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New Feature Releases - Week of 29 June, 2026 (VRTrust)

Smarter bank reconciliation, more flexible owner statements, new integrations, and more

🏦 Reconciliation & Banking

  • Better Traceability on Unmatched Bank Records
    Drill down into pre-filtered transaction views for unmatched and uncleared items, with new Paid At, Matched Bank Record Date, and Reconciliation filters. Learn more

  • Zero-Dollar Fee Conditions
    Fee conditions can now use "More than $0.00" as a threshold, making it easy to exclude zero-dollar reservations from fee calculations. Learn more

  • Import Listing Opening Balances CSV Template

    The CSV template for importing listing opening balances now automatically populates the listings and listing IDs specific to the user. Learn more

  • Filter by Last Month

    A "Last Month" date filter preset is now available across tables and reports — a more precise alternative to "Last 30 days." Learn more


📊 Statements & Owner Financials

  • Owner Statement Drill Down
    Statement totals and subtotals are now clickable, so users can see the underlying general ledger activity. Learn more

  • Edit Owner Statement Settings

    Display an address or email on owner statements that differs from your default settings. Learn more

  • Allow Editing on Owner Payout Descriptions and Amounts
    Edit owner payout descriptions and amounts on statements (except for locked payouts). Learn more

  • Owner Statement Summary Search
    Search the owner statement summary overview table by owner or listing. Learn more

  • Owner Payout Label Update
    Labels throughout the system have been updated from "Transfers" to "Payouts" for clarity. Learn more


🔌 Integrations

  • New VRTrust MCP
    Model Context Protocol (MCP) support is now available for VRTrust, enabling AI agents to query and interact with VRTrust data directly. Learn more

  • Hostex Integration
    VRTrust now integrates with Hostex, giving users the ability to connect their operations and accounting workflows. Learn more

  • Calendar Blocking — Hospitable & Hostaway
    Calendar blocking is now available for Hospitable and Hostaway users. Learn more

  • Simplified PMS Migrations

    VRTrust now supports a clear cutover workflow for property managers switching from one property management system to another. Learn more


✨ UI Enhancements

  • The Trust Reconciliation by Listing and Trust Reconciliation reports now flag non-zero owner balance rows where the related ownership ended or was marked inactive. Learn more

  • The GL Detail report now includes a contact/vendor filter for more targeted lookups. Learn more

  • Users can filter by Amount in the Bank Account transactions tab, including negative amounts. Learn more

  • Owner viewers can manage their monthly statement notification preferences. Learn more

  • PM users previewing an owner's portal can view general settings as read-only and see warnings when actions are disabled. Learn more

  • A tooltip now indicates when the Balance Start value on an owner statement originates from listing opening balances settings. Learn more

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