Closing a Transaction

Step 1: Agent Expense Balances & Payments QuickBooks® must be open on your desktop.   Before any transactions are closed and processed, you should update the Agent Expense Balances, through the Accounting Menu. Running this process ensures that Emphasys Back Office will display the most up-to-date agent billing balances, enabling … Continue reading

Voiding a transaction

                                               Voiding a Transaction   Voiding a transaction should only be performed when a deal has fallen through and/or in the event a transaction has been entered in error (as a duplicate, for example). Once the transaction is voided the Status will be changed to ‘V’. When a real estate … Continue reading

Batching Checks in Back Office

Go to Accounting / Process Batch Check/ Cheque   You would select the appropriate bank account in which you want to “batch” the checks/cheques.  Then in the Payee dropdown, select the appropriate resource, and the dates.  Once selected, click Search The list of checks below are all for the same … Continue reading

Dash Integration Training Guide

Initial Configuration:   Company Profile / Integration tab Enter QOC ID as provided by the Emphasys Support Team Company Profile / Integration tab Place check Next to Enable Sync Place check to left of “Enable Auto-Data Sync” if you wish to Auto Sync the data Place check to the left … Continue reading