Transaction Sync Validation Report

Applicable to Anywhere Clients Only

Overview:

In this article, we will cover how to locate and use the Transaction Sync Validation Report. The primary purpose of this report is to identify any transaction statuses that do not match the status in Dash.  

Permission Level:  Admin + Compliance

Report Details:

• Displays all transactions within Brokerage Engine that currently do not match the transaction status in Dash
  • It is a very good thing if nothing displays on the report. This means all transaction statuses match Dash. 

• Ability to toggle to all matching statuses if needed

• Ability to search by property address

• Ability to navigate directly to the transaction detail page by clicking the Pen and Paper action button

• Ability to import a transaction from Dash that is not yet in Brokerage Engine by clicking the Import action button
  

An empty Dash Status column indicates that the transaction is in Complete status in Dash.

Please find the available resources below.

Navigation:

Click directly on image to enlarge