Release Notes

PDFs of architectural requests that include checklist items no longer contain blank pages.

Previous Behavior:
When a PDF was generated for an architectural request whose form included checklist items, the PDF contained unexpected blank pages. The document looked incomplete or unprofessional, and users had to clean it up by hand before sharing or saving it.

Resolution:
Architectural request PDFs now generate without extra blank pages. Checklist content still appears correctly, and PDFs for requests without checklist items are unaffected. Users can share and store these PDFs as-is.

Bulletin emails are delivered more promptly during busy sending periods.

Previous Behavior:
During high-volume sending periods, especially on Fridays, bulletin emails could back up and reach residents hours after they were sent. Time-sensitive community communications arrived late, causing confusion for residents and associations.

Resolution:
Bulletin emails are now processed more efficiently during peak periods to reduce delays. Associations can count on timely delivery for important community communications.

Email open rates in Resident Engagement reporting now reflect unique recipients and no longer exceed 100%.

Previous Behavior:
Resident Engagement reporting counted every open of a communication, including repeat opens by the same recipient, when calculating Open Rate. As a result, some communications showed Open Rates above 100%, and management teams couldn’t tell what share of residents had actually viewed a message.

Resolution:
Open Rate is now based on the recipients who opened a communication rather than the total number of opens. Management teams get an accurate picture of how many residents a communication reached and can make better decisions about community outreach.

Managers can once again add a location when creating a community event.

Previous Behavior:
The Location field was missing from the event creation form, so managers could not say where a new event would be held. Earlier events still showed their locations, but new ones couldn’t include one, which could leave residents unsure where to go.

Resolution:
The Location field is back on the event creation form. Managers can add a location to new events, and residents can see where each event is taking place.

Benefits:

• Cleaner document navigation: Residents and board members browse by folder instead of scrolling through long file lists.
• Consistent across communities: One company-level setting applies the same experience to every community the company manages.
• Less confusion over dates: Removing the “Updated At” column avoids questions about when a document was last changed.

Filtering the calendar and moving between events no longer produces an error page.

Previous Behavior:
When a user set the Calendar filter to “None” (to show only events they created) and then refreshed the page or opened an event, Community displayed an error page instead of the calendar or event details. In some cases, opening an event and returning to the calendar would also fail to load. Residents and staff lost access to event information and could not rely on the calendar filter.

Resolution:
The calendar now loads correctly with any filter applied, and users can open an event and return to the calendar without errors. Residents and managers can filter to their own events and view event details as expected.

Documents removed from a work order in Caliber are now removed from Community as well.

Previous Behavior:
When a document attached to a work order was deleted in Caliber, the file continued to appear on the homeowner’s work order in Community. Residents could still see and download a document the management team had intentionally removed.

Resolution:
Document deletions on work orders now carry over from Caliber to Community, so residents see only the documents that are currently attached to their work order.

Violations closed in TOPS Pro now display as closed in Community.

Previous Behavior:
A violation that had been closed in TOPS Pro could continue to display as open in Community, creating confusion for management teams and residents and leading to unnecessary follow-up.

Resolution:
Closed violation statuses from TOPS Pro now display accurately in Community, keeping violation records consistent across both systems.

Notes added to architectural requests in Community now appear in Caliber exactly as they were written.

Previous Behavior:
When a note was added to an architectural request through Community, the note appeared correctly in Community but showed up in Caliber with “+” symbols in place of the spaces between words, making notes hard to read for the management team.

Resolution:
Architectural request notes now carry over to Caliber with their original spacing and formatting, so managers working in Caliber can read resident and board notes clearly.

The Create Statement screen brings the full statement run workflow to the browser. From a single page, users select the communities and transaction accounts to include, configure statement content, and choose how statements should be delivered — all using the bank, coupon, late fee, and ACH/FSPay configuration already set up in Caliber, with no re-entry required.

From the Create Statement screen, users can:

• Select communities and transaction accounts to include in the run, with an optional balance-range filter to narrow which owners are picked up.
• Configure statement content, including adding a detachable payment coupon or generating a print-as-invoice version that shows only outstanding charges as of the statement end date.
• Choose specific owners, filtering by current, prior, or both, instead of generating statements for every homeowner in a community.
• Preview a delivery summary — a live count of owners by delivery type (Email, Mail, Email + Mail, Total) — before committing to a run, so the right owners are included every time.
• Run statements without blocking their browser. Batches process in the background with a real-time progress indicator, and users get a completion notification whether they stay on the page or navigate elsewhere in Manager.

Once a run completes, statements are delivered as a local PDF download and/or emailed to owners via Hydra, based on each community’s mail matrix settings. Owners with an active ACH or FSPay scheduled payment are automatically excluded when the community setting is enabled, and a copy of each statement is saved to the owner’s record in Caliber by default.

If a run includes email delivery, users are offered a link to the Statement Email Report directly from the completion notification. The report lists each homeowner who was emailed a statement, the address(es) used, their community, and a delivery status of Sent or Failed. Any failures are clearly highlighted with a human-readable reason (for example, an invalid email address), and the report can be exported or printed for record-keeping.

This release does not yet include delivery through the FRONTSTEPS Print Center (PagePerPage); that capability, along with the rest of the statement run experience, is planned for a future release.

This feature is available on web only.

• Run Statements From Anywhere: Statement batches no longer require a specific desktop machine — CAMs and accounting staff can initiate and monitor a run from any browser, in the office or in the field.
• No More Blocked Workstations: Because runs process asynchronously, users can keep working in Manager while a batch generates, instead of watching a local machine sit idle until it finishes.
• Confidence Before You Run: The pre-run delivery summary shows exactly how many owners will receive statements by email, mail, or both, so mistakes are caught before generation instead of after.
• Precise Owner Targeting: Balance-range filtering and owner-level selection make it easy to run statements for the exact set of homeowners a batch is meant for, without extra manual work.
• Delivery Confidence, Built In: The Statement Email Report gives staff immediate visibility into what was sent and what failed, with human-readable reasons that make troubleshooting fast — no need to escalate to support.
• Consistent With Existing Setup: Bank details, coupon layouts, and late fee configuration are read directly from Caliber, so there’s nothing new to configure to start running statements in Manager.

What’s New?

Vendor Management

Managers and Administrators can now manage the entire vendor lifecycle — from onboarding and insurance compliance to work order history and payments — without ever leaving FRONTSTEPS Manager.

Feature Overview

Vendor Management brings a complete, centralized vendor experience to Manager. Community Association Managers, AP Staff, and Operations Coordinators can now create and maintain vendor records, track compliance, and review a vendor’s full history directly from a single screen, eliminating the need to switch to Caliber for vendor-related tasks.

From the new Manage Vendors area (Accounting > AP), users can:

• Browse and filter vendors in a centralized list showing name, activity type, assigned community count, average rating, and an at-a-glance payability status.
• Create and maintain vendor records, including contact information, activity types, and active/inactive status.
• Track insurance compliance, with automatic enforcement that blocks payment to vendors with missing or expired insurance when the management company has insurance tracking enabled. Vendors can also be marked exempt when appropriate.
• View a vendor’s work order and invoice history directly from the vendor record, with one click into a pre-filtered list scoped to that vendor — a view that has never existed in Caliber.
• Capture notes and ratings after work is completed, in a lightweight, low-friction format designed to encourage regular use.
• Manage 1099 adjustments, ACH banking details, and W-9-based tax information needed for accurate payment and reporting.
• Assign vendors to specific communities and divisions, controlling which vendors are available for work orders and invoices in each community.
• Set mailing preferences to control how work order notifications are delivered to each vendor (email, mail, both, or neither).

Because Manager and Caliber share the same underlying data platform, all existing vendor records, invoice history, and work order data are available immediately — there is no migration step required.

• One system for every vendor task: Managers and AP Staff can now create, assign, insure, note, and pay vendors entirely within Manager, removing the constant back-and-forth with Caliber that slowed down daily work.
• Payment confidence, at a glance: Color-coded payability status makes it immediately clear whether a vendor is compliant and eligible for payment, reducing the risk of paying a vendor with expired or missing insurance.
• Operational history in one place: Work order and invoice history are now surfaced directly on the vendor record — a view Caliber never offered — turning the vendor profile into a true operational reference instead of a static address book.
• Lower-friction feedback: Notes and ratings are quick to capture, making it easier for teams to build a reliable performance history for every vendor over time.
• Cleaner vendor selection: Community and division assignments ensure that only relevant, approved vendors appear when creating work orders and invoices for a given community.

• A Complete Delinquency Queue in One View: AR Specialists can see all accounts in active delinquency — with stages, aging, days past due, and next actions — in a single sortable, filterable list, without needing to pull reports or work from exports to manage daily workload.
• Full Account History Without Leaving the Page: Clicking any account surfaces a detailed view of delinquency records, sent correspondence, fee and charge history, audit trail, and community-specific delinquency rules — all from one place in Manager.
• Preview Before You Post: The Run Delinquency workflow includes a full preview of every account and action that will be affected before committing, the ability to exclude individual exceptions for a run without changing permanent configuration, and a downloadable preview report that is saved automatically for audit purposes.
• Background Processing Keeps Work Moving: Delinquency runs execute as background tasks. AR Specialists can navigate to other work and return when processing completes to download generated statements, letters, and run summaries directly from Manager.

• Every invoice, one place: AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and next action needed.
• Overdue and approaching due dates, highlighted: Due dates within 7 days show in orange; past-due invoices show in red — so nothing slips through unnoticed.
• The complete invoice record, one click away: The detail view shows everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log.
• Inline alerts surface what needs attention: Expired vendor insurance, withholding flags, and potential budget overruns are called out directly on the invoice record.
• Navigate without losing context: Prev/next arrows let AP staff move through their queue without returning to the list.

• Pay from the detail view: Process a full or partial payment on any Ready to Pay invoice without leaving the record. The payment modal pre-populates payment details and shows the current bank balance of the payment GL account before you confirm.
• Combined payments, surfaced automatically: When invoices are flagged for combined payment, the payment modal pulls in all other eligible invoices for the same vendor — so the right invoices are grouped into a single payment in one step.
• Void payments without voiding the invoice: A lost or stale check can be reversed on its own, returning the invoice to a payable state for reissuance — without touching the underlying invoice record.
• Void and reissue in one flow: Void/Reissue voids the original payment and triggers a new one in a single action, so correcting a payment issued with wrong details doesn’t require re-entering the invoice.
• Check images on demand: View a COPY-watermarked check image for any check payment directly from the Payment Summary — no need to locate the original document.
• Advance workflow status without entering edit mode: Received, Validated, Post to GL, and On Hold steps can be toggled directly in the detail view and save immediately, with every change captured in the audit log.

• Approve from the detail view: Approval steps in the Workflow Progress sidebar are actionable when it is your turn — no need to hunt for a separate approval queue or return to the list.
• Notifications when action is needed: When an invoice advances to a state requiring approval, everyone with the appropriate permission for that community receives an in-app notification automatically.
• Admin override unblocks the queue: Administrators can approve at any level — AP, Manager, or Board — when the designated approver is unavailable, keeping payment runs from stalling.
• On Hold freezes the workflow: Placing an invoice on hold prevents any other approval state changes until the hold is explicitly released, so nothing advances accidentally while an issue is being resolved.
• Approvals can be removed: If an approval is applied in error, it can be removed directly from the sidebar. The removal is logged, and the invoice returns to the prior state.

• One payment run for the full queue: Select any number of Ready to Pay invoices, review the batch, and submit everything in one action — no need to open and pay each invoice individually.
• Bank balance before you commit: Each account group in the Review Payments modal shows the current balance and the projected balance after the batch, so overdrafts are visible before they happen.
• Adjust the batch before confirming: Uncheck any invoice in the Review Payments modal to remove it from the current run without losing the rest of the selection.
• Combined payments handled automatically: Invoices flagged for combined payment are grouped by vendor within each GL account, so a single net payment is issued per vendor rather than separate transactions.
• Standalone batch check printing is not available in this release. Checks can be generated when processing individual invoice payments.

Create, edit, and manage invoices from scratch directly in Manager — with a form that adapts to each community’s workflow settings and flags compliance issues before you save.

Feature Overview:

Manual Invoice Creation lets AP Clerks create invoices for any payee type — vendor, employee, other payee, or owner — using a structured form that adapts to the selected community’s AP workflow settings. The form shows only the fields and approval levels configured for that client. Vendor compliance alerts appear immediately on selection. Documents can be attached with a side-by-side PDF viewer open alongside the form. Invoices can also be edited from the detail view after creation, with all changes logged automatically. Available on web.

Benefits:

• A form that matches your community’s workflow: The invoice form shows only the fields, approval tiers, and date options configured for the selected community — no extra fields, no guessing what’s required.
• All payee types in one place: Create invoices for vendors, employees, other payees, and owners, with each payee dropdown filtered to eligible records for the selected community.
• Compliance flags before you save: If the selected vendor has expired insurance or is flagged for withholding, an alert appears immediately — before the invoice reaches the queue.
• Reference the original document while you type: Attach a vendor’s PDF and it opens in a side-by-side viewer, so the source document is visible while filling in the form.
• Two ways to save: Use CREATE INVOICE to save and close, or CREATE & ADD ANOTHER to save and open a fresh form immediately — for AP staff working through a stack of invoices.
• Edit invoices without voiding them: Unpaid invoices can be edited from the detail view, with only eligible fields unlocked based on invoice status and permissions. Every change is logged automatically with a before-and-after record.
• On Hold and Reject, built into the workflow: Place an invoice on hold with a reason to pause processing without losing it, or reject it with a required explanation. Both actions are logged and reversible.
• Recurring (memorized) invoice templates and ALLi-assisted autofill are not available in this release.

• Every invoice, one place: AP staff can see all invoices across their communities in a single list, organized by workflow stage and filterable by status, payment type, and action needed.
• Overdue and approaching due dates, highlighted: Due dates approaching within 7 days are shown in orange; overdue invoices are flagged in red — so nothing slips through unnoticed.
• Complete invoice history, one click away: The detail view surfaces everything about an invoice in one screen — line items, payment history, workflow progress, approvals, and a full audit log.
• Inline alerts surface what needs attention: Vendor insurance issues, withholding flags, and potential budget overruns are flagged directly on the invoice record, so staff can act without hunting for the context.
• Navigate without losing your place: Prev/next arrows let AP staff move through their queue without returning to the list, keeping work moving.

Invoice creation, editing, payment processing, approvals, and void/reject actions are not yet available — those capabilities are coming in subsequent releases through July and early August.

What’s New

Homeowner Ledger View
View a homeowner’s complete transaction history right from the unit record.
The new Ledger tab on the Unit landing page lets staff select any owner account and see every transaction with posting date, description, amount, open amount, and running balance — plus both the selected ledger balance and the total unit balance. Click any transaction to see related payments and GL entries, filter by date, type, and status, and spot entries flagged under an open delinquency. Available on web with a responsive mobile view. Requires AR transaction view and transaction account view permissions.

• Faster account research: answer billing questions and confirm payment history from one screen.
• Clear balance context: selected ledger balance and total unit balance are always labeled.
• Built for scanning: the key amount columns stay pinned on desktop as you scroll.

Data Hierarchy Navigation Panel
Browse your entire portfolio and jump straight to any landing page.
A new Data Hierarchy option in the side navigation opens a panel showing divisions, clients, communities, groups, and units. Drill forward and back through each level, or search directly by homeowner name, address, community, division, or group. Click a community or unit to go straight to its landing page; your current selection stays highlighted. The panel shows only what you have permission to access, and is available on mobile via the hamburger menu as a full-screen view.

• A second path to every record: browse your portfolio instead of searching by name.
• Familiar navigation that lowers the learning curve as teams move more of their day into Manager.
• Search built in across every level of the hierarchy.

Unit & Unit Account Notes
Capture, edit, and manage notes on a unit or account — with the latest note surfaced on the landing page.
The Notes tab now combines unit notes and unit account notes in one log, with unit account notes tagged and labeled with the contact name. A Latest Note section previews the most recent entry on the Unit landing page. Staff can add notes with a note type, category, visibility setting, and attachments; you can edit or delete notes you authored, with a brief undo window after deletion. Note type is set at creation and cannot be changed afterward. Available on web and mobile.

• Shared context for your whole team: account history lives on the record, not in inboxes.
• The latest note front and center on the Unit landing page.
• Author-controlled editing keeps the log trustworthy, with undo to prevent mistakes.

Bulk Print Queue for Letters

Managers and Administrators can now send Architectural Request and Violation letters to a centralized print queue, allowing all correspondence to be processed together in a single scheduled batch instead of sending each letter individually.

Feature Overview

The Bulk Print Queue introduces a streamlined way to manage letter generation across Architectural Requests and Violations. Wherever a letter can currently be generated, users will now see two options: Print Now and Send to Bulk Print. Choosing the latter stores a fully generated, print-ready letter in a centralized queue tied to the management company.

The Violations and Architectural Requests list views now include a Bulk Print mode that filters all items with letters queued for processing, allowing users to:

• Select one or multiple queued items and process them as a single batch.
• Monitor progress via background tasks and download the results once the job is complete. Background tasks have been updated to surface Bulk Print jobs alongside other async processes, with type filtering available to quickly locate items.

Bulk print jobs run asynchronously, so users can continue working while files are generated. The way each letter is delivered depends on how email delivery is configured for Architectural Requests and Violations for each homeowner — physical, electronic, or both. Letters sent physically include the generation of printable mailing labels. Letters sent electronically are delivered via email. Once the batch is complete, a results report is generated summarizing the outcome of the process. All generated files are stored in the history of the corresponding item (Architectural Request, Violation, etc.).

This feature is available on web and mobile.

• Chronological list view with timestamps, author details, and file attachments.

Community Contacts:

• Client Contacts: Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge.
• Vendor Contacts: Lists vendor name, contact name, email, and phone number.

Benefits:

• Centralized Visibility: All critical info in one place.
• Reduced Navigation: Fewer clicks to access what matters.
• Operational Efficiency: Quick access to support daily community management tasks.

• Scheduled Mail Processing: Managers and Administrators can batch all outgoing physical letters and print them on a dedicated day, eliminating the need to print each letter as it is generated.
• Centralized Queue Management: A single queue view consolidates all pending letters across Architectural Requests and Violations, giving users full visibility into what is waiting to be printed.
• Non-Blocking Workflow: Because print jobs run as background tasks, users are free to continue their work without waiting for files to generate. A results report is generated automatically once the batch is complete.
• Flexible Delivery: Each letter is processed according to the homeowner’s configured delivery preference — physical mail, electronic, or both — ensuring correspondence is sent through the right channel every time.
• Mailing Labels Included: For letters sent physically, printable mailing labels are generated as part of the batch, streamlining the entire physical mail preparation process.
• Full Audit Trail: All generated and printed files are saved to the history of each corresponding item, ensuring a complete and traceable record of all correspondence.

Expanded Community Landing Page Information Modules
We’ve added new read-only modules to the Community Landing and Detail Pages, designed to centralize key community information and enhance visibility.

Overview Tab:

• Fact Sheet: Displays structured community data using field codes and values for quick reference.
• Billing Records: Lists all active billing items, including name, start/end dates, amount, frequency, type, and posting day.

Records Tab:

• CC&Rs: Provides a read-only view of Covenants, Conditions, and Restrictions.
• Documents: Shows uploaded community files with metadata like name, upload time, file size, and download option (read-only view).

Community Notes

• Chronological list view with timestamps, author details, and file attachments.

Community Contacts:

• Client Contacts: Displays contact name, title, membership, email, phone, and date range. Expired contacts are indicated with a count badge.
• Vendor Contacts: Lists vendor name, contact name, email, and phone number.

Benefits:

• Centralized Visibility: All critical info in one place.
• Reduced Navigation: Fewer clicks to access what matters.
• Operational Efficiency: Quick access to support daily community management tasks.

• Single Experience: Payments tasks can be completed without leaving Manager.
• Less Context Switching: Eliminates the extra step of opening the standalone Payments product.

• Richer Community View: More information and tools surfaced directly on the landing/detail pages.
• Better Navigation: Modules bring frequently used community context closer to the user.

Improvements related to Step Projects were introduced. From now on, the search bar allows users to search for Step Projects, and it is now possible to add Related Links to Step Projects, just as it already works for regular Steps.

Feature Overview:

Users can now:

• Search for Projects directly within Suite Manager.
• Add Related Links to Projects (previously only supported for Steps).

This makes it easier to connect supporting content and cross-reference work.

Benefits:

• Faster Project Discovery: Find projects quickly via search.
• Stronger Context Linking: Related links extend knowledge and references beyond Steps into Projects.

• Faster Financial Decisions: Eliminates back-and-forth emails by allowing decisions directly in the system.
• Improved Accountability: Approval and rejection actions are logged for transparency and auditing.
• Streamlined Operations: Reduces processing time for invoices and improves workflow efficiency for management teams.

• Universal Availability: Ensures every Suite Manager customer has access to essential search capabilities.
• Predictable Results: Offers clean, consistent keyword matching without AI interpretation.
• Improved Navigation: Helps users move more quickly through common records and workflows.

A redesigned, read-only Community Landing Page centralizes vital community information in a modern, structured layout.

Feature Overview

The new Community Landing Page introduces a modular, intuitive design built around four read-only components:

• Fact Sheet: Core details such as name, address, identifiers, and community attributes.
• Client Contacts: Key representatives and their roles for operational coordination.
• Documents: Access to relevant governing and operational documents.
• CC&Rs: Quick visibility into Covenants, Conditions & Restrictions associated with the community.

Benefits:

• Centralized Information Hub: Gives users a single, unified location to review community details.
• Improved Clarity & Layout: Modernizes the experience, reducing the need to navigate multiple modules.
• Future-Ready: Establishes the structural foundation for enhancements planned for early 2026.

More Accurate Violation Dates

Violation created dates now display consistently across the interface, ensuring more reliable compliance reviews.

Improved Unit Selection Behavior

Checkboxes on unit selection screens behave more predictably, ensuring that selections stay in sync with user actions.

Cleaner Dropdown Behavior

Dropdown menus now properly reset when navigating between records, preventing incorrect or lingering values.

Clearer Assess-Now Feedback

Assess-Now actions in Violations now provide consistent visual feedback, reducing confusion when managing fines or compliance events.

More Reliable Violation Processing

Updates to backend logic improve the accuracy and stability of Violation actions, including assessing violations and generating letters in complex scenarios.

• Greater Control: Take immediate action on violation letters without waiting for automated triggers.
• Efficiency Gains: Quickly correct or resend correspondence directly from the violation record.
• Improved Clarity: Updated labels and design elements make managing violation stages easier and faster.

• Faster Data Entry: Streamlines the violation logging process by eliminating extra steps.
• Improved Accuracy: Automatically links violations to the correct property and homeowner.
• Better Recordkeeping: Allows users to include photos and detailed descriptions up front.

• Edit the description and corrective measure (Required Action) fields.
• Add or remove photos and captions.
• Manage appeal dates, inspection data, and inspector assignments.
• Track letters, fines, and notes in separate tabs for clarity.

• Transparency: Every update is tracked for full accountability.
• Efficiency: Makes it easy to modify details without switching screens.
• Comprehensive View: Combines letters, fines, and notes into one unified interface.

• Selecting and sending letter templates.
• Editing or reprinting letters as needed.
• Applying, waiving, or locking fines.
• Updating Follow-Up By dates with validation.
• Adding or updating the Corrective Measure (Required Action).

• Add or edit violation descriptions
• Change status, inspector, violation date/time, and appeal date
• Upload single or multiple photos
• Add/edit photo captions, update, delete, and download photos
• View fines associated with a violation

• Time Savings: Manage all aspects of a violation in a single location.
• Flexibility: Update details and supporting photos as a case progresses.
• Transparency: Provide clear documentation of violations and related fines.

• Run multiple reports simultaneously as a group.
• View a list of recently run report groups for quick reference.
• Continue running individual client reports on a dedicated tab.

• Efficiency: Run and review multiple reports in a single action.
• Organization: Clear separation between group and individual reports.
• Convenience: Quickly access recently generated report groups.

• ARC Committee members (reviewers/board)
• Homeowners linked to the request

• Improved Communication: Homeowners and board members receive timely updates on ARC notes.
• Accountability: Notifications are logged for transparency and recordkeeping.
• Flexibility: Managers choose who sees notes and who gets notified.

• Your feedback drove the work: We used your requests and real-world experiences to help guide what we improved.
• More improvements, delivered faster: New AI-assisted development tools let our engineers move through this work faster than ever, with every change still built, reviewed, and tested by our team.
• Focused on your experience: Over 60 fixes and improvements ship in this release, the largest set we’ve ever delivered at once.
• You’ll see the difference: If you’ve reported an issue that was addressed as part of this work, our support team will be reaching out to let you know about the improvement.

Benefits

• Less Manual Work: Delinquency letters and statements are automatically collated and sent to HOA Mailers for hard-copy printing and mailing.

• Faster Budget Preparation: Complete the budgeting process in one guided workflow instead of exporting data and rebuilding spreadsheets for each community. 
• Accurate, Traceable Results: Proposed values are tied to Caliber data, budgeting assumptions, supporting schedules, or Manager overrides. 
• Smarter Recommendations: ALLi provides account-level recommendations supported by relevant source information, reasoning, confidence, and estimated financial impact. 
• Full Manager Control: Recommendations are never applied automatically. Managers choose which changes to accept and can undo them at any time. 
• Board-Ready Output: Export a clean Excel workbook with live formulas and an automatically populated Caliber Import tab. 

ALLi Pro customers can access ALLi Budget Studio directly in FRONTSTEPS Manager. Clients interested in adding ALLi can request a demo. 

• Automated Statement Retrieval: Wintrust bank statements are retrieved automatically and available for viewing directly from the Chart of Accounts. 
• Streamlined Reconciliation: Select Wintrust as the provider for automated reconciliation tasks, reducing the need for manual transaction imports. 
• Real-Time Balance Visibility: View up-to-date Wintrust account balances directly in Caliber Desktop without accessing a separate banking portal. 

• Automated Reconciliation: Configure HOA Invest accounts for automated reconciliation using the same streamlined workflow available for other integrated banks. 
• Centralized Reporting: View and download fixed income reports directly from the Chart of Accounts alongside existing bank statements. 

• No more blocked jobs: Communities with time-sensitive automated tasks — such as lockbox processing or AP
  payments — will see those jobs execute reliably on their configured schedules, even if another community’s job
  is running simultaneously.
• Improved reliability: Scheduled jobs that previously appeared to be silently skipped or missed will now fire as
  expected, reducing the need for manual intervention and support escalations.
• Predictable performance: Advanced Automation will provide consistent, on-time execution across all customers
  and job types

• Invoices submitted to a closed period: When an invoice is posted via the API to a closed accounting period
  and the client is on accrual accounting, Caliber will place the invoice on HOLD, record the original posting
  intent in the invoice log (including the attempted GL date). This preserves the invoice for review without
  corrupting the accounting period.
• New alert — Invoice Posted to Closed Period: Users can subscribe to a new system alert to be notified
  when this occurs. The alert includes the invoice number and the attempted posting date, and clicking the alert
  navigates directly to the invoice for quick resolution.
• Payments submitted to a closed period: When a payment is posted via the API to a closed period, Caliber
  will now return a clear error response — “Cannot post the payment to a closed period” — to the payment
  partner and generate a separate alert advising staff to address the transaction in Caliber or coordinate with
  their AP provider to avoid an out-of-balance condition.

Benefits:

• Clear visibility into posting exceptions
• Accounting integrity: Invoices are held rather than silently posted to closed periods, keeping financial records
  clean and auditable.
• Faster resolution: Direct links from alerts to the affected invoice reduce the time it takes to identify and resolve
  closed-period posting exceptions

• Payments in Manager
  The FS Pay Dashboard is now integrated into Manager, giving CAMs and authorized teams direct access
  to homeowner payment and balance details. Answer payment questions in real time, reduce system
  switching, and support homeowners faster during peak payment season.
• Unit Detail Page
  Search for any unit and open the Unit Detail Page to view a summary of unit health, open violations,
  architectural requests, work orders, delinquencies, contact info, and notes, all designed to surface
  actionable insights at a glance.
• Community Detail Page
  Search for any community and open the Community Detail Page to view fact sheets, billing items,
  CC&Rs, documents, and contact lists. See a clear snapshot of community health and address
  outstanding or time-sensitive needs with fewer clicks.

• Faster recovery without extra labor
• Predictive insights on which accounts will pay and when
• Fewer legal referrals and lower legal costs

• New Date filters when running from the Client Reporting Toolbox
• Option to choose to ignore date ranges when running the reports as part of a report group.
• Option to sort reports by date in ascending or descending order.

• High priority bug fixes
• Improvements to AP Automation
• For customers in our Corporate Accounting Beta program: We’ve added the ability to enter charges directly within Caliber. Keep track of copies, mailings, and other miscellaneous charges in Caliber. Review and post charges directly to your customer’s AP!

• Notifications can be configured at the Master or Client level
• Custom messages will support architectural fields codes and enhanced formatting
• If a custom message is not specified, the current notification text will be used instead.
• For all notifications, we’ve appended critical information for the item at the end of the message, including application number, request type, community name, unit address, and a link to the architectural item in FRONTSTEPS Community.

Benefits:

• More precise outreach: Send board-specific or resident-specific communications without manually building or excluding a recipient list.
• Works with existing filters: Combine board membership with registered vs. unregistered status (or other segmentation) for tightly targeted campaigns.

Benefits:

• Consistent enforcement: The restriction applies across every login method, not just the standard sign-in form.
• Matches collections policy: Gives management companies a portal-access control that lines up with how they already handle in-collections accounts, instead of requiring manual account suspension.

• Invited, not yet accepted. The resident is told an invitation has already been sent and that they need to accept it, and the invitation email is automatically resent so they have a current link.
• Self-requested access. The resident continues to see the existing already-requested confirmation message.

Applies to resident self-registration on the web.

Benefits:

• Residents are not misled: Invited residents are no longer told they requested access themselves.
• No support ticket required: The invitation is resent automatically instead of the resident needing to ask someone to send it again.
• Registration can be completed: The resident is pointed at the action that actually unblocks them.

Benefits:

• Faster access to your own work: My Campaigns opens by default so admins land on the campaigns they manage.
• Full company visibility: The Campaigns tab shows every campaign under the company, with the author identified.
• Clear separation: Personal campaign management and company-wide review live in distinct views.

Benefits:

• No blocked work: Campaigns can be corrected or removed without waiting on the person who created them.
• Company-wide oversight: Owners and administrators manage every campaign under the management company from one place.
• Safeguarded: Deletion requires confirmation.

Benefits:

• Verify before you send: The full recipient community list is reviewable at any point.
• Adjust in place: Each selected community can be removed individually.

Benefits:

• Fewer duplicate sends: Overlapping communications are surfaced before the campaign goes active.
• Drafts stay frictionless: Work-in-progress campaigns save without interruption.
• Clear rule: The save action determines the status, and the status determines whether the check runs.

Benefits:

• Stop sends without losing history: Disabling and deleting both preserve campaign data for reporting.
• Reversible by design: Disabled campaigns can be re-enabled at any time.
• Deliberate deletion: Delete sits in the actions dropdown behind a confirmation step.
• Accurate reporting: Campaigns sent before deletion retain their historical performance metrics.

• Clarity – Approvals and actions belong on their own tab and in a deliberate context for

greater user clarity

• Better Management of the Process – Board Members can see in a specific place the

invoices that need their attention

• Reduced Questions – Expectations and Requirements are now clear

• Managers could only upload 5MB files with a total file size of 20MB
• Owners could only upload 20MB files on the web portal with a total size of 25MB

• Managers can upload 50MB files without a total file size restriction on the web portal

• Owners can upload 50MB files without a total file size restriction on the web portal

Payments Call-to-Action Updated

We have updated the call-to-action on the payments button for greater clarity for owner users managing their finances

Previous Behavior:

• Questions would impede owners from clicking ‘pay now’ to start the payment process

Resolution:

• Button has been updated to “Review & Make Payment” so owners understand clicking that button doesn’t immediately start a payment

Architectural Notifications

We have updated the architectural request notifications on the web portal to correctly reach the reviewers (if that option is selected) and homeowners (if that option is selected) when the note is visible to reviewers and homeowners

Previous Behavior:

• Notifications wouldn’t reach homeowners as expected

Resolution:

• Notifications are reaching homeowners and reviewers on Architectural Request notes add to the Community Portal when those notes are set to be viewed by homeowners

• Ease of user: Managers can publish to both the web portal and mobile app for greater

• Flexible Communication – Control who sees comments based on sensitivity and relevance
• Faster Reviews – Email notifications with direct links speed up response times
• Protected Discussions – Enable candid internal feedback without exposing all stakeholders
• Reduced Noise – Conditional notifications prevent unnecessary alerts

• Enhanced Personalization: Showcase your unique branding across the platform, reinforcing ownership and community identity.
• Flexibility: Differentiate specific communities by assigning unique logos tailored to their identity.
• Consistency: Maintain a professional, branded appearance across all pages where logos are displayed.

• Improved Usability: Board Members can now perform their duties by accessing and managing existing Work Orders, even if the creation feature is disabled.
• Aligned Expectations: The functionality now behaves consistently with role-based permissions, eliminating the need for manual intervention to restore Work Order visibility.

• All account numbers associated with the user
• A “Pay Now” button next to each property
• A direct payment link for each account

• Reduces support call volume, especially during high-traffic periods like the Superbowl of Payments
• Improves user experience and self-service capabilities

Ask ALLi About Your Own Account (ALLi Enterprise)
Residents get answers about their balance, charges, requests, and violations without calling the office.

Feature Overview:
Money and paperwork questions are the ones residents most often pick up the phone for. What do I owe? Did my payment go through? Where does my architectural request stand? Why did I get a violation? A signed-in resident can now ask ALLi directly. It looks up their balance, transactions, ARC requests, violations, and the profile details the community has on file, and answers with the same information the portal shows. ALLi only reads these records. It doesn’t change anything or take payments, and it can only reach the signed-in resident’s own account.

Benefits:

• Account questions answered at any hour: Residents get the answer when they think of the question, not when the office opens.
• Same answers as the portal: What ALLi says matches what the resident would see if they went looking.
• Only their own information: ALLi works through the resident’s own sign-in, so no one else’s records are reachable.
• Look, don’t touch: ALLi reads records but never changes or pays anything.
• Only what the community supports: If a community doesn’t offer a feature, ALLi doesn’t offer to answer about it.

Amenity Reservations in Chat (ALLi Enterprise)
Residents can check what’s available and book it in the same conversation.

Feature Overview:
ALLi now handles amenity bookings in the community portal. It shows what the community offers along with the rules that matter: when each amenity is open, how far ahead it can be booked, whether reservations are approved automatically or reviewed, and whether there’s a fee or paperwork. Residents can ask when something is free and get the open slots, and see their own reservations with status, confirmation code, and a link to the portal. For a free amenity, ALLi books it once the resident explicitly confirms. The reservation lands exactly like one made on the portal, with the same approval flow and notifications. If an amenity carries a fee, a deposit, or a required signed document, ALLi says so plainly and sends the resident to the portal’s booking page rather than pretending it can finish in chat.

Benefits:

• Availability without a calendar to decipher: Residents ask “is the tennis court free Saturday morning?” and get the open times.
• The rules up front: Hours, advance-booking limits, approval, and costs are explained before anyone tries to book.
• Booked in one conversation: ALLi summarizes the reservation and creates it only after the resident says yes.
• Handled like any other reservation: Approvals and notifications work exactly as they do on the portal.
• No dead ends on paid amenities: ALLi never takes payment and never promises a booking it can’t complete. It hands off to the portal.

Faster, More Accurate Reading of Uploaded Documents and Scans (ALLi Enterprise)

Feature Overview:
ALLi is only as good as the documents behind it, and many community documents, like older CC&Rs, bylaws, and amendments, exist only as scans. ALLi now reads PDF, Word, PowerPoint, and image files with a dedicated document-reading service, so scanned pages come through accurately and in a fraction of the time. Large uploads no longer hold up other documents, and photos taken on iPhones (HEIC) are now readable. Documents over 2,000 pages are declined right away with a clear reason, and the upload dialog states the limit.

Benefits:

• Old scans become usable: Scanned CC&Rs and bylaws are read accurately enough for ALLi to answer from them.
• Setup doesn’t stall: Bulk uploads finish without one big file blocking the rest.
• Photos work: Pictures of documents taken on a phone can now be read.
• Clear limits instead of silent failures: If a document is too large, you’re told immediately and why.

A Budget Workbook You Can Work In (ALLi Budget Studio)
The exported budget is now the working budget: edit one tab and everything else follows.

Feature Overview:
The Budget Studio Excel export is now built as a working model. Draft Monthly Budget is the single place to make changes. The annual view, the GL Final Approved column, the Board Ready proposal, and the Caliber Import all update from it automatically. Cells you edit hold plain numbers rather than formulas, so the workbook is usable the moment it’s delivered.

Benefits:

• One place to edit: Change a monthly amount once and every other tab reflects it.
• Board proposal and Caliber Import stay in sync: No re-keying numbers between tabs before the board meeting.
• Plain numbers where you type: Editable cells aren’t buried under formulas.
• Clear on what’s locked: Draft Annual is a read-only roll-up of the monthly budget, and its Review Notes stay editable.

Assessments That Add Up (ALLi Budget Studio)
Every assessment is stated clearly and checked against the GL account its income posts to.

Feature Overview:
Each assessment in the export now shows its installment, per-unit monthly and annual amounts, the units Caliber actually bills it to, whether it’s charged per unit or per square foot, and the GL account its income posts to. The Budget Inputs tab compares each assessment to what’s budgeted in that GL account and shows the difference, with shared accounts counted once. The Board proposal carries a Reconciled / Review flag so you can see at a glance whether the numbers agree. Each assessment’s monthly spread is described in plain terms: Even Monthly, Quarterly, Semi-Annual, Annual, Varies by Month, or No Amount. When ALLi can’t determine a unit count, it flags it rather than estimating.

Benefits:

• Reconciliation done for you: Assessment income is checked against the GL account it posts to without a manual tie-out.
• Know where to look: The Reconciled / Review flag points you to the items that need attention.
• No guessing on units: Participating units come from Caliber’s billing records, and anything unresolved is flagged.
• Spread you can read: The monthly pattern is labeled the way a manager would describe it.

Actuals That Match Your Closed Books (ALLi Budget Studio)
Historical actuals now stop at the last month your books were reconciled through.

Feature Overview:
The export no longer uses a fixed six-month window of history. Actuals now run through the reconciliation cutoff. If the budget is run between the 1st and 14th of the month, actuals run through the end of two months ago. From the 15th on, they run through the end of last month. The column is labeled “Current Actuals,” and ALLi’s insights and board packets stop at the same date, so everything is built from the same data.

Benefits:

• Numbers that match closed books: Actuals never include a month that hasn’t been reconciled yet.
• Insights built on the same data: ALLi’s recommendations and the workbook agree.
• Fewer corrections: Projections tie to Caliber without manual adjustment.

• The office stops fielding the easy ones: Routine questions get resolved at the moment they are asked, at night and on weekends, without anyone on staff being awake for it. 
• A problem becomes a work order in one conversation: No form to hunt down, no fields to decipher. The resident says what is wrong, ALLi collects what that community actually requires, and it gets filed once they confirm. 
• Residents stop calling to ask what happened to their request: They can check the status themselves, whenever they think of it. 
• Nothing happens without the resident saying yes: ALLi always confirms before it submits anything on a resident’s behalf, and it will not quietly file the same request twice. 
• It only offers what the community actually does: A resident is never promised something their community does not support. 
• A handoff, not a dead end: When ALLi reaches the end of what it can do, it routes the resident to the person the management company chose for exactly that. 

Help Before Sign-In 

The most common resident problem is not being able to get in. Now something is there when it happens.

Feature Overview: 

A locked-out resident is a phone call, every time. They cannot reach the portal, so they cannot reach anything inside it, and the management office absorbs the interruption. 

ALLi now sits on the community’s login page, which is exactly where that resident already is. It knows which community’s page it is on, so a visitor never has to explain where they live before asking a question. It answers what it can from what the management company has marked as public, be it the community parking policy, quiet hours, or anything else, and it helps users with any issues related to FRONTSTEPS products, like logging in or making a payment. This is the front door, not the house: nothing behind the login is reachable from it. Available on web. 

Benefits: 

• Catch the resident before they pick up the phone: Help arrives at the exact moment someone would otherwise give up and call the office. 
• No one has to say where they live: The assistant already knows which community it is serving, so the conversation starts with the actual question. 
• Public means public: It can only reach material the management company marked as safe for anyone. Resident records and private documents stay behind sign-in. 

Conversation Review in Manager 

Every conversation ALLi has with a resident is now on the record and open to the management company that owns it.

Feature Overview: 

Resident Support in FRONTSTEPS Manager gives a management company oversight of its own resident-facing assistant. Every conversation ALLi has with the company’s residents is collected, attributed to the resident and community it belongs to, and readable end to end, alongside whether ALLi resolved the question or handed it to a person. A running summary shows how that split is trending week over week. When a specific conversation matters, a manager narrows to one community, a date range, or only the conversations that escalated, and searches by resident or topic.  

Benefits: 

• Verify instead of trusting: The question every board and every prospect asks is what the bot will say to a homeowner. This is the answer, in the assistant’s own words, on demand. 
• Review the exceptions, not everything: Conversations ALLi could not resolve are marked, so oversight means reading the handful that went wrong rather than wading through the ones that went right. 
• A number for whether it is working: The weekly resolved-versus-escalated split gives a management company something concrete to judge the assistant by, and to bring to a board that wants to know what the AI is doing. 
• Close the loop on a resident complaint: When a homeowner calls disputing something the assistant told them, staff can find that conversation and read it rather than guess. 
• A record that cannot be rewritten: Because no one can alter or delete a conversation, the transcript stays trustworthy as evidence after the fact. 

Teaching ALLi About Your Communities 

An assistant is only as good as what it knows, and the management company now controls that directly.

Feature Overview: 

An assistant answering from generic knowledge is worse than no assistant, because it will confidently give a resident the wrong pool hours. ALLi answers from what the management company gives it, and supplying that is now self-service. 

Companies load the documents, policies, and CC&Rs residents actually ask about. They can upload them, or pull in documents they already keep in FRONTSTEPS Caliber and FRONTSTEPS Community, so nothing has to be recreated or hunted down. Each item is marked for who may see it: anyone, only verified residents, or both. Companies also choose who ALLi points people to when it cannot help, and describe in plain language how their company operates, so the assistant sounds like them rather than like software. All of it can differ between anonymous visitors and signed-in residents, and all of it can be tried out before a resident ever sees it.  

Benefits: 

• Accuracy belongs to the company, not a ticket queue: A wrong answer gets fixed by correcting the source material, the same day, without involving FRONTSTEPS. 
• Use the documents you already have: Pull straight from FRONTSTEPS Caliber and FRONTSTEPS Community rather than tracking down files and uploading them again. 
• Verified-resident material stays that way: Each document is marked for who can reach it, so nothing meant for residents ends up answering an anonymous visitor. 
• Load a portfolio-wide policy once: Something true for every community is set at the company level instead of repeated community by community. 
• Escalation goes to a real person you picked: And to a different person for public versus signed-in conversations, if that is how the company works. 
• Try it before residents do: Preview the assistant after a change and see what a resident would get. 

Look and Feel 

Residents should feel like they are talking to their management company, not to a vendor.

Feature Overview: 

Trust in a resident-facing assistant starts with whether it looks like it belongs. A management company names the assistant whatever fits their brand, sets its accent color to match the community site residents already know, and decides where it appears: the public site, the resident portal, or both. Readability is handled automatically, so no color choice can make the assistant hard to use. All of it is set by the company, in minutes.  

Benefits: 

• It reads as their assistant, not ours: Residents experience it as part of the service their management company provides, which is what makes them willing to use it. 
• It matches the site residents already trust: No jarring third-party widget bolted onto a familiar page. 
• Roll out at your own pace: Start on the public site, or only in the resident portal, and expand when ready. 
• No design ticket, no waiting: Change the name or color and see it live, with contrast handled so nothing breaks. 

What’s New:

Intelligent Budget Generation

Intelligent Budget Generation guides Community Managers through the complete annual budgeting process in one connected experience.

Managers begin by selecting the community and budget year, entering expense-growth assumptions, choosing an insurance projection method, uploading a Reserve Study, selecting a reserve-funding approach, and providing any known issues or additional community context. Each step is validated as the Manager progresses, and a final review screen summarizes the assumptions before the budget is generated.

Using Caliber general-ledger data and the Manager’s inputs, the budgeting engine then creates a proposed annual operating budget using a transparent calculation hierarchy:

Manual Override → Schedule Override → Annualized YTD with Growth → Prior-Year Budget → Prior Actual → CPI → Placeholder

Every budget line identifies how its value was calculated, making the resulting budget fully traceable and easier to audit. Account mapping also helps apply a consistent budgeting structure across communities.

The generated budget includes the supporting schedules Managers expect, including bad debt, insurance-renewal blending, reserve funding, planned projects, Balance Sheet statements, and Income and Expense statements.

Once the baseline budget is ready, ALLi evaluates each general-ledger account individually and recommends potential adjustments. These recommendations are grounded in the community’s historical Caliber data, shared community context, uploaded documents, Manager-provided notes, and relevant market or inflation information.

Each ALLi recommendation includes:

• The recommended percentage and dollar adjustment
• An explanation of the recommendation
• An option to apply or dismiss the recommendation

Recommendations appear in the Budget Viewer alongside the baseline budget. Managers can apply, review, undo, or dismiss recommendations while totals update automatically. Lines modified using an ALLi recommendation are visually identified, and the reasoning remains available for review.

When the budget is complete, the Manager can generate a final FRONTSTEPS Excel workbook with live formulas. The workbook reflects the final values shown in the Viewer and includes an automatically populated Caliber Import tab to help streamline loading the approved budget back into Caliber.

Benefits:

One guided budgeting workflow
Managers are guided from initial assumptions through final export without needing to understand the underlying mechanics of workbook construction.

• Formula-accurate and traceable
  Every number comes from Caliber data, an explicit assumption, a supporting schedule, or a Manager override. Each budget line explains how it was calculated.
• Account-level intelligence
  ALLi evaluates individual accounts instead of applying a single growth percentage across the entire budget.
• Managers remain in control
  ALLi provides recommendations, but nothing is changed without the Manager choosing to apply it. Recommendations can also be reversed at any time.
• Consistent across a portfolio
  Account mapping and standardized calculation logic make it easier to produce consistent budgets across multiple communities.
• Board-ready Excel output
  The final workbook contains live formulas, reflects the reviewed budget, and includes the information needed for board and accounting review.
• Ready for Caliber
  The automatically populated Caliber Import tab reduces the manual work required to enter an approved budget back into the accounting system.

What’s Improved:

• Replaces the chat-based Budget Draft Agent with a structured, validated experience designed around the way Community Managers build budgets.
• Eliminates the need to export data, rebuild formulas, repair workbook errors, and repeat the same spreadsheet process for every community.
• Replaces blanket percentage increases with account-specific recommendations grounded in historical and community-specific information.
• Gives Managers a clear record of what changed, why it changed, and which values were influenced by ALLi.
• Brings budgeting intake, generation, analysis, review, and export together in FRONTSTEPS Manager.

Why It Matters:

Budget preparation has traditionally required Community Managers to export general-ledger information, gather prior budgets, review financial statements, rebuild formulas, validate assumptions, and repeat the process for every community they manage.

Intelligent Budget Generation brings that process into one guided workflow.

Budgets that previously took days of spreadsheet work can now be created through a faster, more consistent, and fully traceable process. ALLi performs the account-level analysis while the Community Manager retains final control over every change.

Primary users: Community Managers, accountants, finance teams
Secondary users: Board members and other members reviewing the completed budget

• Hybrid Automation, On Your Terms: Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people.
• Clear Ownership & Accountability: @mentions assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays.
• Consistency at Scale: Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities.
• Faster Cycle Times: Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks.
• Richer, Traceable Audit Trail: ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom.
• Fewer Reworks Through Context: By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch.
• Flexible Orchestration: Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed.

• Assign ALLi as an Assignee: Choose ALLi as the task owner for any checklist item to have it executed automatically in the background.
• Build Reorderable Checklists: Break a Step into clear, movable checklist items to mirror the exact process you follow.
• Embed Structured Prompts (Markdown): Add rich, markdown-based instructions to guide ALLi—include data points, links, and formatting to standardize outcomes.
• Use Inline @Mentions for Routing: Assign items with @mentions (e.g., @alli for AI execution or @alex for a teammate). Mentions drive automatic assignment and clarify ownership.
• Automated Comment Responses: As ALLi completes her items, she posts results directly into the Step’s comments—creating a running, auditable transcript.
• Context-Aware Follow‑Ups: ALLi automatically uses prior comments and outcomes as context for subsequent items, improving relevance and continuity.
• Auto‑Attach Outputs: Files or reports generated by ALLi are attached to the Step automatically for easy review and sharing.
• Hybrid Execution Rules: ALLi executes only the checklist items addressed to @alli and pauses when the workflow reaches items assigned to people. Once the human completes their item, processing continues with subsequent AI-assigned tasks—no manual restarts required.

• Hybrid Automation, On Your Terms: Seamlessly blend AI and human steps so routine work is automated while key decisions stay with people.
• Clear Ownership & Accountability: @mentions assign every item to either ALLi or a teammate, eliminating ambiguity and handoff delays.
• Consistency at Scale: Markdown prompts standardize instructions, ensuring ALLi delivers predictable, repeatable results across communities.
• Faster Cycle Times: Scheduling and recurrence reduce lag between steps and keep recurring work moving without manual kicks.
• Richer, Traceable Audit Trail: ALLi’s comment posts and auto‑attached outputs create a complete record of what ran, when, and by whom.
• Fewer Reworks Through Context: By reading prior comments, ALLi tailors follow‑up actions to the latest information rather than starting from scratch.
• Flexible Orchestration: Reorderable checklists make it easy to adapt processes as requirements change—no heavy reconfiguration needed.

• Centralizes communication for easier follow-up and collaboration.
• Improves task context and reduces time spent switching between tools.

• Securely connects Outlook to ALLi for email integration.
• Lets you link emails to tasks, agents, or packets directly.

• Automatically links report groups to packet fields using predefined rules.
• Applies preset grouping criteria to minimize manual adjustments.

Benefits:

• Saves time preparing board packets.
• Reduces errors from manual group assignments.

• Supports agent-specific parameters for precise routing.
• Delivers focused processing in complex workflows.

Benefits:

• Gives admins greater control over automation behavior.
• Optimizes multi-agent workflows with targeted responses.

• Fetches fact sheet data from Caliber systems into ALLi.
• Displays that information within ALLi’s reporting views.

Benefits:

• Centralizes key property facts for board and manager use.
• Improves visibility into community metrics and reporting.

• Store rich descriptions and metadata with agent profiles.
• Improves discoverability and understanding in support tools.

Benefits:

• Speeds up onboarding and troubleshooting for support staff.
• Reduces miscommunication with better documentation.

• UI to visually link report groups during packet setup.
• Includes inline validation and proactive guidance.

Benefits:

• Streamlines setup and reduces configuration mistakes.
• Minimizes need for support assistance on packet setup.

• Corrected logic for automated task assignments.
• Ensures tasks go to the right Suite Manager every time.

Benefits:

• Improves accountability through accurate task ownership.
• Reduces time spent fixing assignment errors.

• One-click PDF export for full chatbot transcripts.
• Ideal for archiving or compliance reviews.

Benefits:

• Easy to store and share conversation records.
• Supports compliance, training, and reporting needs.

• Hands-free productivity: Ideal for managers in the field or while multitasking.
• Accessible by design: Reduces friction for users who prefer speaking to typing.
• Platform for growth: Establishes the base for future “do this by voice” actions.

• Consistent documentation: Clear, comparable agent profiles across your library.
• Better discovery: Easier for teams to find the right agent for the job.
• Integration-ready: Cleaner downstream use by hubs, training content, and APIs.

• Faster first win: Shortens time-to-value for new and returning users.
• Higher engagement: Prompts reflect what users actually do most. Evolves with usage: Room to rotate or A/B test by role over time.
• Evolves with usage: Room to rotate or A/B test by role over time.

• Speed to action: Find what you need faster with fewer page hops.
• Designed to scale: A framework that accommodates new features gracefully.
• Higher adoption: Clearer wayfinding increases feature discovery.
• Workflow Consistency: Matches Caliber’s compliance standards while streamlining steps in Suite Manager.
• Fewer Handoffs: Allows CAMs to progress violations independently.