Product Updates
- NEW FEATURES:
- QuickBooks – Added new functionality to sync Bonuses and Expenses to QuickBooks
- QuickBooks – Added new workflow to sync Deposits from CommissionTrac to QuickBooks
- Teams – Added new teams management menu (Available for Bookkeeper and Admin roles)
- IMPROVEMENTS:
- Invoice Grid – Added new Payment, Billing, and QuickBooks integration statuses to invoice grid for more detail
- Deposit Distribution Override – Improved Deposit Distribution Override workflow with added flexibility when posting deposits
- Voucher – Added Affiliate addresses to the affiliates grid for more detail
- Voucher – Added Outside Agent addresses to the agents grid for more detail
- Agent Payment– Increased max Agent Payment size
- Opportunities– Added a “Last Modified” date column to the opportunities grid
- BUG FIXES:
- Fixed an issue with Current & Aged Receivables report filters
- Added previous years data for the Agent Performance Report (previously Agent Gross YTD Report)
- Fixed an issue in Vouchers causing Address Line 2 to not save as expected in certain scenarios
- Fixed a bug when running the Charge Category Report with the Teams Feature enabled
- Fixed an issue for the Current & Aged Receivables dashboard tile not loading as expected
- NEW FEATURES:
- Teams – Added new functionality to support multi-team offices and brokerages within a single CommissionTrac account.
- Invoice Grid – Added Payment, Billing, and QuickBooks integration statuses directly to the invoice grid for added clarity at a quick glance
- QuickBooks Integration – Added new Deposit workflow to sync deposits and commission credits directly to QuickBooks
- IMPROVEMENTS:
- Vouchers – Added a character limit notification to the comment section of a voucher to notify users when the limit is reached
- Vouchers – Added functionality to edit outside agents directly from a voucher
- Reports – Added Voucher Types to the newly added Invoice Commission Report
- Vouchers – Added the ability to have unique invoicing schedule descriptions for monthly invoicing scenarios
- BUG FIXES:
- Fixed loading issues when users tried generating invoices before adding any vouchers
- Fixed a UI bug within the Payment History module
- Fixed a bug when adding a new user without filling out required fields
- Fixed a bug where users could assign more than 100% of the total commission to a specific user in certain scenarios
- NEW FEATURES:
- Invoice Commission Report – Added a new report to see all invoices and related deposit info for a selected time range
- IMPROVEMENTS:
- Invoice Grid – Added Full Name search functionality for the Bill-To Affiliate
- QuickBooks Integration – Added New Configure Button for added ease of tweaking integration settings
- Agent Bonuses – Agents that are not listed on any voucher are eligible for Bonuses now
- Payables – Improved Payables Ledger load times
- Reports – Updated the “Agent Gross YTD” report, changed title to the “Agent Performance Report”, and added more information
- Voucher – Added more “Represents” field options to the agents tab of the voucher
- BUG FIXES:
- Fixed a UI bug when loading certain grids
- Fixed a bug when generating a statement before the associated deposit date
- Fixed an issue when downloading multiple attachments with the same file name
- Fixed a bug when downloading specific reports to an excel spreadsheet
- Fixed an issue where an affiliates name could be cut off in the PDF download of an invoice
- NEW FEATURES:
- Voucher Summary Report – Displays all activities related to a Voucher. This includes Receivables, Invoices, Deposit History, and Agent Distributions.
- IMPROVEMENTS:
- Voucher Approval Agent Email – The Split Plan Name has been removed from the Voucher Approval email that is sent to Agents for approval
- Agent Portal – Revenue Per Month – The graph has been updated to better represent the distribution to the house and agent.
- Deposits – Removed the column for transaction type (they were always charges) to clean up the view while inputting deposits
- BUG FIXES:
- Receivables Ledger Adjustments are now applied to the correct transaction type
- Fixed an issue while using Google Address Search in the Voucher. In certain cases, users were unable to submit the draft voucher with this function enabled.
- Updated the Voucher Download to Excel to support the PM field within a Voucher.
- Corrected an issue when users logged in via bookmarks that bypassed the login screen causing an error.
- IMPROVEMENTS:
- Current & Aged Receivables Report – Added Agent Names to the Report Header
- Receivables Ledger Reports – Removed the word “LEASE” before every Voucher
- Opportunity Report – Added a new End Date filter for Estimated Close Date
- Deposit Recap PDF – Show Outside Agent Address on the Deposit PDF
- Charge Category – All Accounts and Departments are now required fields
- BUG FIXES:
- Top Current & Aged Receivables Report – Fixed an issue with new charges not displaying on the Report
- Current & Aged Receivables Report – Fixed a logic issue when selecting All Vouchers vs a Single Voucher
- Cash Receipt Report – Fixed logic to account for Deposit Reversals outside of the Date Range
- Voucher Approval – We no longer send approval emails to Inactive/Unverified Users
- Voucher – Fixed an issue where Tenant Improvements Gross Field was not saving as expected
- Voucher – Fixed an issue in certain scenarios where the pick lists values on the property info tab would not save on a draft Voucher
- NEW FEATURES:
- Opportunities – Pipeline and opportunity management without the hassle of a full CRM. Easily stay on top over every deal in in your funnel with transparency to leadership with realtime dashboards and reports. Learn More…
- Opportunities Report – Added a new Opportunities Report filterable by stages, types, agents, etc.
- Future Revenue Receivables Report – Added an “Estimated Agent Net” filter to the report for Agents and Managers running the report in Agent View
- Deposit Notifications – Added ability to CC any email address on all deposits posted. Available under Company Settings in the Deposit Notifications tab
- IMPROVEMENTS:
- Agent Expenses – Added logic to automatically replenish the expense balance when reversing payments
- Application – Implemented logic to detect when a users application version is out of date and automatically update
- Expanded Fee Types – Added more Fee types to Opportunities and Vouchers
- Manage Users – Added the ability to override the default assigned “Agent ID” number in CommissionTrac
- Vouchers – Optional dropdown fields in the voucher can now be cleared after selection
- BUG FIXES:
- Agent Expenses – Fixed an issue when deleting agent expenses with a $0 balance
- Voucher– Fixed an issue in vouchers causing outside agents commission share percentages not to update automatically when adding commission amounts
- Deposits – Fixed a bug when deleting a check in-use while posting a deposit and then re-entering the same check number
- Deposits – Fixed a bug causing certain deposits to not pre-fill the “Transaction Amount” field when reversing a deposit
- Voucher Approval – Fixed an issue when a user tries sending a draft voucher for approval that they did not create
- Voucher – Fixed an issue when the commission share % for inside agents would not equal 100% of the total commission
- Application – Fixed a bug when refreshing pages that caused the user to be logged out
- Cash Receipt Report – Fixed an issue when switching between different bank accounts while running the Cash Receipt Report
- NEW FEATURES:
- Voucher Report – Download to Excel – Added affiliate emails to the report
- Voucher Report – Download to Excel – Added charge category fields to the report
- IMPROVEMENTS:
- Deposit Recap PDF – Updated deposit recap PDF headers
- Agent Bonus – Made changes so bonuses will not increase agent net YTD. Added additional “Agent Bonus” field while looking at a user’s YTD amounts where bonuses will be accounted for
- Invoice – Moved total rent field on the invoice, moved the RE: field on the invoice, and changed “To” to “Bill To”
- BUG FIXES:
- Misc Receivables – Fixed an issue potentially affecting miscellaneous adjustments
- Future Revenue Receivables Report – Fixed an issue where the report date would not display
- NEW FEATURES:
- Affiliates – Added the ability to edit affiliates directly from vouchers
- IMPROVEMENTS:
- Update Voucher – Added more options for Agent “Represents” field in the voucher
- Agent Payment Reference Number – Made the Agent Payment Reference Number an optional field
- All Modules – Updated Tool Tips
- BUG FIXES:
- Rent Escalation – Fixed an issue when using the rent escalation toggle and trying to edit rent amounts in the voucher
- Voucher Attachments – Fixed a potential issue when trying to download voucher attachments
- Agent Expenses – Fixed a bug that could occur when editing an expense balance that is already in use
- NEW FEATURES:
- Dashboard Report Links – Added links to navigate from dashboard to corresponding report
- Resizable Invoice Logos – Added an image size slider under customize invoice screen
- Resizable Statement Logos– Added an image size slider under customize statement screen
- Voucher Approval Save Changes – Added a new “Save Changes” button for vouchers that are pending in the approval process
- Voucher Approval Emails – Updated design for approval notification emails
- QuickBooks Online Integration – Updated our QuickBooks Online integration to allow for syncing invoices
- New Integrations Page – Consolidated all integrations into 1 page found under settings
- IMPROVEMENTS:
- Voucher Download to Excel – Updated the report to show Expiration/Closing to account for both lease and sale type vouchers
- Deposit Override – Improved flexibility when overriding agent distributions within a deposit
- Ledgers – Changed “Show All” to “Show All Transactions” to mitigate confusion while viewing ledgers
- BUG FIXES:
- Agent Expense Search – Fixed an issue when searching for an agent in the expense module
- Terminated Vouchers – Fixed an issue that could lead to terminated vouchers showing in a statement/invoice preview
- Voucher Renewal Comments – Fixed a bug where the “Original ID” field would be incorrect in the comments when renewing a voucher
- Building Address Search – Fixed an issue where users could see multiple of the same building address while searching for an address within a voucher
- Agent Email Send to Bookkeeper – Fixed a bug where agents would still receive voucher approval emails when the Agent Email Send to Bookkeeper toggle was on
- NEW FEATURES:
- Attachments – Added the ability to download all voucher attachments within our new “Voucher Attachments” module
- Managers – Added an “Agent View” option for managers to be able to view CommissionTrac from an agent perspective
- Vouchers – Added ability to create new “Flex” property types for vouchers
- IMPROVEMENTS:
- Reports – Added the Agent’s Name in report header while running the “Revenue Per Month” report in the Agent Portal
- Reports – Updated the “Charge Category Summary” report criteria to be more clear
- Agent Statements – Added logic for line breaks to allow for longer voucher and affiliate names within an Agent Statement
- BUG FIXES:
- Vouchers – Fixed an issue with having certain symbols in a voucher name field
- Invoices – Fixed a bug when generating an invoice after a deposit reversal
- Voucher Attachments – Fixed a bug when trying to upload and download non-supported file types
- Deposits – Fixed a potential issue when reversing a deposit when an agent has a 0% split plan
- Reports – Fixed an issue with certain users receiving an error when running the “Missing Check” report
- Vouchers – Fixed an issue when manually typing end dates in rent roll fields
- Deposits – Fixed a potential issue when adding blank checks in a grouped deposit