September 2018

  • NEW FEATURES:
    • Voucher: There is a new option to add a County on the Property Info tab of a voucher.
    • Voucher: We have added a new field to capture MLS # on the Property Info tab of a voucher.
    • Voucher Approval: By default Inside Agent approvals is turned off. Once an agent submits a voucher the Level 2+ will be notified to approve.
    • Invoice Email CC: We added an option under “Customize Invoice” to CC all invoice emails to a specific email address.
    • Current & Aged Receivables: We have added a filter to remove outside amounts from the report.
    • Dashboard – Current & Aged Receivables: We added an option to exclude Outside Agent Amounts from the graph.
    • Payment History: We have added the ability to filter and sort by Agent.
    • Voucher – Agents Tab: Users now have the option to search agents by their DBA name.
  • IMPROVEMENTS:
    • Voucher – Commission Tab: We updated the Invoicing Schedule to displaying the following dynamic payment types (One Payment, Two Payment, Monthly, Manual)
    • Invoice PDF: The invoice no longer has an extra space before commas.
    • Verifications Email: Now expires After 7 Days (was previously 24 hours).
    • Forgot Password Email: Now expires after 7 Days (was previously 24 hours).
    • Voucher Comp: We have removed the Split Plan name from the Voucher PDF Comp
    • Split Plans: We now allow users to input 0% split percentages at the first tier of the split plan. This provides more flexibility when creating new plans.
    • Deposit: The check number field has been updated to allow more characters.
    • Invoice- Grid: Added a new function to filter by Bill To Name.
    • Future Revenue Receivables: New filter added to display only Brokerage House commissions without outside agent amounts.
    • Misc Payables: We have added an option to post Payment Reversals to the Brokerage House.
    • Voucher – Commission Tab: We have removed the Rent Roll Requirement for manual payments. Rent Roll is no longer required if you are using the manual invoicing schedule type.
    • Invoice Status: We have added colors to better identify the status of an invoice.
  • AGENT PORTAL UPDATES:
    • Voucher: We removed the Receivables Ledger button on the voucher for the Agent Portal.
    • Revenue Per Month Report: We updated the logic to display only Agent Gross and Net for vouchers the agent running the report is associated with.
    • Lease Expiration Report: We removed the Agent Selector and updated the logic to only display vouchers for the agent running the report.
    • Top & Current Aged Receivable Report & Dashboard: Updated logic for this report to only display the Gross amount an agent should be receiving on aged charges.
    • Current & Aged Receivables Report & Dashboard: Updated logic for this report to only display the Gross amount an agent should be receiving on aged charges.
    • We removed the following reports from the Agent Portal:
      • Payables Ledger Report
      • Receivables Ledger Report
      • Cash Receipt Report
    • Bug Fixes:
      • We updated incorrect spelling on the Voucher Comp
      • Fixed an issue where Receivables Snapshot might display negative amounts in the amount owed column
      • Terminated Vouchers no longer show up on the Future Revenue Report
      • Fixed an issue where Agent Payment email notifications were not sending to agents
      • On the invoice grid, the batch button is now working as expected