October 2018

  • NEW FEATURES:
    • Integrations:
      • Quickbooks Desktop – Send Agent Payments via Bills or Checks. This workflow extracts the Agent Payment from CommissionTrac and sends it to QuickBooks Desktop by creating checks or bills (per your choice). The workflow runs on demand when Agent Payment is posted.
      • Quickbooks Desktop – Send Invoices directly to QBD. The workflow sends invoices from Commissiontrac to QuickBooks Desktop. The workflow runs on demand when invoices are generated in CommissionTrac.
      • Quickbooks Online – Send Agent Payments via Bills to Quickbooks Online. This workflow extracts the Agent Payment from CommissionTrac and sends it to QuickBooks Online via Bills. The workflow runs on demand when Agent Payment is posted in CommissionTrac.
    • Voucher: We have added a green border to all required fields on a voucher. This will help new users identify which fields need input.
    • All Modules: We have added new search filters to every module. You now have more control when searching through your data.
  • IMPROVEMENTS:
    • Payment History: We have added an option to display all Agent Payments or filter by specific agents.
    • Reports: Download to Excel Report now displays lease & sale Volume Amounts.
    • Agent Portal: We changed Edit to View Comp once a voucher has been approved or submitted as active. The restricts agents from editing vouchers once they have been approved.
  • BUG FIXES:
    • Fixed a validation message when posting Agent Payments. We no longer display “Email Sent Successfully”.
    • We updated our drop-downs to remove flickering and inconsistencies when scrolling.
    • Fixed “&” Symbols on report headers.
    • Current & Aged Receivables Report has been updated to handle Deposit Overrides correctly.
    • Fixed issue where users were able to reverse charges multiple times.
    • Updated Quickbooks Online Integrations to allows users to select the appropriate Chart of Accounts.