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  1. Expand All on KW Financial Statement (and Print Expanded View)

    35 votes

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    in the backlog  ·  3 comments  ·  CommandMC » Accounting  ·  Admin →
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    Bob Bethke commented  · 

    When I click on the drop down sub-accounts and then try to print, the sub-accounts no longer appear on the print out. Plus the account headers which used to not show are now showing, we want to change this so the Bal Sheet looks accurate.

    Bob Bethke supported this idea  · 

  2. List Budgeted Amounts on Income Statement

    9 votes

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    under review  ·  0 comments  ·  CommandMC » Accounting  ·  Admin →
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    Bob Bethke shared this idea  · 

  3. Deductions Report per Associate in Standard Reports

    62 votes

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    working on it  ·  8 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Bob Bethke commented  · 

    We need this MUST HAVE report created by 12/15/2024 at the latest. This report will be crucial in advising our agents the total deductions they must create Form-1099's for. The 1099's reporting deadline is 1/31/2025, thus we must give this information to our agents so they have time to create their own Form-1099's.
    In WinMore we used an "Ad-Hoc" report to pull this data.

    Bob Bethke supported this idea  · 

  4. Agents Capped This Period Report in Standard Reports

    261 votes

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    working on it  ·  32 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Bob Bethke commented  · 

    We pulled this report daily to see who has Capped, then we updated our Cap Mgmt sheet. We recognized these agents on a weekly basis at our weekly agent meeting. The current standard "Cap Mgmt" report takes far too much data extrapolation to determine who has Capped in the current month. We need a report stating "Here is who has Capped this month so far".
    Thank you.

    Bob Bethke supported this idea  · 

  5. MC Setting for Default Cash Account for Transaction Deposits

    199 votes

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    working on it  ·  9 comments  ·  CommandMC » Transactions  ·  Admin →
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    Bob Bethke supported this idea  ·