Jan 5th, 2018 Release

3 min read

Happy New Year!

We wish you lots of happy members and great coworking experiences in 2018.

Happy First Release for 2018 too. Here’s what it includes.

eZeep

We’re introducing our first cloud printing integration – eZeep! Yes, it’s a big deal. The integration between eZeep and OfficeR&D lets you automate the printing operations in your coworking or shared workspace. Read more here

Public Checkout/Booking page

We’re also adding a new Public Checkout/Booking page that allows non-members to search and book any resource you’re offering – from Meeting Rooms to Coliving Rooms, Hotdesks or Parking spots, in a unified and nicer way. The flow is the same standard checkout flow you already know – users are asked to create an account, confirm and pay for the booking. The difference is that they can now book a time slot not just for the usage of a meeting room. When a user books a resource on this new page, they will be listed as a Drop-in member in your companies/members list.

 

See what else is available with this release.

IMPROVEMENTS

  • eZeep cloud printing integration
  • Public Checkout/Booking Page and admins can configure which resources are available for booking on it. In order to enable this page, navigate to Apps/Signup & Public calendar and enable the Booking Checkout Page feature.
  • Ability to filter meeting rooms by the floor they are located on, in the calendar available in the admin portal of OfficeR&D.
  • Ability to mark meeting rooms as Unavailable (out of exploitation) in the admin portal of OfficeR&D.
  • We’re introducing improvements in the opportunity UI and functionality.
  • There is a new batch of contract improvements which include showing deposits already held and allowing to change the number of desks.
  • You will now find a ‘missed fees section’ on the member profile even when no auto billing is enabled. This way you can more easily keep track of the fees you need to collect from your members.

FIXES

The following issues, reported by you, are now fixed:

  • Adding a new Credit Card / ACH in CardConnect does not work in some cases.
  • Cannot add a bank account to a company with PayDock.
  • Occupancy dashboard total number of desks are missing for non-zone resource types.
  • A draft floorplan is all red. Can’t see assignments and pending coloring.
  • The total number of desks on the Dashboard/Occupancy is wrong in some cases.
  • Number of Desks taken from floorplan is not shown correctly on Contract.
  • You are not able to assign resource with 2 memberships with valid dates with status pending.
  • In tablet view when you hide the menu you could show it only with a page refresh.
  • Automated schedule for Contracts removes Served Notice status.
  • Cannot configure Google calendar integration.
  • Custom pages virtual scroll in Member portal does not work and when you have a page for former members you see only 16 of them.
  • Manually added credits for the future creates credits for the current month.
  • Credit bag for a removed resource displays “All meeting rooms” instead of “Invalid”.
  • Book meeting room in the future (more than 2 months from now) should be Not accounted.
  • Deleting a meeting room keeps all bookings but leaves them with no location.
  • Membership with credits created with start date in the future – credits are not shown in the credits grid replace existing.
  • The second click on Meeting room/Hotdesk menu item removes the filter in Members Portal.
  • Search results in the booking checkout flow are not cleared.
  • Assign desk and assign member buttons are shown for membership groups.
  • End date of membership is not taken into account when need to book a room for active members.
  • Name, description and meeting room size are not shown in tablet view for not public meeting rooms.
  • The search criteria at checkout is not respecting the booking mode (time/day).
  • ‘Fees from previous periods’ checkbox in the manual bill-run shows only fees from the current month.

Our next release is scheduled to go out in 2 weeks. Stay tuned for more updates and our official Roadmap for 2018.

Dec 14th, 2017 Release

3 min read

With December almost over, we’ve got yet another set of improvements in OfficeR&D.

With this release, we’re introducing the lifecycle of a contract. The lifecycle starts with the contract creation – if you’d like to have a team of approvers for every created contract, make sure to trigger the Approval Process from Settings/Contracts. This way every created contract will remain in a Draft state until an approver reviews it. The other new stages of the contracts include Notice Served, Renewal Due, Renewal Overdue and Expired.

This release also includes a better accountability of refunds. In the rare cases when you need to refund an invoice, you will be able to issue a Credit Note for a paid invoice right from the paid invoice. In the Credit Note, you’ll find a Refunds section where you can record the refunded payment. This way the system will account for the return of services and any refunded amounts.

See what else is available with this release.

IMPROVEMENTS

  • We have one more payment gateway enabled under Settings/IntegrationsBottom-Line PTX Direct Debit.
  • You can map Brand Themes in Xero to Locations in OfficeR&D in the integration configuration under Settings/Integrations.
  • You can configure email preferences for the notification emails the system sends for bookings under Settings/Calendar.
  • The members portal sign-up page shows the actual name of the tax when calculating the summary of the member’s purchases.
  • You’ll also find improvements in the desk resources multi-select options on the floorplan.

FIXES

  • Disabled the option to add invoice with a total of 0.
  • Email validation is available for all email fields.
  • Resolved issues with calculated credits for the last occurrence of a recurring booking.
  • Resolved issues with the Capsule integration configuration not saving Office mappings.
  • 1-day bookings of Hotdesks made via the members portal are now displayed on the calendars on both the members and admin portals.
  • Updating membership dates in some cases used to create overlapping moves of a resource. This issue is now resolved.
  • The check-box “Fees from previous periods” in the manual BillRun now disables the Fees Period dates filter.
  • Individual member created from admin can now use the Pay Now functionality.
  • Name of the office (private office) and a number of desks is now properly printed in contracts and the tax is properly calculated.
  • Improved the way membership updates affect credits allocations.
  • Better validations of the custom resources and zone types.
  • Added all  OfficeR&D payment accounts in the accounting integration configurations.
  • Members can now use the Pay Now button in the portal for their personal invoices.
  • We resolved issues with private rooms that were available to all members on the portal despite their access settings on the admin side of OfficeR&D.

Dec 1st, 2017 Release

3 min read

Another release is out and the improvements keep rolling in. With this one, we’ve got custom resources. Navigate to Settings/Space and add your own custom resources – doggy day passes and parking slots are just a couple of examples that are now a reality in OfficeR&D. This new feature covers all aspects of the resource lifecycle – define your own resource, add it to the floorplan, create a billing plan targeting only it, assign it to members and then assign them to the resource on the floorplan and enable members to book the resource through a calendar.

settings-space

We’re also introducing:

  • Better private offices traceability by exposing an availability period per private office. This will enable you to keep track of the occupancy levels within the exploitation period of each office. If you have 2 private offices but you’d like to remodel and merge them into one, OfficeR&D can now keep a record of the old private offices’ occupancy levels while letting you mark them as unavailable in the future and creating a new bigger office with its own brand new availability period.
  • Multiple calendar pages on the Members Portal. Head over to Apps/Pages/Custom Pages and add a custom page that displays a calendar of any existing resource – private office, parking lot, dedicated desk. What is more, the calendars – both on the admin and member portals, can display 24-hour long bookings. There is an all-day-view displayed as the top line of the calendar where similarly to how Google Calendar shows you all-day events, you can keep track of those in OfficeR&D as well.
  • Charge multiple invoices in a bulk operation. Want to give it a try? Head over to Settings/Invoices and select multiple invoices to see the Charge button appear. Make sure you have a payment provider integrated as otherwise, this feature will be disabled.

Check out what else we improved and fixed in this release.

IMPROVEMENTS

  • Contracts under Community/Contracts can be filtered based on their signed, created and start dates.
  • We change the look and feel of the sign-up form view that lists the available locations. You can also define which locations you’d like to display on the sign-up page via the new Portal tab available when you edit a location under Space/Locations.
  • The Occupancy Interval report available under Space/Occupancy Interval Report can now be exported. The Occupancy Report export is also extended and it now lists the member occupying the office, their move-in and move-out dates in separate columns.
  • If you’d like to customize the look and feel of the meeting rooms tablet app, you can add your own custom styling via the Apps/Custom Code section.
  • The QuickBooks integration is also extended to enable the mapping of the default OfficeR&D accounts to products or services in QuickBooks. This way you can map one-off line items that are manually added to an invoice in OfficeR&D to a specific product in QuickBooks.

FIXES

  • When editing a contract the plan’s price no longer defaults to the original price of the plan and you can customize it.
  • The issues with after-hours bookings not being displayed on the calendar are resolved.
  • The red line that indicates the current time in the calendar is now properly aligned even when there are meeting rooms in different time zones.
  • The summary under Space/Locations now provides the correct occupancy information.
  • The accounts and tax rates are now resolved in the contracts.
  • When there are more than 15 lines in the invoice template, the last row no longer overlaps with the header.
  • The system validates that all offices have target plans when creating a contract.
  • The Draft label status of the locations under Space/Locations is changed to red.
  • The issue with booking more hours than the limit from the admin calendar is now resolved.
  • Don’t allow meeting rooms with bookings to be deleted.
  • Deleting a contract now deletes all associated entities.
  • Recurrent bookings are now displayed in Day view in the Meeting room calendar.
  • Billing chart numbers are now accurately calculated on the dashboard in the admin portal.
  • Google login redirects you to app.officernd.com after a successful login.
  • The custom pages filter by status is addressed to properly display the members.
  • The system now prevents deleting resource rates with related credits and resources.
  • The “Resend Invitation” functionality available under Apps/Users now properly adds an access token for the member portal.

OfficeR&D raises $1 million seed funding

3 min read
  • Funding round is led by LAUNCHub Ventures, the co-founders of Telerik, and Constant Tedder, the co-creator of Runescape
  • Funding will be used to make OfficeR&D the market leader in the flexible workspace management software solutions
  • OfficeR&D is a graduate of London-based property tech VC Pi Labs’ pre-seed programme

London, 16 November 2017: OfficeR&D, the London and Bulgaria-based coworking space management platform, today announces the completion of its $1 million seed funding round. The capital investment was led by LAUNCHub Ventures, the founders of Telerik, a leading Bulgarian software company, and Constant Tedder, the co-creator of Runescape. The investment will be used to triple the size of the OfficeR&D team and advance OfficeR&D’s product development to keep pace with demand in the rapidly growing coworking industry, while also adding new functionality for real estate and property management.

OfficeR&D is a flexible workspace management solution to help new and existing coworking and serviced offices maximise their revenue and use of space, improve customer online and mobile experience and bring clarity to their fast-growing businesses. OfficeR&D is a full-service white-label solution which brings together all office space and member data into one platform, and boasts integrations with dozens of popular business tools.

With offices in London and Bulgaria, OfficeR&D’s platform is used by more than 100 coworking spaces and serviced offices across 30 countries, and a combined 10,000 members use the OfficeR&D portal every day. OfficeR&D began life at Pi Labs, the London-based property tech venture capital firm, where it was a member of the first cohort of Pi Labs’ pre-seed programme. Pi Labs was also an early investor in the company.

Miroslav Miroslavov, co-founder and CEO of OfficeR&D, said: “We firmly believe that workspace-as-a-service will become the way of working for most if not all small and mid-sized businesses. For flexible workspace operators managing their space and growing communities brings significant challenges, particularly as they scale up or expand to new locations. Members have come to expect seamless service, and flawless automation is increasingly imperative for a workspace success. This funding round will ensure that we can continue to anticipate and address those challenges for our customers, allowing us to offer the best full-service solution for this dynamic and exciting market.”

Rumen Iliev, partner at LAUNCHub, said: “The distinctions between flexible, serviced and coworking spaces are blurring, and these spaces will all soon simply be known as ‘the office’. We believe that coworking spaces represent the future of the office, and the market shows no sign of slowing. Coworking space management has been an historically underserved market segment, and we’re delighted to be supporting OfficeR&D on their mission to improve outcomes and quality of service. OfficeR&D has a really beautiful product and Miroslav and his team have a sophisticated understanding of the modern coworking space, and we look forward to seeing OfficeR&D grow over the coming months and years.”

About OfficeR&D

OfficeR&D is a flexible workspace management solution to help new and existing coworking and serviced offices maximise their revenue and use of space, improve customer online and mobile experience and bring clarity to their fast-growing businesses. OfficeR&D was founded by Miroslav Miroslavov and Miroslav Nedyalkov in Sofia, Bulgaria, in 2015, and completed Pi Labs’ property tech accelerator programme in London later that year. Since then, OfficeR&D has become one of the worldwide market leaders in flexible workspace management software, amassing over 100 coworking spaces and serviced offices across 30 countries. OfficeR&D’s customers include Central Working, Us&Co, Halkin, Dogpatch Labs, Centrl Office, Mesh Oslo, Maria.io and many more.

About LAUNCHub Ventures

LAUNCHub Ventures is an early stage VC Fund, based in Sofia and investing in digital startups in the wider Southeastern Europe region. The fund’s portfolio companies are in the fields of SaaS, Enterprise Software, Health-tech, E-commerce, Mobile, IoT, but its investments are not limited only in these verticals. With €30m under total management LAUNCHub Ventures focuses on the seed space with investment ticket size in the range of €300K to 700K, expandable up to €1,5m per company.

Nov 13, 2017 Release

4 min read

Yes, it’s here a preferred payment method per company or individual member. The system uses the preferred method when automatically charging invoices and you can make it use a credit card or direct debit or make the automated charge skip a customer if they prefer paying over bank transfers. Further, you can set a payment method per invoice.

The goodies on the payment options don’t stop here. We’re introducing Ezidebit as a payment gateway and more importantly, you can now connect to your own hosted payment gateway.

There’s more. Want to make your parking space interactive? We have enabled custom resource types – we can create a floorplan resource type named Parking so you can designate parking slots on a floor plan. You can next add a plan of type Parking to your billing plans and assign it to members. Do you know where we’re going with this? You can now not only charge for parking but also assign each member on its designated slot on the parking lot. Let us know if you’d like us to enable a custom resource type in your OfficeR&D organization.

Check out everything else we have for you with this release.

IMPROVEMENTS

  • Preferred Payment Method – Edit your member’s Billing Details to set the preferred Payment Method. This way the system will know which payment details to use when automatically charging. If your member prefers to pay via bank transfers their memberships and use their credit card details for one-offs only, set the Bank Transfer option as a Payment Method in their Billing Details and the system won’t automatically charge their monthly invoices. You can also set the Payment Method per invoice when creating or editing an invoice and have it printed out on the PDF document.
  • We continue extending your payment gateway options. You can now connect to Ezidebit or to your own in-house hosted payment gateway. Make sure to explore all Payment Gateway options available in the Settings/Integrations section.
  • Custom Resource Types – We can enable custom resource types for you – let us know what kinds you need and how you want to use them. One use case is assigning parking slots to members.
  • Facebook on the Members portal – Community members can connect their Facebook profiles to the members portal.  (“Yes, finally” – is what you’re probably thinking right now).
  • You can enable an email notification to alert you a day before your automated bill run is due. The setting is available under the Settings/Invoicing view.
  • Notify your members of the total invoice amount and its period in the email template using the {{invoicePeriod}} and {{invoiceTotalAmount}} placeholder properties in the Invoice email template under Settings/Templates.
  • The membership edit dialog includes information about the creator and the creation date of the membership.
  • New summary blocks are available on the members’ profile page and under Settings/Invoicing. You can keep track not only for the next billing period dates but also review any memberships and one-off fees that haven’t been automatically invoiced. The new summary blocks are available at the top of the profile page of every company or individual member.
  • With this release, we’re introducing improvements in the booking credits accountability when you change a credit allocation that affects existing bookings.  When removing, or reducing the number of credits that were used on bookings, you can force the system to re-account the existing bookings and create one-off fees if necessary.
  • Members can book meeting rooms more than two months in advance and if they have recurring credits, the system will not charge them until the time when the booking approaches. We’re introducing this functionality to enable you to charge members in real-time based on their latest membership status when booking slots more than 2 months in advance. If their membership is active at the time of the booking, the system will charge them in credits. Alternatively, it will issue a fee.

FIXES

  • Fixes on the Members Portal meeting rooms location filter.
  • Fixes on the editing and display of the How-To Guides and billing plans sort order on the members portal.
  • Memberships/Plans in the Members Portal lists the exact names of the memberships, whereas before it listed the name of the billing plan of the membership.
  • Fixes on the creation of extras for membership and one-offs that used to result in empty one-off records in the system.
  • The import and validation of members, bookings, and fees available under Settings/Import is improved and known issues resolved.
  • The issue with the ‘Send Message‘ functionality is resolved so that you can now send a message to a few selected members under Community/Messages on the admin portal.
  • Fixed the ‘Show member’s contact details‘ functionality on the admin profile of a member. Hiding a member from the wall, now updates their profile status under Apps/Users.
  • Fixes in the GoCardless integration sync behavior.
  • Invoice rounding glitches resolved.
  • Addressed the UI glitches in the Billing/Revenue Report month columns on the admin portal.
  • The meeting room tablet view link is fixed.
  • When the Billing Date of the organization is Member Start Date, individual members billing periods are fixed to be updated in accordance with the organization billing date.

Oct 17, 2017 Release

2 min read

Heya, it’s release time again, our second major release for October! We strive to update the platform regularly so we can make it better for you.

wordplayWe’re introducing 3 new major payment gateway options – Worldpay, Braintree, and Authorize.NET. They offer a variety of payment options in the UK, US and worldwide.

We’re also introducing Custom Resource Types as well as editing of the default resource types. It allows you to easily create resources types such as Parking slot, Coliving room, or anything else that you may offer to your members.

The Members portal now allows you to easily customize the Menus – change the order of the menu items, change the icons or the title. We also improved the Posts, Messages and more.

IMPROVEMENTS

  • Braintree payment gateway integration.
  • Authorize.NET payment gateway integration (credit card only).
  • WorldPay payment gateway integration.
  • New Report – Occupancy Interval Report.
  • Bookings report improvements -> better credits accountability and more reporting columns (such as the number of Bookings, Extras, etc).
  • Custom Resource Types.
  • Ability to post an image from the Members portal and admin.
  • When creating an event, the event’s image will be used as a post image.
  • Messages performance and reliability improvements.
  • Ability to send a message directly from the Member’s card in the Members Portal.
  • Improved members portal menu items customization.
  • Ability to rename the ‘Companies / Members’ sub tabs in the members portal.

FIXES

  • Members cannot see their booking credits in the portal in some cases.
  • Memberships for approval are filtered out in the members’ profile page by default.
  • Improved invoice numbering validation.
  • Improved validation and reliability for double invoicing fees & memberships.
  • Users with Reception role cannot delete bookings.
  • Register new user from the public calendar with the welcome wizard on – freezes the browser – needs to refresh.
  • Booking report sort by “Usage” sort is wrong – it sort hours as a string.
  • The public calendar signup is not working when not having payment provider.
  • It’s possible to create a booking for more than 24 hours in some cases.
  • A multi-location organization with a different timezone of organization and meeting rooms lead to an issue with ‘out of business hours’ pricing.
  • Draft invoices cannot be approved in some cases.
  • Occupancy percentage is not correctly calculated in some cases.
  • After canceling one occurrence of recurrent booking – credits are not returned.
  • Close button inside Add zone type dialog does not work.
  • Occupancy chart on floor level is not correct when desk memberships are assigned to private office desks.
  • Occupancy stats and reports include the ‘draft’ floorplans and resources.
  • Various fixes and security improvements related to all payment providers.
  • Private meeting rooms for active members are seen in the mobile app by non-active members.

Thank you for using OfficeR&D. Please, get in touch at support@officernd.com for suggestions and requests.

Oct 5, 2017 Release

3 min read

Happy October!

We’re kicking off the month with some great new features and fixes. Read more below for the details:

RSVP for events is now available. Members can accept or reject an event invitation, they can also indicate an interest in the event and you can limit the number of members that can attend. This release also focuses on some house-keeping improvements – you can now quickly find fees created in the past, that are not yet invoiced. The system will also warn you when creating a plan or a fee that needs to be manually invoiced. Make sure to check all new features and fixes below.

Events

IMPROVEMENTS

  • RSVP to events? Yes, your members can respond to an event and let you know if they will attend or if they are interested. Go ahead and create a new event under Community/Events and define how many members can attend. In the members portal when the member reviews the event, they will be able to respond to the invitation.
  • The system outlines not-invoiced fees created in the past that require attention and need to be manually invoiced. These can be reviewed under Community/Fees as well as under each member’s profile.
  • The system filters memberships by approval status and displays them in a new tab – Not approved, under Community/Memberships. If you don’t see the tab on your side, that means you don’t have any memberships awaiting approval.
  • The contract template is improved to provide better placeholder properties such as the location name.
  • The “Add fee” and “Add membership” dialogs show warnings when the bill run won’t be able to invoice the first months of the membership or the newly added fee.
  • You can now configure the OfficeR&D integration with Slack to post different post types to different channels.
  • The company profile information now includes links to all floorplan resources the company occupies.
  • One more option for export is available – the Billing/Resource Rates entries are available in a CSV exported format.
  • The billing person first name is exposed as a placeholder in the Invoice email template.
  • The Billings/Plans export is extended to provide the unique code, number of credits and number of day passes per plan.
  • The Activity section under Dashboard now lists changes in the Settings module.

FIXES

  • The name of the Billing person of a company is not synced with the accounting software.
  • Draft invoices cannot be approved.
  • Non-member signup in the members portal, for users who don’t want to purchase a plan on signup, does not work when Stripe is enabled and the default payment is a credit card.
  • QuickBooks integration configuration is enabling mapping of OfficeR&D plans to QuickBooks categories, which later yields errors on sync.
  • When the billing cycle Segregation is set to Multiple under Settings/Invoicing, company members who are not marked as a billing person, are still asked to enter their payment details when booking meeting rooms.
  • The URL added to one-off plans configured as available extras when booking meeting rooms, is not displayed on the public calendar when booking.
  • The credit card (and debit) numbers are not visible in the payment details list.
  • Switching the global billing date from the membership start date to a specific date doesn’t update the customer profiles.
  • Cancelling a membership assigned to a desk or a private office doesn’t set an end date to the assignment on the floor plan.
  • Occupancy in the Summary report is not rounded.
  • Every time a member adds a visitor the time of the visit goes automatically to 12:00 and it can’t be changed.
  • Meeting Room Tablet View looks broken in portrait view on iPad.
  • Search is not working on the Company profile in the Members Portal.
  • Floorplan layers aren’t accounted during export.
  • [API] Expose API that enables developers to read and display the resource rates prices and find a resource rate by the resource it targets.
  • [Mobile App] The Meeting rooms list does not respect the privacy options of the rooms.

Sept 25, 2017 Release

3 min read

This is the most significant release of OfficeR&D ever. We introduced so many improvements that I struggle to summarize them in a single post. We built 2 new integrations, 4 major features and 10s of small improvements and bug fixes.
PayPal

PayPal Integration

Members can now pay their bills through the members portal via PayPal. You can setup the integration to allow for both recurring and one-off transactions. Follow this tutorial to set it up in your OfficeR&D organization.

SaltoKS Integration

One year ago we introduced our advanced Salto on-premise integration. That was a significant step toward streamlining and optimizing the door-access management of your community.
saltoks
The next step was to build an integration with SaltoKS, the cloud infrastructure of Salto. Similar to our other door-access integrations, you can now fully automate the member access, based on their memberships in OfficeR&D, Bookings, and assigned locations/resources.

Personal charges and bill run

It’s often that you may want to bill members for using personal services and products. Few examples are consuming items from the bar, parking, sports cards or everything that is not billed to the company.

With the latest version of OfficeR&D, you can easily add charges that will be billed to the member. In order to use the feature, you need to enable it under Settings / Invoicing. When enabled, you can navigate to a member, click ‘Add fee’ and select ‘Bill to member’. Then, you can either invoice the charges with your usual bill-run or you can let the platform generate them automatically.

As part this functionality, the members are also allowed to add ‘Personal’ credit card via the Members portal.

Direct Messages

Collaboration is a key element for coworking spaces. That’s why we build an entirely new feature that allows you and your members to send direct messages.

  • Admin -> Member(s): You can now send messages to individual members, or group of members, such as all ‘Active’ members or handpicked groups.
  • Member -> Member(s) / Admin(s): Your members will be able to message you or their fellow coworkers directly from the members portal.

Messages

Custom Pages

As part of the customization and white-labeling of the Members portal, we’re introducing more advanced custom page capabilities. You can now define a custom page that is based on a template, such as a Community Wall, or entirely new template where you define your own content, and for even more advanced use cases, extend the pages via code.

IMPROVEMENTS

  • Personal Charges and bill-run – Members can now pay for services/fees/products separately from their company.
  • Contracts export – Contracts can now be exported.
  • Resource rate approval – if the rate of the room requires approval, the bookings will be created as ‘Tentative’ from the Public calendar as well as the Members portal.
  • Export Memberships
  • Add the payment date to the invoices export.
  • Allow users to set the from email address for all emails sent to their members.
  • Advanced Custom pages in the members portal.
  • Ability to add custom text to the booking dialog.
  • Ability to filter in the One-Fees by date range.
  • Ability to send in-app message (in email) in the members portal.
  • PayPal integration
  • SaltoKS integration
  • Improve how the logo is displayed in notification emails – you can customize the main email template (root template).
  • Add ‘invoiceDue’, ‘invoiceTotal’ and ‘invoicePeriod’ fields to invoice email template.

FIXES

  • The exported end date of the Members export doesn’t update when a membership restarts.
  • Deleting a file doesn’t ask to confirm the operation.
  • Check-ins report / export respect location filters.
  • The LinkedIn link is not showing on the Member profile.
  • Adding payment details displays a broken UI that looks like an invalid operation.
  • Contract totals in the list should be with no tax.
  • Visitors and Shop menu items in the members portal are not editable.
  • Ability to choose date format when importing members.

Sept 7, 2017 Release

3 min read

Late August, early September is usually time for vacations and enjoying the last sunny days at the beach. But our team never rests. We are ready with the next set of improvements and fixes. We’ve dedicated this release to improve the contracts functionality and the QuickBooks Online integration.

Here are more details on what’s included in this week’s release:

IMPROVEMENTS

  • Tax rates on OfficeR&D fees and memberships are now synced with QuickBooks Online for US-based accounts. We’ve also enabled you to remove the default multi-currency mode for the OfficeR&D integration with QuickBooks Online. This helps in the case where you’re using a QuickBooks Online account that doesn’t support multi-currency and you don’t want OfficeR&D to sync the currency information.
  • Navigate to Community/Contracts and you’ll find a new column with the contracts total value. Total values are also available in the Payment Schedule table in the generated contract PDF.
  • A new contracts approval is in place. To set it up go over Settings/Contracts and enable the Approval Process. It basically requires that all contracts are approved by the owners of the organization in OfficeR&D.
  • You can generate contracts for resources that are currently unavailable so that you can offer the same office to multiple prospects or create a contract for a resource that is not yet available but will become in the near future.
  • Maximum booking duration can now be applied per booking room. Navigate to Billing/Resource Rates and click on the resource rate the meeting room is using to change its maximum booking duration time.
  • Your members can specify start dates of any plan, product or membership they purchase from the members portal.
  • Contracts can target resources available during different periods. This enables you to create a contract for one company for multiple offices when the company wants to move into the first office in a month and into the other one 2 months later.
  • You can opt out of the support chat by navigating to your Profile page and disabling the Help Chat option.
  • Your members can see the meeting room details by clicking on the meeting room name from the calendar view in the members portal.
  • You can open the meeting room editor via the admin portal Calendar view by clicking on a room name.
  • Do you have a page on your marketing website that describes a plan or a product in details? If you do, you can now add that link to a plan in OfficeR&D and have it displayed to members and non-members reviewing the plan on the portal or sign-up page. To add a URL to a plan, navigate to Billing/Plans, edit a plan and add the link under the Portal tab.

FIXES

  • Recipient didn’t show on invoices.
  • When a portal requires a credit card, bookings from members without payment details used to throw an error ‘Charge handler could not be found’.
  • The public calendar signup was not working when the OfficeR&D account didn’t have an integrated payment gateway.
  • When the credits were consumed they used to disappear from the members portal.
  • When deleting a resource rate that was associated with a bookable resource such as a desk or a private office, the warning dialog didn’t inform of the type of resource associated with the resource rate.

Aug 28, 2017 Release

2 min read

Slack Integration

This is one of our most exciting integrations to date! This native integration will auto add new members when you’re onboarding them, allow your members to chat with each other – you can even push notifications right to a Slack Channels from the admin Community/Posts module (or Member posts). Head to the integrations page to check it out and enable for your community. Read more here.

Slack

Accounting Software Auto-sync

You can now enable nightly sync of charges back from your accounting software (Xero or Quickbooks Online) to OfficeR&D. This automation will auto mark your invoices as Paid and will record the payment information in OfficeR&D to help you see when members have paid. Enable the feature by clicking Configure on your Integration and tick the ‘Pull charges automatically‘.

Members Portal Custom Pages

You can create custom pages, grouped by tag or statuses – Do you have experts, mentors or maybe alumni board that you want to display to your community? Need an extra page to add into your members portal? Then enable this feature in your ‘Apps / Features’ dashboard.
Here are more details on everything that is coming up in this week’s release:

IMPROVEMENTS

  • Direct Slack integration
  • Members portal custom pages
  • Implement “Important Links” per location
  • Display payment method for paid invoices in the Portal
  • Ask for confirmation when deleting files
  • The bill run can now be run by anyone with Center Manager permissions
  • Remove bookings section from the Member Portal when Meeting Room booking feature is switched off
  • Show a notification on plan update that existing memberships are not affected by the changes
  • Don’t allow plans that are used somewhere in the organisation to be deleted
  • Allow center managers to delete one-off fees that are not invoiced
  • Allow users to setup issue date and due date of the invoices created by the automated bill run
  • Multiple billing contacts
  • Accounting software nightly sync – Xero and QuickBooks
  • Show Xero tax rate name in the configuration window
  • ACH payments via CardConnect is now an option
  • Checkins report for daily member activity in the space
  • Add visitors export – filtered by date and location
  • Export locations and summary
  • Ability to export the bookings report
  • Add totals to the revenue report
  • Display booking extras in notification mails
  • Make exceptions to recurring bookings
  • Members portal UI, search fields and tag improvements
  • Admin tags page (Settings / Community / Tags)

FIXES

  • Fix Credit note default issue to be today
  • Fix entering incorrect credit card in the public calendar used to break the application
  • Fix OfficeR&D invoice line item grouping and rounding – different than Xero’s
  • Fix incorrect data in the occupancy weekly report
  • Fix QuickBooks synchronization error