February 2026

version 8 11 released february 27, 2026 improvements improve and standardize vendor expense payment methods clarifying the available payment methods and standardizing list ordering across different screens realtor expense csv import improvements updated this to ensure all required data fields were present bug fixes redirect bug when adding forms resolved an issue where, in rare cases, a user would be redirected to a blank page after adding a form into the forms list for a listing or deal version 8 10 2 released february 26, 2026 bug fixes fix from email on some notifications resolved an issue where, in some cases, automated notifications were being sent using the brokerage address as the from address, which made them more likely to be filtered into the recipient's spam folder vendor cheque stubs display zero tax resolved an issue where, in some cases, vendor expense payment cheque stubs would display the hst as $0 instead of the applicable tax amount version 8 10 1 released february 25, 2026 bug fixes vendor recurring expenses don't save gl resolved an issue where, in some cases, recurring vendor expenses did not re create with the assigned gl and tax settings version 8 10 released february 23, 2026 features transactions report formerly known as the accounting report, this has been significantly reworked and is the easiest way to locate transactions by account, type, date range, deal, or other criteria improvements inhibit approval creation on closed deals once a deal has been closed, making changes no longer creates pending approvals in the transaction room bank reconciliation — add payment method improving display of transactions within the reconciliation aggregated stats permission setting created a new role permission that disables access to various aggregated stats (mostly via dashboard widgets and reports), while preserving (if set via other permissions) access to deal level financials bug fixes agents can't view tier overview pop up resolved an issue where, in some cases, agents were unable to see their commission plan progress version 8 9 released february 18, 2026 features automate broker signing of trade record sheet this creates an automated signing flow for the broker of record once a deal has been paid out and closed, a task is created for the broker to sign the broker can sign one or multiple pending trade record sheets, and the finalized signed versions are saved with the rest of the deal documents version 8 8 1 released february 16, 2026 bug fixes fix t4a generation logic resolved an issue where, in rare cases, historical t4as would show as unavailable for download even though they had already been generated by the broker bank reconciliation payment to brokerage resolved an issue where, for brokerages paying agents from general, a payment to brokerage would show in the bank reconciliation even though these simply represent retained funds with no actual cash movement version 8 8 released february 13, 2026 features change primary client on deal or listing it's now possible to change the primary client (marked with a star icon) on a listing or deal simply designate another party as the primary client (by pushing the star button next to their name) then, if you need to remove the original primary client from the deal, it's possible to do so using the "trash" button improvements create task & allow broker to sign bank reconciliation once a bank reconciliation has been finalized, a task is created for the broker to approve and sign the completed reconciliation both the preparer and approver's signatures are then added to the final reconciliation pdf add interest as received payment type if deposit interest or gic interest is being received into a trust account, selecting interest as the payment type will exclude these funds from excess funds calculations version 8 7 released february 11, 2026 improvements bank reconciliation match logic enhancements improving the data enrichment during the process of matching gl transactions to realdesk payment data add reply to on system generated emails adding the brokerage conveyance address on a few automated notification emails that did not already have it bug fixes name disappears when cheque number edited resolved an issue where, in rare cases, the cheque payable name would disappear on a cheque when the number was changed by the user after initially creating the payment version 8 6 released february 11, 2026 improvements other brokerage address on commission invoice adding the address to the commission statement sent to the other brokerage during the conveyance process increase file upload limit per drop zone you can now add up to 50 files per drop zone (previously it was 10) restrict client email address on conveyance documents client email addresses are no longer shared with the other brokerage, or the opposite side lawyer version 8 5 released february 11, 2026 improvements other brokerage address on commission invoice adding the address to the commission statement sent to the other brokerage during the conveyance process increase file upload limit per drop zone you can now add up to 50 files per drop zone (previously it was 10) restrict client email address on conveyance documents client email addresses are no longer shared with the other brokerage, or the opposite side lawyer version 8 4 released february 9, 2026 features enhanced bank reconciliations tba improvements transaction room client list ordering previously, it was impossible to mark an eft as paid if valid bank information didn't exist for the payee now, you can mark such payments as paid (outside of realdesk, e g by e transfer) so they no longer show up as unprocessed version 8 3 released february 5, 2026 improvements eft payments — mark any payment as paid previously, it was impossible to mark an eft as paid if valid bank information didn't exist for the payee now, you can mark such payments as paid (outside of realdesk, e g by e transfer) so they no longer show up as unprocessed version 8 2 released february 4, 2026 features eft aggregation it's now possible to aggregate certain types of eft payments, to avoid needing to send multiple separate transfers this is most useful for larger brokerages with many internal transfers contact realdesk support if you're interested in adding this feature! improvements delete prospects it's now possible to delete a prospect from the clients tab bug fixes fix financial statistics other income calculation resolved an issue where, in rare cases, the realtor's other income was not calculated properly as separate from the gross commission this was a display issue only that affected the financial statistics screen agent summary statistics not displaying resolved an issue where, in rare cases, an agent would not see their individual firm commissions display on the dashboard double end multi office payments resolved an issue where, in some cases, the create payments module would suggest a "commission payment to other brokerage" for a double ended deal with two agents from different locations within the same brokerage version 8 1 released february 2, 2026 features new staff roles we've added several new roles, including deal manager, operations manager, finance manager, etc regardless of the titles, each of these roles can actually be configured with any permission set you wish, so having more roles available simply provides the ability to have a larger team each with their own configured permissions contact realdesk support if you'd like to review or change your staff permissions! improvements realtor team enhancements tba link office to vendor on commission plans tba initial commissions earned on commission plans tba bug fixes transaction room not loading all deals resolved an issue where, in rare cases, loading the default all offices transaction room view would not show transactions from all offices until reloaded