Commissions Accounting Details Update - The Accounting Details tile on a transaction’s Commission Detail page now displays totals for the individual sections. When reviewing the Bills, Checks, and Bill Payments tabs, users will see a new row titled “Totals”, which represents the sum of all related entries associated with the transaction. In addition, the View Entries window now gives users the option to view the transaction’s P&L report. Clicking the View P&L Report button displays the report, where users can hide or display the lines as necessary. Once finished viewing, users can return to the prior page by clicking the View Entries button, or they can click the Close button to return to the transaction’s Commission Detail page.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button|
New Edit Settlement Instructions Fields - We have added two new input fields to the Edit Settlement Instructions window that are triggered when a user elects to receive a paper check as their distribution payment method. After the user selects this option, the Address for the Check field will appear with a dropdown menu prompting for the selection of the appropriate address for the agent. We have also added the AP Account field, which allows users to designate the Accounts Payable (AP) account which the funds will be withdrawn from.
|Users with System Admin and Accounting permissions.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button|
Renew Commission Schedules -
Renewing an Agent’s commission schedule is now even simpler! On the Commission Schedules page, users can now navigate to an Agent’s existing commission schedule and click the Renew button in the corresponding row. Once clicked, a window will appear where the new schedule’s name, start and end dates, and the option to apply to all open transactions can be updated as necessary.
|Navigate to Transactions (dashboard menu) > Commission > Commission Schedules > Locate Agent in table > Click Renew button|
New Email Feature For Escrows - On the Escrow Details page, users now have the option to send out emails regarding a transaction’s escrow deposit. The Send Email button triggers a new window, where users can enter the recipient's email address, cc additional recipients, and type a customized email message.
|Users with System Admin and Accounting permissions.||Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Details button > Locate Escrow Deposits tile > Click View Details button|
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