GENERAL

• Enhanced Agents Anniversary Reset to hide Inactive Agents
• Enabled scroll functionality on main Transaction window for easier navigation
• Advanced Search on main Transaction window added to filter by All, Open, Closed or Voided transactions
• Reworded prompt when Agent tax does not equal the tax rate so as to be more intuitive

SETUP

• New setting in Company Profile > System Defaults > Additional System Settings to disable or only display prompt to update buyer’s address when side represented is Selling or Both
• Added caution prompt if editing Brokerage Information via Company Profile or Resources
• Added caution prompt if editing Branch Office
• Fixed “Tax & Last Updated Fields” for Attorneys or Title Companies resources
• Fixed issue when assigning City to Branch/Offices on the fly
• Enhanced MLS/TMS Integration allowing users to customize statuses to sync

TRANSACTIONS

• Transactions with Transaction Type tagged Referral no longer require a Sale Price
• Streamlined multiple escrow/trust bank accounts entry of deposits for easier navigation

REPORTS

• Removed Manager Override columns on the Agent Income Detail report
• Agent Incentive Level report now supports filtering by Closed or Processed dates
• FINTRAC Audit report now includes internal agent, client address, Side Represented and total commission
• Fixed BHHS Associate Production report when Page Break Between Branch Office is configured
• Company Profit Transaction Fee Detail Summary report enhanced with option to exclude Conditionals
• T4A Summary report included when Processing T4As

INTEGRATIONS

• Enabled integration for Century 21 & ERA to send agent, team, transactions, and personnel data to dash
• Add column for Buyer in the MLS/TMS sync window
• TMS sync enhanced to include Co-operating brokerage (Co-broker)
• Agent commission checks/cheques can now be configured to sync to Accounts Payable as Bills Agent Commission Integrate to Accounts Payable/Bills (Back Office)
• Address now syncs to Memo Field for all Journal Entries in QuickBooks©
• Edits to Resources (i.e. new address) will now sync to QuickBooks©
• Added integration support for Ziplogix’s zipTMS and Transaction Point
• Enhanced deposits to use Title Company name vs agent’s Customer Name when “Agent By-Pass” bank account initiated and integrated to QuickBooks©
• Fixed “Trans #” label to be consistent when integrated to QuickBooks©
• 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)