
• Video Rooms in the Member Portal
• Notification to Admins About Members Removing Saved Payment Details
• Location, Plan and Status filter in Direct Messaging of Members
• Bulk Discount in Manual Bill Run
• Option to Make Product field in the new One-off Fee dialog mandatory
• Option to Make Member field in the New Bookings dialog mandatory
• Draft Invoices in a separate grid
• Check-in/out public API

We improved:

• KISI Integration Configuration
• Major Performance Improvement:
  • Members and Companies grids are paged now and load much faster
  • Invoices grids are paged now and load much faster
  • Many Infrastructure improvements which make the platform more resilient and faster
• Statements of Account improvements
• Forte Payment Gateway new API supported

We Fixed:

• More than 100 bugs which we resolved

New Member Apps

We recently released the new version of our main member apps – the web Member Portal and the Mobile App. We’ve also created a separate blog post presenting all the cool and new functionalities of the member apps. Don’t miss to check it out! 🙂

Video Rooms

With the COVID-19 lockdown all around the world, our team wanted to give you one more way to keep engaging your community and bring them together “in” your space. We introduced an initial beta version for integration with web video conferencing software which allows you to have rooms where your members can hang out and chat. You can read more about the Video Rooms.

Notification to Admins About Members Removing Saved Payment Details

Now you the platform will send you an email every time a member removes a personal or a company saved payment detail of any kind. This can help you manage the revenue collecting better and pro-actively work with clients who have changes in their payment details.

We are soon also releasing the option of limiting members removing their last saved payment details from their profile.

Location, Plan and Status filter in Direct Messaging of Members

Communicating with members, especially now during COVID-19, is super important for the community managers. We introduced a new feature that allows you to send mass direct messages to different segments of your community filtered by Location, Plan, and Status.

Bulk Discount in Manual Bill-Run

Last month many spaces decided to give a discount to their members. Using this feedback we introduced a new option in the Manual Bill-Run, where now you can apply a discount amount in bulk for all invoices that are being generated.

Option to Make Product and Member Fields Mandatory

Now you can make the Product field in New One-off dialog and the Member field in the New Booking dialog mandatory for admins creating Fees and Bookings. This helps you make sure this information is captured if this is an essential part of your process.

Draft Invoices in a Separate Grid

There are a few situations when the system generates invoices and some of them will require admin approval. In such cases, these invoices are created as Drafts. Until now they were visualized together with all other invoices and it was hard to notice and find them. Now, these invoices will be listed in a separate grid on top of the Invoices page and you will be able to act on them right away.

New Public API Endpoints

We introduced public API endpoints for Check-in/outs, which can help you if you are building your own integration which works with check-in. You can read more about it in the API documentation.

Following is the list with all fixes and updates included in this release of OfficeRnD:

FIXES

We fixed more than 100 bugs in this period. A detailed list of them will be added to this article soon.

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback. Also, if you have any questions or comments don’t hesitate to share them in our Community Portal.

Feb 2020

In February, we worked on the Invoicing feature of the OfficeRnD coworking management platform. Our focus was on improving the Export functionality and adding more Customization options. Here’s a summary of what we did:

We released:

• Multiline Footers and Headers in Templates
• Invoice’s Status and CreatedBy Field in Invoices Export
• Setting Allowing to Restrict Invoice Number Editing

We improved:

• “Require Attention” Status for Contracts When Relevant Resources are Occupied
• Multiple Performance Improvements

We Fixed:

• More than 50 bugs which we resolved

Multiline Footers and Headers in Templates

Templates editor just became even more flexible allowing you to have multiline footers and headers in contracts and invoices. Now you can include more and better-formated information in there to achieve the exact template designs you want.

Invoice’s Status and Created By Field in Invoices Export

Another bit of OfficeRnD that just became even more flexible is Invoices Export. We introduced to new properties you can include in your exports: Invoice Status and Created By
Invoice Status will give you the information if an invoice is pending, paid, overdue or else in OfficeRnD
Created By will export the name of the admin (or automated schedule) who created/added a specific invoice

Setting Allowing to Restrict Invoice Number Editing

If you want to restrict admins of your organization to be able to edit the invoice numbers both during and after their creation this setting allows you to do exactly this.

If invoice number sequence consistency is hard to achieve with many admins having access to your OfficeRnD Admin Platform and accounting problems arise from this, now you can easily assure only automated numbers will be assigned to invoices and the sequence will be 100% preserved in all cases.

If you enable this setting no admins, no matter their permission level will be able to edit invoice numbers. You need to disable the setting first if you want to do edits.

Following is the list with all fixes and updates included in this release of OfficeRnD:

FIXES

• For a short time it was not possible to export members from Community -> Members
• Occupancy report wasn’t showing the Company/Member’s name when exported
• T&Cs couldn’t be changed for a contract. The default ones were always used
• If the bookings list was very long it wasn’t loading because of an internal error
• Loading lists with more than 1,500  members in Community -> Members was sometimes very slow
• If adding credit card operation fails non-descriptive error was shown
• Contract E-Sign wasn’t placing the eSign tags on the specified place but was defaulting to the end of the document
• Creating a booking from the Admins Platform wasn’t triggering a notification email for a short time
• Customer dropdown wasn’t searching for Companies/Member with symbols (+ & #) in the name
• Deletion of Invoice/Credit Note/Overpayment wasn’t redirecting to Billing -> Invoices list page
• Couldn’t select a company member if there were more than 50 listed
• In organizations with a lot of teammates Settings -> Teammates list wasn’t loading
• The cancellation policy of  bookings wasn’t applied when the booking needed an approval (tentative)
• Searching for Recipients in the dropdown menu wasn’t finding members if there was an empty space before its name
• Some admins weren’t able to add Credit Notes if their organization has a custom role without “Create line item” permission
• Sending booking email reminders sometimes fails and reminders are not sents
• eSigning a contract wasn’t working when you have custom code in the contract template
• Booking summary when editing a recurring meeting sometimes was showing confusing information when credits are used
• Imported bookings didn’t have a Source property assigned
• Member invoices weren’t deleted when a company is deleted
• Invoices in the company page weren’t correctly displayed
• The dropdown in Add teammates was closing immediately upon opening
• Admins with custom permissions couldn’t use the Booking Summary Export
• When trying to delete a member who has a booking with hierarchical meeting room and undescriptive error was occurring
• Updating a recurrent booking was creating a cancellation one-off fee sometimes
• Editing a booking was creating double fees sometimes
• Custom property of type Date wasn’t working when applied to contracts
• When you edit one-off custom property if the initial custom property was empty the update wasn’t saved
• It was possible to double book hierarchical meeting rooms in the past or 1 year in the future
• Bookings report wasn’t including canceled bookings
• Custom property of type Date wasn’t working as expected sometimes
• A credit note or Invoice comments section weren’t showing new comment without refreshing the page
• Company/Member’s Start Date was shown incorrectly depending on the local machine time zone
• Changing the location in Members Portal wasn’t refreshing the Floors dropdown
• One-off plans have the option to assign a resource rate discount to them, but it is wasn’t working
• When doing an export containing a custom property, the column name in the .csv file wasn’t updated if the name of the custom property is changed sometimes
• If Profile -> Terms page in the Members Portal was refreshed, the page was getting broken
• Booking from the public calendar was sending the wrong email to admin
• The Members notification  based on Booking Requested Public template was never getting sent
• Location name property in Receipt templates was an object and couldn’t be used
• Day passes that are granted from membership with a start date in the (far) future were showing the wrong period
• Member link in the admin email for Request Booking wasn’t working for Individual members
• Occupied office desk from Private office wasn’t making the PO occupied in Search Resources
• The Billing details Option – “Enable non-members to add their billing details when signing up.” wasn’t working

P.S. If you are interested in learning about how OfficeRnD can help you manage the entire billing process, check out this infographic explaining our integration with Xero and QuickBooks.

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback. If you have any questions or comments don’t hesitate to share them in our Community Portal.

Jan 2020

We started the year with an update that exposes more custom fields for use in your coworking email templates to members. We have also sped up performance across the platform!

— TL;DR —

We released:

• Option to Update or Not Billing Details of Issued Invoices
• Members Status exposed in Email Templates
• Meeting Room Floor exposed in Email Templates
• Bookings Cancellation Policy Exposed in Email Templates
• Exchange Rate Property Exposed in Invoices Export

We improved:

• SaltoKS Integration: Choose a SaltoKS Site when connection the integration
• Moneris Integration: Pass Document Number to Transaction Log
• Dashboard Cards Load Faster
• Custome Line Items Permission Split Into Two
• Performance Improvements

We Fixed:

• More than 30 bugs which we resolved

——

Option to Update or Not Billing Details of Issued Invoices

Helping coworking organizations keep legal compliance is a very important thing for OfficeRnD. A big part of it is meeting the global needs of spaces across the world how billing documents should be issued, updated, and kept.

OfficeRnD now allows you to decide how you want to treat already issued invoices in the moments when Members and Companies update their billing details. In the Admin Platform -> Settings -> Billing you can choose from two behaviors:

• When a Member/Company updates their billing details, all already issued invoices will still use the details of the Member/Company that were available at the time of issuing the invoice
• When a Member/Company updates their billing details, all already issued invoices will use the new Member/Company details

If you need to use the first behavior and you issued an invoice with wrong details because of a Member/Company who forgot or was late to update their billing details, you can renew the saved billing details of an already issued invoice and regenerate the PDF in the Admin Platform in the invoice itself.

New Properties Exposed in Email Templates

We are constantly trying to make OfficeRnD’s email templates better and with more information available, that you can dynamically input. Also, increasing the ways you can customize the content of notifications your organization sends through OfficeRnD based on different properties. We have exposed 3 new properties to our email templates recently:

• Member’s Status property: With this property available for customizations you can have different content of emails based on if a member is Active or some other status. For example: If you want your Welcome Email to be different for Active and Drop-In members now you can do this thanks to customizations with this property
• Meeting Rooms’ Floor property: With this property exposed, you can include the floor on which a booked resource is in the content of your emails related to bookings. For example, in a Meeting Room confirmation, include a note on which floor the room is so members can find it easier.
• Bookings’ Cancelation Policy: With this property exposed you can include detailed information about the relevant cancelation policies in all booking notification messages. For example, include information about the cancelation policy in a booking confirmation

Some of the newly exposed and also already existing properties can be used only in the “Code” section of the template editors as they can be handled only through HTML code. We know that this might not be the easiest thing if you are not familiar with HTML and this is why you can always shoot us a question or a request for support at support@officernd.com and our Customer Success team will help you right away.

If you have any questions or comments don’t hesitate to share them in our Community Portal.

Exchange Rate Property Exposed in Invoices Export

For some time now OfficeRnD has been supporting multi-currency scenarios where you can invoice selected Members/Companies in a different than your main organization’s currency. Now we are exposing this information in the Invoices Export so you can have the information in what currency and at what exchange rate was any of your organization’s invoices issued when exporting your invoices.

If you are unsure how you can edit your invoices export preset you can read more about it here or shoot an email to our Customer Success team at support@officernd.com

 

Following is the list with all fixes and updates included in this release of OfficeRnD:

FIXES

• The Opportunities card on the Dashboard wasn’t filtering with changes in the location filter
• Admins with custom role permissions weren’t able to export Bill-Run Preview invoices and to attach custom properties of type file
• Showing the number of listed items in Companies/Members grid was not always correct when there are results not listed in the visible part of the list
• Merging Companies wasn’t recalculating the status of the merger destination company
• Editing invoice and existing fees weren’t always selecting the correct billing account
• Payment to invoices wasn’t synced automatically with accounting integration when the option “We’ll send payment receipts automatically” is enabled
• It was possible to double book a resource with reoccurring bookings in specific timezones
• Updating a currency exchange rate wasn’t updating the exchange rate  saved in Member/Companies invoice in this currency in some cases
• Bill-run notification wasn’t merging contact and billing details correctly when generating the invoices export
• The default range of some date filters was wrong
• Changing a member’s company in Capsule was breaking the assigned memberships and invoicing
• With some door access integration if a booking starts at 00:00 UTC access was granted after the booking has started
• Moneris integration was appearing as disabled if opened more than twice a day
• Duplicate KISI shares were created if a member has more than one membership
• The booking email confirmations for 2 timezones were showing incorrect times
• Existing bookings weren’t re-added to Google Calendar when the mappings are updated to point to a new Google calendar
• Day Passes weren’t correctly accounted when multiple presence intervals are registered from IronWIFI integration
• It was possible to create a plan with an empty name field
• It was possible to create a company without a name through the Team API
• DoorAccess: SaltoKS2 wasn’t accepting some symbols in user names.
• DoorAccess: When bookings were canceled door access was still granting
• Admins with restricted permissions were able to circumvent them by going to their profile and selecting a space again
• Check-ins weren’t limiting the validity of access frames created from day passes
• It wasn’t possible to import fees for a Company when there are a Company and a Member with the same name
• It was possible to create an hourly booking for a child meeting room that’s unavailable for the whole day through a parent meeting room.

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

Dec 6th, 2019: Better Meeting Room Bookings and Branded Invoices

The holiday season is almost here and this OfficeRnD release will feel festive! We improved the control you have over your meeting room bookings and added the ability to apply custom header and footer to invoices.

— TL;DR —

We released:

• Limiting how far in the future Meeting Room Bookings can be made
• Limiting how much in the future Booking occurrences can go
• Amenities Property in Booking Mail Templates
• Footer and Header in Invoice Templates

We improved:

• Totals in Aged Debtor Report
• Fees Import Accessible for Custom Permission Roles
• Location Filter in Fees Import
• Booking Export Sorting

We Fixed:

• More than 15 bugs which we resolved

——

Limiting how far in the future meeting room Bookings can be made

Meeting room bookings are an essential part of the coworking world. This is why we are constantly adding more control over this element of the platform. The newest feature allows you to limit how far in the future a new booking can be made. If you don’t want members or public users to be able to book for more than e.g. 6 months ahead, you can do this now.
This feature is per booking policy which allows you to have different rules for a different set of rooms. Your booking policies can be found in Settings -> Platform -> Calendar & Bookings tab -> Booking Policies.

Limiting how much in the future Booking occurrences can go

Similar to the feature above limiting the meeting rooms booking occurrences span is something that will give you the ability to control your resources better.

A good thing to note here is an occurrence of a reoccurring meeting can’t be later than the permitted booking future time limit. In short: if your bookings are limited to e.g. 6 months in the future, even if you haven’t limited the occurrences span, they will be limited to 6 months from the current date too.

Amenities Property in Booking Mail Templates

Extending the current capabilities in the mail templates for bookings, we are introducing Amenities Property which will allow you to dynamically list the amenities of the booked room in the emails related to each booking.

Because of the nature of amenities, which are usually a list of things, this property can be used only in the Code mode of the template editor and should be formatted to your likings (billets list, etc) with some simple code snippet.

These snippets are coming soon as a help article. Until then you can feel free to contact our support team at support@officernd.com and they will support you in including this in your templates.

Footer and Header in Invoice Templates

We are extending the invoice templates with the ability to have a Footer and a Header in them. Information in the footer and header of an invoice will be visible on each page of the generated invoice.

The feature allows you to align (left, center, right) the footer and header content and also choose the size of the font. You can use some of the available, in the template, dynamic content properties too.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Limiting how far in the future Bookings can be made
• Limiting how much in the future Booking occurrences can go
• Amenities Property in Booking Mail Templates
• Footer and Header in Invoice Templates

IMPROVED

• Totals in Aged Debtor Report
• Fees Import Accessible for Custom Permission Roles
• Location Filter in Fees Import
• Booking Export Sorting

FIXES

• New Custom Properties weren’t enabled automatically in “Forms”
• Custom properties weren’t updating automatically their type and values for certain types
• Changed of the colors/name/size/rate/image of hierarchical meeting rooms (children) couldn’t be applied
• Child resources couldn’t be deleted no matter that there are no bookings associated with them
• Template names with “/” were breaking the invoice pdf export
• Merging companies with comments was failing
• Sometimes it was not possible to create hourly credits for a specific Resource rate
• Changing “valid for” option for hourly credits wasn’t working
• When a user was signing up only with a day passes plan and adds a company for themselves, the “Use day passes” setting wasn’t checked by default
• In invoice/credit note/overpayment which are in a different currency that is not the default one, when updating the document it was defaulting to the organization default currency
• Deleted charges from Xero weren’t getting synced if there was another charge that wasn’t synced
• Changing the start date of a membership wasn’t retroactively adding credits for the current and next month
• QuickBooks journal entry payments weren’t getting pulled to OfficeRnD
• Couldn’t set a plan/portal to All active company members
• Google Calendar integration sync fails if there are bookings with dates older than 2008 in Google Calendar
• Users were able to activate multiple door access integrations at once
• When exporting the Resource Utilization report the Bookings Count column was always empty

If you have any questions or comments don’t hesitate to share them in our Community Portal. We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

 

November 21st, 2019: Improved Customer Ticketing System

OfficeRnD’s late November release brings a new and improved Customer Ticketing System and better functionality of Printing Credits. Here’s a summary of what we did:

We released:

• New Ticketing system module (formerly Issues)
• Printing credits

We improved:

• Importing custom properties for Resources
• Importing custom properties for Bookings

We Fixed:

• More than 15 bugs which we resolved

The Improved Ticketing System module

Quick and easy communication with members is essential for every coworking organization. Members being able to get in touch with the community managers and report something important for them has been an existing feature since the very first days of OfficeRnD but now we did a big update on that functionality. Read along to learn more about it:

In the Admin Platform, you will be able to manage the tickets of your organization in the Collaboration -> Tickets page. There you can see all the tickets assigned to you personally, and also all the tickets in the system. These will be ordered in a few tabs: Tickets Dashboard and one tab for each ticket status available. In the Tickets Dashboard, each teammate will see tickets assigned to him/her and also open tickets with no assignee. The other tabs list all tickets with a certain status: Open, Pending, Resolved.

In Settings -> Platform -> Tickets you will be able to create your own ticket categories, severity and priority levels, and automatic assignees per category. Ticket categories allow you to group different submissions so you can handle them easier and faster. For example, you can set the system to assign a certain teammate to a specific ticket group so when a ticket in this group is submitted, this teammate can be notified right away. Of course, these settings can also be location-specific and set in Space -> Selected Location -> Tickets tab.

If you have any questions or comments don’t hesitate to share them in our Community Portal.

Aug 2020 update: We improved the OfficeRnD Tickets feature even more! Yay!

Printing Credits

With the new release, we have introduced a nice addition to OfficeRnD’s coins features. Until now coins could be used only for meeting room bookings. Now you can also allow coins to be valid for printing one-off plans. In this way, you can give an X amount of coins (both monthly and just once) to your members which will be used as Printing Credits.

If a member has coins valid for your printing plans, these will be used when you create printing fees manually, integrations create them automatically or if you import these fees. Once the member has no more coins valid for the printing plans, the system will start charging them as usual.

If you have any questions or comments don’t hesitate to share them in our Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• New Ticketing system module (formerly Issues)
• Printing credits

IMPROVED

• Importing custom properties for Resources
• Importing custom properties for Bookings

FIXES

• Checking in a member with a past date wasn’t always requiring you to set end date/time
• There were overlapping numbers on Dashboard/Revenue tile
• Importing some kinds of Member custom properties wasn’t working correctly
• Tooltips at the bottom of the pages weren’t displayed correctly on some pages
• Sending notifications wasn’t working when updating bookings
• Quick links in company/member page were hidden when you scroll the list of companies/members
• The half-day pass was sometimes taking 1-day pass
• Slack integration’s schedule wasn’t working as expected
• Updated bookings created from the Admin or Member portal were throwing an error
• KISI: Shares without a Group_ID was breaking the sync
• Updating member’s team without changing it via the API removes the member’s fees

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

November 4th, 2019 Improved Payment Method & Status Filters

Our November release brings improved Payment Method & Status filters in the invoice grids and exposes new fields in the Fee’s name template. Here’s a summary of what we did:

— TL;DR —

We released:

• Booking reference number exposed in the Fees’ name template
• Start/End time of booking exposed in the Fees’ name template

We improved:

• Payment Method & Status filters in the invoices grids
• Adding booking Extras with Bookings import

We Fixed:

• More than 25 bugs which we resolved

——

New Properties in the Fees’ Name Template

By definition, Fees are something essential in all coworking spaces. Being able to manage all the one-offs’ and bookings’ billing correctly and according to the business process used is something OfficeRnD is dedicated to doing.

A big part of this is the correct naming of Fees which relates to the preferred way of issuing invoices, exporting data to other systems, having smooth processes, etc. All of these and more is the reason behind releasing three more properties that can be used in the naming template of booking Fees found in Settings -> Billing.

Start and End time properties can be used to include this information in the name and together with the already existing date property form an exact span period of each booking if needed.

The Booking Reference Number property allows you to include the booking reference number of each booking in its Fee name. This helps if you want these numbers to be included in your invoicing, exporting, or else.

If you have any questions or comments don’t hesitate to share them in our Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Booking reference number exposed in the Fees name template
• Start/End time of booking exposed in the Feed name template

IMPROVED

• Improved Payment Method & Status filters in the invoices grids
• Adding booking Extras with Bookings import

FIXES

• Updating a member to a different time zone was sometimes updating incorrectly the calculated status of the member
• The list in Billing -> Plans wasn’t updated immediately after adding a new plan
• After a search of invoices, the Payment Method filter wasn’t working after page refresh
• The Type filter for Memberships wasn’t showing the Fixed type methods
• Any edits in the text editor were breaking the styles and the curly brackets in the code
• Admins with customer permission roles couldn’t send ACH/DD mandate request
• Day passes weren’t subtracted when there are multiple check-ins for the same day and they are accounted by the schedule
• When editing the currency in invoices the drop-down used was closing immediately after opening
• Not all entities were shown in Grid (Community Contracts/Users and Collaboration Contacts)
• Number of desks on the Company account wasn’t accurate when occupying an office
• When you delete a plan and try to add membership before refreshing the system you were still seeing the deleted Plan
•  In some cases the status and the calculated status were different
• When you were signing an eSignature contract in the same browser where you are logged in Admin your admin session was sometimes removed and admin was asked for credentials
• Fields `customer` and `location` weren’t exposed in the eSign request template, event though they were listed
• Edit a booking from the Mobile app was throwing an error about not able to edit _id of the booking
• Xero sync behavior wasn’t being updated in the UI
• Recurring booking ending in a certain count of occurrences was occupying the parent/child meeting rooms even after their end
• Imported bookings were sending email notifications

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

October 16th, 2019 Release

Our latest release brings a fresh new look on the Admin Platform and we are sure you will love it.

— TL;DR —

We released:

• A new look of the admin platform
• “Waived” status for fees

We improved:

• Performance improvements

We Fixed:

• More than 20 bugs which we resolved

——

A New Look of the Admin Platform

The Admin Platform has always been the hearth of OfficeRnD. And the whole team wanted to refresh its look to match our new brand and vision which we introduced a couple of months ago on our website. Not only this but lately we felt some of the styles and colors were a bit dusty and need brightening.

We are happy to introduce the new look of OfficeRnD’s Admin Platform:

 

We know some of you shiver just hearing the word “redesign”. We have all felt the pain of a redesign of a tool we use every day and the discomfort of getting used to how to do things all over again. Before we cause you such distress we want to say: Don’t worry!
The new look of the platform hasn’t changed any functional flows or functions. We haven’t moved a single button, date picker or a checkbox related to any features or views. Our new look just refreshes how things look and gives you the modern looking tool you deserve.

At the same time, we did one big change we fill will make you say “It was long due” and smile. A few action buttons have been removed from the main left navigation (Profile, Release Notifications, Quick Add) and are now in a newly introduced top bar. You can find these 3 buttons in the top right corner of the platform now.

We are also introducing one completely new button – “OfficeRnD Apps”. The “four squares” button in the top right corner of the Admin Platform will give you links to all member-facing or public OfficeRnD apps you are using. The Members Portal, your public bookings calendar, etc. are just within one click now.

 “Waived” status for fees

We were hearing feedback from many organizations that sometimes they need to waive fees for their members but at the same time, they want to keep a record of this. Until now OfficeRnD was not meeting this need in a good way. Deleting the fee was not an option as it will wipe the record of its existence.

Based on this feedback, we are now introducing a new status for fees in OfficeRnD – “Waived”. Now you can mark any “Not Paid” fee as waived, which will prevent the system from invoicing it or including it in any records, but at the same time, you will be able to see it and have it mind in the feature.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• A new look of the admin platform
• New status “Waived” for fees

IMPROVED

• Performance improvements

FIXES

• When syncing charges to Xero & QuickBooks and mappings aren’t configured, no error was shown
• Exporting a .csv file when there are symbols in the content was breaking the file
• It was possible to merge a company twice which was removing it completely
• SaltoKS v2 does wasn’t matching by name and phone
• Voided invoices were generating late fees
• It was possible to add a not paid one-off fee to a credit note
• Xero: Customer with ” in the name couldn’t be synced
• Couldn’t create leads for a member/team that doesn’t exist
• Xero: Invoices with allocated credit notes were throwing an error on sync
• Visiting $populate=booking wasn’t resolve the booking
• You could change the interval length of a day pass
• The “Visiting” column of Community->Visitors was always empty
• Exporting visits wasn’t working – loading never stop
• DoorAccess: When a member was added by RnD and then manually removed access OfficeRnD was adding a new DoorAccessKey
• Location timezone menu was collapsing immediately when you click it
• Billing / Overview: Invoices dashboard was showing incorrect data for Not paid invoices
• Dropdown menus in relocate member window were collapsing instantly
• eSign: Organization signer settings were getting ignored if add and remove location-level settings

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

October 4th, 2019 Release

The early October release is here and there are a few interesting things we want to tell you about.

— TL;DR —

We released:

• A new version of the Ezeep integration
• A new version of the Slack integration

We improved:

• eSignature feature improvements
• Hierarchical meeting rooms improvements

We Fixed:

• More than 20 bugs which we resolved

——

A new version of the Ezeep integration

For a long time, we were hearing feedback that organizations don’t want to sync all of their members to Ezeep as not all of them require printing rights and Ezeep charges are based on the number of members.

With the new version of the integration, you can filter the members you will be syncing to Ezeep base on 3 different criteria – Plans, Locations, Member Statuses. Note that members matching even one of these filters will be synced.

With the new version, we are also introducing more fees management options. Now you will be able to have separate pricing for A3 size paper and 1 and 2-sided printing.

If you are interested in more details of how the Ezeep integration configuration works you can read our help article on Ezeep.

If you have any questions or comments on this feature you can express them in our new Community Portal.

A new version of the Slack integration

Many multi-location organizations are using separate Slack workspaces for each of their locations. Until now our Slack integration was not handling this case as it was possible to connect only one workspace per organization. Now, you can connect many Slack workspaces to specific locations and model where members from each of your locations should be invited.

We also released filters per Plans, Status and if the member is invited to the members portal. These 3 filters will allow you to better control which members get invited and which doesn’t to your Slack workspaces.

If you are interested in more details of how the Slack integration configuration works you can read our help article on Slack.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• A new version of the Ezeep integration
• A new version of the Slack integration

IMPROVED

• eSignature feature improvements
• Hierarchical meeting rooms improvement

FIXES

• Granting access through Door Access integrations to meeting rooms that are booked for recurring bookings was not functioning
• Resource report Occupancy could be 200% because of unavailable desks which was wrong
• The first Fee in a list is not removed in the UI after delete, you had to refresh the page for it to disappear.
• It was possible to create a daily recurrence booking in the non-business hours
• Exporting was not respecting the Custom properties filter for one-off fees
• It was possible to delete one-off fees which are not in the fees list after new filtering
• Export fees permissions weren’t respected
• Ezeep: Updating a member’s email wasn’t removing the old email as a member from eZeep
• Assigned or personal one-offs were remaining in the company or remaining assigned to a member that is no longer part of the company
• Custom pages: Calendar type page wasn’t showing the selected Resource type
• Creating an event with a valid body was returning 500
• Creating an event with an empty body was returning 500 and creating the event
• Ezeep integration was generating a lot of errors with status 500
• Getting an event that does not exist was returning 500
• Add Visit dropdown still shows only your Visitors – should show your company Visitors when you are part of a company
• Sometimes scheduled actions were getting missed

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

September 16th, 2019 Release

Our mid-September release is pressing hard on stability and performance and a few improvements and new features. We are dedicated to keeping the platform performance at a good level so expect more performance and stability releases this month.

— TL;DR —

We released:

• Edit Booking Price

We improved:

• Improved Door Access sync schedules
• Stripe integration support for SCA

We Fixed:

• More than 30 bugs which we resolved

——

Edit Booking Price

Something we have heard multiple times from many coworking managers is that sometimes they need to alter the price of a booking they are making to a custom number. Seeing this is a vital part of the overall booking process for many organizations we introduced this feature.

With this release of OfficeRnD you will be able to click a small button “Edit Price” under the price summary in a New Booking dialog. Once you change the price, if you save the booking it will be saved with the newly added price without any limitations based on its resource rate.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Edit Booking Price

IMPROVED

• Improved Door Access sync schedules
• Stripe integration support for SCA

FIXES

• Plans grid in Settings wasn’t refreshed when updating the Account
• Sending an invalid plan id to the POST Checkout endpoint was throwing error 500 instead of 400
• Naming a location Space was preventing the floorplans from opening
• There was a discrepancy between “Active” members in “Community” and “Reports”
• It was possible to set the invoice period to null and you would never invoice the membership
• “Add payment” dialog was allowing creating Overpayment without description in some cases
• A mistake in the French translations of the Members Portal
• Floorplan export was creating empty files in some cases
• Customer dropdown wasn’t working correctly with Tab key in some dialogues
• Add overpayment from the “Add Payment” dialog was sometimes throwing an error about running tasks
• Deleting a fee created from a booking was preventing you from Updating, Deleting or Canceling the booking
• Couldn’t create bookings through the members portal if you have billing flows that require custom properties
• (+hours) Timezone NZ – day passes didn’t take into account the timezone
• Sending an invalid plan id to POST Membership endpoint was throwing error 500 instead of 400
• It was possible to create Companies and Members without names through the Public API
• Memberships API was returning error 500 when an unnecessary _id is sent to create a new entity
• Memberships API was allowing creating an entity without a name
• Relations for users that were deleted from Salto Pro Access weren’t removed
• SaltoRnD integration wasn’t logging errors when assigning or removing access groups
• Required custom property of type Select for Company and Member wasn’t becoming required
• There was a discrepancy in the Revenue Report when choosing different periods
• Export wasn’t respecting the Status in the filter for companies/members
• Export wasn’t respecting the Custom properties filter for companies/members
• Members Portal – Visitors were only displayed to the member who added them
• Charges and (Personal) Charges tab on the members portal – the filter wasn’t working properly
• Remove recurrent booking setting wasn’t allowing you to cancel exception or the whole recurrent booking from Members Portal
• Status Paid wasn’t updating when you set it from the fee dialog to one-off fees
• Two members with the same name but different emails were added in 1 user in Brivo
• Couldn’t update or change a custom property applied to a fee
• Ezeep integration sync was failing when the admin company is deleted
• Membership Dialog summary was wrong when invoicing automatically

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

August 30th, 2019 Release

We managed to squeeze in one more release before the end of August, mainly with bug fixes and just a couple of new things. Read along to learn all the details of the release and also visit our new Community Portal to express your opinion on these and future updates of OfficeRnD

— TL;DR —

We released:

• Booking Reference Numbers

We improved:

• Sync Invoices’ “Void” status to QuickBooks

We Fixed:

• More than 20 bugs which we resolved

——

Booking Reference Numbers

Managing booking can get confusing if you have many rooms, many booking channels and on top changes happening all the time. This is why a Booking Reference Number that never changes and allows you to find and refer to a booking easily and quickly can be of vital importance.

With this release, we are adding unique booking reference numbers to every booking created in your organization. You can use this number in multiple places, to help you booking management processes:

• Visible and searchable in the bookings list in the Community section of OfficeRnD’s admin platform
• Visible and searchable in the bookings list in each Member/Company page of OfficeRnD’s admin platform
• Visible inside each booking (dialog) when opened
• Exposed as a property in the bookings name template, which allows you to include it in each’s booking name
• Exposed in each booking mail template, which allows you to include it in the subject and content of your booking emails
• Exposed in the bookings export and the booking summary export

If you have any questions or comments on this feature you can express them in our new Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Booking Reference Numbers

IMPROVED

• Sync Invoices’ “Void” status to QuickBooks

FIXES

• Internal users with role Support and without Access Grants weren’t able to use the members portal
• All APIs- deleting a non-existing member/team/membership were returning status code 200 instead of 404
• When you were selecting the company with the Tab key, the company wasn’t getting selected
• Locations’ image property wasn’t showing an image in the email/invoice/contract templates, but only a link
• Couldn’t update a canceled booking through the API
• Allocations column in invoice/credit note exports wasn’t working
• The contract lists weren’t loading all contracts
• Public API should return status code 500 when deleting a non-existing booking
• When modifying recurring bookings, it was always sending email notifications to both the admin and the member, ignoring notification settings
• Add Invoice dialogue wasn’t saving the invoice custom properties on Add
• Brivo users couldn’t have first names bigger than 35 symbols.
• In all Door Access systems if a remote user has its id as number and the system saves it as string then it adds and removes the user on every sync
• All Booking Credits were displayed on the company/member pages regardless of filters applied
• In some cases, Late fees were generated for invoices with payments
• Syncing voided invoices was leading to them being re-activated as Outstanding Balance in QuickBooks
• The booking calendar wasn’t loading any bookings if at least one of the loaded bookings doesn’t have a resource
• Once type credits were disappearing from the UI once used
• Coins were regenerated from the Membership, after the seed has been deleted
• Coins transaction log and seed dates are wrong for different localizations

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

August 20th, 2019 Release

Lots of new features, lots of improvements and lots of bugs fixed – all of these are in the new OfficeRnD release. Summer is just giving us more power to push more and more updates and there is no slowing down. Read along to learn all the details of the release and also visit our new Community Portal to express your opinion on these and future updates of OfficeRnD

— TL;DR —

We released:

• Hierarchical Meeting Rooms
• Aged Debtor Report
• Global Add Button
• Invoices’ Custom Properties in the Manual Bill Run
• Integration with Moneris Payment Gateway
• Generate Invoices on an Exact Day of the Month (with Automatic Bill Run)
• Beta Version of eSign Functionality for Contracts

We improved:

• UI of the HubSpot Integration Configuration
• HubSpot Integration for Single Location Organizations
• Brivo Onair Passes Granting/Revoking Option
• Avg. Occupancy of Hot Desks in the Resources Report

We Fixed:

• More than 30 bugs which won’t bother you anymore

——

Hierarchical Meeting Rooms

We are super happy to announce the first version of our Hierarchical Meeting Rooms feature which will allow you to manage better your flexible meeting spaces. With this release, you will be able to define a child-parent relationship between rooms and guarantee fast and easily the availability of all the child rooms if you want to book the parent room and vice-versa.

This option is a Resource Type setting so you can find it under Settings -> Resource Types -> Editing the needed resource type -> Allow parent/child relationship checkbox. Once activated for a specific resource type (e.g. Meeting Rooms) you should make sure you have created instances of this resource for both all the children and parent resources. For example, if you have 3 meeting rooms (London, Manchester, Liverpool) which can be combined into one larger room (England) you have to create all of the 4 resources as you would normally do, assign them the wanted resource rates, privacy levels, etc.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Aged Debtor Report

An aged debtors report is a list of customers that owe payment to your business. Simply put, the aged debtor report provides a detailed list of which members owe your company money. You can check it at any given time to gain an overview of whether any payments are overdue and which customers might need a little reminder. Also, the report can give you good visibility if the debt of a specific member is close or over the sum of the held deposits for this member which will indicate the level of risk for your organization.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Global Add Button

We are all about making your life easier. Sometimes easier means faster, so we are excited to introduce the Global Add button. It is a simple, yet a powerful thing. You can find it as e “+” button in the most-left menu bar. When clicked it will give you the choice of adding a Fee, Member, Company, Contract, Invoice or an Opportunity. In this way, you can quickly add any of these entities from anywhere in the platform with just one click.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Invoices’ Custom Properties in Manual Bill Run

Until now when generating your monthly invoices with the Manual Bill Run you were unable to populate the custom properties of the generated invoices at once. With this release, we are introducing an expandable menu which will allow you to input values in all the invoice custom properties your organization uses and then the Bill Run will populate these values in all the generated invoices in this specific Bill Run.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Moneris Payment Gateway

With this release, we are introducing a new payment gateway integration – Moneris. This gateway will work only with Canadian credit cards, it will be available both on Member Sign Up and Public Calendar and it does support Multi-Locations.

If you have any questions or comments on this feature you can express them in our new Community Portal.

 

Generate Invoices on an Exact Day of the Month (with Automatic Bill Run)

If your business process requires the invoices to be generated on an exact date of the month (with the Automatic Bill Run), OfficeRnD was not handling this perfectly until now because the only option for selecting the date for “Generation of Invoices”, “Invoices Issue Date” and “Invoices Due Date” was number of days relation to the billing date. We got feedback that because of the different length of different months these dates were floating with 1 to 3 day.

This new setting can be found in Settings -> Billing -> “We’ll generate invoices:” -> “Use exact day of the month dates for the automatic generation of invoices”. It will allow you to select a day of the month on which you want the available actions to take place.

If you have any questions or comments on this feature you can express them in our new Community Portal.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• New Fees Import flow
• Exporting of Bookings’ Custom Properties
• Public API for Visits and Visitors

IMPROVED

• New UI for Filters across the platform
• Better Warning Messages for HubSpot Integration configuration problems

FIXES

• Public API Offices was returning the Target parameter of the Office without the needed authorization
• New warning messages in Hubspot configuration notifying that it will create members and/or companies in OfficeRnD
• When mapping Contact/Companies in the HubSpot integration configuration and Values are not selected show warning/error
• Canceling next month’s coins wasn’t subtracting the coins if already granted
• A one-off fee could be invoiced twice from two different windows if its name is changed in the process
• If the required fields within a custom form don’t have inputted value, the Update button becomes grayed out, without highlighting the problematic field
• When you were creating a HubSpot integration without opening the configuration modal the sync wasn’t working
• If a location or a custom property is deleted the CRM integrations sync would break
• It was possible to end up with a credit note allocation to a credit note
• Signup wasn’t working unless you ask the user to provide payment details in the payment gateway settings
• The Sign-Up Page was showing incorrect dates and price when proration setting is set to First or Second invoice
• Invoice Statement’s Export button wasn’t available to admins with custom permissions
• Adding a membership for a plan with specific terms & conditions wasn’t asking the member to agree with the new T&Cs
• Processing fees weren’t removed from the invoice upon selecting a different payment method
• Click on used day passes was not showing you for which check-ins was the day pass used
• Organizations were not able to add a bank account in some cases
• Bill run with specific Billing Date per customer wasn’t calculating the periods correctly
• Social provider links in members portal weren’t appearing once connected (even after refresh)
• Linking LinkedIn for some profiles was returning error 500
• API wildcard filters weren’t working on Plans API
• QB wasn’t syncing payments when the invoice has an allocation for the same amount
• Automatic cancellation of recurring bookings wasn’t working if the user has checked-in for earlier occurrences
• API endpoint /auth/signin was generating a token for a disabled member which is still usable with the /events and /user/profile API
• Bookings with once coins weren’t charged properly when booking for more than two months in the future
• Credit note wasn’t taking into consideration if the discount is an amount and not rate
• Forte was showing an exclamation mark for Pending and Successful payments
• When booking a room in the Members Portal and the window is resized to make it smaller the Day/Week/Month tab was active
• Organization stats weren’t displayed in the morning for some organizations
• Couldn’t add a Credit note from Company page when you have Lead related to the company
• Editing Fee window was freezing when with bigger latency occurs

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

July 26th, 2019 Release

The new release of OfficeRnD is here and it brings lots of cool stuff to check out. Read along to learn what’s new, what’s improved and how many bugs we killed 🙂

— TL;DR —

We released:

• New Fees Import flow
• Exporting of Bookings’ Custom Properties
• Public API for Visits and Visitors

We improved:

• New UI for Filters across the platform
• Better Warning Messages for HubSpot Integration configuration problems

We Fixed:

• More than 25 bugs which are far far away now

——

Fees Import

OfficeRnD supports importing fees for a long time now but we just introduced a brand new flow which allows you to import fees without support from our customer success team and also introduces greater flexibility.

You will no longer need to use the set template to import your fees. With the new flow, you can map the columns from your uploaded file to properties of the fee, without the order or names of the column to matter.

Also, the import will guide you if there are problems with your data. A cell will be colored in red if the data format in that cell is not ok for some reason and the whole row will be colored in red if the data formats are ok, but the data in some columns don’t match your organization records – no plan with such name or in that location, no such member or company, etc. Detailed information about the problem will be available when you hover the marked with a red area with your mouse.

Exporting of Bookings’ Custom Properties

When exporting your bookings from now on, the export will contain columns with the bookings’ custom properties.

Public API for Visits and Visitors

We introduced a new set of public APIs which you can start using for your external systems which rely on or communicate with OfficeRnD. You can read our detailed documentation on Visits here and Visitors here.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• New Fees Import flow
• Exporting of Bookings’ Custom Properties
• Public API for Visits and Visitors

IMPROVED

• New UI for Filters across the platform
• Better Warning Messages for HubSpot Integration configuration problems

FIXES

• Floorplan export prints were sometimes with wrong labels
• Security groups for all systems the user is part of are shown when configuring SaltoKS integration
• Hotdesks were still visible in the Occupancy report when they are not available
• Exporting floorplans wasn’t exporting Occupancy and Availability and Resources
• Shouldn’t create a Visit without a visitor from the API (UI does not allow it)
• Add Invoice – allow generating of invoice with a negative total
• Editing ‘once’ credit coin seed wasn’t amending the credit amount
• Booking policy dialog was broken
• Visit/{visitId} wasn’t working
• Office membership was getting assigned to a desk because of member assignment
• Add Payment dialog wasn’t respecting changing the currency
• Stripe + Processing fees weren’t shown on the sign-up – they were calculated but not shown
• When trying to Add Benefits or Add Article the UI does wasn’t looking good
• Who and When information added to the Payment details were missing after the Members view redesign
• Exported data wasn’t correct when exporting companies/members with a custom property which name starts with a digit
• When adding a fee to a customer it wasn’t displayed before a refresh
• Bookings were getting canceled one minute earlier than what customers expect
• Changing the date of membership on signup wasn’t updating the UI properly
• The dates of most reports are offset when the viewer timezone is GMT -06:00
• Coins were incorrectly generated for previous months when editing a membership
• You could double-pay invoices with customer-level Add Payment functionality
• Opening a meeting room information on Public booking calendar was redirecting you to the login page

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

July 15th, 2019 Release

Many improvements, new features, and bug fixes are packed in the first July release of OfficeRnD and we can’t wait to tell you about them so keep on reading.

— TL;DR —

We released:

• Booking Summaries per Company
• Export the Manual Bill Run view / Pre-Bill Report in a PDF/CSV format
• Bookings’ and Extras’ cost property in email templates
• Exposed team/member/opportunity properties in the Zapier trigger

We improved:

• Big performance update improving greatly the speed of the platform
• Export of Companies/Members now includes more properties (location, billing address, etc.)
• “Add Fee” dialog in Community section now pre-selects the location based on the member selected

We Fixed:

• More than 35 bugs which were long due for termination

——

Booking Summaries

Booking summaries help you give your members a list of all of their bookings for a selected period of time quick and easy. Booking summaries also include all 0-priced bookings which members did with credits and/or other means. Which means often they can help you if a member wants to know how they exhausted their credits or something similar.

You have two ways of using Booking Summaries – downloading them as individual pdf files and/or send them to the member’s email address. Both of these options are available from Community -> Bookings. When clicking the action button “Booking Summary” it will generate the summaries for all companies with bookings in the current list you see. What this means is you can narrow down/filter for which companies you want the summary generated by selecting the correct filters.

As a part of this new feature, we introduced a filter per companies so it is even easier for you to select which summaries you want.

Export the Manual Bill Run View / Pre-Bill Report

Doing a final check on what you will bill in your monthly Bill Run is an essential part of the business processes of many coworking spaces. With this new feature, you will be able to export easily the invoices’ preview you are seeing on the screen.

You are able to export this view in both pdf and csv.

Bookings’ and Extras’ Cost Property

We heard from many coworking organizations that they want to include the price of a meeting room booking and the price of the extras purchased alongside the booking (if any) in the confirmation email OfficeRnD sends out.

The 3 different properties you can use are: [bookingPrice] – the fee only for the meeting room, [extraFees] – the price for the extras purchased, split per extras kinds and [totalPrice] – the sum of the booking and extras fees.

Performance Update

We did a very big change in the way the system works with the Companies and Member in the database that will influence performance greatly. The performance update will be felt all over the admin platform as all database calls regarding a company or a member are now optimized and will happen faster.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Booking Summaries per Company
• Export the Manual Bill Run view / Pre-Bill Report in a PDF/CSV format
• Bookings’ and Extras’ cost property in email templates
• Exposed team/member/opportunity properties in the Zapier trigger

IMPROVED

• Big performance update improving greatly the speed of the platform
• Export of Companies/Members now includes more properties (location, billing address, etc.)
• “Add Fee” dialog in Community section now pre-selects the location based on the member selected

FIXES

• “Reference” invoice property wasn’t showing the PO number for one-off fees, but only for memberships
• Bookings with credits weren’t sending an admin notification/email
• Last custom property in the list wasn’t synced to HubSpot
• The calendar wasn’t showing the Non-Active members’ cancellation policy
• Projected Revenue Account filter should have All accounts selected by default
• After setting a Due date and resetting it you weren’t seeing it in the UI for Invoice dialogue
• HubSpot sync was producing unnecessary updates to HubSpot in some configuration scenarios
• HubSpot sync was producing unnecessary updates to HubSpot when multi-select custom property values in RnD are mapped to the same property value in HubSpot
• Sometimes floorplan assigned resource to shapes wasn’t saved and shown
• A company with no name was breaking the sync with HubSpot
• When update T&C name it was removed from plans added to
• Members with the single name weren’t added to Brivo
• Failed/Refunded/Awaiting payments were added on Statements
• Voided invoices were shown on Statements
• Draft invoices were listed on Statements
• Plan terms were shown on Signup no matter that you are not purchasing that plan
• You can’t set empty value for mapping in CRM Integration
• You could map a single choice field to a multi-choice field in the CRM Integrations.
• CRM Integrations were allowing you to choose every field type for location mapping
• Stripe OAuth flow auto-connects logged-in Stripe users
• Adding several memberships that grant you coins sometimes adds it in different coins accounts
• Escape special symbols from invoice numbers
• Export of membership wasn’t working when filtered with Status in Period
• Credit notes amount wasn’t calculated correctly when generated from a discounted invoice
• Draft Invoices were creating late fees
• Couldn’t easily set a decimal price to one-off fees
• When merging teams with ValueCredits for different resource types, they are getting merged into the same credit account
• Edit booking summary was showing that a wrong fee would be created when you use coins
• Updating terms and conditions version causes a lot of updates and activity
• SaltoKS users weren’t correctly mapped by name
• Un-voiding an invoice was leaving its calculated properties in incorrect state
• Matching by name wasn’t working in some scenarios for door access integrations

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

June 19th, 2019 Release

Our second release for June has a few very cool new features and the usual load of improvements and fixes.

— TL;DR —

We released:

• Ability to Create Statements by Company/Member
• One-off Plans with Markup
• Brivo Door Access Integration (Beta)

We improved:

• Template Editor
• Keeping Track of Versions of Documents
• Management of the Default TAX Accounts

We Fixed:

• More than 25 bugs which were unwanted guests

——

Ability to Create Statements of Company/Member

Many spaces around the world use official documents to remind Companies/Members of invoices that have not yet been paid. These documents are often known as Statement of Account. Here in OfficeRnD, we are calling them Statement of Company/Member. With this new feature showing billings to and payments from the Company/Member during a specific time period, resulting in an ending balance is just a couple of clicks job.

The statement is usually a printed document, but because we live in a digital world through OfficeRnD you have the ability to both download a printable PDF file or send it to the Company’s/Member’s email address.

Both the PDF layout and the email with which it is sent are customizable through the Settings -> Templates page. As always, our customer success team is ready to help if you need help with template customization.

 

Statement of Company/Member can be found in the Invoices section of the individual Company/Member page in the Community section of OfficeRnD. The default period for which statements load is as far back as the last not Paid invoice, but at the same time, you can select a custom period you want to include in a statement.

 

One-off Plans with Markup

Offering a service provided by a 3rd party is something very common in coworking spaces. How usually spaces handle these services from a business standpoint is charging a set % on top of what the service costs them. For example, if you receive postage on behalf of your members and packages cost between 5 and 10 Euros for you, you might want to actually charge your members 10% on top of this.

The Markup feature allows you to set a % markup to one-off plans. In this way, each time when you create a fee from this plan it will be automatically marked-up with the desired %. For example, adding a 6.00 Euro fee from the above-mentioned scenario will result in an actual fee for 6.60 Euro.

This Markup amount is visible only to admins in the admin site. Companies/Members will not see this breakdown of the price in their invoices/documents.

Brivo Door Access Integration (Beta)

We released a native integration with Brivo door access system. Currently, this integration is in a Beta period and only few selected beta testers are able to activate and configure it. We expect Brivo to go out of Beta in the next 2-3 weeks.

Until then if you want to get ready for using the integration you can contact your Brivo support rep and obtain a Brivo API Key. This is something you will need in order to configure the integration once publicly available.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Ability to Create Statements by Company/Member
• One-off Plans with Markup
• Brivo Door Access Integration (Beta)

IMPROVED

• Template Editor
• Keeping Track of Versions of Documents
• Management of the Default TAX Accounts

FIXES

• Changing a custom property’s name was causing it to lose its value
• Update bill run invoice numbers to consecutive ones before generating the invoices
• Free booking in the future (+2 months from now) for customer with credits was with invalid status
• The setup fee was not shown on Contract dialogue, contract page or contract PDF
• Changing the Name of a custom permissions role was causing loss of permissions
• Assignments of offices and their office desks was throwing an error that the membership used for the office is already being used by the desk (no move-out date can be added)
• Manual bill run was not syncing invoices automatically when Accounting integration setting is Auto
• Confirmation e-mail sent for a booking that requires a check-in contained ‘undefined’ in its text
• Pay Now button in the email template wasn’t working
• When Italian or Danish are enabled and activated in the Portal the Welcome to Dashboard title wasn’t displaying the organization’s name
• In the Sign-up page, there was one visible </div> above the Credit Card input field
• Hubspot integration was duplicating teams, members, leads in certain cases
• Void invoices that are synced with Xero were getting into Sync Error state
• Could not manually set date in Date picker by typing in the date picker
• One Fees dialog was loading extremely slow
• Pay now from members portal was not sending receipts
• Rate discounts (amount) – when multiple, not all of them were listed
• HubSpot sync was failing when there was an incoming deal without a Stage
• Terminating a contract created before the introduction of Custom Contract Types was failing
• Adding a guest button was looking broken
• Recurring bookings in the future +3months were accounted as “Free” – no credits/coins

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

June 4th, 2019 Release

Our first release for June comes packed with new features, improvements, and fixes. There are so many things we want to tell you about, we are not sure a single blog post is enough 🙂

— TL;DR —

We released:

• Adding All Assignable Resources in Contracts
• Add Bulk Payment function

We improved:

• Exposed More Location Properties in the Email Templates
• Allow Manual Linking OfficeRnD member to Xero/QB contact

We Fixed:

• More than 15 bugs which are just a bad memory now

——

Adding All Assignable Resources in Contracts

Contracts are a vital part of OfficeRnD and they just became a lot whole better. With this release, you will be able to add all kinds of assignable resources to contracts and not only Private Offices as before.

To start adding all kinds of assignable resources to your contracts you should first go to Settings -> Platform -> Contracts tab and either customize an existing contract type or add a new one where you select the kinds of resources you want in the Primary or Secondary Items.

If you have any questions on this or how you should set it up we will be releasing an addition to our Contracts’ support article. Meanwhile, don’t hesitate to contact the support team if you have questions regarding this new feature.

Add Bulk Payment function

We know many times your clients are paying you multiple invoices via bank transfers or other methods and it is annoying if you have to go to each and manually add the payment. With this new feature “Add Payment” we are introducing a way for you to do this for multiple invoices at the same time.

All invoices in the dialog are sorted by issue date and the payment amount allocates automatically to the full due amount of each invoice from the oldest to the newest. You can of course manually change each allocation if you would like that.

Also, if your payment amount is larger than all the invoices this will automatically create an Overpayment at the bottom of the dialog.

This feature is available in each Company/Member invoices section and also in Billing -> Invoices. 

More Location Properties in the Email Templates

You can now use all default and custom properties of your locations in the email templates. In this way, you can greatly customize your booking, financial or general emails based on the location. For booking emails, the resource’s location will be used, for financial and general emails it will be the main location of the Company/Member.

 

 

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Adding All Assignable Resources in Contracts
• Add Bulk Payment function

IMPROVED

• Exposed More Location Properties in the Email Templates
• Allow Manual Linking OfficeRnD member to Xero/QB contact

FIXES

• Custom contract template pages were not displing available properties
• Occupancy report: the export file was not using the same number sequencing as in the platform
• QuickBooks authorization errors were not handled correctly
• VAT property was not shown in a summarized preset export of invoices
• Sometimes bookings were gеtting canceled immediately after sending the reminder email address
• Manual Bill-Run was not billing companies and members with property archivedAt even if its value is null
• Booking reminders cancellation link was not logging a user when logging the activity item
• Could not revert a default template associated with a contract to its original version
• Contract type default notice period is between 2 and 12 – should be between 1 and 12
• Billing/Overview Accounts was incorrect in some rare cases

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

May 27th, 2019 Release

Our late-May release is mainly focused on fixing known issues, bugs, stability, and performance. Alongside this, we have released a couple of new features and improvements to existing ones.

— TL;DR —

We released:

• Invoice Template: Summary by Account

We improved:

• Stripe Integration improvements
• The Resources Report improvements
• Custom Pages in the Members Portal

We Fixed:

• More than 15 bugs which are never coming back now

——

Invoice Template: Summary by Account

Many organizations need to modify their Invoice template so they can group line items by account. Also, a way to show totals by account which helps to make long invoices more readable.

With this feature, we are making both possible. What you need to do to use this new option is to edit your Invoice template to accommodate this. Of course, as always, our support team is here for you to help you do that. We also have a help article which will guide you how you can set up this if needed in your organization – you can read it here.

Stripe Integration Improvements

We improved the way you connect your Stripe account when activating the integration. Now, this happens only with you inputting your credentials, which is easier and faster than before.

We also improved the security of this integration moving to the latest Stripe requirements.

 

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Invoice Template: Summary by Account

IMPROVED

• Stripe Integration Improvements
• The Resources Report
• Custom Pages in the Members Portal

FIXES

• An edit button was wrongly available for terminated contracts
• The memberships/bookings export wasn’t respecting the checkbox selections made
• Changing the company for a booking accounted with coins wasn’t refunding them
• Merging companies was updating old bookings and sending emails to members
• Book from the calendar at the end of the day and change start/end dates could lead to confusion and booking for a day instead of hours
• Changing the period of an invoice after the issue date has been configured defaulted back to today’s date instead of preserving the initial Issue date selection
• Deletion of a plan which is used for generating processing fees was possible
• Users not successfully added to Salto PROAccess were marked as added in OfficeRnD
• Credits stop generating for memberships if its end date is removed
• Invoiced Revenue report does was not working when a customer is missing from an invoice
• Some invoices created in OfficeRnD through manual bill-run were not auto syncing to Xero
• If Xero API fails in the middle of a sync, the links to all invoices pushed to Xero were not saved
• Stripe payment details of companies were deleted after sync
• Kisi configuration dialog was listing only the first 10 groups
• When invoice numbers are generated from Accounting integration you could not complete the Manual Bill run
• Updating Members with Mobile Keys Sync Info was causing performance degradation

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

May 8th, 2019 Release

OfficeRnD has a release every other week so we are quite used to them but this one is quite special. We are releasing new features and improvements that will allow you to customize the platform even further and cover more of your business processes.

— TL;DR —

We released:

• Automatic Late Fees
• Custom Contract Types
• Advanced Email configurations
• Separate permission for allocating Credit Notes

We Fixed:

• More than 15 bugs which are gone for good

——

Automatic Late Fees

Late Fees are the next big thing that now OfficeRnD allows you to automate. Charging a small fee for overdue invoices has been an annoying manual process until now. With this new feature, you will be able to spend this time in improving your community and be with your members.

There are numerous scenarios for how coworking organizations use Late Fees and we tried to cover as many as we could with our new feature. There are two major options which will define how you will use this feature:
– Applying a Late Fee once a set amount of days after an invoice has become overdue
– Applying Late Fees daily until an invoice is overdue

 

There are more settings you can configure in your organization so this works exactly as your business needs:
– How many days after an overdue status of an invoice late fees should start to be generated is absolutely in your control by adjusting the number of days in  Settings -> Billing -> “We’ll generate late fees:” section.
– What percentage of the sub-total amount of the invoice (Total before TAX) the late fee should be.
– What the name of the generated late fees should be. This can be customized through the “Late fee item template” field on the bottom of the Settings -> Billing page.

All Late Fees generated will be invoiced with the next Bill Run (manual or automatic).

Custom Contract Types

License, Lease and Membership agreements were not the contract types your space uses or maybe these types are not the status quo in your region – this is not a problem anymore. With this release of OfficeRnD, you can create your own custom types and use them instead of the three types we had previously.

In each contract type, you create, you will be able to customize a few things:
– What is the “Name” of the type
– Is an “End Date” required or not for this type
– What should be the “Default Notice Period”
– “Primary and Secondary Items” – this is a new concept in OfficeRnD and it will help you cover more complex contract scenarios. E.g. If you have an “Approval process” activated but you want it to respect only certain kind of items in your contract type, these kinds of items should be selected in the “Primary Items”. Items that should not be respected by the “Approval process” should be in the “Secondary Items”
– What “Documents” which should be appended by default to this type of contracts. E.g. The Terms&Conditions for this type of contract.
– What the default “Contract Template” for this contract type should be

Once you create your needed contract types you will see them in a table under Settings -> Platform -> Contracts tab -> Contract Types section. From there you can manage, duplicate, delete and enable/disable each of the types you have created. Only enabled types will be visible when adding new contracts.

 

Advanced Email configurations

Coworking spaces in which different managers are responsible for different departments (booking, finance, etc.) often having just single “From” or “Reply-To” email per location just doesn’t cut it. This is why we allowed organizations in OfficeRnD having different “From” and “Reply-To” email properties for 3 different groups of emails per location – booking related email, finance related emails, and general admin emails.

On top of that, we allowed you Cc and Bcc the admin notifications for these groups of email, again per group, per location. In this way, you can keep somebody posted, archive email, etc. without making these email addresses visible.

If you don’t want to do this configuration per location you can do it globally for your organization in Settings -> My Account -> Emails tab. Also, it is worth mentioning the Cc field from Settings -> Billing, which was used to Cc people on sent invoices no longer exists. Instead, you can use the Cc or Bcc field in the Financial category of your global or location settings.

 

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Automatic Late Fees
• Custom Contract Types
• Advanced Email configurations
• Separate permission for allocating Credit Notes

FIXES

• Add/Delete Payment detail was not adding to the Activity Log
• Fixed console errors in the application
• Fixed errors when importing members/ bookings/ etc.
• Allowed setting Due Date before the Issue date in Manual Bill run
• Occupancy report (Occupied Desks and Occupied Desk Rate) was not accurate when you have occupied children
• Fees with identical names were causing the import to be incorrect
• Multi-currency was not working for credit notes
• Multi-currency was not working for overpayments
• Inconsistent behavior in manual bill run date pickers
• One-off fees import was throwing an error if no email is provided, despite it being optional
• Adding an existing One-off to an invoice was not getting the correct Tax
• Google Sign In button was not working for admin login
• Members Portal bookings history wasn’t showing up

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

April 24th, 2019 Release

We wanted to end April strong so we are releasing a few really exciting features and the usual bucket with fixes for known bugs. You can read all about this new stuff in OfficeRnD below.

— TL;DR —

We released:

• Custom properties for bookings
• TAX Policies – a way to customize TAX rates per location
• “Add Fee” button in Community -> Fees section

We Fixed:

• More than 15 bugs which nobody will miss

——

Custom Properties for Bookings

We are constantly adding new ways in which you can setup OfficeRnD as close to your business model as possible. Custom properties play an essential role in this effort because every organization has its own needs and information that go with each entity.

With this release, Bookings are one more entity you can customize. And because we know not all bookable resources are the same and not all of them need the same properties we have allowed you to assign them per Resource Rate. Resource Rate is something similar resources share so it is most probably true that they also need to share the same properties.

You can create and assign the new Bookings’ custom properties from Settings -> Custom Properties similarly to all other ones you are already familiar to. The only difference is once you select a certain custom property should work for Bookings you will see one more multi-select field in which you will have to specify the Resource Rates for which it should be respected.

TAX Policies

This new feature allows greater flexibility of what taxes you apply per different location. We know about many EU organizations which have locations in more than one country and need to have different tax rates applied to invoices depending on that but at the same time, there are many other reasons around the world because of which you might need/want to use this.

Back to the example with the EU organizations which until now had to duplicate all of their memberships, plans, and accounts and use the appropriate copy of each to be able to tax different locations differently. Although this was working just fine it was creating many inconveniences like multiple copies of memberships and plans, harder reporting per account because of duplications, etc. Now with the new TAX Policies, you can assign different TAX per account per location.

You can find TAX Policies under Settings -> Billing -> TAX Rates tab. After creating one you should go to Space -> Locations -> Edit location -> Billing Details tab and select the TAX Policy you want to use for this location. Once chosen everything going to an account will have the TAX set from the TAX Policy you selected.

If a location doesn’t have a TAX Policy specifically selected it will use the “default” one which is just the TAXes set in the Accounts settings which haven’t changed and this is how the system has been working for a while now. Also if you don’t need TAX Policies and haven’t created any you want to notice any changes what so ever.

“Add Fee” in Community -> Fees

This is a very small new thing but it will have a great impact on organizations which add fees manually on a regular basis. Quickly adding fees without going into a certain member is a very powerful thing if you are let’s say on the reception and you need to add a fee for a different member every few minutes.

Now you can find a button “Add Fee” at the top of the Community -> Fees section. It will open a dialog you are very familiar to from “Add Fee” inside a selected member. The only difference is now the Member/Company you want to add the fee for won’t be pre-selected.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Custom properties for bookings
• TAX Policies – a way to customize TAX per location
• “Add Fee” button in Community -> Fees section

FIXES

• Reset password link was working even after successful password reset
• Custom property dates were offset  by “-1” day when inputted from the Sign-Up page
• Renamed ‘Billing date’ to ‘Billing Period Start’ setting in Settings -> Billing
• Check-out API was disregarding the office properties
• Re-account Bookings Schedule was slow and was causing a heavy load on the server
• It is not technically possible to download Credit notes from Quickbooks and the link to do so should be disabled
• Visits (from bookings) were deleted on every 1st day of the month
• Phone location detection was always calling the service and the phone codes were always registered as from the USA
• Browsers were stuck when navigating in Community and you have a lot of memberships
• Location property was not working if set in Member Feedback email templates
• Admin Community -> Members or Users was not opening Active member but All members
• Kisi integration was sometimes returning 0 active keys when in fact there are more than 0
• The new releases RSS feed wasn’t loading
• The Salto Config Dialog was showing ‘Loading SaltoKS Configuration’ title instead of ‘Loading Salto Configuration’

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

April 10th, 2019 Release

To kick start April we are releasing a few new features, performance improvement and fixes for known bugs. You can read about all about this new stuff in OfficeRnD below.

— TL;DR —

We released:

• Ability to manually mark an invoice as sent
• More customization options for the spacings and margins of contract templates
• Ability to display the Deposit Held property in the contract templates
• Few more items 🙂

We Improved:

• An internal architecture improvement which allows faster load time of members and companies
• We started using a new OAuth server for authenticating security tokens which will help us make the integrations better and more secure

We Fixed:

• More than 20 bugs which will no more scare you in the dark

——

Mark Invoice as Sent

Often first ever invoice for a client are sent manually because the communication stream is still through personal emails and not OfficeRnD. This was leaving the Invoices in OfficeRnD with status “Not Sent” and the only way to remove this annoying red label was to Send them which was generating duplications.

With the new button “Mark as Sent” which is available for both mass action in the invoices list and inside single invoice view you can change the Send status of the document without actually sending it.

 

This feature is also available for Credit Notes so you can cover similar situations bot only regarding invoices.

Spacings and Margins of Contract Templates

This feature allows you to customize the page layout of your contracts and make them even better represent your organization.

Using the four Margin fields for each side of the page will customize what will be the whitespace between the edge of the paper and the body of the text. This feature will not only allow you to further design your contracts but will also allow you to fit more text on each page if you lower the margins.

Header and Footer Spacing fields play the same role as margins but are specific to adjusting the whitespace between the body of the text and the header and footer. If you want more space between different sections of the contract, this option will help you.

 

Display the Deposit Held in Contract Templates

Many times your organization will have multiple contracts with a single member/company and you will want to include details from previous contracts in the new ones. Such information would be the deposit you already keep from previous contracts with the same member.

With this release of OfficeRnD, you will be able to use the property Previous Deposit Held (contract.previousDepositHeld) which will dynamically include in the generated PDF the amount of invoiced deposit which is not yet returned/refunded from the previous contract with this member.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Ability to manually mark an invoice as sent
• More customization options for the spacings and margins of contract templates
• Ability to display the Deposit Held property in the contract templates

IMPROVEMENTS

• An internal architecture improvement which allows faster load time of members and companies
• We started using a new OAuth server for authenticating security tokens which will help us make the integrations better and more secure

FIXES

• Fix wording on Settings/Community
• Contract stage change emails were sent even for suspended accounts and you can’t stop them
• When a contract created without a 2nd step, a period for the 2nd step is created with $0 price
• Booking Occurrences performance degraded
• Editing a contract termination reason was creating a new reason and you cannot remove either
• Selecting to pay for more than 1 month in a prorated invoice wasn’t calculated properly
• The Total metric in the Invoiced Revenue Report was calculated not optimally
• Only teammates could see the Floors dropdown filter on Member portal
• SaltoKS V2 check-ins weren’t synced to OfficeRnD properly
• Contract dates were broken when calling the ‘summary’ API endpoint
• Header and footer text wrongfully displayed on the invoice templates page
• Custom property number field wasn’t able to be set to a decimal value from the UI
• Could not delete properties from Company and Member from admin site
• When generating an invoice for fees and memberships and billing cycle is “Separate”, the fees didn’t get included
• One-off with Bill in advance option enabled could not be invoiced from Add Invoice dialogue if the correct period was not selected
• Edit invoice and existing fee did not select the correct Billing/Account and was setting the default one-off’s account
• Automatic Bill run was skipping one month when “Generate invoice before” was more than 30 days (e.g. 31 or 32 days)
• Xero integration could not be set to automatic

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

March 28th, 2019 Release

Our second release for March is a great mix of new features, improvements and bug fixes and is another step towards making OfficeRnD even greater product.

— TL;DR —

We released:

• Ability to display page numbers on the contracts
• More customization options for the Add/Edit forms for Company/Member in the admin site
• Ability to discount all rates in a resource rate
• Ability to allow only billing/contact persons from specific companies to create bookings
• New Resources report
• Few more items 🙂

We Improved:

• Many performance improvements and we are also working on many more. We are continuously working on making the platform as light and fast as possible
• We greatly improved the manual bill run, while keeping the changes on your end to very small details

We Fixed:

• More than 25 bugs that were annoying everybody

——

Page Numbers in Contracts

Many organizations have the need to display the page number of a contract in different formats because of various reasons – legal, internal, preference, etc.

With this release of OfficeRnD, we introduce Header and Footer options in contract templates which will allow you to include a page number or other information aligned left, right or center at the top and/or bottom of each contract page.

The two properties you can use to define the format of the page numbering for your contract templates are: {{currentPage}} which will visualize the current page number on each page and the {{totalPages}} one which will display the total number of pages in this contract.

At the same time, you can use each of the six positions (left, right or center at the top and bottom) to include static information of your preference – e.g. company name, year/date, etc.

Add/Edit forms for Company/Member in the admin site

If it is important for you to make sure you capture all the needed information for each Company or Member created in OfficeRnD, for sure at some point you wanted to make some fields in the Add/Edit Company/Members forms required so the community managers in your organization won’t miss them.

Exactly for such cases, we made it possible to mark all default or custom properties in these forms as required. Alongside this, we made it possible to organize the fields in the tabs to your preferences – no more all custom properties in the general tab 😛

You can model these forms in Settings -> Forms -> Advanced Forms tab.

Discount All Rates in a Resource Rate

Until now OfficeRnD allowed discounting only two kinds of rates in each resource rate – the hour and the daily ones. With this release, you will be able to discount all kinds of rates that can be defined in the platform, both with percentage and amount discount.

This gives advanced flexibility in your discount options and it is something which will help you model your prices to perfection.

 

 

Resources Report

A new report is now available in OfficeRnD – Resources Report. This will help any coworking manager to better track the resources in their organization and to quickly spot and analyze trends.

The new report will work with 7 data metrics:

• Desks – The size of the resource in number of desks. If a size is not applied, the value indicates the number of desks created as children of the resource.
• Occupied Desks – For assignable resources, this value shows the total number of assigned memberships at the beginning of the month. For non-assignable resources, the value shows the total number of active memberships active at the beginning of the month.
• Memberships – For assignable resources, this value shows the total number of assigned memberships. For non-assignable resources, the value shows the total number of active memberships.
• Occupancy – The occupancy rate of the resource type based on all corresponding memberships active at the beginning of the month.
• Revenue Occupancy – How the revenue compares to the target revenue for this resource type.
• Revenue – The revenue generated by memberships associated with this resource type. This revenue is prorated based on the memberships start and end dates.
• Target – The total revenue target for this resource type. This value is prorated based on resources availability.

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• Page numbers on the contracts
• Customization options for the Add/Edit forms for Company/Member in the admin site
• Discount all rates in a resource rate
• Ability to allow only billing/contact persons from specific companies to create bookings
• New Resources report
• Ability to display contract IDs on each line item in invoices

IMPROVEMENTS

• Multiple performance improvements making the OfficeRnD platform faster and more resilient
• We greatly improved the manual bill run, while keeping the changes on your end to very small details

FIXES

• You could end up with a One-off/Membership plan that has no ‘Type’ in the UI if you deselect “Primary” or “Can Assing” from resource type
• Cancellation policy should not be shown on members portal for rooms that do not have Rate or Price is 0
• Removing a member from a company with an assigned membership could cause double invoicing
• Custom resources size (when is 0 or null) was calculated as 1 from Dashboard/Space growth but as 0 on Space/Location
• Plan deposit was not automatically calculated (based on activated price:deposit ratio in the plan) when predefined Discount is added
• Recurring bookings weren’t  deleted/edited/canceled properly in the Google Calendar
• Backdated contracts weren’t generating their Deposit
• Imported Bookings weren’t accounted
• Hubspot sync – If you have spaces in the First or Last name – sync was removing part of the name
• Finland (europe-north1) availability zone was missing in IronWiFi
• Overpayments from a customer that is not part of OfficeRnD was breaking the sync
• Importing Companies and Members was sometimes crashing
• Automatic bill run issue was taken from the ‘Automatically generate invoices’ not from Issue date when a customer does not have a start date
• Max duration for bookings (cancellation policy) wasn’t on the members portal
• You can sign a contract multiple times thus creating multiple memberships
• Contact person of a company wasn’t able to edit entire team bookings
• Changing the location wasn’t filtering all custom resources properly
• Companies or members with the same emails address are mapped wrongly in payment provider and PD for different email are deleted
• Canceled bookings were sending a reminder (check-in reminder) and appear on the dashboard
• Different business hours could not be applied to different locations
• Hubspot sync from Hubspot – wasn’t overriding the value of an already edited entity in RnD
• When selecting a specific one-off fee to be deleted, the delete button was counting all of the existing fees and deletes them all
• When assigning membership to a desk, you can select assigned memberships if they don’t have an end date
• The new invoice date filter wasn’t working properly
• Floorplan export wasn’t working
• The number fields in Settings/Billing/Tax Rates should allow you to enter tax with more than 2 points after the decimal point

 

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

March 11th, 2019 Release

March comes with a big bag of awesome new integrations, features, internal improvements and bug fixes. All of these are highlighted in this post and we are more than sure you will enjoy all of them.

— TL;DR —

We released:

• HubSpot Integration
• Forte Payment Gateway Integration
• Place Payment Gateway Integration
• Few more cool stuff

We Improved:

• Released many performance improvements and we are also working on many more. Our dedication to making the platform as light and fast as possible is strong as ever.

We Fixed:

• More than 40 bugs that were making your life harder than it should be

——

HubSpot CRM Integration

We are thrilled to bring the power of one of the most widely used CRM platforms to OfficeRnD. HubSpot lets you fill your CRM with website visitors through lead flows and collected forms tools. With this integration, you can quickly sync these leads to OfficeRnD and vice versa, thus saving you time and streamlining the communication between your sales and operation teams.

HubSpot integration can be Activated and Configured through Settings -> Integrations and you can start syncing information from your CRM to standard and custom properties of OfficeRnD’s Members, Companies and Opportunities.

The configuration of the integration acts as an interpreter between OfficeRnD and HubSpot. Depending on how you set up the mappings in the integration you can define which team changes should take precedence. As an example, when the sales team moves a deal between its different stages, the properties of that deal should always override the settings of the corresponding opportunity in OfficeRnD, which is why the direction of the mapping should be one-way – from HubSpot to OfficeRnD.

And because OfficeRnD is native to multiple locations our integration with HubSpot is also easy to set up with multiple locations. In the locations mapping section, you need to specify the property that defines which HubSpot companies and contacts should be synced to the different locations in OfficeRnD and you are good to go.

There are tons of opportunities emerging from this integration and because we know you will be eager to try it out we have published a detailed article here helping you configure your sync.

Forte and Placepay payment gateways

We are introducing two new options for payment gateways integrations – Forte and Placepay. They are an addition to our ever-growing list of payment providers OfficeRnD integrates with.

Both of these new integrations enable your members to pay for services and memberships directly from OfficeRnD using a Credit Card or ACH transactions. We also support multi-location with both so you can connect each location you have to a separate account and differentiate the bank accounts collecting the memberships fees.

 

Filtering Invoices by Date

We heard from many of you that filtering the invoices list in Billing -> Invoices only by month is just not enough. This is why today we are introducing a new selector which will help you filter your invoices from/to specific dates.

We are also planning to introduce this in the Companies and Members view pages but this will come with the re-do of these views which is coming soon ( Shhh….this is a secret 😛 )

 

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• HubSpot CRM native integration
• Forte payment gateway integration
• Placepay payment gateway integration
• Ability to filter the invoices list in Billing -> Invoices by date
• Permission settings for Detach invoices, Read/Generate/Send receipts
• Ability to apply a discount after changing the price of memberships with price override
• Auto-select country code for phone fields depending on the space country

IMPROVEMENTS

• Multiple performance improvements making the OfficeRnD platform faster and more resilient
• Update of the iOS mobile apps to the newest Apple Store requirements

FIXES

• The platform’s Calendar was displaying resources which are not available.
• Meeting room availability option wasn’t working with future start/end dates
• Non-member (contact users) had a wrong view of the calendar for all members
• When exporting (selecting) fees, you had to scroll down at the bottom so you can tick and export the whole list.
• Custom pages – External page tokens for Company weren’t populated
• Adding a new member to an active company was setting their status to “Contact”
• The Help article link in the configure integration popup wasn’t working
• The ACH hyperlink to the article in the settings window for payment integrations wasn’t working
• Custom roles were unable to Add/Edit Benefits and How to Guides
• It was possible to create a membership without a start date through the API
• Calendar’s Week view’s arrows  weren’t working as expected
• Changing user permissions was taking effect only after the user logs out/in
• Users weren’t logged out from other sessions (tokens) when changing a password.
• The Admin dialogue for booking a meeting room was always resolving the booking policy by the status of the admin, not the Company/Member status
• Bookings weren’t seen in Day view in the calendar – when organization and meeting room had 12 hours difference in Timezone settings
• Search option in Community/Members wasn’t properly filtering the members when using tags as search words
• Members Portal – searching by member/company Tag wasn’t working
• Companies with tags weren’t appearing in the search field of the Members Portal
• Personal Memberships weren’t showing in the Member Portal
• Custom properties filter in Members report wasn’t working
• Optimize Google API calls when synchronizing bookings
• Calendar’s Daily bookings weren’t visible due to Timezone issues
• Checking in for an occurrence of a recurring booking using the Tablet App was creating a check-in with a wrong period
• Slack configuration wasn’t being saved
• Xero sync behavior wasn’t being changed in the UI
• Email templates were always showing 2018 in the footer
• Plans unique code validation was working only after refresh
• Number of members on the list of companies included “formers” (as well as when you open the company)
• Billing flows for Custom properties and Non-Active members weren’t working
• Bookings from Monday till Friday counted as 4 days instead of 5
• When you bill by Member Start date and have a different bill date for company and company’s members – automatic bill run was creating personal invoices
• Automated check-ins from Kisi weren’t working correctly
• Multi-currency is wasn’t handled well for some Payment Gateways
• Calendar filter under Community -> Bookings wasn’t filtering as expected.
• Community -> Bookings filter by start and end date was showing more bookings than expected
• The Tablet App wasn’t respecting the Admin sessions
• Required custom property Multi-Select wasn’t allowing you to continue to signup
• Pulling charges from an external accounting wasn’t removing deleted charges

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

February 7th, 2019 Release

The early February release of OfficeRnD is a big one – we have focused on improving the meeting room experience, more multi-currency options, and many other new features and minor fixes you can read about in this blog post.

Booking Reminders and Required Check-in

Meeting rooms are in the core of every coworking space. Booked and not used rooms is one of the biggest pains of every Community Manager. With this release of OfficeRnD, you will have two new options helping greatly with situations like this – “Booking Reminders” and “Required Check-Ins”.

“Booking reminders” will allow you to send an email reminder set amount of minutes before each meeting to its organizer. In this way, members will be less likely to forget or miss a booking unintentionally.

If reminders alone are not enough for you, now you will be able to activate a “Required Check-In” option in the booking policies. Every booking created under the policy will need a member to manually check-in within a set amount of minutes after its start because otherwise the room will be released and set as “Available”. Members can check-in in a couple of ways:

• Each booking owner will receive a booking reminder (if not disabled) set amount of minutes before the booking’s start. In this email, there will be options for “Check-in” or “Cancelation”. Standard cancelation policies apply after manual or automatic cancelation.
• On the “RnD Rooms” App screen connected to the specific room, a “Check-in” button will appear after the start of each booking made with the required check-in.

In order to enable the “Booking Reminders” and/or “Required Check-In” policy you should go to Settings-> Platform -> Calendar&Bookings and Add or Edit a Booking policy

Set Default Currency per Member

A couple of releases back we released the first multi-currency options in OfficeRnD. Since then we are constantly introducing improvements and new features on top of what we already have.

This release we are ready with something really interesting. Now you will be able to set a default currency for each member/company and when issuing financial documents for them (invoices, credit notes, etc.) they will be automatically generated with that preference in mind – no need to select the wanted currency every time.

To set the default currency for a specific member/company: firstly, make sure your organization has the Multi-Currency option enabled (Settings -> Billing), that you have added the currencies and the conversion rates you want to use and then you will find the option under “Edit” of Billing Details of specific member/company.

Members report

We are constantly trying to add new and new reports to our platform because we know how important they are for Coworking spaces. We are happy to say we have released one of the most highly requested reports – Members Report.

 

 

The report has 5 sections, and each gives you useful information:

• New members – shows you how many net new members you have in a specific month of the selected period
• Lost members – shows you how many members moved to “Former” status in a specific month of the selected period
• Active members – show you how many members with status “Active” there were during a specific month of the selected period. This data will also include members who have been “Active” for only a part of the month and then lost, meaning all Lost Members during a month will be also counted in the “Active members” pool of this month.
• Net New/Churned Members – shows you the “New members” minus “Lost members.
• Net Growth – show you the percentage difference of how many members you had in a specific month of the selected period compared to the previous to it month

Following is the list with all changes and updates included in this release of OfficeRnD:

NEW

• “Booking reminders” and “Required Check-Ins” for bookings
• Default Currency per Member
• New Members Report
• Ability to disable the Billing tabs (as well as individual sub-tabs) in the Members Portal
• Wider choice of “Period Start” and “Pay For” options when generating invoices through the “Add Invoice” dialog
• Ability to add custom properties for one-off fees
• Ability to fix the deposit amount (for all kinds of plans) to the plan’s price in the selected ratio
• Beta version of native HubSpot integration (There will be more information on this in our next release)

IMPROVEMENTS

• Improvements in three of the Payment Gateway integrations – Authorize.net, Braintree, CardConnect

FIXES

• Booking credits were not restored when the “End Date” of membership is removed
• Editing or Canceling recurrent booking that is synced with Google was throwing an error
• When assigning a member with an existing membership to a Private office desk it was failing
• Dashboard bookings report endpoint was throwing error 500
• Center managers were not able to delete Benefits and How to Guides (everything under Collaboration menu)
• Custom properties filter was not working if you have 2 select (multi-select) custom properties
• Custom properties filter (select and multi-select properties) after an update was not showing the correct values
• Updating a direct debit charge status was resulting in a failure when external services are missing
• Value credits for memberships starting in the future were incorrectly generated until the start date of the membership
• Re-accounting of recurrent booking that used hourly credits and value credits (coins) was not working as expected
• Void Billing permission without Edit permission was not working
• Custom permission was remaining to the Teammate after you downgrade his role to Viewer\Receptionist

We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.

January 18th, 2019 Release

2019 has already started and here at OfficeRnD, we are already working hard at adding new features and improving existing ones. The first release for the year brings many new and exciting things ranging from Overpayments syncing from Xero and New filter and utility functions in templates to minor fixes of the Weekly reports and the Memberships filters.

Sync Overpayments from Xero

Working closely with our clients showed in most cases Overpayments originate in the accounting systems and often Space Managers/Operators working in the OfficeRnD platform don’t understand such have been created.

In order to prevent mistakes and lost overpayments, we developed a sync between Xero and OfficeRnD where once every 6 hours OfficeRnD will pull new information about overpayments from Xero and if there are new/updated overpayments they will be also created/updated in the Billing -> Invoice section of OfficeRnD.

In order to enable Overpayments sync from Xero you should go to Settings -> Integrations -> Xero -> Configure and mark the checkbox of “Pull overpayments automatically” in the tab “General”.

 

Note: Overpayments originating from Xero will not be editable and voidable in OfficeRnD. Each Overpayment will have a “Source” property where users can see where the origin of the document is. 

 

“RnD Rooms” App Customizations

The ability to choose the colors for the “Available” and “Occupied” statuses in the RnD Rooms app is a very important part of the branding of each office space.

Now, if you use the “RnD Rooms” app, you will find the option to customize the “Available” and “Occupied” colors, the logo and whether you want to show or hide the room price in Settings -> Apps -> Theme under the “Meeting Rooms Tablet View” section.

 

Status History of Members and Companies

With this release, OfficeRnD Managers/Operators will have the ability to see the Status History of all companies and members in the system.

Next to the current status tag of each company and member, now a small clock-like-looking icon can be found. Clicking on this icon will open a pop-up with the Status History information which contains a line for each status change this entity has gone through specifying: the status, the time period for which this status was current and the activity which triggered the change to this status.

 

NEW

• OfficeRnD is syncing overpayments originating from Xero
• New filters and utility functions for templates
• “RnD Rooms” App customizations
• Ability to see the status history of Members and Companies
• Re-accounting of bookings option when editing coins

IMPROVEMENTS

• Enabled editing and deleting coin seeds
• Updated the IronWiFi integration to facilitate the latest API changes

FIXES

• Could not generate and export invoices with 100% discount/$0 value
• Occupied Desks in Occupancy report respected only Private office size, and not the desks with parent Private Office
• Deleting a member that is a Teammate leaves it as No Name/No Location in Teammates grid
• Invoices with Total amount of $0 could not be downloaded
• Resource deposit cannot be removed when the target plan has a deposit
• Custom admin permissions were not allowing the admin to send receipts
• Remove portal permissions when a member profile is deleted
• Memberships filter by Plan Type was showing the type not the name of the Resource
• Users/Check-ins dashboard list doesn’t get filtered by member status
• Member portal – Benefit cards are not ordered ok when there is not enough space
• Membership with invalid Plan (the plan is removed for that location) makes the Membership list not to load
• All KPIs were missing for Draft locations
• Weekly reports were not sent if there was an already deleted teammate
• Member portal session was only 24 hours
• Adding an opportunity to a team was not changing the member statuses accordingly
• Filter by valid payment ID in the Public Charges API throws error 500

We are already working on many new key features and improvements related to ‘Multi-currency invoicing‘, ‘Members portal’, stability, performance, and many more.