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Fee Bank Management
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Create Fee for Fee Bank
Add a Disbursement to Fee Bank
Verify Fee successfully added
Create Fee for Fee Bank
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Click "Commission Schedules"
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Click "Commission Schedule Library"
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Click "Fee Bank"
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Click "Add Fee"
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Enter the name of the Fee in this field
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Select where the fee will be charged too
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Select the Tracking account to track this recovery charge
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Select if wanting to display this fee on agent breakdown or CDA
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Click "No Liability"
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Enter the default amount of Fee
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Tip! Don't worry. While you can set a default amount for a fee, it can be adjusted on each tranaction as needed.
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Click "Save"
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Click "OK"
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Add a Disbursement to Fee Bank
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Tip! This would be used if looking to have a pre-built payout to another entity. example: payment to a TC, assistant, or another agent
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Click "Add Fee"
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Enter the name of this charge
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Select where to chare this payment
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Select if wanting this charge to show on agent breakdown or CDA
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Select "Agent" for disbursement type
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Select desired entity to create payment for
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Enter a default amount for this charge
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Click "Save"
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Click "OK"
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Verify Fee successfully added
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Click "Pending"
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Click here on a existing transaction
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Click "Commission Detail"
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Click this button.
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Click "Add Manual Fee"
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Locate fee in fee bank dropdown
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Click "Cancel"
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Click "Close"
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