Here are the following Release Notes from 05/30 - 06/03:
| What is the change? | Who did it change for? | Where did the change occur? |
Tags Field Data Export Option - The Closed and Pending Transaction data exports now have the option to select to include the Tags option. For these Integrations > Data Export options, this checkbox allows users to generate and export a report that includes any transaction tags, agent tags, side tags, or other income tags associated with a transaction. | Users with Admin and System Admin permissions. | Navigate to Integrations > Data Export > Check Tags Field checkbox |
Settlement Instructions Name Override - Users now have the option to display a different name on a transaction’s Commission Disbursement Authorization (CDA). If the At Title option is selected when editing the transaction’s settlement instructions, the Override the Name Displayed on the CDA field displays, and users can enter a different name to display on the CDA. (for example, to display a team name or LLC). Once this field has been updated, the new name is reflected in both the Distribution section on the transaction’s Commission Detail page, as well as on newly generated CDAs. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Click Edit Settlement Instructions icon |
New Accounting Sync Feature for Referring Entities - We have updated the system to automatically sync data between referral Closing Entities and their matching Vendor Detail profiles (if applicable). On the referral company’s Closing Entity Detail page, users can click the Accounting Info button to view the entity’s display name, legal name, and tax ID number. We have also added a View in Accounting option to the dropdown menu attached to the Accounting Info button. When clicked, users are forwarded to the corresponding Vendor Detail page in the Accounting module. | Users with System Admin and Accounting permissions. | Navigate to Transactions (dashboard menu) > Pending > Click Closing Entities button > Locate Desired Entity > Click View Details button |
Automatic Invoice-Syncing - We have made updates to the invoicing functionality in the system. Newly created agent invoices will now automatically sync to the Accounting module, eliminating the need to create duplicate invoices for your accounting records. Also, on paid invoices users will notice the new View in Accounting button on the top of the Invoice Detail page, When clicked, users are forwarded to the corresponding invoice in the Accounting module. | Users with System Admin and Accounting permissions. | Navigate to Invoices (dashboard menu) > Open Invoices > Click New Invoice button > Click View in Accounting button |