Release Notes

New Feature – Data Portability

Where to find it:

• Menu Administration > Data Portability

Who it is for:

• Users who want to keep a backup copy of their data, replacing the technical backup file that will no longer be provided.
• Users who want to remove a condominium they no longer manage, freeing up database space and licensing, with the possibility of restoring it in the future.
• Users who want to transfer a condominium to another company that also uses GC.
• Companies that acquire other GC-using companies and end up with data distributed across multiple accounts.
• Companies that have created subsidiaries with independent accounts and now want to consolidate data into a main account.

Key details:

• Available on all professional plans, starting from Startup.
• Export is performed per condominium.
• Optionally, an Excel file can be included to facilitate data reading and analysis.
• The backup can be encrypted, ensuring security even when the transport channel is not fully trusted.
• All backup and restore operations are recorded with an activity log, enabling future auditing.

Points to consider:

• This backup is designed to allow the condominium to be restored exactly as it was at the time of export (condominium, units, current accounts, receipts, payment notices, correspondence queries, among others).
• Users, permissions, activity logs, and other internal settings are not included in the backup, as it is focused exclusively on the condominium.
• The restore process clears links to users (e.g., condominium manager), so it is not a “bit-by-bit” restore, but a process very close to the real environment and ready to resume management from the backup point.
• Restore can only be performed when the condominium does not exist in the destination database; it is a creation, not a replacement. This validation is first done by Tax ID (NIF) and, if unavailable, by Address + Door Number.
• A new code is assigned to the condominium to ensure uniqueness.
• If owners, suppliers, and employees already exist in the destination database, they will be reused; otherwise, new records will be created and assigned new codes.

• Minor improvements made at customers’ request.

• E-Fatura queries are now limited to a date range within the same year, due to limitations of the E-Fatura platform itself.
• Other minor, specific fixes made at customers’ request.

• The Simplified Accounts Report now includes a new option that allows the initial outstanding supplier balance for the selected period to be included in the budget variance. This ensures that the final balance shown in the report matches the supplier balance reflected in the financial statement for the fiscal year.

• Several minor fixes implemented based on client requests and reported issues.

• Added the State concept to condominiums, available above the date fields:
  • Active – By default, all condominiums without an end date defined.
  • Inactive – By default, all condominiums with an end date defined.
  • Potential – New state that allows:
    • Registering units, either through New Condominium or manually, without them being counted for licensing purposes;
    • Creating quotations for potential clients;
    • Automatic exclusion of these condominiums from the remaining system functionalities.
• Added a new document type to invoice processing: Green Receipt:
  • Possibility to indicate withholding tax, with its own accounting treatment;
  • Possibility to define the VAT rate per line, also with its own accounting treatment.
• Added a button in the condominium parameters to copy the Unified Accounts Report configuration from one condominium to others that do not yet have a defined configuration.
• Added the SWIFT field to the banks table, which is now automatically copied to the bank accounts of condominiums, owners, and suppliers when a bank is selected.
• Added a column showing payment documents associated with the invoice in the suppliers’ current account statement.
• Added the condominium code to the history title when navigated from a condominium, making it easier to identify the condominium being consulted.

• The e-mail test button used to validate e-mail sending settings now displays the actual error returned by the sending attempt, instead of only indicating that an error occurred, assisting both the user and support team in diagnosing the issue.

• Other minor, client-specific fixes implemented upon request.

• New SWIFT field in the banks table, with automatic copy to the condominium bank accounts upon selection.
• We now store a copy of receipt data when receipts are deleted. In the future, a dedicated screen will be available to consult this data, including who deleted the receipt and when.

• Other minor, client-requested fixes.

• New feature to send e-mails to suppliers (menu Correspondence > E-Mail).
• New Local Accommodation feature, allowing the automatic posting of the local accommodation surcharge during condominium fee processing:
  • Destination account configurable in the administration settings.
  • By default, the new account 21110 is used. For clients already using this account for other purposes, a higher account was automatically configured. In cases where the surcharge was already being posted to a dedicated account with a local accommodation description, that account was retained.
  • New field in the condominium settings to indicate whether the condominium has local accommodation (by default, this option is disabled for all condominiums).
  • When local accommodation is enabled, a new field is available to define the surcharge percentage to be applied.
  • In condominiums with local accommodation enabled, a new field is available at the unit level to indicate which units are used for local accommodation.
  • During condominium fee processing (account 2111), the system automatically posts the local accommodation surcharge to the configured account.
  • Important note: quota adjustments do not automatically adjust this additional posting. This adjustment must be handled manually by the user. The system displays an informational alert to highlight this behavior.
• New parameter to configure whether receipt processing starts by condominium or directly by unit owner.

• Minor improvements, based on customer requests.

• When deleting an invoice through accounting documents, the corresponding numbering reservation record was not removed.
• Other minor, client-specific fixes.

• When changing a condominium from “does not manage all units” to “manages all units”, the system now automatically marks all previously associated units as managed.

• New Management Control report in the Administration module:
  • This new report is composed of two worksheets for management control of Assemblies and the Accounts Report and Fiscal Year Closing;
  • Allows monitoring whether assemblies were scheduled and convened, with alerts when the notice period was not respected;
  • Allows monitoring whether the assembly minutes were sent and whether the delivery deadline was respected;
  • Allows monitoring whether the accounts were registered as reviewed and whether the respective deadline was respected;
  • Allows monitoring whether the accounts report was sent and whether the deadline was respected;
  • Also allows monitoring whether the fiscal year was closed within 24 hours after the completion of the remaining tasks.
• New sub-module in Management Accounting for Fiscal Year Account Review:
  • After printing the reports and reviewing the accounts, the user must access this new optional menu to register that the accounts have been reviewed;
  • It is possible to cancel the review record, with the cancellation being logged;
  • It is possible to consult fiscal year closings globally or per condominium;
  • This new sub-module feeds the new Management Control report;
  • When closing a fiscal year without an account review, the system alerts the user, requiring explicit consent to proceed with the closing without a review record.
• Added a new “Fiscal Year” field to the assembly agenda (existing records automatically assume the year of the assembly date). This field is used as a filter in the new Management Control report.
• Added a new FCR distribution option in budgets: “Equal for all” (configured at condominium level, alongside the other FCR calculation formula options).
• In the assembly agenda, there is now a field to indicate that an assembly was postponed (with the option to record the reason), allowing the next assembly to assume the same number as the previous one.

• Other minor, client-requested corrections.

• Tasks (Breakdowns module) now support uploading any file type instead of images only (e.g., supplier quotes).

• It is now possible to attach additional files when issuing meeting notices for email delivery.
• It is now possible to navigate from the receipt list in deposit issuance directly to the selected receipt.
• Internal users accessing the technicians’ portal can now reassign their own interventions to another internal user.
• Added a warning option in collection notices for debts exceeding a certain value and age:
  • Configurable in the Administration parameters under the new option “Show Late Payment Warning in Collection Notices” (disabled by default).
  • When enabled, users can configure the minimum debt age (in days), minimum amount, subject, and message text for the warning.
  • Note: If your company uses a customised Collection Notice template, adjustments may be required. Please contact our support team.
• In maintenance contracts (Breakdowns module), the option to generate an automatic renewal task now also allows selecting an additional user (besides the property manager) to be notified by email about the renewal.

• It was not possible to navigate from the tasks visible on the calendar directly to the corresponding task.
• The task photo did not appear in the PDF sent by e-mail.
• Other minor specific fixes requested by clients.

• Added an alert when saving condominiums that have deleted or inactive bank accounts with associated accounting records.

• Added a contact name field in the unit owner’s contacts.
• Added two new notification e-mails for the unit owner: one when the occurrence is opened by them, and another when it is closed.
• Added legend for condominium equipment on the periodic inspection screen.
• New parameter to configure whether replying to an occurrence via the technicians’ portal automatically closes the task or not.
• New parameter to allow issuing collection notices with a total in credit (in this case the notice becomes an informational credit document).

• The service types in backoffice and portal tasks will now depend on the selected nature.
• When switching from a condominium with an existing budget to one without a budget, the previous budget grid remained visible on the screen.
• File type validation when saving individual insurance documents.
• Other small specific fixes requested by clients.

• Inactive users will no longer appear in the list of condominium managers and administrators, with validation preventing deactivation while they are still associated with active condominiums.
• The email test button now displays the technical error of the test attempt to help identify the cause of the issue.
• The extraordinary quota report for condominium owners now allows filtering by description, making it possible to view only a specific quota processing.
• The budget configuration now defaults to the option “Administration year included in expenses” selected (the most common scenario).

• When copying quotas from the previous period, the system now displays a warning message if the condominium’s periodicity has been changed.
• New report in Administration with the listing of service fees per condominium (using the new fields in the budget lines).
• Added administration and maintenance fields in the budget lines to distinguish these items for reports making use of this information.
• Added email test field in the condominium settings, as already exists in the administration email configurations.
• Added equipment number field in periodic inspections.

• Small specific fixes requested by clients.

• New feature: “Unified Accounts Report”, which allows merging most reports from accounting, condominiums, suppliers, budgets, and incidents, based on the user’s selection and individually per condominium:
  • Per-condominium configuration in the condominium parameters (select which reports to include).
  • Practical use via Accounting > Reports > Unified Accounts Report.
  • Processing generates a single PDF merging all selected reports within seconds, eliminating the need for external PDF merge tools.
  • Available in all professional plans.

• The processing of individual invoices has been simplified, now using a single description field, similar to what already existed in the batch invoice processing.
• The simplified accounts report now uses a date range instead of only a year and month, defaulting to the start of the fiscal year of the selected year.
• The simplified accounts report no longer depends on the fiscal year closing or fiscal periods, allowing consultation over wider periods, including those for which the fiscal year has not yet been closed.
• Several reports in the unit owners menu now support the date-range filter, similar to the simplified accounts report (this does not apply to cloned reports in the client’s database).

• Added voting totals to the voting screen for the assembly.

• Set of minor fixes and improvements to the new voting feature based on client feedback.
• Other small, client-requested corrections.

• The year/month filter in the simplified + summarized accounts report was replaced by a month and year range, allowing reporting over periods that differ from a single management year.
• The query behind the simplified + summarized accounts report was completely revised and no longer depends on fiscal year closures or document posting years, solving issues related to missed closures and initial data entered in fiscal periods different from the calendar year.

• It was not possible to manually set the FCR value in the budget when it was calculated based on the budget itself.
• Other small specific fixes requested by clients.

• The base salary field for condominium employees is now mandatory.
• The allowance percentage column for condominium employees now supports decimal values.
• The “Contract Duration” field for condominium employees is now mandatory.
• Removed the second description column in the individual invoice processing view, as well as the batch processing option, simplifying the system.
• Other small specific improvements requested by clients.

• New feature: Meeting Voting (manual, by card, and online via the residents’ portal) and check-in registration.
• Added a total counter of vacation days recorded for the current year in the vacation entry screen.
• Added a print option in the supplier account reconciliation screen.
• The quota adjustment now allows deselecting fractions (as in processing) to redistribute amounts among the remaining fractions before rectification.
• When adding expenses, the system now displays the internal document number generated.
• When sending emails to fractions, hovering over a fraction now displays a tooltip with the owner’s name, just like in the meeting attendance grid.

• The insurance update letter did not display the condominium location text.
• When reporting an error during direct debit receipt creation, the error report incorrectly mentioned MB Way in the subject.
• In the Add-In processing module, it was not possible to select the correct records when owners belonged to more than one unit.
• Adjustment to the height of the Add-In processing grid.
• The quota adjustment description showing the updated amount now uses the system’s configured currency instead of the euro symbol.

• The total percentage of entities is now validated directly when saving the fractions.
• Inactive elements in the system (non-clickable) will now appear in a grayish tone.

• New document template for grid-style voting (an alternative to the text-based voting template) — available both in the BackOffice and the Add-In.

• Alert triggered when using ; in the company’s email fields.
• Fixed error when trying to edit lines of a receipt via Multibanco.
• Document editing info was limited for deposits instead of being blocked.
• Fixed document date when inserting quotas of the current fiscal year through New Condominium.

• Updated the size of product code and description fields to be aligned with GM.

• Updating personal data from the condominium portal now sends a notification email to the company’s DPO.
• Added condominium history group.
• Added option to print the condominium history.

• The condominium portal was not using the currency defined in Angola.
• An error occurred when downloading the account statement in the condominium portal.
• When cloning a meeting agenda, the list was not refreshed and it was necessary to re-enter it.
• Fixed error when trying to download the text of a sent email.
• Corrected the print date of charge debts, which was incorrectly using the print date.
• An error occurred when synchronizing with TocOnline whenever there were lines without value (information-only lines).

• Added support for the #UserName# variable in email sending through correspondence.

• It was not possible to use the option to cancel payment agreements in situations where the current account had been modified by the user.

• Improved disambiguation regarding the number of extra quota installments in the processing of contributions.

• Added a “Paid” field to the current account view in the condominium portal.
• File downloads from the condominium portal are now supported on iOS.
• New filter field type in dynamic maps to define a quantity (to be used soon in a new report for Assemblies).

• Correction in the balance sheets of unit owners and suppliers to disregard balances of transactions after the date.
• It was not possible to select the assembly number in some reports.
• When navigating between the user profile and permissions, the permissions of the previously selected user were sometimes still displayed.
• Not filling in the branch in the condominium’s bank accounts caused the new bank account selection in payment notices to appear without text.
• Trying to cancel a fiscal year closing generated an error due to the newly added functionality of logging almost everything in accounting.
• Trying to delete an invoice generated an error due to the newly added functionality of logging almost everything in accounting.
• With the report updates, the unit owners’ debts report had stopped working in the residents’ portal.
• The Dark theme was not working in the residents’ portal (it may be necessary to clear the browser cache).

• When unchecking the automatic billing notices in the condominium profile, it also cleared the email address to which the result was sent. This no longer happens.

• Fixed an error when processing a collection notice with the option not to send by e-mail selected.
• It is no longer possible to delete the base e-mail account from the software.
• In the condominium module, the logo file field was accepting PDF instead of image.
• The direct debit authorization e-mail message failed because no API key was found; this no longer happens for inactive owners.

• Sending internal documents via the Add-In is now done through a single e-mail with one PDF containing all the letters.
• Improved value texts in deposit processing.
• If the system configuration uses automatic numbering, Excel templates will no longer request the code field, assigning it automatically.
• Receipts and collection notices will now use the condominium logo when provided (only for documents printed in the application, excluding e-mails).
• In employee reports filtered by condominium and employee, only employees from the selected condominium will now be shown.

• Option to select/deselect all with right-click on “included” and “e-mail” in Add-In letter processing.
• It is now possible to insert expenses without invoice directly from OpenBanking.
• New filter in the unit owners’ account statement to ignore lines without value (e.g., owner change notes).
• Alert when adjusting quotas if the fraction’s periodicity differs from the condominium’s periodicity, so the owner can review these specific cases.
• When saving an owner with e-mail or mobile contact in contacts but not in correspondence, the system now copies that data directly to correspondence.
• Support for auxiliary permillage in manual quota distribution and in extraordinary quota simulations.
• Option to select the condominium’s bank account in manual collection notices when more than one active account is marked to appear in notices.
• New system parameter to automatically send the receipt insertion by e-mail.
• Added permission control for the administration parameters screen.
• Added check number and transfer reference in income tax payments, as already existed for social security payments.
• Support for saving additional e-mail attachments to the condominium or units for later consultation.

• In the condominium owners’ portal, it is now ensured that the expense summary version displayed is the most complete one, i.e., in landscape format.
• Sending the condominium owners’ account statement by email could, in certain circumstances, fail to respect the date sorting.

• New Periodic Inspections screen within the Breakdowns menu, with an automatic alert for inspections whose requirement date matches the scheduled day.
• Recording of the user who created the accounting document in all software modules.

• Validation added for MB data entry in the condominium details form.
• The accounting reports sub-menu is now available on mobile devices.
• Increased the length of the owner’s correspondence email field from 200 to 300 characters.
• Updated the knowledge base URL in the support request screen.

• The “view” and “back” buttons in dynamic reports could become invisible on mobile depending on screen size.
• Double-clicking the invoice configuration table caused the entry to be saved twice.
• An error occurred in the Add-In on the account approval template when there were no transactions in the selected period.

• Option to exclude a budget item from the FCR calculation (only applies to the second FCR calculation formula set in the condominium settings).

• Validation of taxpayer number length when importing owners and suppliers via Excel.
• Document number of cheque or bank transfer in Social Security payments.
• It is now possible to change the notes of a receipt when editing receipts.
• The field name “Owner” in the No-Debt Declaration has been renamed to “Proprietor”.

• It was not possible to delete accounting documents with associated activity logs.
• When no account was selected in the filters for collection notices, all debts were considered instead of just the defined ones.
• New retry method for retrieving TocOnline PDF with exponential backoff.
• The PDF version of the account statement sent by email did not include the condominium’s IBAN.
• In the meeting notice report, inactive bank accounts of the condominium were incorrectly considered in the data.
• In automatic collection notices with advance quotas and no previous balance, the date used was the start of the processing month, not the billing month.
• When sending the account statement by email with the option “running balance + outstanding balance”, the outstanding filter was not applied in the display.
• An error message occurred when trying to cancel a document in payment authorization transit (payment authorization module).

• New field in units to indicate if there is a tenant; the attorney field now assumes the tenant role.
• New software setting to hide the payment authorization menu — intended for specific users and often caused confusion when creating supplier payments for those who do not need authorizations.

• Validation of taxpayer number length when importing owners and suppliers via Excel.
• Document number of cheque or bank transfer in Social Security payments.

• When sending the account statement by email with the option “running balance + outstanding balance”, the outstanding filter was not applied in the display.

• New field in units to indicate if there is a tenant; the attorney field now assumes the tenant role.

• The field name “Owner” in the No-Debt Declaration has been renamed to “Proprietor”.
• Validation of taxpayer number length when importing owners and suppliers via Excel.
• Changes to Excel templates for condominiums, units, owners, and suppliers.

• The field name “Owner” in the No-Debt Declaration has been renamed to “Proprietor”.
• The amount of extraordinary quotas in the No-Debt Declaration is now the total debt instead of the value per quota.

• It is now possible to change the notes of a receipt when editing receipts.
• Performance improvements in document history: previously became slower as the history grew — it is now almost immediate regardless of the history size.
• Excel import templates updated for the following tables: condominiums, units, owners, and suppliers.

• An error message occurred when trying to cancel a document in payment authorization transit (payment authorization module).

• New software setting to hide the payment authorization menu — intended for specific users and often caused confusion when creating supplier payments for those who do not need authorizations.

• Over 10 years of cumulative updates up to May 2025.
• Thousands of improvements and features that are now part of the current version of GC.