SYSTEM UPDATE

Expanded Fee Bank Libraries & Template Support

We’re excited to introduce an enhancement to the Commission Schedule Library that provides brokerages with greater clarity and control over fee-related templates. With this update, you can use pre-built Concessions and Pass-Through Income templates to apply fees more efficiently to transactions—saving time and reducing manual steps.

Improved Search on Bill Payment Page

We’ve added a new Description search to the Bill Payment page in Brokerage Engine Accounting to make it easier and faster to find what you’re looking for.

Users can now search by description within both the Outstanding Transactions and Credits sections. This enhancement is especially helpful when locating specific journal entries, reducing the need to scroll through long lists and helping your team apply payments with greater efficiency and accuracy.

If you're interested in any of the new features mentioned above, please contact your Customer Success Manager. If you're not sure who your CSM is, please reach out to our support team at help@brokerageengine.com.

- The Brokerage Engine Team