Darwin Cloud

Trade Record Report: Extra Vouchers & Reimbursement Payments - Needs Update

Updated on

Extra Vouchers on Trade Record Report

Transaction Fee Breakdown

A new section labeled "Transaction Fee Breakdown" was added to the broker of record copy of the Trade Record report. Provides a detailed breakdown of the additional charges associated with the transaction fee.

  • The breakdown is displayed directly underneath the extra voucher in the transaction fee section.
  • This section will be included only on the broker of record copy of the trade record sheet (the first page). It will not appear on the agent's trade record sheet.

Access to Trade Record Report

  • This report is generated when users click the print button under the Properties menu
  • Some customers may access this report via the Property Data Sheet instead

Reimbursement Payments on Trade Record Report

Reimbursements Section

A new section labeled "Reimbursements" will be added to the Trade Record Report to reflect reimbursement transactions processed via Properties > POST.

Visibility and Allocation

  • The company version of the Trade Record Report will include all reimbursement items
  • Agent-specific reports will display only the reimbursements paid to that specific agent
  • Reimbursements unrelated to the agent receiving the report will not be displayed on that agent's version of the report

These enhancements will improve clarity and ensure that financial details are presented accurately to the appropriate recipients.

Print Trade report

  1. Click Properties menu
  2. Click search to find the property
  3. Click Post submenu
  4. Click print button
  1. See Transaction Fee Breakdown
  1. See Reimbursement