June 2025 - Vendor Batch Invoicing and Milestone Report

 

 

DEAL MANAGER:

 

NEW – VENDOR BATCH INVOICING

 

• We have added Vendor Batch invoicing - Similar to Customer batch invoicing
• We now have the ability to create multiple vendor invoices at once
• Please see our knowledge base on how to use it –
• How To Setup a Template for Vendor Batch Invoicing
• How To Process Batch Vendor Invoices

 

 

 

 

NEW – REPORT - GCI Milestones in the last 30 days

 

• We have released a new report that can be configured to list Agents who have met specific GCI milestones in a calendar year.
• These milestones are configurable so that you can determine your own levels.
• The setup is available on the Brokerage Setup form Agent Milestones tab and has been preconfigured with a 5-tier structure by default. You can modify the information to suit your needs.
• Deal Manager will update the results on a nightly basis, and the results will be available via the Reporting à Deals à Monthly à GCI Milestones in the last 30 days