July 2020

  • NEW FEATURES:
    • Pre-Split Deductions – Added the ability to add Pre-Split Deductions in the voucher to account for off the top fees, etc.
    • Volume Report – Added new Volume Report Run by filters to sort report accordingly
  • IMPROVEMENTS:
    • Deposit Distribution Override – Removed the required override percentage field to simplify process
    • Voucher Comp – Added Affiliate Address to the Voucher Comp
    • Voucher Comp – Added Outside Agent Address to the Voucher Comp
    • Reports – Removed Fees from Volume Report based on client feedback
    • Opportunities – Added optional Business Source field to Opportunities
    • Invoice Status – Updated Payment statuses to account for Misc Adjustments
    • Voucher Approval – Added Full Names to the Voucher Approval List under Company Settings
  • BUG FIXES:
    • Voucher Approval – Fixed an error when trying to approve a voucher with missing Rent Roll information
    • Reports – Fixed a bug when searching for specific vouchers with commas in the voucher ID number
    • Agent Payment – Fixed issue when posting agent payments with symbols in the reference number field