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SYSTEM UPDATE |
Agent Dashboard - Document List Enhancement
We've added an "Agent Documents" link to the footer of the Document List widget on the Agent Dashboard. This new link allows agents to quickly access their personal document list directly from their dashboard, streamlining their workflow and reducing navigation time. |
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Integrations Export - Finalized Date Option
We've added "Finalized Date" as a new date type option in the Integrations export for sales transactions. This allows you to pull data based on when transactions were actually processed and finalized, giving you more flexibility beyond the standard close date for reporting and analysis. |
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Invoice Batch Payment - Consolidated Email Notifications
We've streamlined email notifications for "Batch Invoice Payments" with agent billing. Instead of receiving separate emails for each invoice, the agent will now receive a single consolidated email that lists all invoices paid in the batch - whether processed through batch pay or agent open balances.
This reduces inbox clutter while keeping your agents fully informed. |
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Status Filter and Export Enhancement - Bank Register
We've added a "Status Filter" to the Bank Register page in Brokerage Engine Accounting, allowing you to filter transactions by their reconciliation status.
The "Download CSV" function now exports only the data currently displayed based on your selected filters. This makes it easier to isolate and troubleshoot unreconciled items during your reconciliation process. |
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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 |