How to Perform After Action for a Transaction that Was Not Deposited

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    • 4 minutes
      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 NOT recorded.
      Navigate to Brokerage Engine.

      Locate the Transaction

      Click "Transactions"
      Click "Closed"
      Click "Search"
      Click this dropdown menu to select the name of the Agent.
      Click "Search"
      Once the list of Transactions populate, click on the "Action" button to edit.
      Click "Commission Detail"
      Click "Revoke"
      Click "OK"
      Click "OK"

      Reopen the Transaction

      Click "Toggle Dropdown" to reopen the transaction.
      Click "Reopen"
      Click "OK"
      Click "OK"

      Modify the Transaction

      In this case, we will add a referral to an outside company by clicking on the "Referral" button.
      Click here.
      Select a referring brokerage from the dropdown menu.
      Click this number field to add the rate for the referral.
      Click "Save"
      Click "OK"

      Reclose the Transaction

      Click "COMMISSION_VERIFIED"
      Click "OK"
      Click "CDA_SENT"
      Click "OK"
      Click "TITLE_PAYMENT_RECEIVED"
      Click "OK"
      Click "COMPLETE"
      Click "OK"
      Click "Upload to Accounting"
      Click "No"
      Click "OK"
      Click "OK"

      After Action

      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.
      Click "Process"
      Click "OK"

      Review the Transaction in the Agent's Customer Profile

      Click "Accounting"
      Click "Sales"
      Click "Customers"
      Click the "Search Customer" field to locate by typing the Agent's name.
      Click on the Agent's Name.
      Click "Transaction List"
      We can now see the Invoice for the Overpayment Amount.
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