Release Notes

See the latest feature releases, product improvements and bug fixes

Powered by LaunchNotes

August 2022

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Powered by LaunchNotes