Here are the following Release Notes from 07/25 to 07/29:
|What is the change?||Who did it change for?||Where did the change occur?|
Agent Commission Fee Buckets - We have added a Fee Bucket section to the Agent Commission Detail page. Clicking the Add Bucket button allows users to create a new bucket, while the table lists the name of each bucket and displays both the Running Total and Current Year Running Total, allowing users to review and edit the different fee buckets an agent has used.
|Users with System Admin and Accounting permissions.|
Navigate to Agents > Active > Locate Desired Agent > Click Edit Details icon > Click Commission Details button > Click Add Bucket button
New Purge Accounts Option -
From the Chart of Accounts page in the Accounting module, users now have the option to use the Purge Accounts option to batch delete accounts that do not have related account numbers. Note: Any accounts that are considered to be A/R, A/P, or Undeposited fund accounts will not be deleted, regardless of their numbering and/or setup.
|Users with System Admin and Accounting permissions.||Navigate to Accounting (dashboard menu) > Click Settings > Chart of Accounts > Click Purge Accounts option|