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
