Release notes

Every Habitia update is listed here, newest first. Each entry has the release date and what changed for landlords, property managers, tenants, and owners. Habitia updates automatically — there is nothing to install.

Want to be notified? Jaime, the in-app assistant, reads this page too, so you can ask “what’s new?” any time.

November 7, 2026

Space dimensions in feet and inches, with the size worked out for you. On every space form, length, width and height are entered as feet plus inches when the unit is feet (12 ft 6 in is stored as 12.5 and shown back as 12’ 6”); inches, meters and centimeters stay a single number. The floor area and volume appear as you type, and the space’s Square feet and the new Volume (cubic feet) are filled in automatically. Both stay editable. Asset dimensions show the same live area and volume.
Scan nameplate on every Add asset form. The scanner was missing from the Add asset form on a space’s page and on a unit’s page, so a new asset had to be saved and reopened to scan it. It now sits at the top of those forms too: scan first, review brand, model, serial number, category and manufacture date, then save; the nameplate photo is attached to the new asset.
Breadcrumbs show the whole path. Unit, space and asset pages now read Properties › property › building › unit › space (and nested spaces) › item, each level a link; a component also shows its parent system. The building crumb opens the property’s Buildings tab.
Inspection photos upload and show up much faster. A photo taken from the checklist is shrunk on the phone before it is sent (long side 2,000 pixels, a few hundred kilobytes instead of several megabytes), and the checklist now shows small thumbnails instead of re-downloading every full-size photo after each shot. Photos uploaded before today get a thumbnail the first time they are opened again, and the PDF fetches reduced copies, so it builds in seconds on cellular.
Nameplate scans are several times faster. The scan sent the full 12-megapixel photo and read it at that size, twice over in two languages, which took 8 to 25 seconds. The photo is now reduced on the phone before sending and read at nameplate size, in English first with a Spanish fallback only when no label is found. Expect a few seconds.
Flagged inspection items become work orders in one click. A flagged item now shows Create work order, pre-filled with the room, condition, notes and photos, linked back to the inspection and assigned to you; once created, the item shows the job’s number and status. Submitting an inspection with flagged items that have no job yet first offers to create them, one checkbox and priority each, or to submit without. The PDF opens with a Follow-up items section. Before this, the flag was only a marker. See Inspections.
Fix: inspection checklists now match the inspection’s scope. Seeding or re-seeding a unit inspection pulled in the property’s shared spaces and assets, and a property inspection pulled in every unit’s. A unit inspection now covers only that unit; a property inspection covers only the property’s own spaces and assets (everything on a single-family home). Standing items tied to a space type follow the same rule.
Custom inspection items and standing items. Add custom item on the inspection checklist records anything not covered by the unit’s spaces and assets. Settings → Inspections holds items every inspection in your organization starts with, and a property’s Overview tab holds items for that property; each is general or tied to a type of space. See Inspections.

November 6, 2026

Fix: the inspection checklist no longer loses your progress on a phone. The checklist used to be kept only on the screen until you pressed Save checklist; stepping out to the camera could reset it to the server’s copy (often still empty), and two photos taken close together could save a stale list over each other, dropping the photo links. Every change now saves itself a moment after you make it and the instant you leave the app, a copy is kept on the device so a page reload picks up where you left off, and photos link to their item in the same save. The Save checklist button is gone; the status line under the list shows Saving…, All changes saved, or Not saved yet with a retry. Re-seed keeps what you already recorded on items that still exist, and Submit waits for any pending save. Inspection notes save the same way. See Inspections.
Fix: inspection PDFs now include the photos. The report silently left every photo out. Photos now appear under the room and item they were taken for, scaled down so the file stays small; photos uploaded without an item are listed at the end under Other photos. Photos from earlier inspections whose item link was lost by the bug above are placed under their item by name. The file name now carries the unit number, for example inspection-Annual-Unit_101-2026-11-06.pdf.

October 31, 2026

Migrate my portfolio now reads lease contracts and spreadsheets of any shape. Drop your signed leases as PDF (English or Spanish) and rent rolls exported from another tool or kept by hand into Migrate my portfolio; Habitia reads them and proposes properties, units, tenants and leases, quoting the passage each value came from next to it, for you to check and correct before anything is saved. Nothing is written until you commit the batch, and a committed batch can still be undone for 24 hours. Reading takes a few minutes per batch. The files are processed inside Habitia’s own cloud by a model we run ourselves; they are never sent to an outside AI service. Scanned or photographed contracts without a text layer are not read yet. See Bulk import.

October 27, 2026

A portal payment is now categorized by the charges it pays. When a tenant uses Pay specific charges to pay a utility or other non-rent charge, the payment is recorded as Other income, not Rent: it posts to 4900 Other Income, the owner statement shows it as Other income collected, and on a property whose management fee is based on rent only, no fee is taken on it. A payment that covers rent and a utility together is split between the two. Payments already recorded this way can be corrected on request. Nothing changes for free-amount payments, which stay rent.
Fix: on-time payment history looked at the wrong month. A tenant’s payment record counted a payment as on time whenever it arrived before that month’s due day, so May rent paid in June could read as on time. Each rent charge is now judged by the date the money that covered it arrived, against the charge’s own due date and grace period, and a charge still unpaid past its grace period counts as missed.
Fix: the ledger’s By month strip showed an “unapplied credit” that did not exist. It only knew about monthly rent, so the money that paid utility and other charges came back as leftover credit “for future months” on a lease that owed nothing. It now settles every charge the way the balance does, and Unapplied credit appears only when the tenant has genuinely paid ahead.
Fix: a reversed security deposit charge no longer shows as “Held in full”. The deposit card counts only live deposit charges and payments.

October 26, 2026

Fix: “Pay specific charges” in the tenant portal now accounts for credits. A month the landlord had credited stayed in the list of charges to pay, and a partial payment made for a given month was shown against an older month instead. The picker now counts credits, applies a credit issued against a specific charge to that charge, applies a payment to the charges the tenant chose, and refreshes right after an ATH Móvil payment goes through. Balances were always correct; only the list was wrong.
The Leases page remembers your filters. The status filter (for example Active) and the Assigned to me / Watching filter stay as you left them the next time you open the page, on the same browser.
The vendor form no longer asks for a withholding-relief certificate (Relevo). Habitia never withheld tax on its own and does not hold withholding rates; the field, and the Relevo on file column on the Hacienda year-end worksheet, are gone. The amount you withhold on a payment is still entered by you on that payment, and the entity type stays on vendors and owners.

October 22, 2026

Your public business page now looks like your own website. The page at home.habitia.one/m/<your-slug> (the one you give Stripe as your business website) gains a new Settings → Public page tab: pick one of three templates (Classic, Modern, Bold) and a colour palette or your own colour, add a hero photo with a headline, and switch on the sections you want: About us, Team (bios and headshots), Reviews (testimonials you enter), up to three custom sections with text and a photo, and a contact form. Properties we manage and Available units are always there, so prospects keep browsing units and applying as before; tick any other property to show it by name and city. The page carries your branding only, no Habitia header, and is bilingual. Changes publish within seconds of saving. Your logo, public description and public contact channels moved from Organization Info to the new tab. See Your public business page.
Prospects can write to you from your page. With the contact form on, a message lands in your inbox (reply to answer them directly) and in the app under Showings → Inquiries, where you mark it handled. The prospect gets a short acknowledgement in their language.
Fixes on the public page. Your email and phone now appear on it only when the matching public contact channel is on, as on listings. A suspended organization’s page is no longer served. Two organizations can no longer end up with the same page address.
Fix: links and images on the public listings site. On a listing page, Apply Now and the Tenant Portal button pointed at an invalid address, and the organization logo did not load on the business page. All three now use the right addresses.

October 21, 2026

Tenants can reserve shared amenities from their portal. A shared space on a property’s Spaces tab (gazebo, activity salon, court…) can be opened for reservations: free, or priced per booking or per hour, with seasonal prices for certain dates or weekdays, opening hours, slot length, how far ahead tenants can book, and a cancellation cutoff. Tenants see the spaces under Amenities in their portal, pick a day and time, and request or reserve; you approve requests from the new Reservations page (or let a space confirm instantly), and can block a space for maintenance or a private event. Each step notifies the tenant in the app.
Amenity fees are paid online or recorded by you. A paid reservation shows the tenant Pay now (card or bank) and ATH Móvil buttons, each only when you have that channel connected, and is confirmed once the payment goes through. For cash or check, Mark as paid on the reservation records the payment and confirms it in one step. Every amenity payment lands under Payments as an Amenity fee on the tenant’s lease with its own income account, 4600 Amenity Fees, and never touches the rent balance. On a managed property, Amenity reservation fees go to decides whether it is the owner’s income on their statement (the default) or yours.
Prospects can book a visit from your listing. On a listed unit, the Open house and scheduled visits card can mark a window as bookable in time slots; the public listing then offers those slots under Schedule a visit. Requests arrive on the new Showings page, where you confirm (the prospect gets an email with a calendar invite and a Google Maps link to the exact location), decline, or cancel, book a visit yourself for someone who called, and record who came or didn’t. Drop-in open houses keep working as before.
Fix: the renewal reminder could not be changed on an existing lease. The Edit lease form now shows Renewal reminder (days before), and the value appears on the lease overview.

October 18, 2026

A tenant’s whole ledger history in one place. The tenant profile gains a Ledger tab listing every lease your organization has had with that tenant — current and past, renewals and unit changes — each with its own entries and running balance, plus the balance across all of them. Export CSV and Export PDF cover all leases at once; the PDF has a cover with the lease list and one statement per lease. It shows only leases from your organization, never another manager’s. Nothing changes in how entries are recorded.
Tenants see their previous leases too. The Payments page in the tenant portal gains Your previous leases under the current ledger, and tenants without an active lease now see their past leases instead of an empty page, with a full-history PDF and CSV to download.
Fix: the previous-leases summary counted the current lease. In the tenant portal, the strip above Your previous leases said Leases 2 and included the current lease’s balance even though the current lease is shown above it. It now counts only the leases listed below it, as Balance on previous leases.
Pass payment processing fees to the property owner. On a managed property’s form, Payment processing fees you absorb go to now offers The owner: the Stripe or ATH Móvil fee on rent the tenant did not pay on top is deducted on the owner’s statement and balance (a Payment processing fees line) instead of staying your expense. It applies to payments from the day you switch it on, so statements you already sent do not change; the books move the fee from Payment Processing Fees to Due to Owners automatically. Fees the tenant pays at checkout are unaffected.
Record the bank’s transfer fee on an owner payout. Record payout and Pay owners gain a Transfer fee field for the wire or ACH fee the bank took on top of what the owner received, and a choice of who bears it. The owner: their balance drops by amount plus fee and the fee shows on their statement as Transfer fees. Us: the owner’s balance drops by the amount only and the fee posts to a new 5320 Bank & Transfer Fees expense account; with trust accounting on, the same entry moves the fee from operating into the trust account so the trust balance stays whole (make that transfer at your bank). Voiding the payout reverses all of it.
Fix: editing a property from its detail page reset the owner reserve and the late-fee policy. Saving the Ownership & management section there silently dropped Owner reserve and Late fees go to back to their defaults. Both now keep their values, and the late-fee policy is editable from that page.

October 15, 2026

Every work order has a team member responsible for it. Next to the vendor, a work order now shows Assigned to: the person on your team who tracks the job. Work orders you log are assigned to you; change it from the work order’s header. The assignee receives the job’s notifications — the tenant’s request and follow-up notes, vendor bids and withdrawals, the vendor’s status and cost updates — instead of every admin and manager, who are only notified while a job has nobody assigned. Assigning grants no permissions; the assignee must already be able to see work orders.
Lease notifications go to the lease’s assignee. When a lease is assigned to a team member, that person (not every admin and manager) hears about completed signatures, declines, renewal answers, move-out notices and tenant messages, in the app and by email.
Follow a work order or a lease. A Watch button on both pages subscribes you to the same notifications as the assignee, and staff who can edit the record can add or remove teammates from its watchers. Whoever hands a record to someone else, and anyone who was previously assigned, keep following it automatically; one click stops it. The Work orders and Leases pages gain an Assigned to me / Watching filter.
Vendor updates no longer go unnoticed. A vendor changing a job’s status, notes or actual cost from the vendor portal now notifies the responsible team member and the watchers; before, that update was silent.

October 9, 2026

New accounts confirm their email address. Signing up with an email and password now sends a verification link, and the new organization can look around but not add anything until the link is clicked; the screen clears itself once it is. Sign-ups with Google are already verified and skip this step. Accounts invited by a property manager (tenants, owners, vendors, team members) are unaffected.
Every new organization starts its 60-day free trial on Starter. The trial runs on the Starter tier (up to 10 units, no card). When it ends, Settings → Subscription offers Basic, Starter or Growth, including a one-click Subscribe to Starter to keep the tier you trialed on. The sign-up page says so, and visitors from the Spanish site land on a Spanish sign-up page.
Asset lifecycle: one engine behind the signals, the alerts and every forecast. The asset end-of-life and repeat-repair alerts now come from the same rules you tune under Settings → Lifecycle Rules (previously a separate nightly check with fixed thresholds could raise a second, disagreeing alert). Completing a work order, submitting an inspection or completing a scheduled service against an asset refreshes its lifecycle and alerts immediately, and a completed scheduled service now records a serviced event. The Repeat window setting is honored (it was fixed at 12 months), the Repair cap compares recent repair spend — one repair or the window total — against the replacement cost instead of lifetime spend, and a new Scheduled service overdue signal fires when a service tied to the asset is late. The Dashboard’s two forecast cards are one, and it, the Expected asset expenses report and the asset panel read identical rows. See Reading an asset’s lifecycle and Lifecycle rules.
Lifecycle stage on the asset lists, and a portfolio health strip. The Assets page and each property’s Assets tab show the stage badge and Replace by date per asset, filter by stage, past due and missing cost, search by name/brand/model/serial, and page through the whole list (the main list used to stop at 50). A strip above the list counts assets per stage, the past-due backlog in dollars and assets with no cost.
Replacement cost you can actually enter, and a default per category. The asset forms gain Estimated replacement cost and Installation cost. Lifecycle Rules gains a Default replacement cost column so assets with no cost still forecast (rows priced that way are marked ≈), a one-click Coastal / salt air preset that shortens expected life 25% on the affected categories, and Reset all overrides. See Expected asset expenses.
Replacement window and forecast vs. actual. The asset panel shows the likely replacement window (earliest to latest) when signals pull the date forward. Retiring an asset — through a transfer that replaces it, a replaced event or a discard — records the forecast estimate next to the actual cost, and the Expected asset expenses report gains a Forecast vs. actual — last 12 months section.
Owners see upcoming replacements. The owner portal gains an Upcoming replacements card: the owner’s share of replacements due, the past-due backlog, planned maintenance, a suggested monthly reserve next to the reserve already held back, and a PDF. The property form’s owner reserve field shows the forecast’s monthly suggestion with a one-click Use.
Scan the nameplate instead of typing it. The asset form gains Scan nameplate: photograph the manufacturer’s plate and Habitia fills in brand, model, serial number, a category guess and the manufacture date for you to confirm. It decodes the barcode and reads the printed text on Habitia’s own server — no AI service — and marks each field exact, read or guess. See Tracking assets.
Jaime knows your assets. Ask “which assets are past end of life?”, “should I repair or replace the AC in 102?” or “what should I set aside for replacements next year?” — Jaime reads the lifecycle engine and the forecast and quotes their evidence.
Work orders: Invoices instead of Costs. The Costs tab on a work order is now Invoices, and it follows the real sequence. Record invoice enters the vendor’s bill as it arrives, with the PDF attached; it shows as Open with its due date and nothing is posted yet. Pay records each payment against it, in full or in part, and the invoice moves to Partial and Paid; the payments are listed under it. Create invoice on an accepted estimate prefills the form. A receipt paid at the counter goes in as Paid on the spot. The tab shows Invoiced, Paid and Outstanding; the work order’s total cost is still what was paid. These are the same bills as the Vendor bills card on the Payments page. See Logging a work order.
Notes on a work order without opening the edit form. The Overview tab has a Notes card with an Add note button: log a call, a finding or a next step in place, with author and date. Notes are internal and never reach the tenant portal.
Fix: proof of payment picked in the Record payment form sometimes never uploaded. The same could happen to documents picked in the Add charge and Issue credit forms: the file appeared not to “take” (no thumbnail) and the entry saved without it. Attaching afterwards from the paperclip always worked. Fixed; the forms now keep what you picked.
Fix: tenants only see their own maintenance requests, and no cost figures. The tenant portal listed every portal-submitted request for the unit, including a previous tenant’s, and the response carried the work order’s cost and vendor fields even though the page never showed them. It now returns only the requests the signed-in tenant submitted and only the fields they see.

October 8, 2026

Work orders have a reference number. Every work order is now numbered in order per organization (WO-12) and the number shows in the list, on the detail page and in the breadcrumb. Existing work orders were numbered in the order they were created. See Logging a work order.
Fix: Materials and Labor costs typed when creating a work order were dropped. The Add form showed the fields but the values never saved, which read as “the fields can’t be edited”. They now save, set the Total cost until a cost is recorded on the Costs tab, and the work order says when the total is following recorded costs instead.
Attach the vendor’s quote while recording an estimate. The Record estimate form on a work order’s Estimates tab has an Attachments box; files upload when you save. Attaching afterwards from the paperclip on the estimate row still works.
Tenants are told about manual charges. Adding a charge to a lease ledger now asks for a description the tenant will read, and, with Notify the tenant ticked, sends them an in-app notice and an email with the amount, the description and the names of the attached documents. Tenants also see those documents on their Payments page, next to the charge. See The lease ledger.
Dashboard: Active tenants. The Tenants tile now counts tenants on an active lease (with the total record count underneath) and opens the Tenants page filtered to active leases.
Fix: acknowledging a reminder failed with “405 Method Not Allowed”. The Ack button on the Reminders page works again.
Room next to asset names, everywhere. The unit’s asset table, a system’s components list, the inspection and tenant-request asset pickers now read “Ceiling Fan — Master Bedroom” like the rest of the app.

October 5, 2026

The expense form no longer asks about tax withheld at source. Habitia records the gross amount you paid and leaves withholding to you and your accountant; the field and its Hacienda wording are gone from the form.
Fix: recording an expense no longer fails with “paid_by: Input should be ‘manager’ or ‘owner’”. Leaving Paid by on its default (“Us”) sent an empty value the new validation rejected. Empty choices are now read as “not set” on both sides.
Supporting documents on charges. Adding a charge to a lease ledger now takes photos, invoices or estimates (images or PDF) in the same form, and every charge row has a paperclip to view or attach files afterwards, the way payments and credits already did. See The lease ledger.

October 4, 2026

Vendor bills: know what you owe before you pay it. The Payments page gains a Vendor bills card: enter an invoice as it arrives (vendor, amount, due date, invoice number, property or business overhead), see the open and overdue totals by aging bucket and by vendor, and pay all or part of a bill in one step. Entering a bill changes nothing in the books; paying it records the ordinary expense payment, linked to the bill, so the general ledger, owner statements and year-end worksheets move on the payment date as before. A payment can never exceed what is still owed, deleting one re-opens the bill, and a bill with payments cannot be voided. See Vendor bills.
Close the year, and bring in opening balances. Settings → Accounting gains a Year-end close card: each finished calendar year can be closed with one entry dated 31 December that moves its net income into 3900 Retained Earnings, reopened with a reason, and the balance sheet now separates Current-year earnings (not yet closed) from closed years in retained earnings. The same card posts opening balances from a previous system, plugged to retained earnings. See Closing the year.
Hand the books to your accountant. Reports → Accounting → Journal gains three exports for any date range: a Journal CSV (one row per line, with who posted it), a General ledger CSV (by account, with opening, running and closing balances) and a QuickBooks IIF General Journal import. A new Accountant (read-only) permission group lets an outside CPA read everything financial and change nothing. See Handing the books to your accountant.
Manage the chart of accounts. Settings → Accounting lets an admin add accounts, rename them, and deactivate or reactivate non-system accounts; an account with a balance or active children stays put, and the engine refuses postings to inactive accounts. See Managing the chart of accounts.
Year-end coverage check. The 1099 and Hacienda worksheets now say what would escape them: settled expenses with no vendor on the row, and vendor records that look like one payee entered twice (same Tax ID or name). See The coverage check.

September 27, 2026

A complete audit trail for the books. Every journal entry now names who posted it, including the system path for automatic postings, and voiding an entry requires a reason that is kept on the reversal. Activity-log events for requests that moved money no longer expire after 90 days; they are kept for the statutory period. Owner-balance adjustments can only offset against a fee or service charge given back, a cost you absorb, or an advance settled by hand; the “error correction” option against retained earnings is gone. See The audit trail and how long it is kept.
Cash is recognised when the processor pays it out. A new Processor clearing switch under Settings → Accounting books card, ACH and ATH Móvil receipts to Stripe Clearing (1150) or ATH Móvil Clearing (1160) and moves them into the bank when the money actually arrives: Stripe payouts clear automatically from Stripe’s payout events (receipts booked before the switch are never counted twice; anything unmatched is shown, not invented), and ATH Móvil bank deposits are recorded under Reports → Accounting → Bank Rec, where a new card shows what each processor still holds. The Trust Summary reports the same in-transit amounts. Bank statements now match one book line per payout. See Money still with the processors.
The posting engine checks more before it writes. Every journal entry now adds up in whole cents (no floating-point drift), refuses an account that is missing, inactive, another organization’s or a header such as 1000 Assets, refuses an unregistered posting path, and lands as one transaction where the database supports it. The Trial Balance now shows each account’s net balance in a single column, the way accountants read it; the old gross view is one click away as Activity, and both print to PDF. See Enabling double-entry accounting.
Income, delinquency and expenses now mean one thing everywhere. The dashboard and Reports → Financial say Cash receipts instead of “Income”: settled tenant payments net of refunds, with security and pet deposits left out and the owners’ share of rent broken out so you can see what stays with you. Expenses are the settled bills you paid; bills an owner paid the vendor directly are shown but not counted. The dashboard’s Delinquent leases tile, the collections workboard and the leases list now read the same rows (rent balance, deposits excluded, active and expired leases). A work order’s Total cost is the sum of the costs recorded on its Costs tab, updated as you record, edit or delete them. The lease ledger’s running balance no longer jumps at deposit rows, and its totals follow the entry type (charges net of reversals, payments net of returns, credits on their own). Owner statements, the owners summary and Management earnings are read from the owner ledger for any period from the day owner-balance tracking began: what each owner was actually credited, at the fee in force on each payment, so statements match balances and the books even after a fee change; earlier periods are labelled a preview. See The dashboard and Owner balances and payouts.
Year-end thresholds are yours to enter; Habitia no longer carries tax figures. The IRS and Hacienda change the amount at or above which a payee needs an informative return, so the worksheets no longer hard-code one. Settings → Organization → Year-end tax reporting gains Reporting thresholds by tax year: one row per year with a US mainland column and, for Puerto Rico, a Hacienda column. Enter the figure your accountant gives you and the 1099, Hacienda and owner-side worksheets flag the rows at or above it; a year with no entry inherits the latest earlier one. With nothing entered, every payee is listed and none is flagged, and Print forms prints a copy for each. The Hacienda reconciliation now shows descriptive groups (entity type × tax withheld) instead of form line numbers, and no deadline is printed, so a change in the rules never waits for a software update. See Year-end tax reporting.
The year-end worksheets report facts, not what should have been withheld. The Hacienda worksheet no longer prints a “statutory” or “exposure” figure: it shows what you paid each vendor, what you actually withheld, and the Relevo on file, and leaves rates and exemptions to your accountant, because Hacienda changes them by law and circular letter. The 480.6SP.2 lines now group vendors by entity type and by whether tax was withheld. Both worksheets say plainly that only payments recorded in Habitia are included. New expense categories (Professional fees, Software, Office & admin, Advertising) let you log business overhead with no property attached. See Hacienda year-end worksheet.
PM advances are a receivable you get back. Covering an owner’s negative balance from your own money now books the amount to a new Due from Owners account (1250) instead of quietly disappearing; the nightly refresh recovers it from the owner’s next positive balance with Advance recovered rows, and the Owners reconciliation shows what is still outstanding. See Contributions and PM advances.
Deposit dispositions settle the tenant’s ledger and respect what was collected. Finalizing a move-out deposit now applies the deposit to the deductions on the tenant’s ledger, so the balance and collections stop chasing rent the deposit covered; deductions for unpaid rent, fees or utilities cannot exceed what the ledger shows as owed; the deposit held defaults to what the register says is on hand (security and pet) and cannot exceed it; the books use a Disposition date you can set instead of the day you clicked; anything the deposit does not cover stays owed and is counted only when paid; and on managed properties the covered deductions reach the owner’s balance. See Settling the deposit.
Owner rows follow edits, and late fees have an owner. Editing a swept payment or expense (amount, category, property) now re-materialises the owner’s rows and the Due to Owners entry instead of leaving the old figures behind. Each managed property gains Late fees go to: by default late fees are the manager’s income and stay off the owner’s balance and statement; set it to the owner where your agreement says so. See Owner balances and payouts.
Owner balances reconciled to the books. Reports → Accounting gains an Owners tab: what the owner ledger says you owe each owner, per owner and per property, against the Due to Owners account, with the variance and any settled payments still waiting for the nightly refresh. Deposits already had this check; owners now do too. Also available as a PDF for your accountant.
One record per tenant payment. Rent or a deposit recorded on the Payments page with a lease attached now credits the tenant’s ledger too, so the balance, late fees and collections agree with the books. Editing such a payment updates the tenant’s ledger; deleting it removes the credit. Payments settled by Stripe or ATH Móvil can no longer be edited or deleted; they are corrected by refund or return, which keeps the processor, the tenant and the books telling the same story. The property scorecard now counts collected rent net of refunds and leaves deposits and owner-paid bills out.
Refunds, returns and chargebacks reach the books. A Stripe refund (full or partial, each one on its own), a chargeback, or a payment reversed from the tenant’s ledger now reverses the income and cash it posted and unwinds the owner’s rent share and your fee on the next balance refresh. Chargebacks also book the processor’s dispute fee, and a dispute you win puts everything back. A new The bank returned this payment option on the reverse dialog handles bounced checks and ACH returns, with a returned-payment fee to the tenant and the bank fee you paid. See Recording an off-network payment.
Owner money guards. A payout can no longer exceed the owner’s balance by any amount, and an owner who is owed nothing cannot be paid (use a PM advance instead). Ownership percentages on a property must add up to 100 and cover every owner or none. Shares, fees, expenses and service charges are now split in whole cents, so three owners at a third each receive exactly the payment between them and the fee line in the books matches their fee rows to the cent. See Owner balances and payouts.
Closed periods now refuse before saving. A payment, ledger charge, credit or edit dated inside a closed period is refused with a clear message and nothing is written; until now the row was saved and only its journal entry was silently dropped. Online payments and the nightly rent and late-fee jobs, which cannot refuse, date forward to the first open day instead. Every change to the close date is kept in a history, and a new Failed postings card under Settings → Accounting lists any transaction whose journal entry did not post, with hourly retries and a Retry now button. See Closing a period.
Record payment now asks what the money is for. The lease ledger’s Record payment form gains a Category (Rent by default). A deposit received by check or cash, recorded as Security deposit, now settles the deposit card, is held as a liability instead of being booked as rent income, and stays out of the owner’s statement. Until now every ledger payment was treated as rent. See Recording an off-network payment.
A payment can only be recorded once. A double click on Save, a retry after a slow connection, or Stripe delivering the same event twice no longer creates a second payment. Card payments through the tenant portal, which used to be booked twice when Stripe sent both of its confirmations, are now booked once. If you find duplicates from before this date, delete one of the pair; the books reverse it.
Payments are checked before they are saved. An amount must be more than zero, a payment date cannot be in the future, and the category must be one Habitia knows how to book (the form lists them). Recording a negative amount as a payment is no longer possible; reverse or refund the original instead. This closes a gap where such rows were summed into reports without ever reaching the general ledger.

September 26, 2026

Expenses the owner paid directly. The payment form gains a “Paid by” choice. Mark a bill as paid by the property owner and it stays off your books and off the owner’s balance, shows on their statement as paid by owner, and drops out of your 480.6SP / 1099 totals. A new “Owner-side” section on Reports → Financial lists, per owner, the fees they paid you and the vendors they paid directly, with Tax IDs and thresholds, as the sheet for each owner’s accountant. See Hacienda 480.6 totals.
Year-end tax profile. Settings → Organization gains a “Year-end tax reporting” section: pick your tax jurisdiction (Puerto Rico or US mainland, automatic from your address) and, for Puerto Rico, declare whether you withhold at source on service payments. Puerto Rico organizations see the Hacienda report; mainland ones see 1099 only. Expense payments gain a “Tax withheld at source” field, the 480.6SP report applies the $1,500 per-vendor exemption and shows recorded withholding, or your exposure if you do not withhold. Withheld amounts post to a new 2350 Withholding Payable account, and a “Deposits to Hacienda” box on the report records each SURI deposit against it so the 480.6SP.2 ties out. The 1099 threshold is now year-aware: $600 through 2025, $2,000 from 2026. See Hacienda 480.6 totals and Year-end 1099 totals.
Resend a team invite. A teammate who hasn’t signed in yet now shows “Invite pending” on the Members tab with a Resend invite button. It mints a fresh password-setup link (the original expires after an hour), emails it, and shows you the link, without removing and re-adding the person or touching their role and groups. See Inviting team members.
Hacienda 480.6 totals for Puerto Rico. Reports → Financial now has a Hacienda section next to the 1099 one: rents collected per owner for Form 480.6A line 4, services paid per vendor for Form 480.6SP with the withholding you should have taken from each vendor’s Relevo, and the four 480.6SP.2 reconciliation lines. Owners and vendors gain an entity type, and vendors a withholding-relief setting with its expiry, so the report can flag what your accountant will ask about. CSV and PDF export; you file through SURI. See Hacienda 480.6 totals.
Trust accounting (opt-in). Keep the money you hold for owners and tenants in a separate trust bank account and let the books prove it is intact. Turn it on under Settings → Accounting: pick a single trust account or a separate deposit escrow, tell Habitia where Stripe and ATH Móvil land, and every rent, deposit, expense, payout and refund routes to the right account from then on. The trust card shows the account balance, what is owed to owners and tenants, and what is yours to move to operating; a fee sweep moves it. Payouts and refunds are refused when the trust account holds less than it owes, and an owner whose repair outran their rent raises a “PM advance required” alert until you cover it. See Trust accounting.
Bank reconciliation, saved. Reports → Accounting → Bank Rec now keeps every reconciliation with its statement file: upload the CSV, match rows, tick lines that cleared, enter the ending balance, finalize at zero. An unreconciled-items tab ages what is still open, each reconciliation prints as a PDF, and closing a period warns when a trust account was never reconciled. See Bank reconciliation.
Trust summary and deposit register. Two new tabs under Reports → Accounting: the three-way trust summary (bank = books = owed, with a PDF for the month) and a deposit register that follows every tenancy’s deposit from charge to refund and flags mismatches.
Deposit refunds and owner actions. Record the refund actually paid on a turnover’s Deposit tab. Owners gain Contribution and PM advance actions, and adjustments on accounting orgs now pick an offset account and post their own entry.
Processing fees on the books. Fees you absorb now post to their own account, 5310 Payment Processing Fees. ATH Móvil’s fee is booked on every payment, and Stripe’s fee is the one Stripe actually charged, not an estimate. The Payments page shows the net after fees. See Setting your fee policy.
Jaime can now answer “is my trust account reconciled?” and “how much do I owe owners and tenants?”.

September 14, 2026

WhatsApp for tenants (optional). Turn it on under Settings → Organization and tenants get a “Chat on WhatsApp” button in their portal that opens a chat with your number; the lease’s Messages tab gets a matching link to the tenant. The built-in Messages thread stays as the record. See Contact channels.

September 7, 2026

Announcements. Send one notice to all your tenants, one property, one building, specific units, or your owners. Add a subject line and up to 5 attachments, write in English, Spanish, or both, and each recipient gets their own language. Announcements land in the message thread, as a notification, and by email. See Sending announcements.
Evidence on credits. When you issue a tenant a credit, you can now attach the supporting document (a receipt, a photo, a written agreement) at the moment you issue it or later from the ledger. See Issuing credits.
Nightly backups. All Habitia data is now backed up automatically every night.

This page starts with the September 2026 release. The help articles in the sidebar always describe the current version of Habitia.