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