Product Updates
- 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
- NEW FEATURES:
- Transactional Emails – Added functionality to allow for Company Logos to appear on transactional emails where it applies
- Voucher – Added new available fee type – “Consulting” to voucher default list
- IMPROVEMENTS:
- Outside Agents – Added logic to sort by Outside Agent Company Name first in various modules
- Reports – Added functionality to Top Current & Aged Receivables report to sort by either charges or vouchers
- Tables – Added horizontal scrolling for users with smaller resolution displays
- Transactional Emails – Updated our email templates to improve the look and functionality of transactional emails
- BUG FIXES:
- Vouchers – Fixed error caused by invoicing schedule descriptions being too long
- Statements – Fixed an issue that could be caused by generating a statement without a cutoff date
- Vouchers – Fixed an issue that caused Rent Type not to save for draft vouchers
- Adjustments – Fixed an issue when using Miscellaneous adjustments for custom invoicing schedules and then voiding invoices
- Outside Agents – Fixed a bug where contact info for outside agents was not displaying while editing that specific agent
- User Notifications – Fixed an issue where user would see an “Email Sent” message when notifications were off
- NEW FEATURES:
- Customize Invoice – Added an option to display the associated Bill To Email address on Invoices
- Customize Statement – Added an option to display the associated Bill To Email address on Statements
- IMPROVEMENTS:
- Expanded Invoice – Allowed for more information in Invoicing Schedule when using an expanded invoice type.
- Dashboard – Decreased Dashboard Load Times in some instances
- Customize Invoice – Small formatting adjustment to the Custom Invoice Viewer to help with consistency.
- Outside Agents – Removed First & Last Name as Required Fields. We now display the Company name by default across the application.
- Voucher Approval Update – Allow the option for Managers and Bookkeepers to override vouchers that are pending for other agents.
- BUG FIXES:
- Charge Category – Fixed bug where users could edit Agent Bonus charge category that could cause issues.
- Voucher – Rent Roll – Removed restriction on editing rent roll when using “Custom” invoicing schedule in certain scenarios.
- Invoice – Batch Number Filter – Fixed bug that would cause the Batch Filter Numbers to be out of order in dropdown menu.
- Voucher Approval – Fixed bug that caused some users not be able to approve vouchers in certain scenarios.
- Voucher – Fixed bug when submitting a voucher with Invoicing Schedule description that is too long.
- IMPROVEMENTS:
- Invoice – Invoices now display Miscellaneous Adjustments to show the true balance of the charge
- Invoice – Added new “Voided” status. Voided invoices will be hidden by default but will be searchable for historical purposes
- Receivables Ledger– Updated Receivables Ledger to sort by Transaction Date by default(Previously sorting by Transaction Reference Number)
- G/L Distribution Report – Added Account/Department Descriptions to the report
- G/L Distribution Report – Updated Report to sort Accounts/Departments in order
- BUG FIXES:
- Updated “Land” type Invoices to remove Building Name and added acreage
- Updated G/L Distribution Report to include Deposit and Payment Reversals
- Fixed issue when making deposits with “0” as check number
- Fixed loading issue when viewing split plans under “Manage Users”
- Fixed a bug that didn’t allow for certain Outside Agents to be deleted
- Updated Charge Category descriptions to display as expected under settings
- NEW FEATURES:
- Voucher Rent Roll – We have added new options to calculate the commission based on a dollar Per SF Basis
- Deposit Module – We have improved search functionality within the Deposit module by providing the option to search by Voucher and Bill To.
- IMPROVEMENTS:
- Agent Commission Statement – We now display the Company associated with an Outside Agent directly on the Statement
- Agent Commission Statement – Total Due has been updated to Statement Balance and is now more legible
- Invoice – We have updated the FROM field to display RE
- Invoice – Voucher ID and Name have been separated into different rows
- Invoice – Added Buyer & Seller for Sale and Tenant & Owner for Lease Invoices
- Invoice – We now support line breaks for invoice comments
- Invoice – Updated Expanded Rent Roll to display (Sale Information, Rent Roll or Fee Information)
- Voucher – There is now an option on the Commission Tab to select Rent Type (Gross, NET, MG)
- Volume Report – Is now filtering by Voucher Execution Date instead of Creation Date
- Report Parameters – We have added Filter Parameters to the Volume and Production Report
- Affiliates – We now support new affiliate types (Attorney & Banker)
- Outside Agents – Now display Company Name
- BUG FIXES:
- Top Current & Aged Receivable now displays the Primary Agent on the Voucher
- Future Revenue Receivables now calculates Estimated House Net at the agent’s current tier
- We now apply expenses against Agent Commission Statements in order by date starting from oldest to newest
- Updated the filter logic for the Voucher Download to Excel Report to properly output the selected filters
- NEW FEATURES:
- Production Report – This new report will display Gross Production (Gross Commission) broken out by each Agent and Deal. This only applies to active vouchers and does not account for Outside Agent Commissions.
- Volume Report – This new report will display the total Rent/Sale amount broken out by each Agent and Deal. This only applies to active vouchers. By default, if all agents are selected we want to group by Agent. This report does not take into account if Deposits have been Posted (This is all based on details in the Voucher).
- Customize Statements – For some time we have had the ability to customize Invoices with logos, colors, and notes. With this release, we are bringing the same functionality to our Statement module and improving the overall Statement look and feel.
- Dashboard – The Future Revenue Dashboard tile now displays monthly and yearly future receivables.
- Voucher – We added business license entity simple list New Voucher field to capture Business License Entity.
- IMPROVEMENTS:
- Dashboard Performance – We improved dashboard load time significantly. In some cases, we were able to reduce the Dashboard load time from 19 to 4 seconds.
- Payables Ledger Performance – We reduced the Payables Ledger load time significantly. This will be noticed most by our customers that broker monthly commissions, but should improve performance overall for every user.
- Payables Ledger – We now hide adjustments (Reversal, Misc Credit, Misc Debit) by default. You can also view all adjustments by selecting “Show All”.
- Statements – We update statement column headers.
- Invoice – We now support larger logos.
- Voucher Grid – Separated the Voucher ID from Voucher Name.
- BUG FIXES:
- Fixed an issue related payment history batch download
- Fixed the Statements Bill To filter
- Deposit recap and preview not matching
- NEW FEATURES:
- Updated Receivables Workflow – enhanced our receivables workflow to automate pull charges and charge adjustments. You can now edit charges directly on a voucher and the corresponding journal entry will adjust automatically. These adjustments include dates, amounts, charges categories and description
- Added functionality to be able to delete vouchers.
- Added a dropdown menu in invoice schedule when using monthly payments to allow for editing specific charges within that period.
- IMPROVEMENTS:
- Updated Receivables Ledger to hide reversed adjustments and deposits by default.
- Improved Deposit UI to help workflow and increase speed by adding pagination.
- Removed restriction on changing agent split plans after deposits have been made.
- Removed restrictions for voucher types “Fee – Other”.
- Added flexibility for new “Custom” invoice schedule type.
- Added voucher numbers to invoice grid.
- BUG FIXES:
- Fixed bug with deleted vouchers showing in Voucher Download to Excel Report.
- Fixed bug where users were having trouble saving vouchers after reversing deposits.
- Fixed rounding issue in Free Rent field in vouchers.
- Fixed typo in QuickBooks integration menu.