Here are the following Release Notes from 01/30 to 02/03:
What is the change? | Who did it change for? | Where did the change occur? |
Enhancement to Invoice Statements - We have enhanced invoice statements for Agents so that after clicking the "Download Statement" button users will see the new "Invoice Description" column included in the statement. This column will include a description of the different invoice items. | Users with Agent permissions. | Navigate to Invoices (dashboard menu) > Click Download Statement button |
New Internal Notes Column Added to Personnel Export - When users export Personnel Data as an excel sheet they'll notice a new column for internal notes has been added to the report. | Users with Admin and System Admin permissions. | Navigate to Integrations (dashboard menu) > Data Export > Personnel |
New Transaction Escrow Report - The Transaction Escrow Report is a new report that breaks down a transaction's status as it pertains to Escrow. For instance, it contains the following escrow data: the escrow deposit amount, the escrow payment amount, the escrow amount held, and the escrow settle status. | Users with System Admin permissions. | Navigate to Reports (dashboard menu) > Accounting > Transaction Escrow > Generate Report |
Enhancement to Snooze Task Feature - We have enhanced the system's Snooze Task logic so that moving forward tasks will automatically be "Un-Snoozed" on the designated day at 9:00 am. Prior to this enhancement, users had to wait until 4:00 pm. | Users with Admin and System Admin permissions. | Navigate to Tasks (dashboard menu) > Active > Locate Desired Task >Click Log Work icon > Click Snooze Task button |