Features July 2022 Release Notes The Brokerage Engine team has been hard at work over the last month, and we have some exciting new updates in July's release notes. We have compiled a list... August 1, 2022
Accounting New Purge Accounts Option From the Chart of Accounts page in the Accounting module, users now have the option to use the Purge Accounts option to batch delete accounts that do not... August 1, 2022
Commissions Agent Commission Fee Buckets We have added a Fee Bucket section to the Agent Commission Detail page. Clicking the Add Bucket button allows users to create a new bucket, while the table... August 1, 2022
New Auto Invoice Generation Feature Applied to Bills The Auto Invoice Generation feature in Accounting now allows users to create new invoices that correspond to bills (i.e., billable expense charges). After... August 1, 2022
Accounting Referral Closing Entity Company Name Options Referral type closing entities now have the option for users to capture the entity’s legal and display/DBA names for accounting purposes. On the Closing... August 1, 2022
Commissions Enhancements Agent Threshold Tags On a transaction’s Commission Detail page, we have made updates to the agent information displayed. For agents who are assigned a threshold-based commission... August 1, 2022
Accounting Escrow Deposit Journal Entries We have made changes to the Escrow Deposits options on a transaction. With this update, users can now journal escrow deposit payments regardless of their... August 1, 2022
Commissions Accounting Fee Calculation Changes We have made updates to the setup for calculated fees. Now, when users set the parameters for Threshold Flat and Percentage Fees in their Fee Bank, they will... August 1, 2022
Transactions Other Income Transactions Activity Log Enhancements We have enhanced the Activity Log option for Other Income Transactions to mimic other logs in the system, and capture additional details on changes made to... August 1, 2022
Accounting Admin Accounting Access Updates Admin users that have Accounting - A/R and/or Accounting - A/P permissions will notice that they now have access to new tabs displayed on the Accounting... August 1, 2022