Qube Migration — UAT

1 Add charge: cost code 209 (debt referral fee) not available on resident dashboard ✓ Resolved ▶

Resident dashboard – add charge – 209 cost code not available (debt referral fee)

2 Raising a support ticket — usual categories missing 💬 3 ✓ Resolved ▶

Raising Support Ticket on resident dashboard – usual categories missing:

Anonymous · 22 Jun 2026, 07:05

Page to create new ticket will not load on resident dashboard

Rob · 23 Jun 2026, 16:00

You can add bank accounts here: https://hydra.staging2.gigabyte.software/site/90701/accounts - feel free to add a few metro main accounts for testing purposes

Rob · 23 Jun 2026, 16:02

This was due to some sites not having a property manager. Should be fixed now.

3 Ticket raised doesn't appear on the resident dashboard 💬 3 ✓ Resolved ▶

When ticket raised, does not show on resident dashboard.

Anonymous · 22 Jun 2026, 07:06

cannot comment until 2 is resolved

Rob · 23 Jun 2026, 16:01

This was due to some sites not having a property manager. Should be fixed now.

Anonymous · 24 Jun 2026, 09:18

This still isn't working, even when assigning ticket to a team rather than an individual.

4 Can't edit/add bank account details on the site dashboard 💬 4 ✓ Resolved ▶

Cannot edit/add bank account details on site dashboard:

Anonymous · 20 Jun 2026, 08:32

This is normal behavior - same on prod for non-Anthem sites?

Rob · 20 Jun 2026, 08:32

^ from Rob

Anonymous · 22 Jun 2026, 07:23

I cannot test demands until there are bank details applied to a site. Please can this be applied to one Anthem SC and one GR site and then I can test the demand function?

Have tested on Sc demands on Warwick sites and this seems to be functioning normally. However, cannot create manual demand mailing as no tick box at left hand side of screen to select batch. In addition, no "create mailing" or "generate invoices" buttons available on this screen.

Warwick GR demands appear to be working normally too.

Rob · 23 Jun 2026, 16:01

You can add bank accounts here: https://hydra.staging2.gigabyte.software/site/90701/accounts - feel free to add a few metro main accounts for testing purposes

5 Approving a budget resets to Home and the approval isn't saved 💬 3 ✓ Resolved ▶

Approve budget, resets to Home Screen and budget not approved.

Rob · 20 Jun 2026, 08:34

Can you give the URL?

Anonymous · 22 Jun 2026, 07:25

I'm going to leave this one for the PM side to test, as they are more familiar with this functionality and the error could be mine.

Anonymous · 24 Jun 2026, 09:02

Charlene comment - now fixed and budgets can be approved.

6 Finance → Ground Rent throws an error 💬 1 ✓ Resolved ▶

Finance – Ground Rent – error

Rob · 20 Jun 2026, 08:34

This should be fixed. Although ground rent settings are misssing for a lot of sites in the Anthem data. Tim is working on this.

7 Site settings: Debt Collection Solicitor not defaulting to 1846 💬 1 ✓ Resolved ▶

Site settings – Debt Collection Solicitor, not defaulting to 1846:

Rob · 20 Jun 2026, 08:35

This should be resolved now. Do you want the default solicitor to just be that? I emailed you about this.

1 PM names imported as initials — will full names be imported? 💬 3 ✓ Resolved ▶

Will full names be imported rather than initials?

Rob · 20 Jun 2026, 08:35

This should be resovled

Anonymous · 22 Jun 2026, 07:14

This is resolved but some sites don't have a PM, RM, or assistant listed.

Rob · 23 Jun 2026, 16:05

We aware of this - it's a problem with the source data. May be fixed on 1st July or might have to be manually resolved afterwards.

2 Freehold houses with no landlord still require a landlord (mgmt company) entered 💬 3 ✓ Resolved ▶

Even though some sites don’t have landlords as freehold houses, we still have to enter something as landlord, and this is normally the management company name (below is a screenshot for 90470):

As an example, see below screenshot for Warwick site 19984:

Anonymous · 22 Jun 2026, 07:19

I note that for these sites, Anthem's details have been added as both the client and landlord. These details will be used on any demands so I need to check with Suzanne that this is ok.

Rob · 23 Jun 2026, 16:19

OK, great, can you check and resolve please?

Anonymous · 24 Jun 2026, 08:14

Suz said this is fine for testing purposes.

3 Blocks not imported (breaks mail merges); adding a block to 90470 errors 💬 1 ✓ Resolved ▶

Blocks information has not been entered which means we won’t be able to send mail merges via BOSS:

An example of what blocks should look like:

I tried to add blocks to 90470 but receive an error message:

Anonymous · 22 Jun 2026, 07:23

Will blocks information be added/imported as part of upload?

4 Can't test letters — no signatures uploaded 💬 2 ✓ Resolved ▶

I haven’t been able to test whether letters can be sent because no signatures have been uploaded.

Anonymous · 22 Jun 2026, 07:24

Can produce letters and add signature but receive an error when reviewing letters - screenshot to be sent.

Anonymous · 24 Jun 2026, 08:17

Still not working.

5 Can't open/assign a ticket to a PM sub-team (only whole teams) 💬 3 ✓ Resolved ▶

Unable to open a new ticket to a part of the property management team but can open a ticket to a team.

When a ticket is opened to a team, not able to then assign it to a member of the property management team but can assign ticket to Credit Control and then Suzanne, for example.

Anonymous · 22 Jun 2026, 07:29

Cannot open tickets at all now.

Rob · 23 Jun 2026, 16:19

This should be fixed now

Anonymous · 24 Jun 2026, 08:19

Still not able to assign tickets to individuals as they have not been made part of a customer support team but can open tickets to teams and view them when doing this.

6 Customer support teams not set up 💬 2 ✓ Resolved ▶

Customer support teams have not been set up.

An example:

Anonymous · 22 Jun 2026, 07:30

Will the Anthem customer support teams be set-up?

Rob · 23 Jun 2026, 16:20

You would need to take this up with Dan. These can be setup after 1st July, so I think we can mark as resolved for the UAT.

7 Acquisition details missing ✓ Resolved ▶

Acquisition details missing:

8 No insurance / utility / rent charge sites — is this correct? 💬 3 ✓ Resolved ▶

There are no insurance sites, utility sites, and rent charge sites – is this correct?

Anonymous · 22 Jun 2026, 07:33

I am not sure whether this is for the testing but note only 1 x ground site has been imported.

Rob · 23 Jun 2026, 16:21

I can see 170 ground rent sites?

Anonymous · 24 Jun 2026, 08:20

I can now, thank you.

9 11 no-longer-managed sites imported (note) 💬 1 ✓ Resolved ▶

11 x sites no longer managed have been added – just making a note.

Rob · 20 Jun 2026, 09:03

Do you mean the old warwick sites? This was just because we were using an old sample database. It's now using a copy of prod.

10 Every management company imported as a client (should be freeholders only) 💬 2 ✓ Resolved ▶

It looks like every management company has been added as a client:

We don’t add every management company as a client and the only clients added are freeholders, for example, Pier Management.

Anonymous · 22 Jun 2026, 07:35

Every management company is still listed as a client.

Rob · 23 Jun 2026, 16:22

This should be resolved now.

11 Anthem contractors don't list the services they provide 💬 1 ✓ Resolved ▶

Suppliers tab – Anthem contractors – does not list the services they provide:

For example:

Anonymous · 19 Jun 2026, 12:28

Dan says this will be resolved in due course

12 Aged debtors report shows £550 unsettled vs £250 actual balance ✓ Resolved ▶

I ran an ‘aged debtors report’ for 90470 and it shows that 90470-0001 has an unsettled debt balance of £550.00 but the balance on the account is £250.00 – as I had added a charge of £250.00 as part of my testing:

When I run just a ‘debtors report’ it does show the correct balance of £250.00.

13 No project statuses available — can't open a project ✓ Resolved ▶

No project statuses available so will not let me open a project.

1 Not all sites have PM, RM, and assistant details 💬 1 ✓ Resolved ▶

Not all sites have PM, RM, and assistant details.

Rob · 23 Jun 2026, 17:13

As discussed, this will have to be resolved after the 1st of July.

2 Produce letter → Preview shows an error (can still send & mark as sent, just no preview) 💬 1 ✓ Resolved ▶

When produce letter, click on preview, receive this error message:

BOSS does allow me to click send, and mark as sent though. Just cannot see preview of what is being sent.

Rob · 23 Jun 2026, 17:14

This this is just because storage is not set up in the staging environment. This will be resolved when we do the migration on production.

3 Cannot open tickets at all now 💬 1 ✓ Resolved ▶

Cannot open tickets at all now.

Rob · 23 Jun 2026, 17:14

This should be resolved now.

4 Will Anthem team(s) be set up on Customer Support Teams so tickets can be assigned to them? 💬 1 ✓ Resolved ▶

Will the Anthem team/s be set up on Customer Support Teams so tickets can be assigned to them?

Rob · 23 Jun 2026, 17:16

As discussed above, you will need to tear this up with Dan

5 Every site is still listed as a client 💬 1 ✓ Resolved ▶

Every site is still listed as a client.

Rob · 23 Jun 2026, 17:16

This is now resolved.

6 No bank account details or balance information available 💬 1 ✓ Resolved ▶

No bank account details or balance information available.

Rob · 23 Jun 2026, 17:16

Yes, as discussed above, we're aware of this. We're still waiting on bank details from Keeley.

7 BOSS gets stuck when trying to view mailing demands 💬 1 ✓ Resolved ▶

BOSS gets stuck when trying to view mailing demands.

Rob · 23 Jun 2026, 17:17

This looked fine when we checked for site 50073

1 Sites show only Available Funds — no Main/Reserve account balances 💬 2 ✓ Resolved ▶

Unaware if this is due to Metro Switch but no sites are displaying funds for Main Account or Reserve Account. Only Available Funds.

Anonymous · 22 Jun 2026, 07:47

Account balances still aren't showing but don't know if this is because bank accounts haven't been opened yet.

Rob · 23 Jun 2026, 16:23

Yes, this is because we're awaiting bank details. I'll mark as resolved as this will definitely be dealt with in due course.

2 No sort codes / account numbers on each site's dashboard 💬 2 ✓ Resolved ▶

May also be due to Metro switch and/ or bank accounts not yet being set up but there are no Sort Codes or Account Numbers on the dashboard for each site.

Anonymous · 22 Jun 2026, 07:48

No bank account details have been added.

Rob · 23 Jun 2026, 16:24

Likewise as above

3 536 sites have 'ANON-TOWN' as their location ✓ Resolved ▶

536 Sites have ‘ANON-TOWN’ as their location. I’m unsure if we have a company naming format for this column as my own Portfolio’s sites are named randomly in this regard. I would say that the site’s County or local town/city would fit quite well for this.

4 4,651 suppliers have test.email@example.com as order/accounts email ✓ Resolved ▶

4651 of the suppliers (assume these are all Anthem Suppliers) have test.email@example.com as their Order and Accounts Email Address. Only 3234 of these are approved so the remainder could be irrelevant.

5 Almost all Anthem sites given 'WARWICK' brand — none LITE/ASSIST 💬 1 ✓ Resolved ▶

All Anthem sites bar 2 (Who are marked as LITE) appear to be allocated the ‘WARWICK’ brand, none have been allocated LITE, ASSIST etc.

Anonymous · 19 Jun 2026, 12:29

Everything should be 'WARWICK'

6 All approved suppliers have the same postcode (EC2A4AP) ✓ Resolved ▶

All approved Suppliers on this side of BOSS have EC2A4AP as their Postcode.

7 General letters can't be issued — no signature files 💬 1 ✓ Resolved ▶

General Letters unable to be issued as no signature files have been added to allow completion of merge.

Anonymous · 19 Jun 2026, 12:29

This will be dealt with manually post completion

8 Usernames / signature names are initials, not full names ✓ Resolved ▶

Lots of the user names/ signature names are simply initials and not full names, this is probably related to the previously mentioned PM Names showing as initials.

9 H&S tab active on these sites — can it be removed to avoid duplication? ✓ Resolved ▶

Health & Safety Tab is active on these sites and showing items, it there a possibility to remove it for these new units as it would only create duplication and unnecessary notifications for the Anthem PMs?

10 All sites show the same duplicated Ground Rent Demand 💬 3 ✓ Resolved ▶

All site appear to have the same duplicated Ground Rent Demand in their ‘Ground Rent Demand’ tab.

Anonymous · 22 Jun 2026, 07:53

I am not sure what Tom meant by this comment as the ground rent demands shown are for different periods.

Rob · 23 Jun 2026, 16:26

This tab was never actually operational - it has those tow rows hardcoded. This is the same on production. We'll look to get a fix, but given this has always been like this I dont think it will affect operations.

Anonymous · 24 Jun 2026, 09:15

That's fine - thanks

11 All client services ticked as supplied internally on every site 💬 1 ✓ Resolved ▶

All client services appear to be to be ticked as being supplied internally on every site.

Anonymous · 22 Jun 2026, 07:54

This could be correct site dependent so will mark as resolved as can be changed to external.

1 878 suppliers marked Anthem 'Yes' but not approved; no approved supplier has the Anthem tick 💬 4 ✓ Resolved ▶

878 suppliers marked as Anthem “Yes” but not approved. No approved suppliers also had the “Anthem” tick against it.

Anonymous · 22 Jun 2026, 08:46

Data remains the same

Rob · 23 Jun 2026, 16:27

This will need to be taken up with Keeley/Dan - I expect this will be fixed after 1st July because Warwick will want to do their own supplier accreditation on new Anthem suppliers.

Rob · 23 Jun 2026, 16:28

Please take up with Keley/Dan and mark as resolved here.

Anonymous · 24 Jun 2026, 09:15

We will do this retrospectively after completion

2 Supplier approval: 6343 failed with an error (6272 & 6286 OK) 💬 2 ✓ Resolved ▶

SUPPLIER APPROVAL - Approved 6272 (no services) and 6286 (services listed) and 6343. 6343 failed with the below error.

Anonymous · 22 Jun 2026, 08:53

3 suppliers approved without error.

Anonymous · 22 Jun 2026, 08:54

17674,17675, 17676

3 Edit supplier: error adding services/missing info to an unapproved supplier — won't update 💬 2 ✓ Resolved ▶

EDIT SUPPLIER - When trying to add services and missing information from unapproved supplier, error message was shown and would not update.

Anonymous · 22 Jun 2026, 08:56

Error message is still shown when adding services. Same as attachment.

Rob · 23 Jun 2026, 16:36

This should now be resolved.

4 Works orders can be raised for supplier 6272 despite no services listed 💬 2 ✓ Resolved ▶

WORKS ORDERS – Supplier 6272 has no services listed but can still raise works orders once an approved supplier. Unsure if this is expected behaviour.

Anonymous · 22 Jun 2026, 08:58

Still able to raise WO for suppliers with no services listed.

Rob · 23 Jun 2026, 16:34

This is normal behavior.

5 Supplier portal login error for a supplier with works orders 💬 2 ✓ Resolved ▶

SUPPLIER PORTAL – As works orders have been created for this supplier, they should be able to login to the portal. This error was presented. Unsure if this is expected as staging details or if this is a notable error.

Anonymous · 22 Jun 2026, 09:01

Unable to login into supplier account. Unsure if this remains expected.

Rob · 23 Jun 2026, 16:34

You're probably trying to login to the production supplier login - this is a staging environment. This is expected.

1 Adding new bank accounts — all OK (no issue) ✓ Resolved ▶

Adding new bank accounts – All ok.

1 Resident Dashboard — Phone payment button to be removed/hidden 💬 1 ✓ Resolved ▶

Resident Dashboard – Phone payment button to be removed/hidden.

Anonymous · 24 Jun 2026, 09:04

Not resolved - phone payment is still an option.

2 Resident Dashboard — Edit Settlement button: error message 💬 1 ▶

Edit Settlement button, error message.

Anonymous · 24 Jun 2026, 09:04

Not resolved, still receive error message.

3 Credit Control Ledger — Preview mailing error (no bank details on Anthem test sites) 💬 1 ▶

Preview mailing – error message because no bank details assigned to any anthem test site.

Anonymous · 24 Jun 2026, 15:24

This is is now showing another error since the bank details have been applied

No charges were supplied.
500 Internal Server Error - Exception

4 Batch Transactions — cannot load table (error message) ▶

Cannot load table – error message.

5 Tickets — cannot raise on site or resident dashboard (will not load) ✓ Resolved ▶

Cannot raise on site or on resident dashboard – will not load.

6 Aged Debt Reports — Anthem sites not showing when select Run for All Sites ✓ Resolved ▶

Anthem sites not showing when select Run for All Sites.

7 Debtors Report — Anthem sites not showing when select All sites 💬 1 ✓ Resolved ▶

Anthem sites not showing when select All sites.

Anonymous · 24 Jun 2026, 09:08

Still not working.

1 Resident Dashboard — Phone payment button to be removed/hidden ▶

Resident Dashboard – Phone payment button to be removed/hidden.

2 Resident Dashboard — Edit Settlement button: error message ▶

Edit Settlement button, error message.

3 Credit Control Ledger — Preview mailing times out ▶

Preview mailing – time out.

4 Batch Transactions — cannot load table (error message) ▶

Cannot load table – error message.

5 Aged Debt Reports — Anthem sites not showing when select Run for All Sites ✓ Resolved ▶

Anthem sites not showing when select Run for All Sites.

6 Debtors Report — Anthem sites not showing when select All sites ✓ Resolved ▶

Anthem sites not showing when select All sites.

7 Service Charge Demands — cannot generate preview ▶

Cannot generate preview.

Qube Migration — UAT — Feedback Review

SR — Resident / Site dashboard · SR - Hydra Testing - 15.06.26.docx

CB — BOSS Testing · BOSS - Testing - CB 15.06.26.docx

TM — BOSS Testing · BOSS - Testing - TM - 15.06.26.docx

CAS — Supplier / Anthem testing · Anthem Testing 15.06.2026 CAS & CF.docx

CF — Client Finance testing · Anthem Testing 15.06.2026 CAS & CF.docx

Anthem / Finance — Rounds 2 & 3 (author TBC) · UAT – Round 2.docx + UAT – Round 3.docx