January 2020

  • 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    • Application – Implemented logic to detect when a users application version is out of date and automatically update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