Recent Topics
How can I resent Invoice?
Is it possible?
Unable to view a ticket that I was cc'd in.
When I click on the view ticket button it takes me to a request to log in to google and then an error page. I believe I was told I must be logged in (which I was) and I re-logged in but got the same results.
Account Nicknames
Is there a way to nickname bank accounts so we can discern one account from another at a glance rather than memorizing the last four of every account number.
Multiple Companies
The ability to change color or background on companies set-up to help differentiate which company you are in.
Deals
Is it possible to have the Escrow company on the Deals preview? As in, when you click into "Deals" tab and you're viewing a list of all deals, it currently shows the address, closing date, Agent, price, and commission. This would be extremely helpful.
Request for additional condition options for the Sales Compensation element
Request for conditions to look at dynamic dates in past periods. Request for an Aggregate Adjusted Gross Commission condition. Request for an Aggregate Product/Service condition.
Change the overflow icon on the Services/Product page to a button that says 'Actions'
Change the overflow icon on the Services/Products page to a button that says 'Actions'? https://drive.google.com/file/d/1LT_NoQs8EmvUuVMHyLV45G_q-3d4ekba
Multi - Level Approvals for DAs
We would love to have the ability to customize approval workflows, multi-level approvals for DAs in Zipi, so that an admins, agents, compliance officers can create their approval workflow and remain in the "know" for where that deal is at int he approval
Invoice Sorting
We've received a request from a user for a sort viewing option within the platform. She'd like to be able to view an Agent's invoices in order. At the moment, they are random and it can be a bit confusing.
Ability to choose if a reverted payment needs to create a Vendor Credit
Sometimes we need to revert a payment or void an invoice/bill and we do not need to credit anything back to the agents account. Removing vendor credits is a long process and if a pop up on the screen came up before creating the credit to ask if you want
Ability to filter invoices by invoice titles
Example: Show me all paid invoices for my Monthly Agent Dues recurring invoicing. - Show me all invoices for this date for my Tech Fee invoices (Expand the filtering options)
Notifications when Deal Cards & DA Do Not Match
A client would like to see a product enhancement where a notification appears if the amounts of the Deals Cards, Payout Tab, and/or the Disbursement Agreement are differ after each Save. Additionally, at times, the Total Gross Commission in the DA differs
Ability to Add Discounts Into Invoices
Would like to ability to add discounts into individual invoices. For our quotes going out to clients, we are often offering them a discount on their set up fee or bulk deal purchase. When I go to create the invoice, a lot of clients want to be sure they
Ability for agents to import contacts in My Business account
Brokerages have requested for agents to have the ability to import contacts within the My Business account. A lot of top producing agents have their own list of vendors, contacts, etc. and would like to be able to import those without manually inputting
Team Lead Permissions: Ability to see the Team Members Insights, Reports and Deals.
A brokerage would like to request a product enhancement that would allow Team Leads to have the ability to view team member insights, reports, and deals.
Option to monitor the total contribution or total amount paid by an agent to another entity/agent.
We currently only have the option to monitor contributions made to the company(Company Split) by an agent, but we do not have an option to monitor an amount being paid to a another entity in a deal other than the company. If plan has a capping mechanic
Option for a condition parameter that would be able to determine the dynamic number of days prior to the closing date of a deal
I would like to request for an option for a condition parameter that would be able to determine the dynamic number of days prior to the closing date of a deal. There is a brokerage that uses the Aggregate Sales Entity value of 365 days prior to the closing
Request to add the "Adjusted Gross Commission, Gross Commission and Deal Net" options for the Entity Royalty element expenses.
I would like to request for additional options for the Entity Royalty percentage expenses. Specifically for the Adjusted Gross Commission, Gross Commission and Deal Net options to be added.
Feature Request: Change Name of Escrow Deposit Module
Client Request: the "Escrow Deposit" module on the left hand side navigation should be renamed "Deposit Tracking" or something that indicates that we are simply tracking requests, payments and releases here since one cannot actually send requests, receive
Request to make the Production Widget acknowledge the Sales Price Modifier.
Currently, the Production Widget would only recognize the aggregate Sales Price of Zipi deals only. I would like to have an option for it to also recognize a Sales Price Modifier. This is really helpful for agents who just recently transferred to a new
Better Filter Options for Sales & Purchases
A client has requested that we add the ability for filters to stick in the bills, invoices, payments made and payments received modules. For example, if you set a specific date range in the bills module and then click on a bill, when you click back, the
Add "Type" Column in Invoices Module
A client has requested that we add an additional column in the invoices module called "Type" which would show the title of the invoice so the user would know if the invoice was a Monthly Due, Annual Due, One-Time Fee, etc. without having to click into
"Reference" Column to Reference Notes/Details on Invoice or Bill
A client has requested that the "reference" column listed in the Invoices and Bills module is able to reference the note/detail on the actual invoice or bill. For example: the note that populates HERE, would then show up HERE.
Ability to delete/edit categories in Reports
In the Reports module we have the option to add and create categories. However, we do not have at the moment the option to delete/edit categories. https://drive.google.com/file/d/1qLkA_gmesaXOU9H3mBFsAM3pTtICkOqy
DA should be visible within browser.
Can we have the DA generate within the browser? The current process now is when DA is generated and viewed it comes up as pdf document file.
Request for a Company Expense option to base a fee off of a specific agent's contribution, if the deal happens to have multiple agents involve.
As of the moment, if a deal is made by multiple agents, the company split is a bulk amount of total contributions made by agents that are involve in the deal. If we were to calculate a fee that is based on the company contribution of one agent alone,
Ability to Work Off Dual Deal from One Side of the Deal
Would like the ability to work off of a dual deal from just one side of the deal in regards to approvals and payouts. As it stands now, you have to approve and process all payouts on one side of the deal and then go search for the other deal and follow
Ability to "drag & drop" users between groups
C21 has asked for the ability to "drag and drop" their members between groups rather than having to delete a user from a group and then go into a new group and add the user there. Here is a screenshot for reference: https://drive.google.com/file/d
Email notifications should have more information
In addition to the below information, it would be helpful to have the deal name referenced. The role (buyer agent / listing agent) should also be indicated especially given that Zipi will only pay out Dual transactions as two separate payments. It would
Request for a Toggle/Option to disable Cap tracking in the Sales Compensation Element - Condition Parameters
As of the moment, all deals that an agent makes can contribute to a cap. If a certain plan is needed to not contribute to their cap, then we have limited unideal options to make this possible. It would be much easier and proper to simply have a toggle
Zipi Financial messaging feedback
Zipi Financial Message I do think that the message that the agent received is confusing. The messages need to be made more clear as to exactly what was activated and what still needs to be done. An agent would have no way of knowing that they need to
Request to add "Apply to Non-primary Agents" option/toggle for the Sales Expense, Deal Expense and Deal Royalty Elements
Would like to have an option to also allow "top of the deal expenses" from Sales Expense, Deal Expense and Deal Royalty elements to also apply to non-primary agents. This is in the event that a brokerage needs to charge a deal expense for every single
Custom Dynamic Dates for Insights and Deals Boards
Having the ability to modify deal board parameters with, for instance, a close date before or after the current date, or for some version of trailing 7 or 30 days would be incredibly helpful in some circumstances. One particular instance is allowing
Notification When Zipi Pay Balance Falls Below Specific Threshold
Zipi Pay gives a notification via email or pop up in the platform when Zipi Pay balance falls below a specific threshold. Since, it takes time for funds to go from connected bank account to Zipi Pay Balance. This would be very useful in shortening the
Option to deduct a fee after deal net and before a sales entity receives his/her split
For this scenario, I have 2 agents in a deal. One is getting 80% of the deal, while the other is getting 20%. I want to enter a fee for the second agent that is getting 20% of the deal. I need an option to be able to enter a fee on that will be deducted
Invoice/Bill Improvements
DEFAULT DEPOSIT DATE: The date of deposit should not be the date of the check but rather should default to current time unless user wants to change that. PROCESSED STATUS: Once Bills have been paid to agents for a transaction, the status should automatically
Improvement to add a new option to pay newly created bill
It would be helpful if you provided the option when saving a bill: in addition to "Draft" and "Open", you should be able to proceed to payment. It's very slow to save as open and then to locate the unpaid bill and then pay it. I was suggesting that
Reference on Invoices & Recurring Invoices
Would love to be able to add a reference to an Invoice and Recurring Invoice; there's a column for it in the "Invoices" view, but all references are NA. Either the Product/Service or the Description should become the default reference, or a reference
Request to add email addresses and phone numbers automatically to the export of next year's 1099
can we add email addresses automatically to the export for next year‘s 1099‘s? When we import to tax1099.com to do the electronic filing, we are able to email the forms to the agents, but we have to go through the export list and manually add email addresses.
Vendor Terms
Why is there no place to put in vendor terms? If that were built in, we would be able to chose a vendor and have terms and due date automatically calculated based on the invoice date.