From the main navigation select the Agents module: From the left navigation pane, select Processing > 1099s From the first tab > 1099 Data select the corresponding Tax Year Select Create 1099 Records then select the option as needed: Create 1099 Records (all agents and vendors) Select an Agent (one … Continue reading
Setting Up General Ledger Accounts (Back Office)
If integrating Emphasys with QuickBooks®, account numbers should match those set in the QuickBooks® Chart of Accounts. Note: if these specific accounts are not setup in in QuickBooks®, please ensure that they are added. In the Accounting System field, please select which version of QuickBooks® that you are using for … Continue reading
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: 2020.04.27 Bank Adjustments to Batch Deposit logic to allow deposit lines that were deleted prior to saving the record, to now appear as available to retrieve into the batch Bank Reconciliation adjustment when cash account selected or items are retrieved, details lines are now deselected by default … Continue reading
Ziplogix zipTMS integration
This article outlines the sync process between Back Office 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 are selected, relaunch the application for new configurations to take effect. … Continue reading
Release Notes (REALedger Version 2019.07.31)
Overview Improvement to navigation when Edit selected within a sale record, the navigation list (left side panel) now minimizes automatically When trust deposit added, user now prompted whether to update amount of the non-trust deposit line Custom Sale Field Types can be changed from Date to Text or Numeric to … 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
Release Notes (quick!Office Commander Version 3.80)
New Features SMS Messaging method now available to support agents and sellers/tenants (optional, please contact us for a quote) Mailgun email has been incorporated. Contact us if you are interested switching from your SMTP. Automated showings confirmation for Sellers / Tenants now available via e-mail or SMS. Clients have an … Continue reading
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