This artcle higlights how to handle commission payouts via Accounts Payable/Bill To configure, navigate to Setup > Company Profile > Accounting On City, State & Other Accounts panel, ensure there is a check to the right of Enable Accounts Payable and the appropriate general ledger account for Accounts Payable is … Continue reading
Transaction Point integration (Back Office)
This article outlines the sync process between Emphasys and Transaction Point. 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
Adding Referrals (Back Office)
To add inbound or outbound referrals navigate to the Commission tab Select the Referral menu Select New Select the pertinent referral details including the side represented and if the payment amount is a percentage or flat amount: On the Deposit tab, be sure to select the appropriate Disbursement Rule if … Continue reading
QuickBooks© Authorization (Back Office)
Intuit has has enhanced its security with integrated applications to QuickBooks© Online. If the integration timeline has lapsed, QuickBooks© will prompt for login credentials: In the following screen, select Connect Navigate to Setup > Company Profile > Accounting Once successfully integrated, button should read Disconnect:
Disable Buyer Information update on sync (Back Office)
The newest release now allows disabling the automatic update of Buyer information upon sync to QuickBooks. To disable this feature, select Setup > Company Profile > System Defaults. Under Additional System Settings, deselect Disable Prompt to Update Buyer’s Address:
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 … Continue reading
Refunding an Agent Credit Balance (REALedger 2.0 or above)
Refunding a Credit Balance There are two ways a refund can be processed for an agent credit AR balance: Option 1 Navigate to AP > Transactions/Processing > A/P Transactions. Enter an unpaid voucher to the agent for the amount of the credit balance. Do not enter a check expense entry … Continue reading
Release Notes (REALedger Version 2019.03.28)
General Added ability to delete pre-split and post-split deductions from an Agent record if deductions were not previously used User Permissions enhanced to allow users to define new Roles or enabled the addition of new modules to existing Roles MLS/TMS Integration option added to Roles / Permission module detail items Fixed error when adding Agent(s) to a sale whose amount … Continue reading
Adding Agents in Back Office
If an Agent is doing business as (DBA) an LLC, you will want to add their company name in the designated field and update the Agent’s Payee field to the Company option. When the Company option is selected, checks or direct deposit splits pushed to QuickBooks, will reflect this naming … Continue reading
Transferring Escrow/Trust to Another Transaction (Back Office)
There are situations where a Buyer has placed a deposit on certain property that fell through, but the Buyer purchases another property and requested that Deposit continue to be held by your brokerage. In this instance, navigate to the original transaction and select Edit. Navigate to the Deposits tab and … Continue reading