--- title: March 2026 slug: march-2026 icon: 📅 docTags: createdAt: 2024-07-02T21:05:43.855Z --- # Version 9.1 *Released: March 31, 2026* ## Features ### GST / HST Returns Brokerages using RealDesk Accounting can prepare GST and HST returns from general ledger data, finalize them, mark them filed, and record payment or refund. Open **Accounting** → **GST/HST Return**, enter a return end date, and **Load Return** to build the summary from the same figures as the GST/HST Summary report. After review, **Finalize** locks the return and generates a PDF. **Mark as Filed** posts the reset journal entry after CRA submission, then **Make Payment** or **Receive Refund** records the remittance or refund. Prior-period adjustments are included when applicable, and draft returns can be resumed from the index. ### Property Management Expense Invoices and Documents It's now possible, when creating a property management expense, to attach documents such as invoices. These will be included in the payment notification email sent to the landlord, during the rent cycle when the expense is reimbursed. ## Improvements ### Users Can Delete Listings and Referrals Similar to the deal deletion feature released in early March, it's now possible for staff users with Manage Deals permissions to delete listings and referrals that may have been duplicated or entered by mistake. A listing or referral cannot be deleted if it is linked to a Listing Deal or Referral Deal, respectively. In such cases, first delete the associated deal and then you will be able to delete the listing or referral. ### Change Printed Date to Payment Date on Invoices Invoices regenerated at a later date now show the date of the original payment instead of the "printed date", which was confusing to users. ### Change Primary Client on Listing It's now possible to change the "primary" client on a listing, as well as a deal. The process is the same: simply click the star button next to the client who is the new primary client. Then you will be able to remove the previous primary client if needed. ### Aggregated EFT Payment Notifications When EFT payments are aggregated, the recipient now receives a specially formatted notification that details the composition of the aggregate payment. ### Always Use Broker of Record Name When Signing Trade Record Sheets RealDesk now populates the broker of record (managing broker) name on the TRS signature, even if authority to sign has been delegated to another user. ## Bug Fixes ### Bank Reconciliation Tasks Not Clearing Resolved an issue where, in some cases, the "prepare bank reconciliation" task did not clear once the reconciliation was finalized. # Version 9.0 *Released: March 27, 2026* ## Features ### FINTRAC Compliance Improvements RealDesk now tracks FINTRAC client compliance fields in versioned history so deals, the contract wizard, and reports use the details that applied at the time of each transaction. Client records support ID type and number, expiry, place of issue, occupation, PEP status, and FINTRAC risk level, with brokerage settings controlling which fields are mandatory. # Version 8.24 *Released: March 23, 2026* ## Improvements ### Send Payments Performance Improvement The Send Payment pop-up now loads much more quickly. ### Merge Deals Utility Improvements Several enhancements to this tool: - Firm deals can now be merged - Data display reflects the date fields used by the brokerage (will not display fields that are not used in the Transaction Room) - Seller and buyer sections have been updated based on previous enhancements to the client model ### Bank Reconciliation With Internal Transfers It's now possible to set a different cleared date for each end of an internal transfer. # Version 8.23.1 *Released: March 20, 2026* ## Bug Fixes ### Conveyancer Displays on Approval Record Resolved an issue where, in rare cases, the Transaction Room Conveyance record displayed the name of the conveyancer instead of the agent. # Version 8.23 *Released: March 19, 2026* ## Improvements ### Journal Entries Page Enhancements From the Journal Entries page, it's now possible to search for, view, and cancel previous journal entries. ### Add Links to Agent, Lawyer, Brokerage, Client Profiles When conveying or paying a deal, it's now possible to click on a name and pop up that entity's profile. This allows quick addition or editing of email addresses and bank account information, meaning that the user no longer has to leave the conveyance or payment screens to add this information. ## Version 8.22 *Released: March 18, 2026* ## Features ### Add Client Documents Section to Client Profile It's now possible for agents and staff to add documents to a client profile, for cases where the document is not directly linked to a specific deal but rather part of the client's information generally. ## Bug Fixes ### Brokerage Activity Page Listings Export Column Selection Resolved an issue where, in some cases, the column picker did not function correctly when exporting the listings report to Excel. ### Cheque Payable Not Populated on Lawyer Creation Resolved an issue where, in some cases, the Cheque Payable field would not auto-populate when creating a new lawyer. # Version 8.21.1 *Released: March 16, 2026* ## Bug Fixes ### Quick Deductions and Manual Payments Resolved an issue where, in some cases, quick deductions did not appear properly when using the manual Send Payments route. ### Agent TRS Page iFrame Issue Resolved an issue where, in some cases, the Trade Record Sheet review iframe did not display properly. ### Bank Reconciliation — Cleared Balance Incorrect Resolved an issue where, in rare cases, the cleared balance calculation did not factor the opening balance in properly. ### Bank Reconciliation — Display Issue with Mentor / Office Payments Resolved an issue where, in some cases, mentor or office payments displayed incorrectly in the bank reconciliation (appearing as being paid to the agent instead of the actual recipient). # Version 8.21 *Released: March 13, 2026* ## Improvements ### Dual Agency — Display Both Commissions on Lawyer Info Page Allow agents to see and confirm both commissions on dual agency deals. ### Improve Vendor Address Display on Cheques Split the vendor's address to two lines instead of one. ### Active Realtors Page Performance Improvements The Realtors page now loads much more quickly and is more responsive overall. ## Bug Fixes ### Ensure New PM Forms Display Properly on Update Resolved an issue where, in some cases, newly uploaded forms did not display properly on Property Management deals. # Version 8.20 *Released: March 12, 2026* ## Improvements ### Remove Green Background Colour When Updating Client When completing an update, the background would momentarily turn light green as a confirmation signal, which was distracting for some users. ### Create Separate Role Permission for Managing Agent Expenses Previously this permission had been bundled with EFT and cheque payments. It's now possible for staff users to be able to manage agent expenses without having access to payments. # Version 8.19 *Released: March 10, 2026* ## Improvements ### Remove "Withholding" as Manual Payment Method This is no longer needed as a manual option as all withholdings are created automatically. ### Reconcile Credit Card Accounts In addition to bank accounts, it's now possible to reconcile credit card accounts as part of the RealDesk Accounting module. # Version 8.18 *Released: March 9, 2026* ## Features ### Allow All Agents to Sign Trade Record Sheet Each agent receiving commission on a deal will now be able to sign their own Trade Record Sheet, which will show only their commissions and not those of their teammates. When a deal becomes firm, each agent receives an email with a link to their individual Trade Record Sheets page. Each TRS can be reviewed and signed individually or use Select All to sign all pending trade records. Additionally, a new task is created on the agent's Realtor Task List, and automatically marked complete once the TRS has been signed. ## Improvements ### Embed Support Beacon If this is enabled in your RealDesk site, you'll see a ? button at the bottom right of each page. This opens up a message interface where you can send a note directly to RealDesk Support. ## Bug Fixes ### Fix Lead Assignment Process Resolved an issue where, in some cases, leads could not be reassigned after being declined by the initially-assigned agent. # Version 8.16 *Released: March 7, 2026* ## Improvements ### Create Payments Supports Tax-Exempt Commission Payments It's now possible to make an agent payment GST/HST-exempt when using the Create Payments module. The additional sales tax will be added to the Payment to Brokerage. ### Improved EFT Status History Simplifying the display of status updates to provide a clearer picture of transaction status. ## Bug Fixes ### Excess Funds Payments With Multiple Sellers Resolved an issue where, in rare cases, EFT information was not added to an excess payment correctly if there were multiple sellers on the deal. # Version 8.15 *Released: March 6, 2026* ## Improvements ### Vendor Expense Payment Sources Clarifying the expense payment types and ensuring consistency between the two payment routes. # Version 8.14 *Released: March 5, 2026* ## Features ### Users Can Delete Deals It's now possible for staff users with Manage Deals permissions to delete deals that may have been duplicated or entered by mistake. A deal cannot be deleted if it has existing deposits or payments. To delete the deal, first cancel all deposits and payments. Deleting a double end or dual agency deal removes both ends. ## Improvements ### Add Deal Reference in Journal Entries When creating an ad hoc journal entry in the RealDesk Accounting module, it's now possible to add a deal number reference. ## Bug Fixes ### Manually Received PM Payments Show as Pending Resolved an issue where, in some cases, manually received rent payments displayed Pending status on the Rent Payments screen. # Version 8.13 *Released: March 4, 2026* ## Improvements ### Agent Invoice Split Changes On deals with multiple agents, the invoice no longer shows an internal split. Each agent's "top line" is their share of the gross commission. # Version 8.12 *Released: March 3, 2026* ## Improvements ### Property Management Statements and Expenses Improvements Improvements to the statements page: - Added a column picker to select which columns display - Added status badge (in progress, completed, etc.) for EFT payments - Added columns for net vs. gross commissions As well as improvements to the expense reimbursements feature: - For properties with multiple property managers, each can now submit expenses and be reimbursed separately ## Bug Fixes ### Deposits on Transactions Report Resolved an issue where, in some cases, multiple deposits of the same amount received for the same deal on the same date displayed as one.