February 2025

version 3 1 released february 28, 2025 features accounts receivable report we’re excited to introduce the accounts receivable report , designed to give you deeper insights into your brokerage’s financials with flexible options for sorting, grouping, and filtering key features historical balances view a/r balances as of the current date or any past date aging breakdown balances are categorized into current (1–30 days) 31–60 days 61–90 days 91+ days sorting options sort balances by date, agent, or income account (gl) grouping options group the report by agent or by income account for a clearer view of your receivables tax toggle choose to view balances with or without tax with tax for a standard view of a/r as an asset account without tax for a clearer perspective on income advanced filters narrow down results by agent status active or inactive office ideal for multi office brokerages income accounts export options download the report in pdf or excel format how to access go to reports (in the reports section of the left navigation) and select accounts receivable report from the drop down menu this update is part of our ongoing effort to provide you with more powerful financial reporting tools as always, we’d love your feedback! version 3 0 1 released february 6, 2025 improvements agent testimonial enhancements some small improvements and fixes to make sure both buying and listing side questions show up correctly, as well as improvements to grammar and sentence structure in the questionnaires bug fixes infrequent eft status update delays resolved an issue where, in some cases, eft status would not update promptly ci journal entry rounding issue resolved an issue where, in extremely rare cases, a ci journal entry would not create due to a rounding error in qbo version 3 0 released february 1, 2025 features expense recovery via pre authorized debit we’re excited to introduce pre authorized debit (pad) for agent expense recovery, giving brokerages a seamless way to collect outstanding balances directly from agents’ bank accounts this new option works alongside our existing credit card recovery, offering brokerages a lower cost alternative that avoids credit card fees even if you want to stick with credit cards as your primary method, you can still use pad for agents who don’t have a credit card on file how it works pad recovery uses the same bank account details that agents have on file for commission payouts transfers typically take 24 48 hours to process, and funds are deposited into your general account similar to how it works today with credit cards, expenses can be recovered manually or automatically manual recovery if an agent has a bank account on file and pad is enabled in your configuration, an eft icon will appear next to the expense, similar to the existing credit card recovery button if the agent has both payment methods available, both buttons will be displayed expense tracker recovery methods automatic recovery brokerages can select a default recovery method (either pad or credit card) in configuration if an agent has both pad and credit card details on file, the system will use the default method however, this can be overridden at the individual agent level, allowing specific agents to default to a different method expense auto recovery method selection to enable pad for your brokerage, please contact realdesk support once activated, you’ll see the pad recovery option alongside existing credit card recovery in the expense management interface improvements t4a — send "broker" emails to logged in user previously, when a broker or admin previewed or generated t4as, these were always emailed to the broker email address configured in system settings now, the emails will be sent to the user who made the request this should eliminate the need for users to log in to a different email, or to contact someone else to forward the emails implement batch check when qbo connection interrupted we’ve improved some technical aspects of resuming the qbo connection in cases where it gets interrupted while syncing a large number of recovered expenses