Back Office Release Notes V4.3.3

 

Commission Added new commission structure  “Current Transaction’s Sale Price” which can be capped on Company $ (percentage and/or flat amount)
Commission ‘Other Fees’ now support 5 decimals
Company Profile B&O State/City tax now calculates on the Gross less referrals
Company Profile Supports up to 3 Operating or General accounts and 3 Commission Trust bank accounts each
General Multi office companies can import Resources (Attorney’s, Co-Brokerage etc) to another database (Not supported in cloud)
General T4A form enhanced to allow users to enter ‘Other Services’ amounts in Box 48
File Maintenance New filter within Agent Lookup to filter by active agents only
File Maintenance New logic to assign Assistants to Agent Profile. This new function supports generating commission statements for Assistants, which totals earnings when an agent performs both roles: agent and other agent’s assistant
File Maintenance Partial Payment transactions now support flat fee commission rules
Letters Two new Master templates to support more information such as: Agent License Number, full contact names, full address fields, etc
QuickBooks Integration Enhanced to support integration with QuickBooks Online (US & Canadian versions)
QuickBooks Integration Multi branch (Classes) posts Income & Expenses/Costs of Goods Sold  to specific branch (Class) assigned to the Agent, allowing users to monitor financials based on each branch
QuickBooks Integration HST/GST/Tax enhanced to now post to pre-defined Sales Tax report in QuickBooks
QuickBooks Integration Entry number in QuickBooks enhanced to populate Transaction number from Back Office for General Journal Entries
QuickBooks Integration Transaction Number and address enhanced to display in Memo field in QuickBooks
QuickBooks Integration Corrected issue generated when Broker Portion = $0
QuickBooks Integration Enhancement for users receiving commission checks from various resources: can now record each deposit separately without creating a Partial Payment
Reports Berkshire Hathaway HomeServices reports enhanced to include Award Allocation where applicable
Reports Berkshire Hathaway HomeServices Sales Associates roster fixed to now display accurate active agent values
Reports Agent Incentive Level report enhanced with option to exclude Terminated Agents
Reports Transaction Commission Fee Sales Summary report enhanced to include Gross History
Reports New report ‘Team Transaction’ added: allows users to view Summary or Detail information
Integration TMS/MLS integration enhanced: can now sync every 3 hours
Integration dotloop integration enhanced to support Unit Number
Integration Additional validation added allowing import of existing transactions for resold or re-entered transactions from Skyslope or dotloop TMS
Transactions Agent Check Stub Report and Enhanced Check Stub on Custom Data tab enhanced to now support team commission plans
Transactions Unshared Income & Commission Plan details enhanced to display as separate line items on the Agent Commission Statement, Agent Check Stub and Enhanced Check Stub reports
Transactions Deposit date and processing transactions closing date can be selected based on accurate dates
Transactions When multiple agents are involved in transactions with referrals, A1 & A2 TRS reports have been enhanced with option to display amount paid to specific agent only
Transactions Advances enhanced to now separat if Internal Agent represents both sides
Transactions Award Allocation enhanced to allow users to allocate commission to more than one Agent on end
Transactions Added: Assistant Commission Statement to include YTD for both Assistants and Agents
Transactions Enhanced Agent Commission Statement to display amounts paid to Assistants
Trust Trust/Escrow Deposits can now be applied to new transactions for Canadian users
Trust Tab navigation in Trust Deposit modified to follow correct sequence
Trust ‘RETS’ column removed to speed up loading process; default timeline is shortened to 7 days

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