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
Guidelines to Set Up Both the Company and the Agents for New Re/Max Reports
NEW RE/MAX Franchise Reports which supports an excel file upload. Monthly Statistics Detail Report (COR); Company Owned Region Monthly Statistics Summary Report (IOR); Independent Owned Region Monthly Production Summary Report (iFranchise); RE/MAX Integra If you have any issues with your submissions, you must contact your RE/MAX Support Desk for … Continue reading
Entering Manager Overrides and Recruiting Bonuses
The Manager Override feature allows you to assign a bonus to a “Manager” as a recruiting or other type of payment. Manager Overrides are calculated on an “end” basis. We support an unlimited number of Manager Overrides. As well as Assistants, with Assistant commission statements available. Once assigned to an … 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