Agent Profile & Transaction Notes: Corrected issue preventing note display.

CDR Gross Commission Accuracy: Ensured "Gross Commission Used For Agent Split" matches the disbursement amount.

Billing Date Setting: Fixed an issue where monthly billing dates were unexpectedly changing after admin configuration.

Transaction Visibility: Resolved a permissions problem preventing admins from searching and selecting transactions visible to brokers.

Commission Log Reporting: Corrected a discrepancy where the total number of deals did not match the list of transactions displayed.

Vendor Populating in CDA: Resolved an issue preventing certain vendors from appearing under the pre-commission credit/debit section when adding them to the CDA.

Billing Log Partial Payment Tracking: Corrected a problem where collecting a portion of an invoice on a disbursement did not properly mark that portion as paid on the billing log.

Invoice Credit Balance Update: Fixed an issue causing credit amounts not to be added back to the credit balance when an invoice was marked as unpaid.

CDR Report Accuracy: Resolved discrepancies between agent commission and office commission reports.

Unpaid Invoice Editing Functionality: Corrected the error preventing admins from editing unpaid invoices.

Transaction Data Population in CDR: Addressed an issue where mortgage company and buyer/seller information was not consistently populating on the CDR report despite being added to transactions.

Invoice Billing Log: Resolved an issue preventing invoices from appearing on the billing log each month.

Vendor Pre-Commission Credit/Debit: Fixed a problem preventing certain vendors from populating under the pre-commission credit/debit section in CDA.

CDR Accuracy: Corrected discrepancies in the CDR report, ensuring that brokerage gross commission accurately matches disbursement amounts and the net due to brokerage calculation is accurate.

Plan Reassignment: Fixed an issue where agents were still shown assigned to their previous plan after being reassigned to a different inactive plan. Agents will now correctly reflect their assigned plan status.

Referral Amounts in CDR: Resolved an issue where referral amounts were included in the net due to brokerage calculation on the CDR and agent commission report.

Disbursement Breakdown Accuracy: Ensured that the gross commission used for agent split on the CDR accurately matches the disbursement breakdown

ECommission Payment: Fixed an error preventing payment via eCommission.

Transaction Completion Status: Corrected display to accurately reflect payment status, avoiding "not yet started" when no checklist is assigned.

BrokerSumo Profiles: Resolved duplicate agent profile listings in BrokerSumo and are investigating the cause for future prevention.

Credit Management: Fixed an issue where credits were not applied to invoices, resulting in incorrect balances.

Reporting Accuracy: Resolved a discrepancy between agent commission and office commission reports, ensuring accurate totals match when filters are applied.

Notification System: Prevented duplicate email notifications from being sent to brokerages for onboarding completion.

Transaction Display: Corrected the misaligned notes within transactions, ensuring columns line up with headers.

Agent Profile Management: Enabled brokers to successfully remove external IDs from agent profiles.

Vendor Integration: Fixed an issue where a specific vendor was not populating under pre-commission credit/debit sections for admins.

Commission Calculation: Corrected sales volume accreditation on commission detail reports, accurately reflecting total rental amounts.

Invoice Processing: Ensured invoices were marked as paid in the billing log when collected on disbursements.

Data Visibility: Enabled admins to view lead sources added by agents within transactions.

System Performance: Improved system performance by reducing loading times for agent lists.

Commission Plan Display: Corrected an issue where sliding scale plans without rollover dates incorrectly showed an end date in the agent profile.

Agent Totals Consistency: Fixed discrepancies in agent totals (sales volume, number of closed deals) across multiple reports.

Pipeline Report Filtering: Resolved an error that prevented filters from working on the Pipeline Report, causing "No Records Available" to display.

Transaction Info Page: Resolved an issue where the option to add a second agent did not appear when certain Team Leader Setup teams were selected.

Payment Gateway Creation: Fixed an error that prevented agents from successfully creating their payment gateway and adding their bank account.

Commission Reports: We corrected a calculation error in the Commission Detail Report and Agent Commission Report, where the brokerage's net commission column displayed inaccurate values, including negative numbers that didn't match the disbursement figures.

Agent Billing Item Addition: Fixed an issue where certain text boxes did not appear under their corresponding headers, and the cancel button occasionally failed to remove an item when an admin attempted to add a billing item to an agent’s profile.

Agent Commission Report: Fixed an issue where the brokerage net commission column displayed multiple negative numbers when running the report with specific filters or for the current year. This fix ensures the report accurately reflects the disbursements without negative net numbers.

BrokerSumo SSO Access: Fixed an issue where agents encountered an "authentication failed" error when attempting to access BrokerSumo from BoldTrail via Single Sign-On (SSO).

Onboarding Queue: The onboarding queue fixed an issue where it displayed inaccurate information regarding agents' onboarding completion dates. Agents who had not yet completed their onboarding were incorrectly marked as completed, and agents who had completed onboarding were still displayed in the queue.

Transaction Document Names: Fixed an issue where updating transaction document names did not reflect immediately until the page was refreshed. Additionally, navigating to different tabs and returning to the documents tab caused the document names to revert to their previous names.

User License Type: We fixed an issue where the license type did not appear initially when a license was added to a user's account. It only appeared after the license was edited and saved again.

Agent Billing Page: Fixed an issue where a date was incorrectly displayed instead of "N/A" when an agent had no bills set up in a billing section.

Dotloop Sync Logging: Improved consistency and clarity of status logs across Dotloop Agent Sync, Company Sync, Activity Log, and Integration for easier understanding and troubleshooting.

Post-Commission Item Addition: Fixed an issue where brokerages were unable to add a post-commission item to a disbursement due to an error, despite the fee not exceeding the agent's commission.

Commission Plan Editing: Fixed a missing "Add Starting Point" option when editing closed transaction plans in agent profiles.

Agent Credit Balance: Fixed an issue where credits were not returned to the agent's balance after deleting a billing item that had credits applied.

Other Income Visibility: Fixed an issue where an agent's previously logged other income items became invisible in their profile after switching offices.

Sales Volume Discrepancy: Fixed an issue where the sales volume on the dashboard was incorrectly lower than the transactions and report totals.

Sliding Scale Plan Setting: Fixed an issue where certain settings did not appear in the BrokerSumo admin account when updating an existing sliding scale plan.

Commission Report Accuracy: Fixed an issue where the brokerage's net commission columns displayed inaccurate values that did not match the disbursement figures.

eCommission Setup Access: Fixed an issue preventing agents from accessing the portal to set up the eCommission Payment Gateway.

SkySlope: Fixed an issue where transactions failed to sync when the agent had an active profile.

Commission Cap Calculation: Fixed an issue where an agent's commission was incorrectly calculated as if they had met their cap.

Pipeline Report Filtering: Fixed an issue where no records were displayed when filtering the Pipeline report for closed transactions.

Billing Item Unpaid Status: Fixed an issue where a billing item was not correctly marked as unpaid after its fee was removed from a disbursement.

Office Commission Breakdown Report: Fixed the issue where the 'Apply Filters' button was missing, and the progress bar remained stuck at 0%.

Disbursement Calculation: Fixed net commission calculation in the final breakdown section of the disbursement.

Sync Issue: Fixed sync of a transaction from DocuSign Transaction Rooms to BrokerSumo.

Docusign Error: Fixed the issue when onboarding documents failed to open in Docusign, triggering an error message.

SkySlope Sync Issue: Fixed an issue where a transaction appears as created after sync but is not found via search.

Commission Detail Report: We fixed an issue where some users were unable to change the team filter to 'all teams'.

Disbursement Error: Fixed an error when deleting or editing a disbursement.

Payment Logs: Corrected an error where transfer logs incorrectly showed the agent paying the Same Day Fee instead of the vendor.

Fees: Fixed an issue where fees continued to be deducted from disbursements even after the agent reached the cap.

Billing: Fixed an issue where an agent was billed twice despite only one bill appearing in the billing section.

Onboarding Template: Fixed an issue where saving and closing a DocuSign template doesn't display a confirmation message.

Transactions: Fixed Shared Revenue Team Template splits on transactions.

Reports: Ensured alignment of net due to brokerage across Commission Detail Report and Pipeline Report.

Contracts: Harmonized agent split percentage in CDA between BrokerSumo and PDF

Reports: Fixed pre-commission debit/credit item display on Commission Detail Report.

Logging: Improved clarity in Agent License Number update history logs.

UI: Addressed disappearing transaction notes issue.