As a Realcore Administrator, chances are you use the Accounting page more than any other section of the platform. Because of this, we have completely upgraded our Accounting tutorials in the Support site. Seasoned Administrators are probably very familiar with the Accounting page, but when new users join your team, we realize it's important to get them trained quickly. We encourage you to send them to the Support site for Tutorials on the following sections:
- Adding a Pipeline Transaction
- Closing a Transaction
- Agent Accounting
- Reports
- Billing
- Outstanding Invoices
- Agent Expenses
We have also added a how-to-guide for writing off a transaction in its entirety, and a short video that gives a complete overview of the Accounting page. If you would like to schedule additional training for any new users, be sure to email us!
Additional Updates
- Transaction ID numbers have been added to all email notifications.
- An Excel export option has been added to the Cashflow report.
- Outside Firm exports (Administration tab) will include all agents for each firm.