Brokerage Engine Support

Here are the following Release Notes from 01/31 to 02/04: 

What is the change?Who did it change for?Where did the change occur?
New Control Panel Page Features - On the Control Panel page, we have added new dropdown menus to the Expiring Commission Schedules tile and the Closing Transactions tile. Including menu options of 7, 30, and 90 days, the user can select the desired time period and click the Refresh button to the right in order to filter the tile results. 

Another new addition to the Control Panel page is the Under Contract Forecast tool. Users can select the appropriate date range, and refresh the chart to display a visual representation of the estimated earned revenue from listings that are currently under contract.   

Users with System Admin and Accounting permissions.
Navigate to Transactions (dashboard menu) > Commission > Control Panel

New Data Export Field Option - The Closed Transaction, Pending Transaction, and Listings data exports now have the option to select to include the Date Created option. For these Integrations > Data Export options, this checkbox allows users to generate and export a report based on the number of transactions that were created during a particular time frame. Users with Admin, Accounting, and System Admin permissions. Navigate to Integrations (dashboard menu) > Data Export

New External Transaction Referral Number Field - We have added an External Transaction Ref # field option to the Commission Detail page. Users can click the Edit button to add the reference number for the transaction. Once saved, this reference number will also appear in the Transaction Reference number field within the brokerage’s TSS site. Users with System Admin and Accounting permissions.Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button 

New Marketing Opportunity Ledger Account Field - 

A Ledger Account field has been added to the New Marketing Opportunity page. Users will now need to select the name of the ledger account associated with the marketing opportunity, ensuring that the related invoices and funds are all routed to the correct accounts.  

Users with System Admin and Accounting permissions.
Navigate to Invoices (dashboard menu) > Marketing & Services > Click Add Opportunity button 

Chart of Accounts Page Search Feature - The Chart of Accounts page now includes three new search bars, allowing users to easily search for and navigate to accounts based on their number, name, or type, narrowing their results to find the appropriate account for viewing or editing. Users with System Admin and Accounting permissions.

Navigate to Accounting (dashboard menu) > Settings > Chart of Accounts

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