14 results found
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MC Setting for Default Cash Account for Transaction Deposits
Many MCs don't use the 1-0200 Cash account on the chart of accounts for TRansaction deposits. Currently, those MCs have to manually update the exported .txt file with the corrrect cash account to ensure those record accurately.
The fix? A setting in Administration that allows a market center to choose their own cash account for that export for easy recording in accountedge.
74 votes -
View Commission Splits in Financials
Show and allow us to edit the company dollar split
53 votes -
Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
34 votes -
To sort and search by Agent name in Transactions
To be able to sort and search by Agent Name, I search for agent transactions all the time
32 votes -
CommandMC: Month End Close, Production Reports, Clickable Link to Transaction
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
29 votes -
Only MCA and AMCA roles to edit transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
16 votes -
CommandMC: Transaction Deposits, Edit Deposit, HISTORY
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
15 votes -
Search By DA in Command
Hi,
I believe adding a search by DA number would be extremely helpful for leadership and agents. Additionally, a column added to the row of information with the DA # when looking at a list of opportunities would be efficient as well. Efficiency is built by specification. Clear and efficient communication is specific and concise. In the world of the command platform and our business, the DA # is the most specific item in relation to a transaction.
This would be THE MOST efficient way to search for an opportunity. If an agent is really on top of their game…
15 votes -
Allow Hyperlinks to toggle from Transactions to Opportunity and from Transactions to the Associate
Instead of having the 3 windows open to go from Transactions to Opportunity to review documents; and to go from Transactions to Associates to confirm the split /cap...the ability to toggle between the 3 applets seamlessly would be great.
9 votes -
Program Deduction to apply to a certain number of transactions.
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
10 votes -
Give MCs DocuSign Webform Access
DocuSign already has in its features a feature called WebForms. This means that an onboarding agent can fill out one form with their address, email, etc and it will populate to all the correct areas in that packet taking out a lot of work for the onboarding agents. In California, our onboarding packets are about 60 pages long comprised of about 8-10 documents so they have to write their address over and over again, this would really increase agent experience.
11 votes -
In Commissions need to have search by EIN number for outside referrals
Would like to give agents the option to search by the Tax ID/EIN number when entering outside referral info.
4 votes -
Detailed DP Report with Agent Name, Address, and Payments
A CSV summary report by deposit listing out agents that need to be paid or have been paid which includes the DP #, Agent Name, Address, Agent Net Amount, outside referrals, and deductions. Having to refer to one document instead of each DA would be a huge time saver with AE entries and ACH payments. A huge bonus would be to import this type of file in AE bypassing manual entry.
2 votes -
NEW Deductions
Will we eventually have the tech that automatically adds/removes agents from the template deductions if they meet certain criteria joining in as an R1/R2?
1 vote
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