New Office Controls Enable Check writing and payment authorization by office and elimination of multiple office table setups.

A number of enhancements have been added in BOS to help multi-office companies who:

Have some or all of their offices print their own commission checks.

• Currently, companies doing this need to continually reset the company level “next check number” and schedule check writing during the day to eliminate conflicts. Other companies have built and then maintain multiple \OFFICE paths and OFFICE tables to enable check processing by office. This wastes time since the company then needs to maintain multiple definitions of key preferences, the chart of accounts and other setups.

Use the BOS interface to accounting to post income and expenses and checks by department.

• Currently many customers are not able to save time with the accounting interface because there are no office level items available to post by departments. Others have had to build separate \OFFICE folders and tables and maintain multiple charts of accounts by office as well as other “Preference” settings such as property types and buyer sources.

Above is the Office table maintenance form with the new item “Financial Department ID”.  For multiple office companies that use the accounting interface, this item can now be utilized  for export saving the need to maintain multiple charts of accounts by office.

Currently in a company with 5 offices there would be these 5 accounts maintained for an income account 4000 for example:

                1004000

                2004000

                3004000

                4004000

                5004000

The first three digits are the department numbers – 100, 200, 300, 400, 500. The last four digits the income account.

By assigning each office the department numbers, 100, 200, etc, in the new Financial Department ID, means that only one income account, 4000, needs to be setup and the accounting interface can be setup to export The Office’s Financial Department ID + 4000   (“200” + “4000” put together will export “2004000”).

Another time saving convenience are Office settings available in the new Office “Control Numbers” tab. For companies where branches do their own commission check printing this, feature eliminates the need to create and maintain multiple office folders and tables.  This is now done in the main Office table.

As shown above, the office now can assign the next check number, and also other reference numbers if desired, from the check stack the office admin/closing department has loaded into the printer.

Note:

• ·    The use of an Office control number must also be checked as “Activate”.

• ·    The user must also be an “Office” level user not a company level user. Company level users will always utilize control numbers only from the Company Information setup – not this office level setup.

Above is an illustration of a branch print of an agent check where the next check number is obtained from the new Office Controls tab. The window shows the check number to be used and notes for the operator that it was obtained from the “OFFICE2” controls setup.

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