-
Sales Commission: You can now assign a sales executive and set commission details for each client. While a report to generate commission details is not yet available, it is coming soon.
*Please see guide for detailed instructions - How to Assign Sales Executives and Manage Commissions – FactorCloud
Client Remittance Update for Non-Factored Invoices: The Non-Factored Invoice details on client remittances have been updated to display the full amount being applied to Escrow. Previously, it showed $0.00 for escrow, leading to confusion among clients regarding the allocation of funds when they were not being funded.
Companies Changelog: A new section has been added to each company profile, located at the bottom, to log all changes made to profiles.
Enhanced Filter Options: Additional filter options are now available in the Fund tab within the Funding page, accessible from the menu bar on the left. By clicking into the search bar, you can select your desired filter. Selecting "Type" allows you to filter between Invoices and Fuel Advances. Alternatively, you can filter by company types, including Client, Broker, and Vendor.
Issues Resolved: If you continue to experience these problems, please contact us at helpdesk@factorcloud.com. Thank you!- Users previously encountered an error message indicating a duplicate invoice when attempting to re-enter an invoice that had been deleted, despite it no longer existing in the system. This issue has been resolved.
- The warning box confirming invoice deletions had a non-functional "X" in the top corner for closing the window. This issue has now been resolved.
- Some users experienced a problem where notes added to open invoices on the invoice details screen were not saving. This issue has now been resolved.
- On the Accounting page, accessible from the menu bar on the left, there was an issue where exporting accounting data via CSV caused some ledgers to not appear in the export, resulting in incorrect amounts being displayed. This issue has now been resolved.
*Please note, this issue did NOT affect the QuickBooks integration; the data was being pushed over correctly.
- Users previously encountered an error message indicating a duplicate invoice when attempting to re-enter an invoice that had been deleted, despite it no longer existing in the system. This issue has been resolved.
What can we help you with?