Release Notes Version 5.1.0 (Back Office)

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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