Correcting a Trust/ Escrow Deposit

There are times where you may need to correct an incorrectly entered deposit, and need to have the correct amount entered in the transaction. When this happens, there is any easy solution. If you have not already deleted the deposit in QuickBooks, you can simply reverse the deposit by adding … Continue reading

How to edit a deposit date

Since Emphasys Back Office will always inherit the day you are entering the deposit, there may be instances where the actual date was not correctly selected. Once a deposit has been recorded you cannot go back into the transaction to correct the date, you can however got to the accounting … Continue reading

Entering a Transaction

Once the user has logged in to Emphasys Back Office, the program will default to the Transaction screen, Search mode. The data entry sequence for a transaction follow the basic principles of left to right and top to bottom for tabbing.   Also, please note that once you click on … Continue reading

Creating Agent Advances

Scenario 1: Advance Pay out by Internal Broker   Adding an Internal Broker Advance in Commander Back Office   Enter Advance by going to Transaction/Commission Tab/Highlight Agent in table and click on Adv. button on left (Advances). If the Agent is on both ends of the transaction, you must create … Continue reading

Entering Manager Overrides and 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.   Once assigned to an Agent, the “Manager” will … Continue reading

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