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 should 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
Custom tab of Transaction (Back Office)
The Custom tab can be found by selecting the ‘+’ Expand icon in the tabs row The Custom tab allows you to enter data specific to your Brokerage such as PID/Roll Number, Registration Number, etc. to populate reports/documents such as the Other Trade Record Sheet (Other), Conveyancer Instruction report, Conveyance Letters to … Continue reading
Documents tab of Transaction (Back Office)
The Documents tab within a Transaction is where all Transaction specific documents and reports are located (i.e. Agent Commission Statements, Disbursements, Transaction Record Sheets, etc). Additional items to note: Once a Transaction is closed, the Review Closing report becomes available in the Closing Review Documents panel If you have uploaded … Continue reading
2019 Tax Table Update
The IRS has released Payroll tax table updates for 2019. It is recommended to review Notice 1036 from the IRS as it contains new tax rates. Review IRS Notice 1036: here FICA and Medicare rates did not change except for the FICA ceiling which has increased to $132,900; search “FICA limit 2019” … Continue reading
RE/MAX iFranchise Reporting (Back Office)
Emphasys supports reporting of transactions to RE/MAX Integra via the iFranchise system. To locate the batch file navigate to: Reports > Franchise Reports > RE/MAX Reports > Monthly Production Summary (iFranchise) Select the desired parameters. This report is exportable in .txt file format as supported by RE/MAX Integra which can … Continue reading
Docusign Rooms integration (Back Office)
This article outlines the setup process to connect Back Office and Docusign Rooms accounts The first step is to authenticate your Docusign Rooms account Once completed, navigate to Setup > Company Profile > Integration In the TMS/MLS Statuses section, select the Statuses you wish to import or Add/Delete ones as you … Continue reading
User Permissions (REALedger 2.0 or above)
The system assigns users permission by User Roles. Some roles are preset in the system, however Roles can be created, edited, copied and removed as needed. Navigate to System > Setup > Roles Note: Each role defines which module(s) users can access. Access levels can be modifiied by deselecting access … Continue reading
Release Notes Version 5.0.0 (Back Office)
We’re excited to announce the latest release, version 5.0.0! The goal was to create an improved user experience for new and existing Emphasys customers as well as: Modernize system look and feel Improve the user experience by consolidating same-type functionality Streamline the navigation System Redesign New left panel menu … Continue reading