Revise Accounting Entities for an Agent

    • 0 step |
    • 23 seconds
      Navigate to Brokerage Engine.
      The Vendor Profile for the Company needs to be created in the Accounting module before the following steps are performed.
      Click on the "Agents" tab.
      Use the "Search Name" field to locate the agent.
      Once the result populates, click the "Edit Details" button.
      Click on the "Commission Details" button.
      Scroll down to the "Accounting Entities" section.
      Click the "Edit Accounting Entities" button.
      From the dropdown list, select the Vendor Profile for the company.
      Click "Save"
      Click "OK"
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