October 2024

version 2 3 released october 28, 2024 improvements deposit enhancements we've made a few enhancements to how client deposits are handled in realdesk, to ensure consistency with other payment types when a deposit is cancelled (deleted), it will display with strikethrough text, similarly to other payment types the deposit description field has been added to the edit deposits section of the send/receive payments page previously, this field was only available on the edit deal page it is no longer possible to change a deposit amount once it has been created again, this is consistent with other payment types if you need to change a deposit amount, this can be accomplished by cancelling the old deposit and creating a new one this ensures that qbo and the accounting log will reflect the changes correctly allow additional email addresses in message templates you can now add specific email addresses to any message template in the tools > messages area these addresses will be cc'd on any messages sent out with that template bug fixes dual agency approval — forms logic resolved an issue that, in some cases, would cause some buying deal forms submitted as part of a dual agency deal not to display in the transaction room review screen version 2 2 released october 18, 2024 features excess funds payment to seller — support eft note this payment type only applies to ontario brokerages this is the next milestone in the gradual rollout of eft support for client and third party payments, covering the "excess funds payment to seller" this payment type was formerly known as "excess to seller" or simply "seller" — we've clarified and standardized the naming if a listing deal client has valid bank account information in their profile (note that a valid email address is required for a client prior to adding a bank account), realdesk will prompt to create an eft for the excess funds balance calculated from the conveyance / commission statement we've also added an excess funds letter on brokerage letterhead for cases where you may still need to use a cheque this pdf can be accessed by clicking on the actions button next to the excess funds payment on the send/receive payments screen improvements standardize gross commission income retrieval for ci entries we've made a minor change to standardize how we access gross commission income for the purpose of creating ci journal entries in quickbooks online this should not have any user facing effect version 2 1 released october 11, 2024 improvements client phone number fields — extend max length phone number fields in client profiles have been extended to a maximum length of 20 characters (from 15) additionally, the fields will stop accepting additional input once the maximum length is reached, resolving confusion that could occur when longer entries were cut off after saving bug fixes trs shows incorrect payment method resolved an issue that, in rare cases, displayed eft for certain types of payments that had actually been completed via cheque additionally, ensured that withholdings show the proper type ("wth" before the withholding payment has been created, and "cheque" or "eft" afterward) version 2 0 released october 3, 2024 features eft to clients — deposit refund we've released version 2 0 of the realdesk platform which introduces the ability to send efts to clients this capability will be rolled out in stages and will eventually allow the creation of eft payments to third parties as well you must add a valid email address for a client prior to adding their bank account information the initial implementation of this feature covers the "deposit refund" payment type, formerly known as "refund to client" this payment can be configured to select either the seller or buyer if the selected person is a client with valid eft information, realdesk will prompt to create an eft for the current trust account balance in future releases, we will implement support for other client payment types such as excess funds to seller (ontario only), and later, for third party payees (withholdings, and clients of other brokerages) improvements accounting log changes to realtor bill accounting log entries for realtor commission payments now correctly reflect tax on brokerage income as a payable this does not affect actual payment amounts, or qbo integration bug fixes edit client — mandatory fields resolved an issue where, in some cases, mandatory fields in the client profile (e g home address) did not display with an asterisk, causing confusion reminder offices can configure the mandatory fieldsfor clients by navigating to system settings, then manage address fields active realtors excel export resolved an issue where, in rare cases, exporting the active realtors list to excel would generate an error conveyance form showing non enabled dates resolved an issue where, in some cases, the conveyance form would display dates (e g adjustment date) that were not enabled in system settings