Version 14.5 Upgrade Training

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• 1. Improvements to Company Level Setups

• 2. NEW – Security and Controls Setup Tab

• 3. NEW - Convenient new Content for the File Menu bar

• 4. Elimination of “Office Path” Controls

• 5. NEW Reports For PREA Center Users Helps for Office Fee Allocations and PREA Recruiting program reporting

• 6. Expansion of Trust Activity Report – Helps With Internal and State Reporting

• 7. Improvements to the Escrow/Trust “Outstanding Trust Balances” report

• 8. Addition of Handy Escrow/Trust Settings at the Office Level

• 9. Improvements to the Pay Agent’s Deductions Processing

• 10. Review and Tips For setting up and using Agent Deductions

• 11. NEW and Enhancements: Processing Printed and Electronic 1099’s

• 12. IT ONLY: REAL/Easy Improved Installation Programs and Database Use.

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