Receiving Payments on Account

Only money received directly from the Agent as a payment on account should be handled in the Receive Payments menu. If there is a payment deduction on account as you close and process a transaction, the integration between the two programs will automatically update the outstanding balance in QuickBooks®.  However, … Continue reading

Product Spotlight: REALedger

REALedger is real estate’s most trusted Enterprise accounting solution. Used by some of the industry’s most successful brokerages, REALedger facilitates managing the entire sales cycle process including listings, sales, closings, agent receivables, escrow, referrals and more. Track all Listing and Sales transactions from start to finish in a single integrated … Continue reading

Reports Listing (REALedger Version 2.0)

Sales Business Journal Cash Flow Projection Commission Statements (previously: Check Stub Paid Transactions ) Compare This Year vs Last Year Deferred Transactions One Line Sales Detail Operations Review Pending Pipeline Productivity Analysis Rank – Performance by Month Sales by Seller/Buyer Sales Detail Trust Audit RE/MAX Franchise Reports Windermere Franchise Reports … Continue reading

Product Spotlight: BACK OFFICE

From recording and managing transactions through to deal closing, Back Office helps some of the most successful real estate firms run their day-to-day operations. Control of all transaction and commission information to make the most accurate business decisions. Real time integration with QuickBooks®: Transaction receivable/payables sync to the appropriate General … Continue reading

Data mapping from Lone Wolf to Emphasys

This article outlines the data sets that can be migrated from the LoneWolf system to Emphasys Agent Agent Name Address (Street, City, Province/State, Postal Code/Zip) Office or Branch number Phone Number Fax Email Status Birthday Anniversary Date Hired Date License Number Tax ID SIN/SSN Commission Plan Entities Broker Company Name … Continue reading

Branch location and Class Tracking

This article outlines the use of branch Location in Back Office and Class Tracking in QuickBooks® and provides a brief synopsis of how values will be tracked by branch location once integrated to QuickBooks®. This information affects any corporate reporting (i.e. Century 21, RE/MAX, Berkshire Hathaway HomeServices etc). Fees listed … Continue reading

List of Reports (Back Office)

This articles outlines reports available in Emphasys Back Office as of version 4.3.2: Agent Reports Agent Activity Summary Agent Advances Agent Billing Agent Deductions Detail Agent Incentive Level Agent Income Detail Agent/Office Statistics Agent Production Agent Profitability Agent Sales Activity Agent Sales and Expenses Agent Sales Production Agent Sales Ranking … Continue reading