Fee Bank Management | Scribe

    Fee Bank Management

    • 29 steps |
    • 2 minutes

      Create Fee for Fee Bank

      1
      Click "Commission Schedules"
      2
      Click "Commission Schedule Library"
      3
      Click "Fee Bank"
      4
      Click "Add Fee"
      5
      Enter the name of the Fee in this field
      6
      Select where the fee will be charged too
      7
      Select the Tracking account to track this recovery charge
      8
      Select if wanting to display this fee on agent breakdown or CDA
      9
      Click "No Liability"
      10
      Enter the default amount of Fee
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      Tip! Don't worry. While you can set a default amount for a fee, it can be adjusted on each tranaction as needed.
      11
      Click "Save"
      12
      Click "OK"

      Add a Disbursement to Fee Bank

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      Tip! This would be used if looking to have a pre-built payout to another entity. example: payment to a TC, assistant, or another agent
      13
      Click "Add Fee"
      14
      Enter the name of this charge
      15
      Select where to chare this payment
      16
      Select if wanting this charge to show on agent breakdown or CDA