PROPERTIES

• Additional fields were added to Property People for tracking vendor credit - save data to the Property People table
  • For all vendor / partners the two fields were added:
    •  - credit goes to 
      • This field refers to a person search with the results limited to:
        • agents on the deal
        • cobroke agents on the deal
        • buyer/sellers on the deal
        • other vendors on the deal
    •  - amount
      • This field "​amount"​ has been formatted as currency

DASHBOARD

• Payments not on a Deposit not showing total list of undeposited items
  • on the Dashboard>Overview>Accounting information, the system is now displaying all undeposited items. 

PROPERTIES

• Post Screen- Payment Received date changing
  • When posting a transaction under Properties>Post, and the "Record payments received?" section is filled in with the proper payment received date, after the transaction is posted, the "Payment received" field displays correct date.
• Commission issue: Incorrect company $ percentage displayed on the agent net list/sell screen when the CAP has been reached but the company $ still needs to be charged
• Properties > Commission > Users have the ability to enter negative amount in the commission adjustment pop-up box
• Merging People record issue: Merged/Updated record showing under the Property screen
• Commission issue: Proration mode is working correctly
• Unable to update Property totals in darwin Cloud
  • The 'refresh totals' button in Properties > Custom fields for property totals is now working properly

PEOPLE

• People: Merge duplicates not working - unknown error occurs
  • Issue has been resolved for merging records. 

LEDGER

• Unable to open 1099 batch in darwin Cloud
  • Tried to review the 1099 batch of customer for the year 2024 however, we're unable to open it in darwin Cloud.

BANKING

• Banking > Reconciliation (Bug) Bank Reconciliation for Credit Card Accounts is missing entries
  • When running a reconciliation for a Credit Card account, the records (which show the credit card payments) are missing
• Bank reconciliation sorting in 'check number column'
  • check number column on Bank reconciliation is not sorting correctly.

SECURITY

• Password recovery/change for agents
  • the owner user tries to update his agent email to recover his password but he cannot because he is blocked in the UI. (security manage user)
  • when the agent updates the email in the screen (people basics) in the screen (security manage user) the previous email appears.

REPORTS

• Profit And Loss Vs Budget: Keeps including offices that do not belong to the selected office
  • On the office dropdown, it will list down the correct office under the selected company, however, on the main field itself, it includes other offices that do not belong to the selected company.
  • When a specific company is selected and the user removes an office from the dropdown, when the report is generated, it includes all offices from the other companies.
• Ledger>Inquiry and Reports >  Duplicate transactions showing and causing imbalance
  •  Duplicate items are showing on the Ledger > Inquiry section. Running the balance sheet report to see if it is also creating duplicates on the report. The report shows that duplicates are being created on the reports as well thus creating huge out of balances. 
  • Agent 1099 Review report issue: A voucher with negative amount is showing in the report even if it is flagged as 'No one needs a 1099 of this amount'
    • When running the Agent 1099 Review report for agent, the first page is showing a ($ 6.94) earnings to agent's personal tax ID. 
• Balance sheet report not working

COMPANY

• Campaign > Weekly Listing Report - issue with the report link
  • Remove the check in the default by box but after saving, the check on the box is back
  • link in the campaign is showing an error
• Notification > Commission Notification not sending
  • activated the following notifications on 10/08 to send to custom recipients
    • 0.Commission Notice
    • 1.Commission Notice-No Base
  • commission notices not received though there have been closings and campaigns were sending out

TOOLS

• Forte > Updating and deleting payment info error: @ispaybilllink is not a parameter for procedure person_merchant_update
  • An error was encountered when users were trying to update and/or delete payment information in darwin Cloud.
  • This error was encountered when:
    • an agent is trying to add credit card information thru darwin Cloud mobile
    • using the Pay Bill link that was received via email (using email campaign)
    • in Tools ACH / CC Payments screen
    • in People People links screen
• Dotloop V1: Feed update rule issue - darwin fields: buyingSideAgents1 with the Update RULE: IF NULL is not working as expected.
  • The MappingID 6493 with the Dotloop fields: Buying Agent Contact (buyingAgent_Contact) and darwin fields: buyingSideAgents1 with the Update RULE: IF NULL is not working as expected.