Darwin Software Setup Tasks and Info
7 Articles
Adding Agents & Updating Agent information
14 Articles
- Add a New Agent
- Adding Agent Photos in darwin Cloud
- Agent Teams
- How do I Add or Update Agent Data
- How do I add an Agent Override (recruiter, manager, etc)
- How Do I Add an Agent That Is in dash But Not in darwin Cloud
- How do I Search for an Agent
- How do I Search for a Person Type in darwin Cloud
- How do I Set the Agent Mobile Number to Display in dash
- How do I Terminate an Agent
- How do I Enter Suppliers
- How do I add a Buyer or Seller
- How do I add a Vendor
- How do I add a Customer
- How Do I Change an Employee to an Agent?
- How to Set up Person Custom Field
- How Do I Add a Person to a Contact Group
- How Do I Set Up Agents, Suppliers, Vendors, etc. Direct Deposit or Credit Card Information?
Working with Property Information; Listings, Pending, Other Income & Closing
33 Articles
1 Checklist
- How do I Search for a property in darwin Cloud?
- How do I add property from feeds
- Adding Property and Updating Photos in darwin cloud
- Close date is Blank on a Closed/Processed Property
- Modify Closings Role
- Property Status Lock Feature
- How do I Add a Buyer Side Pending Transaction
- How do I Cancel a Pending Transaction
- Dashboard
- Understanding the Rules of Status Flow
Escrow
7 Articles
- How Do I Set up the Post Screen to Automatically Record the Amount of Escrow Funds Received?
- Cannot enter an Escrow Check
- How to Void an Escrow Check
- How to Modify an Escrow Deposit
- Escrow Deposit not showing in Reconciliation
- How do I Assign Escrow to Company as a default Payee
- Escrow Opening Balance
Accounting Tasks and Information
18 Articles
- Accounting Period locks technical information
- Accounting for Commercial Leases
- Correcting a Posted Payment of a Payable
- How to Add Bank Accounts and GL Accounts to General Ledger
- Add/Edit Bank Accounts in the Chart of Accounts
- Chart of Accounts - Navigation
- Add/Edit Balance Sheet, Income or Expense Accounts in the Chart of Accounts
- How to Research for an A/R Imbalance
- How to Enable Security by Company in Inter-Company Billing
- How to Void Checks in darwin Cloud
- How do I Add / Edit Gross Commission and Referrals
- How do I Enter transaction Fees Collected in Addition to the Commission
- How do I Deduct Agent Unpaid bill to their Commission Check
- How do I Pay Someone (eCommission or retirement account) from an Agent check
- How do I Direct Deposit Agent Commissions
- How do I Set Up Extra Vouchers?
- Paid at Closing - What if agent is paid at the table? (Title Co., Escrow Co., Attorney, etc)
- How Can I Record a Commission Advance or Agent Credit Paid Out of Closing?
- How to Post a Payment by Direct Deposit
- How to Add a Transaction Fee and Add as a Part of Out of Office Referral
Agent Billing
14 Articles
- How do I Apply a Commission Deduct or Credit
- How do I Bill Agents for Incidental Charges (copies / signs / supplies)
- How do I Invoice Agents while Entering Bills to be Paid
- How do I Give an Agent a Commission Advance?
- Create a Template for Monthly Recurring Charges
- How to Process and Post Recurring Bill
- How to Process and Set Up Recurring Invoices
- How do I Edit or Delete Template in Bills
- How do I Record an Agent Overpayment
- How Do I Use the Agent Billing Wizard
Banking
11 Articles
- How do I Manually Write a Check
- How Do I Record a Deposit from a Payment Received
- How do I add an Escrow Deposit
- How do I Record a Manual Deposit
- How do I Transfer Money Between Accounts
- How do I Reconcile a Bank Account
- How to Set Up and Use the Bank Stream
- Connect your credit cards to darwin.Cloud
- Create rules to automatically classify incoming expenses
- Create rules to automatically spread incoming expenses across offices
Paying Bills
11 Articles
- How do I Create Suppliers/Vendors
- How do I Enter a Bill/Payable to be Paid
- Create a Billing group
- Divide Expense wizard - charge to Offices
- Divide Expense wizard - charge to Agents
- Import your Bills from Excel
- Troubleshooting: Cannot see Offices to charge for expenses
- How to Apply Extra Vouchers / Overrides payments (vouchers) to an Invoice
- How to Display Paid and Unpaid Bills for Companies with Multiple Legal Entities
- How do I Print a Check for a Bill that is Already Entered
- How Do I Design Checks and Modify Check Alignment?
- How do I set up Default Checks for Printing Payable, Commission, and Escrow Checks
- How Do I Add a Signature Image to a Check Layout
- How Do I Display Payee Address on Checks?
- How Do I Copy an Existing Check Layout in darwin Cloud?
- How Do I Customize Commission Checks?
- Check Merge Field Reference
Reports
11 Articles
- Running Reports in darwin Cloud
- Create a Custom Reports
- Custom Reports Not Displaying
- Add a custom total to a report
- Exporting darwin Cloud Reports
- Reports Overview
- Reports Summary
- Give Team Leaders Permission to View Team Member Production
- Run Last Launched Report
- Advanced Reports: Agent Commission basis level (vary by date)
Security & Darwin User Setup
9 Articles
Franchise Reporting: Berkshire Hathaway HomesServices, Anywhere (formerly Realogy), RE/MAX
7 Articles
- Berkshire Hathaway HomeServices: How Do I Set Up Companies, Offices and Agents for Franchise Reporting to BHHS?
- Berkshire Hathaway: How do I Move an Agent to a New Office?
- Berkshire Hathaway HomeServices Audit
- Anywhere Franchise: How do I Add a New Company in darwin Cloud?
- Anywhere Franchise: How do I Add a New Office in darwin Cloud?
- BHHS Export: Download Files from Email
- RE/MAX Franchise Report Export
Posting Validation
10 Articles
- How to Post a Transaction with $0 Commission Received, but Vouchers to be Paid
- error message: The list commission is not set for this property
- Unlock Feature in Post screen
- How to Post a Property using the Accounting Fields
- Posting Commission Process Validation
- Posting transaction error: Some deductions on this transaction are not assigned to GL accounts.
- Transaction fee due to the company and $0 commission collected
- Posting Validation Error Message: The cobroke commission cannot be set for this property (InHouse)
- Agent representing both sides and only collecting sell commission
- IH transaction: pay a commission to an agent that do not have incoming funds
1099 Preparation
12 Articles
- 1099 Setup and required fields for Company
- 1099 Setup info for Agents and Vendors
- Give Someone a Different Amount on their 1099
- Start a new 1099 batch or view/edit 1099 work
- Helpful Reports - 1099 Person Data Review
- 1099 Calculation Options
- Tools for Reviewing and Updating 1099 information
- 1099 Someone Not on the Books
- How to Review Agent's 1099 Paid at Closing
- 1099 NEC and 1099 MISC
Dash Submissions
56 Articles
- Submitting a Closing to an Office Other than the Agent's Office
- Commission percentage of list/buy side agents should be 100
- Multiple Primary Agents Specified
- Only Pending transactions can be canceled
- Execution Timeout Expired
- The Type Code and Property Type combination is invalid or the Type Code is not set
- Property Description is Required for Listings
- This Active Property (OL) is Missing either the Listing Gross Commission or the Listing Price
- Validation failed: The value 'AC' is invalid according to its datatype 'String' (copied)
- Business Rule Violation(s) has occurred.::Maximum media count is reached for media category Key:31,Code:5,Description:Person Photo. Maximum supported media count for this category is 1
Errors
7 Articles
- Violation of UNIQUE KEY constraint 'UK_propertyDeduction'.
- System Errors
- The est. close date field is required
- Agent Payments error: The First Name or Last Name entered doesn't match with the Agent's name
- People Links error: You must enter a valid corporate tax ID
- The payments selected for any customer cannot total less than $0
- Review Payments Error
Commission Calculation Builder
7 Articles
- Setting up Graduated Scale Commission Plan for Agents with Special Deal
- How to Create Deduction Rules that are Determined by Lead Sources
- How do I Restrict a Commission Plan to a Single Company?
- How do I Add a Negative Amount on the Deduction $ Field
- Different franchise fees for just a few agents
- How to Setup Transaction Fees Collected from Agents
- Some percentage then LESS a value from the screen