Darwin Cloud

September 2024 darwin.Cloud Updates

Updated on

What's New

  • Properties and People > Chat/Notes:
    • Add a scroll bar when viewing a note  
    • Save, cancel and delete buttons are cut off when editing
  • Notification: Voucher Entity - Entity Filter - need agent side dropdown
  • Notification - voucher entity - add merge fields for commission and voucher email
    • {propertyCommNotes}, [formatCurrency({Agent_Volume})]
    • {seller referral notes}
    • [formatPercent({cobroke Commission Rate})]
    • list agent name and sell agent name
    • list price merge field (formatted to currency) and property status name merge field
    • merge field for the {total1Agent}....{total6Agent} and {total1Property}.....{total6Property} 
    • add [formatCurrency({Agent_ScaleMaxAmount})] merge field
    •  description like in the campaign with source data of voucher detail- show the description and amount for the voucher
  • Notification: Voucher entity - add merge field for YTD list and sell comm rate

Issues Reported Have Been Resolved (Fixed)

PROPERTIES

  • Properties > Agent Net List/Sell > Other Payouts not showing the payment
    • When adding an Other Payout, the payment does not show on the Other Payouts field, but it shows on the Post screen. This also affects the calculation of the agent net

LEDGER

  • Agents 1099 flagging for commission vouchers goes automatically to "no one needs a 1099 of this amount"
  • Ledger > Chart (Bug) When a GL account has "hide" box checked, it should be hidden on ALL screens*
  • Issue on reclassify expense and locking period
    • users are allowed to change the amount on a journal using the reclassify expense
    • users are allowed to change the gl account/bank account and amount on a journal entry that has already been cleared and reconciled

BANKING

  • Banking: Reconciliation - (BUG) Out of Balance totals are excluding records when data is filtered*
  • Banking: Reconciliation - Page bounces back to the top
  • Bank Stream: Check status shows as FAILED but it's connected
  • Banking: Reconciliation - Cleared items being uncleared after changing the date on "show only checks and dep thru" field

REPORTS

  • Reports: RMX Report issue: Excluded property showing up in the report
  • Reports: Reports not generating data | Showing an error in REP Cubes
  • Reports: Reports are counting sides for rentals and referrals

COMPANY

  • Company: Budgets (UI) Adjust label column width to improve display

NOTIFICATION

  • Notification: voucher entity - nothing was sent
    • Email is set up to be sent when the voucher gets paid with a payment date of yesterday. We enabled it yesterday but nothing was sent for today.
  • Notification: Commission emails YTD to show based on time they were posted
  • Notification: sent Immediately but with option to send 30 mins after the trigger or event happens
  • Notifications: Error: 241, description: Conversion failed when converting date and/or time from character string

DARWIN CLOUD

  • darwin Cloud slowness
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