What's New?
PROPERTIES
- To enhance user experience and data management, we have added a "delete" button in the Properties > Custom Fields > Property Tracking Totals screen. This feature allows users greater control over their information, allowing them to delete outdated or incorrect entries as needed.
- Link to article found here
PEOPLE
- Email Address label was renamed and a new "personal email" label added: The existing label "email address" has been renamed to "work email along with the additional of a new field named "personal email"
- Link to article found here
FORMULAS
- New merge fields have been added to the Formulas section for tracking Extra Vouchers Paid and Received. These additional fields allow for more precise data entry and reporting, enabling users to seamlessly incorporate the information related to extra vouchers into their calculations and documentation. Link to article found here
Sum of Extra Vouchers Received → this merge field calculates the total amount of extra voucher received by the payee from an agent
Sum of Extra Vouchers Paid by Agent → this merge field calculates the total amount of extra voucher paid by the agent to the payee
Sum of Extra Vouchers → this merge field calculates the total amount of extra vouchers paid by the agent/s on a specific property
What's Fixed?
PROPERTIES
- Commercial Rental: Min lease rate field is not supplied error messaged resolved
PEOPLE
- People issue: Terminated employee profile is not showing in color red - resolved
- Ensure that all agent totals are updated within a reasonable timeframe
- Term Autofill Issue: Users do not need to update in person profile
LEDGER
- Ledger> IRS Fire - issue with the sequence number on the file copied and sent to the IRS
- IRS Fire - issue with the sequence number on the file copied and sent to the IRS
- Ledger > Inquiry: Intercompany expense account
- The expense account for inter company person types are not showing on the expense filter on Ledger > Inquiry section.
BANKING
- Bank Steam issue: Bank and credit card accounts failing connection - resolved
REPORTS
- Multi-Factor YOY Reports (Bug) Data not populating in Net Profit or Operating Profit rows
- Run Multi-Factor YOY Reports for customer, and some of the data does not appear to be loading correctly
- AP Aging report not tying with the Balance Sheet
- A/P Aging and A/R Aging reports do not tie out to the Balance Sheet if there are Intercompany vouchers in a company the user doesn't have access to
- Agent 1099 Review issue with the earning showing for agent
- Campaign Report:Brokerage Performance report link error - An error has occurred during report processing
- The report link is showing this error: An error has occurred during report processing. (rsProcessingAborted) Query execution failed for dataset 'propertyByAgent'. (rsErrorExecutingCommand) Conversion failed when converting the varchar value '5;1;4' to data type int.
- custom totals not showing on report
- totals is not showing on reports under custom totals category even it has a report ID
COMPANY
- Campaign and Notification Credit Card/ACH Payments will not automatically charge agents without their authorization when using the pay bill link
- Notification: Property and contact information are displaying properly
- Notification scheduling screens are user friendly
TOOLS
- Letter: Merge field formatting has been resolved
STORE
- darwin Cloud store for agents - Agents assigned to company automatically populates correct information when using the paying pre-payment option