How to Configure Commission and Marketing Accounts
- 8 steps |
- 2 minutes
1
Navigate to Brokerage Engine.
2
Click "Accounting"
3
Click "Chart of Accounts"
4
Click "Settings"
5
You can choose which accounts you wish to be visible and which are for commissions and/or marketing from the settings area. Only accounts with the marketing checkbox checked will be in the drop-down list for selection when you link the general ledger account to that product or service, whether a user is setting up marketing opportunities or recurring subscriptions. This prevents the user from choosing the wrong account. The same can be established for Commission.
6
Click on the corresponding checkbox if you'd like a particular account to be available for Commission and/or Marketing items.
7
Click "Save"
8
Click "OK"
