We introduced major improvements in ticket management, financial security, and prepaid metering, along with smaller fixes to make admin tasks faster.

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Highlights

Helpdesk module

1. Tickets are now auto-assigned based on staff availability, helping save time and ensuring faster responses.
2. Staff can assign tickets to themselves directly from the Saarthi app, giving them more flexibility.
3. The flat number in an ongoing ticket can now be edited, making it easier to correct mistakes.

Accounting module

1. Audited financial years can now be locked so that no accidental accounting changes can be made.
2. Frequently used purchase requests can now be duplicated, saving effort on recurring PRs.
3. Defaulter limits can now be set by flat area, making overdue tracking more fair and transparent.

Communications

Admins can restrict comments on policy-related polls to avoid unnecessary debates.

Utility meters

D-Tech prepaid meters are now supported, expanding prepaid meter compatibility.

The focus was on financial reporting, invoicing flexibility, and localized support, with added enhancements in Helpdesk monitoring and notifications.

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Highlights

Helpdesk module

1. Helpdesk reports now track the first assignment turnaround time (TAT) of tickets.
2. Helpdesk managers and staff can use custom comment templates for faster replies.

Accounting module

1. A new summary view is available in Accumulated Penalties on the House Dues page.
2. In single or ad hoc invoicing, settlements can now be done instantly using the Advance or Penalty Date options.
3. Receipt reversal is now supported for EFT and POS transactions.

Communications

Reported events and posts are now visible directly on the Dashboard.

Move-in move-out module

Email recipients for Move-In/Move-Out notifications can now be configured.

April delivered key updates in security deposit handling and payout simplification, along with better controls for Helpdesk, PR approvals, and daily help profiles.

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Feature updates

Helpdesk module

1. Tickets can now be closed via OTP validation using the Saarthi app, ensuring secure resolutions.
2. New categories have been added for service providers, including Fireman and DG Operator.
3. Staff comments on Helpdesk (via Saarthi) can be restricted from being visible to residents.

Accounting module

1. Security Deposits are now fully integrated with house advance, reporting, and new ledger visibility.
2. Bulk payout reports are now available, along with consolidated reconciliation entries for easier bank tracking.
3. Admins can now add approval comments on PR/PO requests.

Resident app

Filters have been added to daily help profiles with options like “Open to Work” for easier hiring and “Newly Added” to view profiles from the last 30 days.

Additional updates

1. Dues report messaging is improved when conflicting filters are applied.
2. Payment modes can now be configured for Move-In/Move-Out submissions.
3. Service provider ID cards can now be bulk downloaded and are easier to generate.
4. The visitor section is now directly accessible from the Community tab.
5. Alef and search interfaces have been enhanced, with better currency handling.
6. A call feedback pop-up has been added for daily help profiles.

March focused on amenity management and invoicing, with new smart access controls, richer tax documents, and full Tally export coverage.

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Feature updates

Amenities module

Amenity module is now improved with closures, smart access, cancellation charges, and category-based overstay alerts.

Accounting module

1. Invoicing has been enriched with options for Tax Invoice or Bill of Supply, description edits, invoice previews, and spotlight enhancements.
2. All transactions are now fully covered in Tally Export, along with auto-reconciliation on Mygate.

Helpdesk module

Helpdesk now supports category restrictions and push notifications for ticket actions.

Move-in/move-out module

1. Move-in and tenant approval flows now include custom fields and flat owner verification.
2. Inactive residents are now synced in umbrella model societies.

Resident app

1. Insight tiles in the community tab have been made interactive for deeper insights.

2. ‘Connect with Security’ section now offers options to raise alarm, message guards, emergency contact cards & more.

Additional updates

1. Zoho integration has been added for prioritized issue tracking.
2. CAM roles now have edit rights for society management settings.
3. Resident names can now be displayed in the Guard app directory.
4. The access logs report has been added for society admins.

This month, simplified invoice creation and vendor payments were introduced AI-powered chat assistance and improved speed in key financial views.

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Feature updates

Accounting module

1. Invoice generation has been streamlined with fewer steps and inline editing.
2. Vendor bill payments can now be exported directly from the ERP to ICICI Net Banking.
3. Proforma invoices are auto-settled when paid through the app.
4. The invoice history page now loads up to 5x faster.
5. The receipt register can now be filtered using payment modes.
6. Reconciled bank balances are displayed in manual reconciliation.

Resident app

AI-based resident chat support has been introduced.

Helpdesk module

The ticket details page now has a refreshed UI.

Utility meter

Prepaid recharges now show a receipt date on the admin dashboard.

Move-in/move-out module

Move-in/move-out forms now allow configurable fields.

Additional updates

1. Invoicing-related notices (on the resident app Notice Board) will now be sent only to the specific houses for which the invoice has been raised.
2. Bulk cancellation of vouchers has now been provided to the society admins

January updates emphasized prepaid integration, defaulter management, and move-in process improvements, while adding flexibility in amenities and complaints.

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Highlights

Accounting module

1. Invoice templates can now be deactivated when not in use.
   
2. Defaulters can now be marked plan-wise for overdue bills.
   
3. Purchases can now be tagged with expense reporting.
   
4. PR/PO search can be done by number or creator.
   
5. Payments to the default advance can now be restricted in the user app.

Amenities module

1. Amenity bookings can now be paid for using the house advance.
   
2. Cleaning charges can be added during amenity bookings.

Helpdesk module

Complaints can now be assigned directly from the listing page.

Mone-in/move-out module

1. A detailed checklist has been added for admins before approving move-ins, with an enriched move-in form.
2. Admins can now delete flat documents directly from the flat list.
3. Resident lists now include a filter for kids.
4. A Party/Group invite feature has been introduced.

Utility meters

Frontier prepaid meter integration has been added.

December was centered around stronger financial control with multi-level approvals and audit logs, along with convenience upgrades in amenities and resident records.

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Highlights

Accounting module

1. Multi-level approvals have been introduced for expenses and payments.
2. An audit log is now available for all accounting modules.

Amenities module

1. Unpaid amenity bookings are now auto-cancelled.
2. The Amenity UI has been refreshed, with booking details now visible.
3. Amenity location grouping has been improved.

Utility meters

New prepaid meters have been integrated.

Parking module

Residents can now see a parking list with vehicles and allotted spots.

Move-in/Move-out

The Move-In/Move-Out process has been improved with more options.

The highlight this month was a revamped invoice journey and deeper Helpdesk–Saarthi integration, supported by pet management and kid-friendly booking options.

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Highlights

Accounting module

Invoice generation has been simplified with a cleaner journey.

Helpdesk module

1. Helpdesk has been integrated with the Saarthi app for better coordination.
2. The Saarthi app has been given a refreshed color scheme.
3. Complaint listings now show ageing columns with improved UI.

Utility metres

Additional prepaid meter integrations have been added.

Amenities module

1. Amenity bookings can now be done for kids.
2. Security deposits can now be added while booking amenities.

Pet directory

Pet management reports can now be downloaded.

October brought better Helpdesk visibility and SLA tracking, easier budget uploads, and smoother workflows in documents and payments.

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Highlights

• Helpdesk module
  
  1. Weekly SLA tracking of Helpdesk is now automated, with summaries available.
  2. Resident updates and new tickets now stand out more clearly in Helpdesk.
     
• Accounting module
  
  1. Budget creation can now be simplified with an upload flow.
  2. The Bill Batch ID is now visible on invoice cards and credit notes.
     
• Amenities module
  
  1. Amenity configuration is now easier, with per-item/hour add-ons and quick-fill options.
  2. Amenity booking now offers more flexibility in start and end times.
  3. Entry-exit reports now display the mode of entry.

September rolled out simplified receipts and budget creation, while extending “Pay Later” to more roles and enhancing admin support tools.

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Feature updates

Accounting module

1. Advance receipt creation has been redesigned with a simpler flow.
2. Budget creation has been made easier through upload support.
3. Overdue receipt email templates have been updated.
4. Admin support chat has been improved on the dashboard.

Additional updates

1. A banner now appears for societies with locked ERP invoicing.
2. The “Pay Later” option for amenity booking is now open to facility managers and custom roles.