Version 22.0060 July 8, 2022

1. NYC 2022 Renewal Form: Added the official RTP8 (7/22) form released by the DHCR.

2. PDF Settings: Set all pdf default settings to Lock off. User must check the box to turn on the lock.

3. Cash Disbursements Report: Added html links into the pdf export for Avid Exchange invoices.

4. DHCR Export: Removed the requirement for an address suffix and made it optional.

5. Vendor Search: Fixed an issue with the vendor search during the add a check program.

6. Reports Menu - Tenant Statement Report: Added to the Reports Menu - Tenant Statement Report – additional tenant statement types.

7. Template Letters Field List: Added a sort function for description or field name.

8. Return Check Letter: Added a template letter selection, by property, for this letter. The selector in on the Property Menu – Return Check Letter. The default template letter is named Return Check. You can modify the existing template or add new templates.

Version 22.0055 June 13, 2022

 1. Renewal Update: Fixed an error in the Renewal Update (a/k/a Renewal Wizard) program for Guideline renewals with 1 year renewals starting July 1, 2022.

2. Lease Expiring Spreadsheet: Added Renewal Templates to the document list.

3. Combined Menu: Added a flashing color option to the combined menu button on the reports menu. Color settings access is in More Utilities – Main Form Colors.

4. Batch Notice PDF attachments: Fixed an issue with attachments not saving in Tenant letters.

5. Management Menu Work Order Tab: Fixed an issue with the Location selection button.

6. Avid Exchange: Added the ability to view URL invoices across vendors and years.

7. Journal Entries: Added the ability to have comments to documents attached to journal entries.

Version 22.0045 May 11, 2022

 1. Annual Registration: Revised the diagnostic report to account for the changes to the renewal guidelines.

2. Applicant Registration Info: Updated this area of the program to reflect changes in the New York Rent Stabilization Law. Using this data you can create the Rent Stabilization Rider from the pdf template. This template was also updated.

3. Floor Plans: Added additional features to Apartment Letters. A floor plan filter was added so that you have the option to include a link to the floor plan letters on the main tenant screen. To enable the link on the tenant screen, go to more utilities – floor plans.

4. Letters: Added the option for a letter to access a web address. Currently, letters can only access documents on your computer. To enter a web address link, use the Scan/Link/Inject a file button, select the WEB selector, enter a screen name and then enter (or copy/paste) the web address. If your letter is an email link, then sending an email from RIS will send the link to the email addressee.

5. Sales Tax Program: Added a feature to automatically add a sales tax charge when posting rents. This must be initialized in the Charge Code setup as well as in the property setup.

6. Tenant Statements: Fixed issue with start/end date in tenant statements.

7. RPIE: Replace the residential spreadsheet export with the changes required by the Department of Finance. Also added an option to export a commercial rent roll spreadsheet.

8. Vendor Information: Added additional fields to select when copying vendor update information across companies.

9. Letters Path Issue: Added a search feature to locate misplaced linked letters, especially needed when the path contains a link to a changed drive letter.

Version 22.0026 March 1, 2022

 1. Renewal Lease Printing: Major improvements were made to all of the Renewal Lease printing functions, including for one tenant, batch processing and the new spreadsheet processing program to supplement the January 12, 2022 enhancements.

2. RPIE Excel Worksheet: Added an export for the commercial worksheet.

3. Chase Positive Pay: Added a combined file export for customer that set up with Chase multiple accounts with one login.

4. Avid Exchange: Added vendor insurance reminders to Avid invoices.

5. Billed Amounts Comparison Report: Added a new report to compare billed amounts for every tenant between two selected months.

6. Payroll Import: Added a payroll import from an Excel® worksheet.

7. Tenant Applied Summary Report: Fixed an issue with a delay in the calculations.

8. Click Pay Import: Fixed a capitalization issue during importing.

9. Paylease/Zego Import: Added a feature to split deposit information in the checkbook by type of payment (ACH, Credit Card, etc.) to match the deposits appearing in the checking account. Fixed an issue with the Clickpay import splitting the deposit.

10. Tenant Ledger: Added additional information to the Expanded View screen to show deposit comments. If Paylease sends check number data for scanned deposits, the check number will show here.

11. Post Office Proof of Mailing: Added the Post Office Proof of Mailing Tenant Form to the Combined Menu.

Version 22.010 January 24, 2022

1. Accounts Payable Screen: Fixed an issue with the sub-screen display of amount paid.

2. Renewal Lease Printing: Fixed an issue with printing more than one copy.

3. Lease Expiring Spreadsheet: Fixed an issue saving PDF attachments.

4. Saving PDF Documents: Fixed an issue saving PDF documents when there are no fields to fill in.

5. Saving Batch Notices: Fixed an issue with PDF letters not saved in Risdoc.

Version 22.006 January 12, 2022

 

1. Renewal Leases: Added major enhancements to the Renewal Lease program.

—For printing Renewal Leases there is a choice for “guidelines” and “no guidelines” to simplify entering the new rent. (Guidelines refers to Stabilized in New York where guidelines apply.)

—Renewal Lease Forms can now be linked to the annual guidelines to simplify printing renewal leases across years.

—Official PDF forms are now available for NYC and ETPA counties.

—Added USPS Proof of Mailing forms to the Batch Processing Menu.

—Added a new Batch Process to print large volumes of Renewal Leases from a specialized spreadsheet.

—Complete instructions for all of the above are on RIS web help – Renewal Leases.

2. Renewal Update Wizard:

— For entering new Renewal Lease information using the Renewal Update Wizard,  there is a choice for “guidelines” and “no guidelines” to simplify entering the new rent.

— Revised the defaults to include the new “guidelines/no guidelines” options to simplify applying defaults to all properties. Defaults are set in the Property Menu – Renewal Wizard Defaults.

— Added a warning message at the year’s end to enter Renewal Updates into the new year only. Also added a warning message for other tenant data that will not be transferred after the next year files have been created.

3. PDF System Template Forms: Added pdf format into the System Template Letters and Renewals. PDF forms use the same Field Codes for inserting data into the forms. This major improvement to the RIS program will allow any lease forms and documents to be used in the RIS program.

4. Renewal Lease Type Browse Button: Added a feature to apply Renewal Lease Types across all properties.

5. Result Reports: Added pdf output to all result reports.

6. Tenant Payment Portals: Added the feature to update the tenant security deposit field when posting the deposits.

7. Printer Setup: Added pdf forms to the printer setup so pdf forms can be directed to any printer instead of the default printer.

8. Deposit Slip Report: Added totals by general ledger to the Plain Paper Deposit Slip Report. To enable this feature, go to more utilities – Deposit Ticket Print Options.

9. Avid Exchange: Fixed an issue with the program to mark Avid checks for re-uploading; added line item comments; and added purchase order recognition.

10. ADP Payroll: Added additional functionality to the mapping for ADP payroll importing.

11. Correction Features: Added a correction feature for an invalid tenant status code or invalid renewal lease type. This will prevent program error messages and program termination.

12. Tenant Balance Due by GL Account: Added a screen display for tenant balance due  by general ledger account. This can be enabled at the Tenant Ledger – Tenant Ledger Settings.

Version 21.0070 September 30, 2021

 

1. Renewal Update Wizard: Fixed an issue with Stabilized and Not Stabilized Renewals. Added an option so that for Non Stabilized Renewals the 6 month and Year-by-Year Stabilized features will not apply.

2. Property Rent Bill Setup: Added a feature to copy bill comment lines, return envelope information and pay rent to information across properties.

3. Vendor Information: Added an option to copy certain information from vendor of one company to other companies instead of copying all the information.

4. AvidXchange: Major overhaul of program for processing and exporting payments for Avid.

5. Scanning: Added two sided scanning ability to the RIS scan interface.

6. Repairs and Work Orders: Added the ability to link pictures and other documents to a repair or work order. Just click on the Scan/Inject button.

Version 21.0050 July 6, 2021

 

1. NYC Renewal Lease & Guidelines: Added a new Renewal Percentage checkbox for the 6 month delay in the one year renewal for the Rent Guidelines for the period October 1, 2021 to September 30, 2022. Also updated the Renewal Lease Form.

2. Payment Portal Imports: Added a second test for duplicate tenant payments prior to importing the payments.

3. Scan/Link/Inject: Adjusted program to ignore scanner errors when performing an inject function.

4. Checkbook Monthly Check Screen: Added a “Check Print Status Button” to the Reports button to display if a check was printed, voided, cleared or uploaded (Bank Positive Pay CVS Upload).

5. Tenant Applications: Added a feature so that you can make a deposit for a Tenant Applicant in the checkbook. On the deposit screen you will see an additional choice for Tenant Applicant. If you want to make a deposit for an applicant, first use the Enable Applicant Deposit button to add the applicant to the applicant deposit list. Then you can make deposits for that applicant.

6. Daily Entry Reminder Program: Fixed an issue with some vacancies not showing on the list.

7. View Invoice Button: Changed the screen to add an additional Open button in the grid.

8. AvidXchange: Activated the edit check button to permit editing all check items (except the dollar amount when the payment upload file has already been made). Also added the URL to the View Invoice Button.

9. PDF Template Feature: Major feature was added to the Template Letters program. Now you can create a PDF file as a template using the RIS field codes and you can create and print fill-in pdf forms directly from RIS.

Version 21.0014 March 10, 2021

1. Tenant Lease Info Screen: Slight redesign of screen to make room for additional fields.

2. Risdesk Program: Additional development of our new web based Resident Portal Program for residents to log in and view a statement of billings and payments for the past two years. Added a link to online payment portals and a maintenance request feature.

3. Sales Report: Added a report and browse function for Coop and Condo sales prices and added the price into the tenant application.

4. Tenant 5-Day Certified Mail Letter: Fixed an issue with the Field Code RTLBBR to include the full amount billed for prior years.

5. Accounts Payable Invoice: If the vendor code is changed, then the link to any attached scanned items will be corrected to link to the new vendor code.

6. Open Invoices-All Report: Fixed a printing size issue.

7. Clickpay Payment Portal: Added the ability to have two separate Clickpay accounts in a single RIS program.

8. Document Inject/Link: Added a utility to allow for a pre-set default folder to locate documents to inject into the RIS program. You can find this in more utilities-scanning button.

9. User Defined Field Titles: Added a process to copy User Defined Field Titles across all properties.

Version 21.0001 January 4, 2021

 

1. Ebalance Program: Expanded the input to accommodate for banks using date formats in reverse order with year first. Also added a special import the NCB bank

2. Excel Importation Program: Added to the import program the expanded parking import.

3. Avid Exchange: Fixed an issue with the Windows focus that is locking the program.

4. Expanded Parking: Added parking space to the rent bill comment line. Also, restored original Automobile Report.

5. File Searches: Added a program to search for documents using either short name or long name formats.

6. Proof of Mailing Form: Fixed an issue with Proof of Mailing program not closing the open data table.

7. Create Next Year Program: Reorganized the buttons to clarify that the Select Multi Company is merely a selector while the Create Next Year button does the processing. Also added a help button that connects to Risassist.com web help.

8. Tenant Labels: Added a filter for tenant lease expiration date.

9. Yapstone Payment Portal: Renamed button to Rent Payment.

10. Legal Actions: Added a button to access prior legal cases without having to start a new legal case.

Version 20.0085 November 25, 2020

 

1. Risdesk Program: Added a new web based Resident Portal Program for residents to log in and view a statement of billings and payments for the past two years.

2. Tenant Bills: Added an option to billing formats to include the tenant number so that tenants can access the Risdesk Program.

3. Ebalance Program: Revised to add a starting line number for csv imports.

4. Apartment List Report: Fixed an issue with the decimal point format for the number of shares exporting to Excel.

5. Excel Importation Program: Added to the import program the field Appears on Lease to the Persons table.

6. Post Office Proof of Mailing: Added the tenant lease expiration date to the filter.

Version 20.0076 October 23, 2020

 

1. Clickpay Tenant Portal: Added secure ftp (SFTP) to the RIS program. If you are currently using Clickpay, you will need to select the original FTP mode in the Clickpay interface – Clickpay Transfer Type Button.

2. Ebalance Program: Revised the program to handle all bank csv file formats. Please see detailed instructions on our website (or click the help button in RIS when you select Inject  Ebalance File).

Version 20.0071A October 1, 2020

 

1. Company Charge Codes: Revised Charge Code screen and the import, export and rectify programs to consolidate, expand and simplify the procedures.

2. Subsidy Features: Added a new feature – Apply Subsidy Increase by Renewal Wizard. A comprehensive write up can be found on our web help topic Charge Codes and Recurring Charges.

3. Adding a New Checkbook: Added a Help button to assist with adding a checkbook when the account number does not show up on the list.

4. Tenant Applied Summary Report: Fixed an issue with the header on the second page and fixed an issue with multiple year credits affecting the report.

5. Post Office Forms: Added the ability to export the form to Microsoft Word. This will simplify remote printing of these forms.

Version 20.067 September 21, 2020

 

1. Bill Code Feature Added: Added new wizard – Apply Subsidy Increase by Renewal Wizard. This feature was need where there are both positive and negative Subsidy Billings. For an example, see RIS Web Help – Charge Code Setup.

2. Charge Code Settings: Revamp the Charge Code Interface, including the import and export functions and the rectify function. See RIS Web Help – Charge Code Setup

3. Adding a Checkbook: Added help information to assist with adding a checkbook where the general ledger account number does not show up on the list.

4. New York Renewal Lease: Fixed a spacing issue on the Renewny.dot5 template.

5. Combined Reports Menu: Fixed an issue with setting filters in the combined reports menu.

6. Tenant Applied Summary Report: Fixed an issue with the header on the second page and fixed an issue with credits affecting the report.

7. Tenant Bills: Fixed an issue with credits affecting the bill in certain cases.

8. Tenant Bills Screen Preview: Added an “Output PDF” selection for previewing a single tenant bill.

Version 20.0057 August 12, 2020

 

1. RPIE Apartment Export: Added a new program to create the spreadsheet required for the RPIE apartment list upload. See instructions on our blog – RPIE Export.

2. Tenant Applied Summary Report: Redesigned the report so that all billings and credits appear correctly on one line.

3. Z Fold Rent Bill: Removed the Tenant Number for the exterior of the rent bill. Added an option to include/exclude the Tenant Number from the interior of the rent bill; the option is located in More Utilities-Bill Addressing.

Version 20.0049 July 17, 2020

1. NYC Renewal Lease: Corrected errors on the “Editable” form in the previous patch.

2. Accounts Payable: Fixed an error message when changing an invoice number on an invoice that was previously paid.

Version 20.0048 June 26, 2020

1. NYC Renewal Lease: Added missing wording in Part B of the new  Renewal Lease Form – “**No rent increase in first year (RGB Order #52).”

Version 20.0047 June 24, 2020

1.  NYC Renewal Lease & Guidelines: Added a new Renewal Percentage Category “Year to Year” to calculate the Rent Guidelines for the period October 1, 2020 to September 30, 2021. Also updated the Renewal Lease Form.

2. Audit Program: Fixed an issue with the Vendor name display.

Version 20.0035 April 10, 2020

1. Checkbook Detail Report: Added a new report. This report is similar to the Checkbook Register Reports, but it sorts the data into certain categories. For more information, see our RIS Help – Checkbook Reports.

Version 20.0030 March 24, 2020

1. Plain Paper/Receipt Tenant Bill: Adjusted the position of the return address to better fit return window envelope.

2. Deposit Program Manual Apply: Fixed an issue to autofill manual apply payment when the checkbox is checked.

3. Monthly Detail & Rent Roll Columns Reports: Upgraded the Excel export to include additional fields designated in the report.

4. Budget Reports: Changed the heading of the difference percentage column from “percent difference” to “percent actual/budget.”

5. Subsidy Bill Feature: Fixed an issue with the feature “Hide from Subsidy Bill.”

6. Deposit Ticket: Added a feature to allow the deposit ticket to print the apartment and check number in addition to the other printing options.