How to Review the the Allowance Restriction Accounts
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Click "Accounting"
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Click "Settings"
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Click "Configuration"
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Click the Optional Settings button.
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The Optional Accounts will display. For the Allowance Restriction Accounts, only Accounts that have been determined for Marketing purposes will display as an option.
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How to Select an Account for Marketing Puposes
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Click "Settings"
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Click "Chart of Accounts"
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The Chart of Accounts will then display if an Account is selected for usage on the Commission and/or Marketing module.
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Click "Settings" to make an Account available for the Commission and/or Marketing module.
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Click on the "Marketing" checkbox.
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Click "Save"
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Click "OK"
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How to Configure a New Allowance Restriction Account
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Click "Settings"
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Click "Configuration"
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Click the Optional Settings button.
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Select the Account made available for Marketing Purposes from the dropdown menu.
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Click "Save"
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Click "OK"
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Moving forward, an Agent will be permitted to use their Allowances to pay an Invoice issued from a Marketing Opportunity tied to an Account configured under the Allowance Restriction Accounts section.
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