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)
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