How to Download an Agent Customer Statement in Brokerage Engine Accounting | Scribe

    How to Download an Agent Customer Statement in Brokerage Engine Accounting

    • 10 steps |
    • 28 seconds
      1
      Navigate to Brokerage Engine
      2
      Click "Accounting"
      3
      Click "Customers"
      4
      Search for the Customer and click on the Action button.
      5
      Click "Transaction List"
      6
      Click "Download Statement"
      7
      Click this date field.
      8
      Click "Preview and Print"
      9
      The Customer Statement will populate.
      10
      Click "Download PDF" to create a sharable file.