There are now separate buttons for creating Commission Paid reports and printing commission statements within Accounting > Commission Report, making it easier to select the appropriate workflow.
Commission reports now include several helpful new data columns such as Total Agent Commission, Commission Net Revenue, Commission Percentage for Agency Commission, and Commission Percentage for Agent 1, 2, and 3.
Commission reports can now be opened within Advanced Reports, allowing you to summarize by any data column available in the report and drill down into summary options such as carrier, application type, agent code, agency bill vs. direct bill, new and renewal business, policy source, date range, etc.
Other Minor Enhancements
Attachments can now be viewed from within the certificate document library, as well as the Certificate Holder tab, so you can open them when selecting the needed attachments.
In the Quote/Export workflow, it’s now easier to select relevant carriers and open the appropriate websites using HawkLink.
Fixed bug where an invoice does not show as closed when a credit memo and payment have been applied.
Fixed bug when minimizing the letter editor window that caused the window to be unusable.