GENERAL

• 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
• Prompt enhanced when Agent tax does not equal the configured tax rate
• Enhancement to allow editing of Letter Merge Documents prior to sending by email
• Agents Anniversary Reset no longer includes Inactive Agents
• Removed Feedback menu via Help

SETUP

• New setting in Company Profile / System Defaults / Additional System Settings to disable closing screen prompt to update Buyer’s Address
• New prompt to prevent user from modifying Brokerage Name via Company Profile or Resources
• New 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 now be assigned to Branch/Offices on the fly
• MLS/TMS Integration sync now supports editing or adding statuses
• Attorneys or Title Companies 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 a saved Seller contacted added to a Transaction, address is now auto completed
• Edit-Closing enhanced to allow modification to Branch and zip/postal codes

REPORTS

• Removed Manager Override column on Agent Income Detail report
• Agent Incentive Level now allows filtering by Closed or Processed dates
• BHHS Associate Production separates Branch Office when Page Break configured
• Company Profit Transaction Fee Detail Summary allows filter to exclude Conditionals
• Exclude Terminated Agents filter 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 now displays tax name as configured
• Include Agent Initial History filter added to Company Profit Transaction Fee Detail Summary and Windermere Monthly Summary reports
• FINTRAC Audit report now includes internal agent, client address, Side Represented and total commission
• T4A Summary now included in e-file submissions
• A1 & A2 TRS enhanced with option to Hide Gross for Secondary Agents
• All TRS formats default to “Display Attorney/Title Company” (can be removed if Lease Transaction)

INTEGRATIONS

• Integration support for zipTMS and Transaction Point 
• Dash support for Century 21 and ERA brands for Transaction, Personnel, and roster synchs
• MLS/TMS: Buyer column added to import view
• MLS/TMS sync enhanced to include Co-operating brokerage (Co-broker) and allow editing of system assigned Transaction Number if MLS number blank
• When “Agent By-Pass” bank account initiated, deposits in QuickBooks® will use the Title Company name
• Agent commission checks/cheques can be configured to sync to Accounts Payable as Bills, Agent Commission Integrate to Accounts Payable/Bills (Back Office)
• Fixed “Trans #” label to be consistent when integrated to QuickBooks®
• Batching of Checks/Cheques and Deposits now displays sum of items selected
• Transaction Address now syncs to the Memo Field for all Journal entries to QuickBooks®
• Updates to Resources, for example new address syncs to QuickBooks®
• Integration to QuickBooks®  enhanced to 11 characters for Escrow/Trust Deposit check/cheque number
• QuickBooks® Online integration enhanced to support OAuth 2.0. See: QuickBooks® Authorization (Back Office)