GENERAL
- Application rebranded from Emphasys/Back Office to Constellation1 Commissions; including logos, product names & license agreement. Users may have to re-initiate QuickBooks® Desktop Integration
- Accounting / Search Escrow/Trust Deposits allows users to disburse escrow/trust deposits on a closed transaction if configured
SETUP
- Company Profile / Fees can be configured to “Exclude from Company $” and applies ONLY to Reports / Management / Pending Sales Reports / Cash Flow Projection
TRANSACTIONS
- FIRM date under Conditions allows users to enter any date as needed if not tracking conditions/contingencies
- Contacts (Sellers/Buyers) configured as Companies now display the Business phone when attached to transaction
REPORTS
- Corrected Sales Volume rounding issue on the Transaction Commission/Fee/Sales report
- Berkshire Hathaway HomeServices “Batch Tie-Out” report corrected to filter by dates selected
- Real Estate Trust Ledger Detail report provides option to NOT include transactions with $0.00 balances
- Transactions Source of Business report enhanced to include the following:
- Report Type / Detail version includes columns for Source of Business, Property Address, Agent Name and Side Represented
- Source of Business filter
INTEGRATIONS
- Dual agency transactions with agents at different branch offices and an escrow/trust deposit attached now correctly integrate to the class in QuickBooks®
- Corrected “Transaction out of balance” journal entry error with a one bank configuration
- SSN/EIN integrates to the Vendor/Supplier list with QuickBooks® Online
- Referrals imported from TMS systems supports a flat dollar amount or percentage
- Lease transactions imported from TMS systems include 1 Landlord, 2 Tenants and Leased Price
- QuickBooks® Online Connection Authorization enhanced to support Intuit security requirements to use only Chromium-based embedded browsers
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