Release Notes Version 5.1.0 (Back Office)

GENERAL

Agents Anniversary Reset no longer includes Inactive Agents
Enabled scroll functionality on main Transaction window for easier navigation
Drop down filter allows to select All, Open, Closed or Voided Transactions to be displayed
More intuitive prompt added when Agent tax does not equal the configured tax rate
Users can edit Letter Merge Documents prior to sending by email
Removed Feedback menu via Help

SETUP

Disable prompt to Update Buyer’s Address added to Company Profile > System Defaults > Additional System Settings. When initiated, user will no longer be prompted to Update the Buyer’s Address to the Transactions Address. The prompt is automatically disabled when Transaction side represented is Selling or Both.
Added caution prompt to prevent user from modifying Brokerage Name via Company Profile or Resources
Added caution prompt to prevent user from modifying Branch Office Number
“Tax” and “Last Updated” fields populate expected values for Attorneys or Title Companies resource
City can be assigned to Branch/Offices on the fly
MLS/TMS Integration allows user to customize and/or add statuses to sync
Attorney’s or Title Companies resource enhanced with option to “Set Default payee To Company”

TRANSACTIONS

Transaction Type tagged Referral no longer require Sale Price
Multiple Escrow/Trust bank accounts allows user to enter deposits without having to save the bank account first
When new Seller is added to Transaction, the address of Transaction is auto-populated
“Edit-Closing” enables user to modify Branch and zip/postal code

REPORTS

Agent Income Detail; removed Manager Override column
Agent Incentive Level allows filtering by Closed or Processed dates
FINTRAC Audit includes internal agent, client address, Side Represented and total commission
BHHS Associate Production separates Branch Office when Page Break is configured
Company Profit Transaction Fee Detail Summary allows filter to exclude Conditionals
T4A Summary is included in e-file submission
A1 & A2 TRS supports option to “Hide Gross for Secondary Agents”
All TRS formats default to “Display Attorney/Title Company” which can be removed if Lease Transaction
“Exclude Terminated Agents” option added to Company Profit Transaction Detail and Ranking, Company Profit Transaction Fee Detail Summary, Agent Sales Ranking and Agent Incentive Level reports
Agent Income Detail displays tax name as configured
“Include Agent Initial History” option added to Company Profit Transaction Fee Detail Summary and Windermere Monthly Summary reports
Renamed “Receipt” header in Trust Account Activity Detail report to “Check/Receipt #”
Spelling corrected where identified

INTEGRATIONS

Enabled integration for Century 21 & ERA to send Agent, Team, Transactions, and personnel data to Dash
Buyer column added in MLS/TMS sync window grid
MLS/TMS sync includes Co-operating brokerage (Co-broker)
MLS/TMS sync allows edit of system assigned “RE Transaction Number” no MLS number available
Added integration support for Ziplogix zipTMS and Transaction Point
Agent commission checks/cheques can now be configured to sync to Accounts Payable as Bills Agent Commission Integrate to Accounts Payable/Bills (Back Office)
Batching of Checks/Cheques and Deposits displays sum of items selected
“Update Check/Cheque, Journal & Bill Number” populates the common number for all selected Transactions when batching check/cheques
Integration to QuickBooks© enhanced to include maximum 11 character (limitation from QuickBooks©) Escrow/Trust Deposit check/cheque number
QuickBooks© Online integration enhanced to support OAuth 2.0 (An authentication protocol that allows you to approve one application interacting with another on your behalf without giving away your password) QuickBooks© Authorization (Back Office)

Knowledge Base