Here are the following Release Notes from 07/11 - 07/15:
|What is the change?||Who did it change for?||Where did the change occur?|
|Other Income Transactions Activity Log Enhancements - We have enhanced the Activity Log option for Other Income Transactions to mimic other logs in the system, and capture additional details on changes made to other income transactions. Clicking the Activity Log button allows users to view a detailed log that includes a description of the action that was taken, the date and time it occurred, and the name of the user that completed the action.||All Brokerage Engine users.||Navigate to Transactions (dashboard menu) > Other Income > Click Activity Log button |
|Fee Calculation Changes - |
We have made updates to the setup for calculated fees. Now, when users set the parameters for Threshold Flat and Percentage Fees in their Fee Bank, they will have the option to select ADJ_SIDE_GCI in the dropdown menu. Selecting this option indicates that the fee should be calculated from amounts reported as Adjusted Side Gross Commission Income (i.e., ADJ_SIDE_GCI).
|Users with System Admin and Accounting permissions. ||Navigate to Transactions (dashboard menu) > Commission > Commission Schedules > Click Commission Schedule Library button > Click Fee Bank button > Click Add Fee button|