This Transaction was paid to the Agent by Electronic Transfer and at Brokerage. The After Action Function can only be performed once.  Additionally, when this transaction was closed, the deposit was not posted and was sent to Undeposited Funds instead. The Bank Deposit was then recorded. 

Click this dropdown menu to select the name of the Agent. 

Once the list of Transactions populate, click on the "Action" button to edit. 

Since the Transaction has been Deposited, then it cannot be revoked without the Deposit being deleted.

The message below will appear, therefore the Deposit needs to be deleted. 

Additionally, the Activity Log will display the message that the Revoke Transaction Failed. 

Samanta Maisuls Revoked Transaction Failed

Click "View register" of the Account where the Deposit was recorded. 

Locate the Deposit and click on the row to open the Transaction. 

Click "Toggle Dropdown" to reopen the transaction.

In this case, we will add a referral to an outside company by clicking on the "Referral" button.

Select a referring brokerage from the dropdown menu.

Click this number field to add the rate for the referral.

The After After Action Checklist will appear. Select the corresponding checkbox to prompt the system to automatically remove any newly created unbatched payments from the EFT payments in the Work Queue.

Click the checkbox for the system to link the now lower bill amount to the higher bill payment already distributed to the Agent.

Selecting this checkbox will create an overpayment invoice for the Agent, to cover the Referral amount. 

Select the Account to Deposit from the dropdown menu.  

Select the date of the Deposit by clicking on the small calendar icon and the Payment Method from the dropdown menu . 

Click here to select the Journal Entry for the Deposit.