Creating Users (Back Office)

Select Setup > Users/Passwords Select New, assign a username and select Reset Password Leave Current Password field blank, enter the new password in the New Password and Confirm New Password fields Select Save The Set Program Access option allows access levels to be set across the application.  When access is … Continue reading

General Release Notes (REALedger)

Release Build: 2019.09.20 Reports Batch Deposit Breakdown report fixed In the General Ledger Listing Report, if an account has no activity during the selected period, report will now display starting and ending balances   Payroll When entering a new employee record, all date fields now default to current date   … Continue reading

Ziplogix zipTMS integration (Back Office)

This article outlines the sync process between Emphasys and Ziplogix’s zipTMS Navigate to Setup > Company Profile > Integration In the MLS/TMS Statuses section, select the Statuses to import; add or remove as required: Once the preferred statuses selected, relaunch the application for new configurations to take effect. Importing from … Continue reading

Release Notes (REALedger Version 2019.05.02) 

Overview All reported enhanced to include all agents by default Online Sales Detail report enhanced with Transaction # column, option to hide Volume, option to hide Agent Commission, option to change to landscape view to support additional columns, new sort order options for Address, Date then Address, Date then Transaction … Continue reading

Messaging (quick!Office Commander)

quick!Office Commander supports messaging via email and SMS. The following options are available: NO MSGS (selected if messaging not applicable, i.e. internal staff) EMAIL SMS EMAIL / SMS   SMS code will be automatically populated if an agent’s mobile number is available on the agent profile. Note that messages can … Continue reading