July 2024

version 1 2 6 released july 31, 2024 bug fixes monthly reconciliation report — excel button generates pdf resolved an issue that, in some cases, caused the monthly reconciliation report to export as a pdf when the excel export button was pressed update datzpayment class to realdeskpayment resolved an issue that could cause new trust accounts not to generate correctly in zum version 1 2 5 released july 24, 2024 improvements unify get outstanding expenses query minor code refactoring to ensure that the expense tracker and send/receive payments pages are always consistent when returning outstanding expenses for an agent bug fixes conveyance calculation is wrong when deposits get refunded resolved an issue that, in some cases, caused the "amount held in trust" to calculate incorrectly if multiple deposits had been received and some had been refunded monthly reconciliation report export to pdf error resolved an issue that, in rare cases with extremely high amounts of data, would cause the monthly reconciliation report not to export to pdf properly fix eft deposit dates from previous issue with status updates resolved an issue that, in rare cases, caused some efts paid out in 2022 2023 to show a "deposited date" in 2024 fix error with data tables in dev & local environments resolved a minor issue with no client impact as only internal realdesk environments were affected version 1 2 4 released july 19, 2024 improvements add non accrual dates to conveyance pdf the conveyance form will now display all dates (completion, possession, adjustment) where a value has been entered the date selected by the brokerage as the "accrual date" (typically completion date in bc and ontario, possession date in alberta) continues to be displayed first and in bold type, with the other dates below in a smaller font expense report pdf should show all outstanding expenses all outstanding expenses are now displayed regardless of the report date selected bug fixes deals completed modals on dashboard & finstats calculate incorrectly resolved various issues that, in some cases, caused incorrect totals to appear for "deals completed" statistics version 1 2 3 released july 18, 2024 bug fixes incorrect totals on line item report resolved an issue that, in some cases when using the "line item report" feature of the expense tracker, caused incorrect totals to display for realtors with outstanding credits fix ordering on financial stats pdf resolved an issue that, in rare cases, caused deals to display in the wrong order on the financial stats pdf report version 1 2 2 released july 16, 2024 improvements condition dates editable in transaction room review screen office admins and brokers with deal info permissions can now edit condition dates in the transaction room review screen version 1 2 1 released july 12, 2024 bug fixes brokerage logo not showing on sold report resolved an issue that, in some cases, caused the brokerage logo not to show at the top of the sold report version 1 2 released july 6, 2024 improvements add download pdf capability to "emails in deal" critical emails (such as payment and conveyance reports) that are saved into the emails in deal window on the broker page can now be downloaded in pdf form version 1 1 released july 4, 2024 improvements optimize gross income calculation in the past, you may have noticed (particularly if your brokerage has a lot of agents) that certain reports would take a long time to generate, or sometimes even time out some of the affected areas included financial statistics commissions report generate t4as (when selecting a different year) the root cause of this was that our process to calculate an agent’s gross income was extremely inefficient this has now been optimized so all of these reports should generate near instantly, even if selecting all of the brokerage’s agents over a multi year time period add lead source to broker prospect analytics report when creating a new prospect, users can select the lead source (e g website, lawn sign, referral) to help evaluate roi on marketing channels the broker prospect analytics report, used by the office to ensure new prospects are being followed up, now includes this attribute increase precision of developer advance commissions when commissions are being split over multiple payments, we have increased the precision of the commission calculator to avoid odd results (e g a payment split of $4999 98 / $5000 02 instead of $5000 / $5000) version 1 0 2 released july 2, 2024 bug fixes realdesk logo shows up too large on emails (desktop only) resolved an issue that, in some cases, caused the realdesk logo to be far too large when automated emails were viewed on desktop computers version 1 0 1 released july 2, 2024 bug fixes fix submit deal screen shutters defaulting to closed resolved an issue that, in some cases, caused sections with mandatory fields to display closed this caused confusion with agents trying to submit deals with missing information, without it being immediately clear what was missing version 1 0 0 released july 1, 2024 features new brand & user interface welcome to realdesk! we've refreshed the look and feel of the platform known issues brokerage logos don't always display well in the top navigation bar realdesk logo is too large on email notifications (when viewed on desktop)