August 2024

version 1 7 released august 30, 2024 improvements payment deletions in qbo we've made a number of improvements to ensure that when payments are cancelled in realdesk, these changes are accurately reflected in qbo by deleting the corresponding entries additionally, the accounting log will now show deleted entries in strikethrough text and note that the corresponding payment has been cancelled remove "preferred payment method" in realtor profile the drop down to choose a preferred payment method (eft or cheque) for each agent is no longer necessary for any agent with bank account information populated, realdesk will default to eft as the payment method, and this can be overridden when paying the agent bug fixes dual agency deal — buying side not showing in tr resolved an issue that, in some cases, caused the buying side of a newly created dual agency deal not to show as "under review" in the transaction room version 1 6 released august 23, 2024 improvements active clients — loading improvements the active clients page will now load much more quickly instead of loading all of the underlying information about each client at the time active clients is clicked, we load only the names when the user clicks on an individual client, we then load the information about previous deals, referrals, and so on bug fixes expense recovery options — unable to delete resolved an issue that, in some cases, caused users to be unable to delete an expense recovery option (e g credit card, pad, etc ) from the menu in system settings version 1 5 released august 19, 2024 improvements realtor profile improvements the realtor profile has a new look this is a small redesign to accommodate some exciting new features that are coming soon! correct qbo transfer entries descriptions for journal entries relating to internal transfers have been corrected journal entries have also been added for "contra flow" transfers (e g commission trust to trust, or general to trust) in cases where corrections are being made bug fixes email invoice issues resolved an issue that, in some cases, caused the emailed invoice to display without the proper formatting and styling inhibit recover multiple on expense tracker, the "recover multiple expenses" button has been hidden temporarily while we correct the functionality version 1 4 released august 9, 2024 improvements only create qbo expense invoice when expense is paid realdesk will no longer create invoices for outstanding expenses in qbo an invoice and corresponding payment will be created simultaneously when the expense is marked paid in realdesk brokerage invoice enhancements invoices to the other brokerage for referral deals will now correctly populate the address and email provided on the referral create payments — commission payment should be default other brokerage payments created from trust will now default to commission bug fixes eft not creating for tax only payment resolved an issue where, in some cases, creating a tax only payment (i e , paying out only the tax portion of a commission payment) would not generate an eft to the recipient in the eft payments screen version 1 3 released august 1, 2024 features brokerage invoice some of our clients requested a means to be able to generate an invoice for developer deals and other scenarios in which it is necessary for the brokerage to generate an invoice for its full commission on the broker page for a given deal, the "print invoice" button has been changed to "invoices" now you can select from the existing agent invoice(s) in addition to a brokerage invoice to any of the other brokerage; your client; or the seller unlike the agent invoice, this document will only list the full brokerage commission, without any splits, referrals, or deductions this is a new feature, still in early stages, and we welcome your feedback on how we can enhance it to accommodate more scenarios improvements realtors screen reload after update when updating an agent's profile, the realtors screen will no longer refresh after hitting the update button, meaning that any search filters in place will be preserved dual agency payouts account for deduction tiers previously, when using create payments to pay out a dual agency deal, both payments would be assigned the same deduction tier now, if a tier threshold will be crossed, either in terms of commissions earned or number of deals, the system will predict this event and adjust the applicable deductions accordingly example an agent is on a deduction scheme in which a $500 deal fee applies to deals 1 3, and a $200 fee for deals 4 10 the agent has already completed two deals and now is about to be paid out for a dual agency deal (which will be payments 3 and 4) create payments will assign a $500 deduction to the listing commission payment, and a $200 deduction to the buying commission payment bug fixes create payments — payment to brokerage not creating as eft note this only affected brokerages using a trust/general configuration & paying agents from trust resolved an issue where, in some cases, the "payment to brokerage" would not create an eft to the general account in the eft payments screen fix pagination on unprocessed eft query resolved an issues where, in rare cases, the list of unprocessed efts would be blank or not show all of the unprocessed payments