storEDGE What's New: 2024

November 19, 2024

New account code for written-off sales tax

We resolved an issue that prevented sales tax from being written off when a taxed charge is written off as bad debt. In order to ensure you can track the tax amounts that are no longer owed, we’ve created a new account code. When a taxed charge is written off going forward, storEDGE will credit “Accounts Receivable - Tax” and debit “Bad Debt Sales Tax Reduction” for the tax amount.

Credits on the Rent Roll Report

The Rent Roll previously included credits in the Prepaid column instead of the Other Due column. We have updated the report to show credits in the Other Due column of the report.

November 13, 2024

Reconciliation Report (Storable Payments)

If you're a Storable Payments customer, we’ve added a Reconciliation Report in storEDGE. It reflects the payment status from both storEDGE and Storable Payments. This report gives you a starting point to identify and investigate mismatched payments and understand whether they were truly successful or unsuccessful.

The report can be found in your Facility Level software by navigating to Billing > Reconcile.

📖 Learn more in our article: Storable Payments Reconciliation Report

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November 5, 2024

Store Insurance document trigger

We added Store Insurance as a trigger available for document templates. When the trigger is added to a document, that document will be included for eSign when store insurance is added to a tenant's account.

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October 29, 2024

Account Number column added to the General Ledger Detail Report

We added a column to the General Ledger Detail Report that shows the tenant’s account number. If there is no tenant account number (ex: a retail sale), this column will say N/A. 

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October 15, 2024

Updated e-sign experience 

Please note: We're releasing this update to storEDGE customers in groups. We'll notify you in the storEDGE Resource Center when you've been upgraded.

We’ve made some updates to e-sign with a new signing experience. You can see the new signing experience in our article: E-sign overview.

You can view signed documents in storEDGE in the same way you’re used to. However, the last page of the signed document now includes a Signature Certificate that shows when and how the document was created and signed for auditing purposes.

Example:

Please refresh the browser window on the iPad or tablet you use to sign with storEDGE to ensure you are using the new signing experience. To do so, click the “refresh” circle button or press CONTROL/COMND+R. If e-sign isn’t updated after refreshing your browser, clear the browser data and re-pair the device with storEDGE.

October 8, 2024

Storable Payments: EMV terminal payments now available

Cybersecurity threats in self-storage are increasing, making it critical to protect your tenants and business. We’re excited to announce our new EMV payments technology that utilizes embedded credit and debit card chips for more secure transactions. It also offers tenants new seamless payment options with mobile wallets and NFC technology like Apple Pay and Google Pay.

If you use Storable Payments, you can get started by purchasing the terminal that best meets your business needs on our Storable Payments Store.

📖 Learn more about using EMV terminals with Storable Payments in our Storable Payments card reader FAQ.

View ad hoc emailed reports without logging into storEDGE

If you enable the setting to allow recipients to view reports without logging into storEDGE, recipients can now also view ad hoc emailed reports without logging in.

📖 Learn more in our article: Corporate Reports.

October 1, 2024

Storable Access Control: Missing access activity

We resolved an issue that caused some access activity to be missing from the Access tab.

September 24, 2024

View scheduled reports without logging into storEDGE

We’ve created a Corporate report setting that allows you to choose whether scheduled reports can be viewed from the notification email link without logging into storEDGE. This setting is off by default.

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📖 Learn how to enable the setting in our article: Corporate Reports

September 10, 2024

Storable Payments: User permission to access the Payments Portal

We’ve created a new setting that allows you to choose whether users have access to the Storable Payments Portal. You can grant or revoke access to the Payments Portal by editing a User Role from your Corporate Settings.

Check or uncheck Access Payments Portal and click Save.

Storable Payments: Reverse a payment from the Payments Portal 

You can now refund or void a payment from the Storable Payments Portal if needed. The Refund or Void button can be found by expanding a line item on the Transactions page of the portal.

Please note: Refunds and voids should typically be issued from your storEDGE software by following the instructions in our article: Reversing Payments. Refunds and voids made in the Payments Portal will not be reflected in your software until you create a manual cash or check refund to record the void/refund in storEDGE.

August 28, 2024

Get Further Optimizations to Your Corporate Delinquency Workflows

In the current market you need robust efficiencies within your software that reduce your operational burden to spend more time focused on driving revenue. With our latest Corporate Delinquency releases you gain flexibility and time back while maintaining compliance.

Unit Type Delinquency:

  • Gain flexibility to manage different delinquency timelines for different unit types
  • Set up and customize delinquency schedules for specific unit types
  • Optimize legal compliance for delinquency functions applicable to certain unit types
  • Apply custom schedules for specific unit types

📖 Learn more in our article: How do I create Delinquency Schedules based on Unit Type?

Schedule Transfer:

  • Transfer currently delinquent units to a new version of a delinquency schedule
  • Choose between two transfer methods: Restart Delinquency or Maintain Days Past Due
  • Maintain compliance and auto-update all tenants to new delinquency schedule if it’s updated

📖 Learn more in our article: How do I transfer delinquent units to a new version of a Delinquency Schedule?

Unit Type Delinquency and Schedule Transfer are now available to all storEDGE customers for users with access to Corporate Level Settings.

 

August 21, 2024

Move Out Screen updates

We split out the Move-out fee subtotal and Move-out fee tax subtotals into separate line items on the Move Out Review screen to provide clear information about move-out fees. We also made formatting changes to make the balance due or refund owed stand out.

Example of the new Move Out Review screen:

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August 12, 2024

Sign-in change

We updated the storEDGE sign-in flow. You'll now enter your username/email address, and then, on the next screen, you’ll enter your password.

July 30, 2024

Tenant name changes disabled in the Rental Center tenant portal

We've made an update to the Rental Center tenant portal to prevent tenants from editing their first or last name after initial account creation. Changes to the tenant's name made in your storEDGE software will still be reflected in the tenant portal.

July 23, 2024

Future Move-Ins

We’ve created a new feature that allows you to complete the move-in process before a tenant’s desired move-in date. With Future Move-Ins, you can automatically schedule tenant move-ins and grant facility access for a future date without manual follow-up. This results in less administrative hassle, more closed leads, and increased revenue. 

📖 Learn more about Future Move-Ins in our articles:

How do I enable Future Move-Ins?

Moving a tenant in with a Future Move-In date

Allow Badges on Tenants setting

We created a setting that allows you to choose whether you want badges to be shown on tenant profiles when information is missing. The new setting can be found in your Corporate Level Tenant Settings and, going forward, will default to Off unless enabled.

July 16, 2024

Storable Payments: Transaction details

We've added a Deposits column to the Transactions page. Click the Details link to view the detailed view of each transaction.

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July 9, 2024

Mail House Email status filter

We added an Email Status filter to the Mail House tab of the Comms page that allows you to filter for tenants with or without an email address on file.

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July 2, 2024

Storable Payments: Refund Receipt link

We added a link to the Refund Receipt for any refunded transactions on the Transactions page. If you use Storable Payments, you’ll see the link under the Transaction Amount of refunds.

Storable Payments: Export Bank Activity

We added the option to export your Bank Activity page. If you use Storable Payments, click Export in the top right corner of the page to export your Deposits or Fees data. 

June 20, 2024

Tiered Pricing

We’ve created the ability for you to group units into “Good, Better, Best” categories based on attributes, making it easy to charge more for premium options and adjust pricing if a tier sells out. Once you enable Tiered Pricing, tiers will be shown in storEDGE, on your Storable Website, and your SpareFoot Marketplace listing.

What to know before you enable Tiered Pricing:

  • Yield Management will be disabled if you use Tiered Pricing. 
  • If you use a 3rd party website provider, reach out to your provider to confirm they support Tiered Pricing prior to configuring it in storEDGE software.

Learn more about Tiered Pricing and how to enable it in our help articles:

May 28, 2024

Storable Payments: ACH return notifications

If you use Storable Payments, your facility will now receive an email notification in the event of an ACH return. Notifications will be sent to your chargeback email address

📖 Read more about transaction statuses and funding times.

May 14, 2024

Selecting a move-out reason

You can now select a move-out reason from the first step of the move-out process. This ensures you can collect move-out reason data, even when you’re scheduling a move-out for a future date.

Tenant profile badges

We’ve added badges to the tenant profile that will be shown if the tenant is missing information, hasn’t signed their lease, isn’t enrolled in insurance, or isn’t enrolled in Autopay. You can click on a badge to navigate to the relevant page where you can complete the missing information or enrollment. 

Online Move-ins missing from Task List

We resolved an issue that caused online move-ins to not display on your task list.

April 30, 2024

Auction move-out with refund

We resolved an issue that prevented software users from processing an auction move-out with excess auction proceeds that resulted in a refund.

Total Receipts calculation on the Facility Comparison Report

We resolved an issue that caused the Total Receipts on the Facility Comparison Report not to match the amount shown in Billing > Payments or the Management Summary Report.

April 16, 2024

Storable Access Control: Increased syncing with PDK

We increased our sync attempts with PDK to ensure access lockout statuses in storEDGE match lockout statuses in PDK.

April 2, 2024

Storable Payments: Transactions Report Improvements

We added the following data to the Transactions Report for Storable Payments customers: 

  • Credit Card and ACH total processed amounts.
  • Tenant names and Unit numbers associated with each transaction. You can view this information by expanding a transaction line item.

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March 12, 2024

Tiered Pricing

We’ve created the ability for you to group units into “Good, Better, Best” categories based on attributes, making it easy to charge more for premium options and adjust pricing if a tier sells out. Once you enable Tiered Pricing, tiers will be shown in storEDGE, on your Storable Website, and your SpareFoot Marketplace listing.

What to know before you enable Tiered Pricing:

  • Yield Management will be disabled if you use Tiered Pricing. 
  • Tiered Pricing is not currently supported with Channel Rates.
  • If you use a 3rd party website provider, reach out to your provider to confirm they support Tiered Pricing prior to configuring it in storEDGE software.

Learn more about Tiered Pricing and how to enable it in our help articles:

Respond to Chargebacks in your Storable Payments portal

If you use Storable Payments, you can now respond to chargebacks and provide supporting documentation from your Storable Payments portal. The chargebacks page provides real-time visibility into your chargeback activity and statuses. Learn more in our article: What is the chargeback process for Storable Payments?

March 6, 2024

Gate access after transferring to a new unit

We resolved an issue that prevented tenants from accessing the facility using their gate code after transferring to a new unit.

March 5, 2024

Tenant History timestamps
We resolved an issue that caused an incorrect timestamp to be shown for events on the Tenant History page.

February 20, 2024

Occupancy Summary Report calculations

We corrected the calculations for Gross Potential Rent and Economic Occupancy on the Occupancy Summary Report.

Unit status change timestamps

We resolved an issue that caused the timestamp for unit status changes to be incorrect.

Management Summary Report totals

We we corrected the move-ins, move-outs, transfers, and revenue total calculations on the Management Summary Report.

Transactions on the Payments by Type Detail report

We split transactions on the Payments by Type Detail Report into multiple lines if they include a reversal and a payment in order to provide more clear data.

February 6, 2024

Missing gate codes after unit transfer

We resolved an issue that prevented tenant gate codes from transferring or being updated when a tenant was transferred to a new unit at a facility that doesn't have a gate integration set up.

February 1, 2024

Aging Report accuracy
We’ve resolved issues with the Aging Report that impacted Daily Accrual Accounting users. We made updates to ensure data is accurate and past-due balances fall into the correct age category.

January 23, 2024

Payment method deletion source
We resolved an issue that prevented the source of deletion from being recorded on the Tenant History page in storEDGE when a tenant deleted a payment method through Rental Center.

Filter units by area
We created a new filter that allows you to easily find units within an area range on the Units tab

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January 17, 2024

Automatically apply Services at move-in

You can now automatically apply Services to tenant move-ins. If you would like to enable this setting, add or edit a service in your Corporate Services Settings and check the box next to Required at move-in. 

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📖 Learn more about Services Settings

January 4, 2024

Payment reverse button

We resolved an issue that caused the Reverse button to be missing from tenant ledgers and prevented payment reversals.

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