Change Close date on a Closed Transaction

    • Brokerage Engine |
    • 0 step |
    • 39 seconds
      Navigate to Transaction page
      Click "Commission Detail"
      Click "Toggle Dropdown" arrow located on the "Recal" button
      Click "After Action"
      Click "Close Date"
      Edit Closed date to desired date
      Click "Save"
      Click "OK"
      Confirm Closed date updated
      Heads Up! You will not see the transaction page (UCC) close date update until the following day from the nightly sync validation since it has already been closed.
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