This year marked a transformative upgrade for SkySlope Books, introducing groundbreaking enhancements to both workflows and the user interface. The Books team concentrated on simplifying complex processes, adding essential features, and unveiling a fresh, modern design. Let’s take a closer look at the game-changing features we rolled out in 2024.
Navigation Bar Improvements
Our first big win of the year was improvements to the main navigation bar! Our goal was to consolidate and simplify, delivering a navigation bar that was much simpler and more intuitive to use.
New Deal Page
The newly redesigned Edit Deal page delivered major improvements to Books users everywhere! The new layout is more organized, similar fields are grouped together and scrollable, and each deal card can be collapsed and expanded.
Learn more about the new Deal page.
Improved Payment and Invoice Processing with Payload.co
In February, we introduced our new payment vendor, Payload.co! With this change, agents can receive payments next-day, a major improvement from 3 to 7 days. In addition, agents can pay invoices via credit card or from their bank account. Brokerages can onboard with Payload.co to take advantage of these benefits in just a few quick steps!
Get started with the Payload.co integration.
Improved Revert Payments Workflow
Built into the new Deal page, users can now utilize the improved Revert Payments workflow. You can choose to revert all postings, closing payments or remaining payouts.
QuickBooks Integration
SkySlope Books users can now take advantage of an integration with QuickBooks Online!
Get started with the QuickBooks Online integration.
Improved Disbursement Statuses
We released refined disbursement statuses that are more intuitive and automatically update based on actions taken on a deal, they even offer a hover hint to provide additional information when necessary.
Learn about the improved disbursement statuses.
Paystubs
SkySlope Books users can now easily print or download paystubs. Functionality is available from the documents tab on the deal page or from the Payments Made screen.
Batch Print and Download Paystubs
Paystubs can also now be downloaded and printed in bulk. Hooray!
Submit 1099 Electronically to the IRS
Brokers who want to submit their IRS documents online can now obtain the necessary documentation from SkySlope Books. After running a 1099 report in SkySlope Books, you will see the option to Download IRIS CSV.
Learn how to download 1099s to submit documents to the IRS online.
Updated
Comments
0 comments
Article is closed for comments.