Society Dashboard Updates - Sep-2024 - Receipt & Email Flow Improvements

Sep 21, 2026

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Updates for Society Dashboard (Sep-2024) focus on faster, more stable advance receipt creation and a redesigned advance receipt collection flow. Payments logged outside the Mygate App are streamlined through improved form selection and an intuitive interface to reduce user errors. Admin support chat on the dashboard gains quicker resolution via simpler access and login nudges for new responses, with further bot improvements planned. New Overdues receipt email template enhancements support resident communication, alongside a bulk budget upload CSV flow and ERP invoice-template banner placement changes for locked societies.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

Revamped advance receipt creation flow

Redesigned advance receipt collection flow

Improved support chat experience for admins on dashboard

New overdues receipt email template

Budget creation made easy through an upload flow

Additional updates

Society Dashboard Updates (Sep-2024) Revamped Advance Receipt Creation Flow Path : Accounts >> Dues and Receipts >> Dues Tracker >> Collect Advance Payments made outside the Mygate App have to be logged into the ERP software by the accountant / admin on a regular basis. By revamping the advance receipt form, we are introducing a ﬂow that is faster, more stable and streamlined in mode selection. Through an intuitive interface, the user would also be able to learn quicker and create error free receipts. Redesigned advance receipt collection ﬂow Improved Support Chat experience for admins on dashboard In order to ensure a better resolution time for chat requests created by admins, the following updates have been made- ● Making it simpler to reach out to a chat agent ● Providing count of new responses from chat support as nudge upon login A few more updates are lined up for chat support to improve bot’s response to admin queries. Stay tuned! New Overdues Receipt Email Template Raising invoices to the residents and timely collection of funds is essential to maintaining the monthly operations of any society. We understand that communicating house related accounting information to residents, in a way that is readily consumable, can help with the above. 4 key emails have been identiﬁed- invoices, receipts, reminders and overdue notice. Currently, only the overdue notice email has been enhanced and released, with updates to invoices, receipts, and reminders coming soon! Email Template Budget creation made easy through an upload ﬂow Path : Dashboard >>Accounts >> Budget >> New Budget Dashboard users can now download a sample CSV ﬁle to upload budgets in bulk for all expense ledgers during budget creation, eliminating the need to enter values manually against each account. Additional Updates 1. Suspended banner is now prominently placed on the Invoice Template Listing page for societies which are locked auto–invoicing in ERP 2. Facility managers & custom roles having access to the amenity booking page can now use the “I will pay later” feature to book any amenity (Earlier, only society admins had access to the feature)

FAQs

What changes were made to the advance receipt creation flow?

The advance receipt form was revamped to introduce a faster, more stable, streamlined selection flow. An intuitive interface helps users create error-free receipts more quickly.

How has the admin dashboard chat support experience been improved?

The updates make it simpler to reach a chat agent and provide a count of new responses as a login nudge to improve resolution time.

What email template updates were released for residents?

The overdue notice email template has been enhanced and released, while updates to invoices, receipts, and reminders are planned to come soon.

Sep 21, 2026

Upload by Putri