Change Close date on a Closed Transaction | Scribe

    Change Close date on a Closed Transaction

    • Brokerage Engine |
    • 9 steps |
    • 39 seconds
      1
      Navigate to Transaction page
      2
      Click "Commission Detail"
      3
      Click "Toggle Dropdown" arrow located on the "Recal" button
      4
      Click "After Action"
      5
      Click "Close Date"
      6
      Edit Closed date to desired date
      7
      Click "Save"
      8
      Click "OK"
      9
      Confirm Closed date updated
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      Heads Up! You will not see the transaction page (UCC) close date update until the following day from the nightly sync validation since it has already been closed.