Here are the Release Notes for 01/09 to 01/13:
| What is the change? | Who did it change for? | Where did the change occur? |
| Enhancement to Teams Feature - When reviewing the members of a team users will notice that the first name in the Team list is highlighted a different color, because it's the name of the Team Lead. Users will also be prompted to enter the name of the Team Lead first when creating a team. | Users with Admin and System Admin permissions. | Navigate to Agents (dashboard menu) > Teams > Locate Desired Team > Review Team Member field |
| New Batch Import Deposit Button - We have added the Batch Import Deposit button to the Allowances page so that users can import a data file with a list of users and their allowances. This new feature also includes an CSV import template for the data file. | Users with System Admin permissions. | Navigate to Invoices (main dashboard menu) > Allowances > Click Batch Import Deposit Button > Import Data File > Click Upload |
| New Edit Accounting Entities Button - We have added the Edit Accounting Entities button to the Agents Commission Detail page so that they can link vendors to specific customers in the system. Once saved, the change is displayed in the Accounting Entities tile. You can then click the View in Accounting icon next to the entry and that will forward you to the Vendor Detail page where you can input additional information. | Users with System Admin and Accounting permissions. | Navigate to Agents (dashboard menu) > Active > Located Desired Agent > Click Edit Details Button > Click Commission Details Button > Locate Accounting Entities Section > Click Edit Accounting Entities Button |
| New Name Field for Bank Accounts - When adding or editing the information for an Agent's bank account users can utilize the "Name on the Account" field to input the account holder's name. | Users with Accounting and System Admin permissions. | Navigate to Agents (dashboard menu) > Active > Located Desired Agent > Click Edit Details Button > Click Commission Details Button > Locate Bank Accounts Tile > Click Edit Bank Account Icon > Locate Name on the Account field |