June 2020

  • 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