Changelog
All notable changes to this Standard Operating Procedures will be documented in this page.
October 29, 2026
- Updated Property Acquisition Setup: Commercial and Residential tabs. Reordered headings. New progress tracking. Link →
October 23, 2026
- Updated Splitter: The keyboard shortcuts are written out in a table, not only shown in a screenshot. Link →
October 19, 2026
- Updated Contacting IT Support: Loop in Lily on requests that may need escalation. Link →
October 16, 2026
- New Backfilling Security Deposits: How to add a deposit paid before AppFolio to the tenant’s ledger without changing the bank balance. The original PDF is on the page. Link →
- Updated Property Acquisition Setup: Links to Backfilling Security Deposits. Link →
October 15, 2026
- New Email Task Suggestions: Set up a scheduled Claude task that turns your email into Monday task suggestions. Link →
September 28, 2026
- Updated AP Processing Workflow, Pay Bills, AP Schedule, Property Tax, Work Orders, Recurring Work Orders, Vendor Setup: AppFolio renamed Smart Bill Entry to Bill Entry Drafts. The pages use the new name. Link →
September 25, 2026
- New Roz: New guides for the Roz web app, which replaces the Streamlit version. Link →
- Updated Property Tax, Notices, AP Processing Workflow, FAQ: Steps and screenshots updated for the new Roz. Link →
- Removed Document Preprocessing: Old Streamlit guides moved to the archive. Old links redirect to the new pages.
September 15, 2026
- New Setting Up Checks: New SOP for configuring check printing in AppFolio. Link →
September 1, 2026
- Updated Vendor Setup: Updated Vendor Setup Link →
- Updated Work Orders: Updated AppFolio work orders. Link →
August 11, 2026
- New Claude Setup: Setting up the monday.com and ROZ connectors. Link →
- New Petty Cash: New petty cash process. Link →
- Updated Site structure: Tech pages moved to Digital Workplace, Server Directory moved to File Management. Old links redirect automatically. Link →
- Updated AP Processing Workflow: Updated email ingestion pipeline. Link →
August 5, 2026
- New Recurring Work Orders: New recurring work orders workflow. Link →
July 24, 2026
- New Vendor Setup Workflow: New vendor setup workflow. Link →
- New Brand Assets: New branding assets page with guidelines. Link →
July 21, 2026
- New Email Signature: New signature template, formatter and guide. Link →
July 16, 2026
- New Paying Bills Workflow: Added an SOP for Appfolio Paying Bills. Link →
July 7, 2026
- New Logo and Favicon: New Megtech logo
- Updated AP Processing Workflow: Updated workflows for REA. Link →