Here are the following Release Notes from 01/17 to 01/21:
What is the change? | Who did it change for? | Where did the change occur? |
Removing the Approved For Commission Tag on a Transaction - Updates to the Commission Detail page mean that users can easily remove an Approved for Commission tag from a pending transaction. A user can click the Approved for Commission button on the transaction page to apply the tag. This signifies to transaction processors that the transaction details have been reviewed and approved, and that the commission's details are ready to be processed. If the approval needs to be reversed, clicking the Revert button on the Commission Detail page allows users to remove the tag without canceling the transaction. | Users with Accounting and System Admin permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Approve for Commission button |
New Dashboard Tiles for Office Production Report - The Office Production report has been updated with five new tiles: Total Sales Volume, Total Sides, Total GCI, Total Brokerage Gross, and Total Brokerage Net tiles. The remainder of the report provides a breakdown of a brokerage’s different office locations, transactions, and recorded earnings displayed in a table. The names of the tiles correspond to their respective fields in the table and display each field’s total calculation. The tiles are also used to provide a snapshot of the brokerage’s financial progress on a yearly basis and even display the prior year’s figures for comparison. | Users with Accounting and System Admin permissions. | Navigate to Reports (dashboard menu) > Accounting > Office Production |