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

Edit a Deposit Date (Back Office)

Once a Deposit has been recorded on a Transaction, the system prevents further changes for security and tracking purposes. To edit dates, users must have full permission access (level 9) in the system. From the Accounting menu > Search Escrow/Trust deposits Highlight the transaction containing the Deposit that requires adjustment … Continue reading

Creating Agent Advances

Adding an Internal Broker Advance Navigate to the selected Transaction and select the Commission tab Highlight the Agent and select the Advance icon ($): Select New to add the advance information The Agent Ref ID, Transaction number, Agent Comm and Agent Tax will default with the Transaction’s details: enter the … Continue reading

Email Configuration (Back Office)

Navigate to Setup > Company Profile > System Defaults Select Email Document Configurations Default Email Configurations This window allows the configuration of Default Documents that can be emailed to Transaction Resources. For example, Buyer letters emailed to Buyers or Agent Statements to Agents. The email body can also be configured per … Continue reading

Release Notes Version 5.0.1 (Back Office)

GENERAL E-mailing now enabled! You can now email Transaction specific documents (i.e. Transaction Record Sheets, Agent Commission Statements, Check Stub Reports, etc) Gross Volume commission calculation added: Agent GCI divided by percentage (%) Enhanced Search query to support searching by Address or Transaction Number ONLY Enhanced Utilities to allow editing … Continue reading

System Defaults (Back Office)

Dates To disable the Calendar selection option when selecting Transaction dates, navigate to Setup > Company Profile On the System Defaults tab > select Additional System Settings Deselect Display Date and Time in Fixed Format Close the Company file and relaunch the application for the new settings to take effect … Continue reading