March 2020

  • NEW FEATURES:
    • Voucher Summary Report – Displays all activities related to a Voucher. This includes Receivables, Invoices, Deposit History, and Agent Distributions.
  • IMPROVEMENTS:
    • Voucher Approval Agent Email – The Split Plan Name has been removed from the Voucher Approval email that is sent to Agents for approval
    • Agent Portal – Revenue Per Month – The graph has been updated to better represent the distribution to the house and agent.
    • Deposits – Removed the column for transaction type (they were always charges) to clean up the view while inputting deposits
  • BUG FIXES:
    • Receivables Ledger Adjustments are now applied to the correct transaction type
    • Fixed an issue while using Google Address Search in the Voucher. In certain cases, users were unable to submit the draft voucher with this function enabled.
    • Updated the Voucher Download to Excel to support the PM field within a Voucher.
    • Corrected an issue when users logged in via bookmarks that bypassed the login screen causing an error.