Unconfirmed Appointments (quickOffice Commander)

When appointments are booked for listings flagged Auto Confirmation, the Action column will display the following status: Waiting for Seller Confirmation. The appointment will be removed from the queue upon Seller’s acceptance and an automatic e-mail will be sent to the Showing Agent. The Appointment menu displays the Status: Confirmed. … 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:  

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