Update to Subscription Billing
We are making a change to our subscription processing and automated processing. Subscriptions are recurring invoices that are issued on a set schedule by the...
Automated Invoice Payment for Agent Open Balances
We have changed the way the system updates the status of open invoices displayed on the Commission Detail page. Prior to this update, if a user checked an...
New Enhancement to Bill Payments Tab
We have made enhancements to the Accounting Details options in a transaction. By navigating to the Bill Payments tab in the View Entries window, users can...
New Search Filters for Work Queue Page
We have made it easier to search for payments on the Work Queues page by adding three new search filters. Users can utilize the new options to search for a...
Update to Data Flow for Other Income Transactions
For Other Income Transactions, we have updated the system’s data flow for the Income Received Date field so that the date displayed here is also reflected on...
Transactions By Tag Report
We have made updates to the Transactions by Tag report (formerly known as the Tag Production report). Along with a change to the report name, we have added a...
New Import Button for DASH Transactions
For brokerages that utilize DASH, we have added a new Import option to the Transaction Sync Validation report. Accessed from Reports > Operation >...
Referral Detail Activity Log
We have added an Activity Log option to the Referral Detail, Buyers, and Service Providers Detail pages. Clicking the Activity Log button allows users to...
New Mentor Feature Added to Commission Detail Page
If users have designated an Agent as a mentor on a transaction, this Agent’s name will appear on the Commission Detail page with the Mentor tag, and the...
Update to Commission Fee Field Parameters
We have updated the system so that users can now edit commission fees after initial calculations have been made. Before this update, if a user selected the...