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New Feature Releases - Week of 19 Jan, 2026

New tools and reports, bulk actions, and other improvements to help you close the books with confidence.

Updated over a week ago

🤩 New Tools & Reports

  • Quick Learning Guides: Access help articles by topic, including a new Month-End Checklist that provides a step-by-step guide to bank reconciliations and owner statements. Help article

  • Balance Sheet Report: Review your assets and liabilities by month, quarter, or year, and easily drill down into each account. Help article

  • Owner Statement Summaries Report: Quickly pull a consolidated report of each owner's activity for the year. Help article

  • Pro Rata Nights: Display the number of nights included in the current reporting period on owner statements when revenue is reported on a pro-rata basis. Help article

🧰 Increase Efficiency with Bulk Actions

  • Select and export Owner Statements and PM Statements in bulk. Help article

  • Transfers: Delete or update the payout date of selected transfers. Help article

  • Owners: Delete, enable or archive selected owners. Help article

  • Vendors: Delete, enable or archive selected vendors. Help article

  • Expenses: Delete or refresh journal entries on selected expenses. Help article

  • Deposits: Update the status, update the bank account, remove, or refresh journal entries on selected deposits. Help article

  • Reservations: Refetch reservations or refresh journal entries on selected reservations. Help article

  • Fees & Commissions: Remove or update beginning and ending effective dates on selected listings in bulk. Help article

⚡ Other Improvements for a Smoother Month-End

  • Listings table updates make it easy to see a quick overview of ownership, business model, and fee templates applied to each listing. Help article

  • Sort unmatched bank records by age (oldest / newest) or amount (lowest / highest) on the reconciliation tab. Help article

  • Use the search function to select multiple transactions when finding matches for bank reconciliation. Help article

  • Filter Reservations by Business Model. Help article

  • Use the date dropdown to easily toggle between months from the Owner Statement editor. Help article

  • Edit expense descriptions on owner statements for clearer reporting. Help article

  • Edit lines on expense transactions when other expense lines are locked. Help article

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