Hello from Storman – how on earth is it already September (and only just, too!)..? Welcome back to our latest ‘What’s New’. Our team has been busily working to bring you a stack of performance enhancements, fixes, and new features designed to make managing your self-storage facility easier. As always, if you’d like to view our full release notes, you can find them via our support portal – go check it out!
Here’s a quick run-down of some of the latest and greatest in Storman Cloud. Read on to learn more!
Using Ezidebit? You can now process one-off bank account direct debits yourself!
We’re in the business of making self-storage management, simple! For our users with Ezidebit who use the direct debit from bank account function, we’ve made some improvements we think you’ll like..
Originally this only worked via autopay and overnight processing, but you now have a shiny new button on your transaction screen (for agreements and reservations) so that you can process these, once-off, yourself! Please make sure you have the below permission first:
When you do, you will see a new PAY WITH BANK button
We’ve also tidied a few things up and made some additional improvements in this space for you. When a direct debit (from bank account) payment comes back as declined or dishonoured from Ezidebit we will now automatically reverse this transaction for you. Also, if you have configured a dishonour/decline fee in your system settings, this will also be added to the agreement automatically!
Two brand-spanking new performance reports.
We have added two new beta reports, the store performance report and the staff performance report. Each of these provide you with key data ‘at a glance’ across four key areas:
- sales (leads, reservations, and agreements)
- merchandise sales (quick sales and to existing customers)
- the number of customers moved in with autopay
- the number of customers moved in with insurance
These reports allow you to compare and train staff – and for multisite groups you can compare site on site, or region on region. You’ll be able to quickly assess sales and conversions statistics at granular levels, to see how you’re tracking and where you have room for improvement. These reports live under the multisite reporting menu – but don’t be fooled, they’re a useful reporting asset for storage facilities of all shapes and sizes! They’ll need to be enabled via the permissions before you can see them, but we highly recommend checking them out. You can learn more about the staff performance report in our comprehensive Knowledge Base article by clicking here, and for our store performance report, by clicking here.
Occupancy report & unit history changes.
Prior to running the occupancy report, Storman will now warn you if there are any discrepancies in your unit history that need to be fixed up, this could be anything from a unit that has a rented status but is not actually assigned to an agreement through to move-in dates overlapping with move-out dates.
Also as part of this change, you will be able to fix these yourself! Under the settings > unit screen, inside each unit you are now able to add, edit and delete your unit history records – allowing you to fix up overlaps, such as someone being moved into a unit, before the prior customer moved out.
Don’t forget – important changes to reporting.
Speaking of reporting… In case you missed it last time, we’ve made some key changes to the way reporting works – to make sure you have the quickest and smoothest experience possible.
The following reports have had changes made:
- Aged receivables
- Deposits held
- Receipt summary
- Income charged
- Income received
- Projected charges
- Ezidebit reconciliation
- End of day reconciliation
Now, when you run any one of these, the report will not be generated and displayed to you on screen straight away. Instead, the report will be placed into a processing queue that runs in the background – so you can go away and work on other things while it runs!
Once the report has been processed and is ready, you will receive a task and a notification. Both the task and the notification will have a link to click on that will take you to the finished report!