Brokerage Engine Support

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

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