New Default Settings for Imported Referrals - Referrals that are imported from the Transaction Detail page to the Commission Detail page have a new default setting applied to the referral. Imported fees will automatically set the "Does this fee affect the accumulation field" to Yes, and users will have to edit the fee and change the field to No, as necessary.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Locate Referral section > Click Add Referral button|
Updates to Pass-Through Liability Fields - We have made changes to the visibility of the Liability Vendor field when creating pass-through income adjustments in a transaction. Now, the Liability Vendor field will be unavailable for editing until after an Accounts Payable (A/P) has been assigned to the Tracking Account field. If the user assigns a Cost of Goods Sold account or any other type of account, the field will appear inactive and grayed out, and no selections may be added. This change only impacts brokerages who are using our Accounting module. Offline accounting users will not have any restrictions on the selections in the Liability Vendor and Tracking Account fields.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Locate Liability Vendor field|
New Limitation for Escrow Deposit Account - We have implemented system changes when adding multiple escrow deposits to a transaction. For the initial deposit, users can click Add Deposit and, in the Account for Escrow Deposits field, select the appropriate account for the deposit. All subsequent deposits will use the same deposit account, therefore the Account for Escrow Deposit field is inactive and grayed out for future deposits. This is to prevent users from making deposits into multiple deposits and complicating the balancing process.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Escrow Deposits tile > Click Add Deposit button|
Update to Commission Fee Field Parameters - We have updated the system so that users can now edit commission fees after initial calculations have been made. Before this update, if a user selected the Brokerage Net (ADJ Brokerage) option for the Payor field, they would be unable to adjust the Where should the fee be calculated from the field. With this update, users can now select the Agent Net (ADJ Agent) option if a fee needs to be updated.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button|
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