Equus Software

The new Equity section on the Equity Request Details is in its own security section.  This will allow you to secure the equity amount and date fields separate from the…

Homesale Equity Amount Controls - Security Section

A tab has been added to the Relocation Policy screen called 'Policy Settings'.  It was added to store the Equity Advance Limit Percentage field.
This field is used to calculate…

Equity Advance Limit Percentage

You tell the system which accounts in your chart of accounts are equity accounts by assigning them to the Equity Advance or Equity Disbursement account groups on the Account Groups…

Account Groups

The Voucher Audit Logic for equity payments can be turned on or off via Home Sale system preference.
You can disable the voucher audit logic by setting this system preference…

Home Sale  - System Preference

An Equity Amount Controls feature exists within the home sale and expense management modules which can help you make sure that you never pay an employee too much equity.

Homesale Equity Amount Controls - Overview

A section has been added to the Equity Request Details screen with fields to allow you to track the Equity Amount and Equity Date related to each equity request.

 

Equity Request Details

A small embedded control has been added to the Equity Requests screen.  It displays the employee’s Equity Amount, Equity Paid, and Equity Balance.  To determine Equity Amount, it locates the…

Equity Requests Summary Bar

Audit logic has been added to the Voucher screen to warn you if you are going to exceed the calculated Equity Advance Percentage Limit and stop you from exceeding the…

Homesale Equity Amount Controls - Voucher Audit Logic

Homesale Equity Amount Controls

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