December 13th, 2018 Release

3 min read

The holiday season is just around the corner and while we’re all looking forward to it, OfficeRnD releases must go on! The main focus this month is on improving our reports, data quality, bug improvements and enabling some new use cases, of course.

Main Dashboard additions

We updated the main dashboard of OfficeRnD, adding 3 new important KPIs, as well as we improved some of the existing cards.

  • New ‘Revenue Occupancy‘ card – showing ‘Revenue Occupancy’ and your targets compared to your recurring revenue
  • New ‘Revenue‘ card – showing your monthly revenue split by one-offs and recurring
  • New ‘Todays Bookings‘ card – showing ‘Tentative’, ‘Paid’ and ‘Total bookings’ for the day
  • New ‘Users‘ – showing ‘Total users’, ‘Active Member users’ and ‘Monthly active users’

We’d love to hear your thoughts on these, as well, as what else you’d like to see on the main dashboard.

Note: We’re also working on the ability to configure the dashboard – rearrange and chose which cards you’d like to keep. Stay tuned for more.

Half-day passes

As part of the Checkins and Passes story, we’re adding the ability to ‘cut’ your day passes in halves. In order to do so, you can go to Settings / Resource Types and open the ‘Hotdesk’ type. Then you need to set the option ‘Checkin in Mode’ to ‘Half day’. Once the option is set, when you or your members’ checkin / checkout, at the end of their presence the system will automatically account for either Half or full day based on the following formula: ‘If the duration of their stay is below 1/2 the business day, it’s a half day, if more than that, it will use an entire day pass’.

Note: This will change the previous logic of accounting the day passes at the time of checkin and now, the accounting happens at the time of checkout.

Following is the list with all changes and updates.

NEW

  • Main dashboard additions
  • Ability to manage half-day passes
  • Ability to set different business hours per location

IMPROVEMENTS

  • Improved payment integrations sync contact and payment details sync
  • Mobile Keys story for Salto PRO Access – set the phone property when syncing
  • Ability to download all required information for when members accept the T&Cs
  • Back-to-back bookings user experience improvements
  • Link Memberships report to the Memberships list
  • Expose payments APIs

FIXES

  • The status of the office is not correct if the children desks are reserved or available soon
  • Occupancy discrepancy in Private offices when you have partially occupied offices
  • Marking a private desk unavailable does not update the private office children count
  • You can assign a single membership to multiple desks for the same period in some cases
  • Custom roles do not see the ‘check in’ button and check in history button on member pages
  • The ‘teamName’ property is not available within the Admin ‘Member Booking’ email templates
  • Custom permission without dashboard view cannot check-in members
  • Members portal signing up as a non-member does not work in some cases
  • When changing the selected Contract from the ‘Add Invoice’ dialog, the Reference field is not updated
  • Opportunities from capsule are not synced when added for an existing company and setting for untagged companies is disabled
  • Capsule sync creates companies without location which could be a major issue after that
  • Capsule CRM sync doesn’t track activity properly in some cases
  • GoCardless payment stay pending until the expected payment date, even if they fail earlier
  • Preparation slot input is always visible when editing, no matter if the policy is enabled or not or if there is a non zero value
  • Weekly reports fail to send in some cases

We are already working on many new key features and improvements related to ‘Meeting Room tablet display improvements‘, ‘New members report’, ‘Multi-currency support‘, ‘Credit/Coins management‘, and many more.

November 22nd, 2018 Release

4 min read

We did another 3 big releases of the OfficeRnD Platform in November. The main focus this month was on bringing more depth to our billing and reporting. We’re introducing new memberships report, overpayments, and improved multilocation billing with Xero.

Memberships Report

Memberships Report

The new memberships report provides vital information about your performance in regards to Memberships, broken down by month. You can filter the report by location, by a plan type, by a group of plans or by accounts.

The report shows detailed information about New vs. Active vs. Terminated Memberships, Net New/Churned Memberships, New vs. Lost vs. Total Revenue, Net New/Lost Revenue, % New/Active vs Previous Month, and Discounted Memberships.

Memberships Dashboard

We also improved the Memberships dashboard by adding date filters to it as well adding more data. You can check it out at Dashboard / Memberships

You can check the new Memberships report at Reports / Memberships Report or read more about it here.

Overpayments

An overpayment is a normal payment that is in excess of what was originally due to an invoice for a member. When a member pays more to an invoice, you may now record the excessive amount in OfficeRnD as an Overpayment. The overpayment can then be used as a credit and applied to the member’s next invoice or eventually refunded to the member.

The overpayment will be synced automatically with Xero if you have the integration enabled.

You can read more about how to start using Overpayments here.

Multilocation Billing with Xero

Multilocation management is complicated enough by itself. Multilocation billing shouldn’t be though.

We’ve continued our effort to improve our multilocation billing story in combination with Xero by:

  • Adding ‘location‘ tag on invoice line item, and;
  • Exposing more tracking options, such as branch and profit & cost center.

Adding the location tag on invoice line item level is a major milestone for us in order to allow you to bill and account separately a company or member that has memberships and one-off fees in different locations.

Following is the list with all changes and updates.

NEW

  • Memberships report
  • Overpayments
  • Deduplication – warning when adding new members or companies with same name/email.

IMPROVEMENTS

  • Improved phone fields validation
  • Improved manual bill run performance
  • Improved multilocation billing
    • Expose more tracking options for Xero
    • Map invoice line item location from OfficeR&D to Xero
  • Base the resource rate half-day and daily rates on the length of the business hours
  • Add filter by contract in the add invoice dialog
  • Improvement Permissions
    • Manual Payments permission
    • Contract approvers list allows to chose from the list of admins with approval permission
  • Implement user login locking upon many invalid logins in the member portal
  • Improved eZeep integration – unlinking removed users from OfficeRnD

FIXES

  • Draft resources should not affect the ‘total capacity (KPI)’ on the Space Growth dashboard
  • The bookings list in the Members portal does not load past the first 30 bookings in some cases
  • When you have a payment method set to ‘auto’ and have direct debit/ACH and credit card, incorrect Processing fee might be applied
  • Processing fees cannot be credit noted from the invoice
  • Fix the learn more link under Settings/Import/Resources to the correct page
  • Custom permissions do not allow users to manually add a payment to an invoice in some cases
  • Unavailable private office desks make private office partially occupied
  • Fixes in the SaltoRnD scheduler
  • Edit custom properties type creates two custom properties in some cases
  • Double booking through the API results in possible duplicated bookings in Google
  • Meeting room tablet displays masks booking information in some cases
  • Invoices with 1 decimal digit cannot be paid with PayPal
  • If there is validation error on manual bill run, processing fees are created and not invoiced which may lead to duplication
  • You can not edit a custom property in some cases
  • Admins are not receiving the membership cancellation notification email in some cases
  • Checkout/ signup summary doesn’t show correct billing period (dates) if proration setting is the first invoice
  • Prevent setting an invoice number manually to already existing number
  • Updating a booking created from the public calendar does not send ‘updated’ notifications in some cases
  • Importing resources does not show the imported file

We are already working on many new key features and improvements related to ‘Meeting Room tablet display improvements‘, ‘New members report’, ‘New member portal design‘, and many more.