Log in to your brokerage's system as a System Admin user. 

Click "Reports" in the main dashboard menu. 

Click "Accounting" in the dropdown menu. 

Click "Invoice Split Requests" in the side menu. 

The Invoice Split Request Report allows you to review user requests that an invoice be paid by multiple users. It is up to users with System Admin permissions to approve or reject these requests. 

You can utilize the search bars to filter through requests based on the invoice number, invoice item, and the name of the requestor. In this example, we'll locate an invoice split request from the user Paula. 

Click "Paula Pinel" in the dropdown menu. 

The table will update to display all of Paula's invoice requests. Each request in the table allows you to review the invoice by clicking the invoice number and provides data regarding its due date, item type, status, and invoice amount. 

Click the "Action" button to "Approve" or "Reject" the split request. 

A window will appear that shows details for the request including the agents involved, the split percentage, and additional comments. From there, you can choose to whether to approve the request. 

Agent	Percentage (% of Invoice Total)
Paula Pinel	50
Paula Pinel	50
Comments:

I would like to make two payments

ApproveReject

Click the "Download as CSV / Excel" button to download the report. 

This scribe demonstrates how to generate an Invoice Split Request Report. 

How to Generate an Invoice Split Request Report