September 2020

  • NEW FEATURES:
    • Dashboard – Added new Opportunities Snapshot Report to Dashboard to get a pipeline overview
  • IMPROVEMENTS:
    • Opportunities Grid – Now hide Closed Won and Closed Lost opportunities by default to clean up the standard view
    • Production Report – Updated Excel Formatting
  • BUG FIXES:
    • Agent Expenses – Fixed an issue with Agent Expense Reversals
    • Voucher Report – Download To Excel – Fixed long download times in certain scenarios that caused the report download to fail
    • Fees – Fixed an issue when switching voucher types between Fee and Lease/Sale
    • Invoices – Fixed a formatting issue when generating an invoice for specific Fee types
    • Voucher Approvals – Fixed an issue when agents would try rejecting pending vouchers in certain scenarios