13 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.
200 votesYou can now update your default cash account in CommandMC Transactions! Check out this article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/38410920992659-Edit-Transaction-Settings-in-CommandMC
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Confetti after Month End Close Completion
Can we please get screen confetti when we submit month end close in Command Transactions? Something for us MCAs to celebrate each month!
168 votesHOORAY! You will now see a confirmation and confetti after Month-End Close is complete.
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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
137 votesHooray! This has been released in Transactions. There is an Agent Name column as well as the ability to Filter by that field! 🎉
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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.
119 votes -
Print Deposit Reports from Previous Months
Allow MCA's to view and print Deposit reports from previous months. No need to edit. Only view.
40 votesThe Deposit Summary Report is now available via download in the Deposits tab for Transactions users! Hooray!
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Loan Type and Amount Fields after Selecting Mortgage in Transaction Parties
Winmore used to keep data on Loan Type and Amount for our mortgage affiliates. There is currently no fields to enter this data in the Transaction Parties section when closing out a transaction in CommandMC. Also looking to have this info stored and added to the Reporting functionality.
41 votesYou can now add Loan Type and Amount to Mortgage Vendors in Transaction Parties!
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Date Entry in x/x/xx Format
When entering the date, change it to where we don't HAVE to put xx/xx/xxxx. It would be much faster and easier to have it like Acct Edge, where we can put anything like 6.1.24 or 6/1/24 and it pops in 06/01/2024 for us.
31 votesThis is now available in Transactions! Dates are now able to be picked from a calendar or typed in without the "/" character. Hooray!
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Ability to Print KW Invoice to PDF
Please allow the ability to print the KW Invoice as a PDF in its existing layout, similar to the Profit Share Calcs PDF format from WinMORE. The current help article recommends taking a screenshot and downloading the image. This not only reduces the image quality dramatically but it also adds an image file to our file folders instead of a PDF. Not everyone has a photo viewer installed on their computer in order to open image files.
13 votesThis has been released! You can now download and print the KW Invoice when you're in that tab in Month-End Close.
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De-duplicating Listings
There are market centers that have multiple MLS's that their agents are a part of. This causes duplicates in the listings applet, and throws off the numbers for Month End close. If there was a way for this to be filtered and de-duplicated just like contacts that would be great.
9 votesThere is now a Delete option in the Listings Applet of CommandMC! Just click the three dots to the far right and choose "Relist" or "Delete" depending on the circumstances. This will remove it.
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Allow the ability to undo/delete a transaction reversal
In the event that the incorrect adjustment type is selected, allow the ability for MCAs to undo or delete a transaction reversal so that the correct type of adjustment can be used, especially if the reversal has not yet been closed. If it is already closed, allow a reversal of the reversal (with its own Transaction ID) so that we can re-submit a new adjustment type. At the very least, give the MCA Support team or Engineering team is ability to do this on our behalf if you don't want it in the hands of MCAs.
1 voteYou can now delete a reverse adjustment Transaction!
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Allow for Concession Equal to Commission Amount
Currently, we are not able to waive the full gross commission by making a concession total the amount of the gross commission. We get an error message that says the concession amount must be less than the gross commission amount. On personal transactions where an agent is capped on both Co$ and Royalty, we allow the waiver of all commissions. This was an option in WinMORE but is not an option in CommandMC Transactions.
4 votesThis has been released! Hooray!
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Could a "rental" classification be added to create a transaction?
We receive dozens of rental referrals monthly. There currently isn't a rental classification in the create a transaction tab.
1 voteLease Transactions are now available in CommandMC!
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Edit E&O Field in Transaction
MCA needs access to edit the E&O field of opportunities. In our MC, is multiple agents partner on a deal, we allow them to split the E&O charge. Currently there is no way to edit this in Command so their reporting is always off. Agents want to use Command for tracking purposes, especially on teams, but cannot rely on it due to this issue.
Also, I have a team where the rainmaker pays E&O for the team members. Since we charge E&O per agent per transaction, it would be great to have the ability to adjust the default for each…
2 votesMCAs can now edit E&O amounts in the Transaction! Hooray!
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