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July 15th, 2019 Release

Jul 16, 2019 ∙ 4 mins read
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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.