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How to Download an Agent Customer Statement in Brokerage Engine Accounting
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28 seconds
1
Navigate to Brokerage Engine
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Click "Accounting"
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Click "Customers"
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Search for the Customer and click on the Action button.
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Click "Transaction List"
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Click "Download Statement"
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Click this date field.
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Click "Preview and Print"
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The Customer Statement will populate.
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Click "Download PDF" to create a sharable file.
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