Accruent Siterra 23.5 Release Notes

We're delivering this automatic upgrade on October 7, 2023, with the following highlights:

• Bulk Object Updater (BOU): Form Subtasks now show which fields are mandatory. We also added a Form filter to the Extended Attribute (EA) filters for non-admin users to align with their access control and permission settings.

• Finance Manager: You can now export a subset of payments that appear in a grid page view.

• Regional Admin Permissions: Enterprise-level admins can now delegate select levels of functionality to “Regional Admins” for Schedule Templates.

• Request Revision: A Fees Required setting now appears to Project Managers.

Improvements and issues fixed

Component	Summary	Reference #
Assets	Administrators can now ask Accruent to set a Portfolio Configuration to restrict users from seeing lower-level assets in site grids and in the left navigation. This setting was previously available via a feature toggle.	SP-52796
BOU	Form Subtasks now indicate which fields are mandatory.	SP-52723
BOU	We added a Form filter to the Extended Attribute (EA) filters for non-admin users. This filter ensures they can only select EAs to which they have access and that are part of the selected form.	SP-52814
Export, Finance Manager, Payments	You can now export payment lines based on a selection if the view is set as Custom Export. If Export payment lines is selected, only the selected approved payment lines in the system are exported.	SP-53112
Leases: Escalations	Siterra 23.3 introduced the following system behavior: the escalation that starts on February 28 of a leap year creates an incremental line to a paid/canceled payment line that ends on the start date of the escalation. A new Portfolio Configuration setting is available to revert that behavior to the way it worked before.	SP-53036
Payments	We fixed an issue that caused new values from new lines to be incorrect when creating escalations on a previously exported/paid line.	SP-52713
Permissions	Admin users can now allow a non-admin user, role, or group to access and use Schedule Templates with granular controls for the Create, Modify, View, and/or Delete options from the Admin page. This feature provides a way of restricting their scope to affect only the data to which they already have access. We now refer to users with any of these delegated permissions as “Regional Admins.”	SP-51325
Revisions	In Request Revision, a Fees Required setting now appears to Project Managers.	SP-52819