Add a Person for Disbursement | Scribe

    Add a Person for Disbursement

    • 12 steps |
    • 2 minutes

      Add a Person for Disbursement

      1
      Click "Commission"
      2
      Click "Disbursement Agents"
      3
      Click "New Agent"
      4
      Add the persons full name phone number and email are optional
      5
      Click "Save"
      6
      Click "OK"

      Verify Person is available for disbursement

      7
      Click "Commission Schedules"
      8
      Click "Commission Schedule Library"
      9
      Click "Fee Bank"
      10
      Click "Add Fee"
      11
      Change disbursement type to agent
      12
      Search for persons name in liability agent field