Enhancement to Transaction Info Tile - We have made enhancements to the Transaction Info tile on the Commission Detail page. Now, secondary email addresses added to contacts for closing entities will appear below the primary email address. Users will also notice an icon to the right of the second email address that, when clicked, copies the email so that users can utilize it in another window.
New Vendor Detail Field Option - The Vendor Detail page now includes an Address Line 2 field, allowing users to enter additional details regarding a vendor’s address (for example, to add a suite number for an office location).
|Navigate to Accounting (dashboard menu) > Click Expenses > Vendors > Click New Vendor button > Locate Address Line 2 field|
|New Bill Total Display - |
Accounting bills have been updated to include a Bill Total line, allowing users to view both the original bill total and the most recent balance of the bill. In addition, when using the Preview and Print option on the Bill Detail page, the bill’s preview will display the Bill Total line at the bottom of the bill above the Balance Due line.
|Navigate to Accounting (dashboard menu) > Click Expenses > Expenses > Locate Desired Bill > Click Action button > Locate Bill Total line|
New Field Limitations for Manual Fees - On the Commission Detail page, the Tracking Account field options for manual fees have been updated. Going forward, users are limited to selecting from accounts that fit into one of the following categories: Income, Expense, or Cost of Goods Sold.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button |
Date Field ‘Required’ Option - For marketing opportunity instructions, we have updated the Date field to allow for selecting a Required Field option. To ensure all the necessary information is being collected upon initiation of an order, users can now make the date’s entry required when an Agent places the marketing order.
|Users with Admin and System Admin permissions.||Navigate to Invoices (dashboard menu) > Marketing & Services > Locate Desired Marketing Opportunity > Click Action button > Click View in Instruction Editor button > Locate Date field|
New Transfer Escrow Option -
On the Commission Detail page, we have added a Transfer Escrow button to the Escrow Deposits tile. After an escrow deposit has been added to the transaction, clicking Transfer Escrow allows users to select and transfer the escrow deposit to another transaction that doesn’t have a deposit recorded (and is only available if payment has not yet been added). Note that the transaction you are transferring funds to must be in an “Open” or “Accounting Verified” status in order to be available in the selection list.
|Navigate to Transactions (dashboard menu) > Pending > Locate Desired Transaction > Click Action button > Click Commission Detail button > Locate Escrow Deposits tile > Click Transfer Escrow button |
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