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| Module |
Description Sorted by Module WITHIN Release |
| Admin |
Users can now Upload Support Data to send database to support if requested |
| Company Profile |
Added an automatic backup configuration for database |
| File Maintenance |
Added a new transaction type for New Home transactions, including enhancements to generate applicable reports using this new transaction type option |
| File Maintenance |
It is now possible to edit data entered in CITY field for Transactions and all resource lists |
| General |
Upon Login, the program prompts the user if there is an update available including a link to summary of enhancements and directions on how to update the software |
| General |
Licensing file is now SQL instead of Access to eliminate corruption |
| Letters |
Templated letters can now open when the data path and registry contain a small "c" for the datapath location |
| QB Integration |
Option to integrate cheques & journal entries from QuickBooks upon closing the program no longer generates a .NET framework error. |
| QB Integration |
GL Accounts tab of the company profile displays the same GL account numbers as provided in the templated QuickBooks chart of accounts. |
| QB Integration |
Enhanced how referrals, advances and withholdings are integrated to QuickBooks when user opts to pay from the General/Operating bank account. Integration now handles via a cheque and/or deposit . |
| QB Integration |
When user opts to deduct the agents expenses tax portion, review closing balances correctly, allowing the transaction to be closed. |
| Reports |
Added letter templates to display QST/HST/PST values in addition to GST as separate line items |
| Reports |
Appended letter to External agent Ref ID to differentiate from Internal Ref ID to avoid displaying incorrect information on reports |
| Reports |
Added notary letter to support commission calculations when the Buyer's Attorneys disburse the funds on closing |
| Reports |
Selling & Buying Broker letter templates now display the sale price of the transaction |
| Reports |
2007 Reports Menu is renamed to Additional Reports |
| Reports |
Enhanced Real Estate Trust Ledger Report & filters to be more logical and intuitive |
| Reports |
Office Production report now includes a new column for transaction closing date |
| Reports |
The following reports now include an option to filter New Home Sales:
a) Agent Production - Sales Detail
b) Company Profit Transaction Detail & Ranking Summary
c) Company Profit Fees Detail Summary
d) Agent Withhold Detail
e) Agent Income Detail
f) Transaction Commission/Fee/Sales
g) Transaction Income Statement Detail
h) Agent Commission 12 Month Ranking Summary
i) Agent Other Fee Detail
j) Manager Override Detail
k) Transaction Record Sheet - Sum
l) Sales Summary Index |
| Reports |
Agent Income Report now displays in French & shows HST/PST/QST separately from GST |
| Reports |
Added audit trail report to display who added, edited and deleted specific fields in transactions. Utility option allow the user to archive audit trail reports, which can be viewed via Reports. |
| Reports |
New option to display monthly tally in Company Profile / Fees Detail Summary report |
| TMS |
Transaction Management events generate correctly when duplicate transaction ID numbers exist in multiple Back Office databases |
| Transactions |
Added a French version of the D1 format of the Transaction Record Sheet |
| Transactions |
Tab sequence when adding an advance is now left to right and top to bottom |
| Transactions |
PST/HST/QST calculations when overwritten at the transaction level no longer display on the Agent Detail window |
| Transactions |
Advances issued by 3rd Party Companies now creates the advance cheque payable to your agents from the General/Operating bank account |
| Transactions |
It is now possible to edit data entered in CITY field for Transactions and all resource lists |
| Transactions |
External agents can now be imported from Commander Front Office |
| Transactions |
Transaction can be closed properly when an external agent is attached to a Partial Payment Transaction |
