How to Link the Bank Account for an Agent | Scribe

    How to Link the Bank Account for an Agent

    • 17 steps |
    • 40 seconds
      1
      Navigate to Brokerage Engine.

      Link the Bank Account

      2
      Click the "Agents" tab.
      3
      Click the "Active" option.
      4
      Click the "Search Name" field and look up the Agent.
      5
      Click on the Action button.
      6
      Click the "Commission Details" button.
      7
      If the Agent has their Bank Account information, it will be displayed under the "Bank Accounts" section.
      8
      Click the Link button to send the Bank Account information from the front end of the system to BE Accounting.
      9
      Click the "OK" button.
      10
      Click "OK"

      Verify the Bank Account on the Vendor Profile

      11
      Click "Accounting"
      12
      Click the "Expenses" menu.
      13
      Click the "Vendors" option.
      14
      Click the "Search Vendor" field and type the name.
      15
      Click the Action button.
      16
      Click "Bank Accounts"
      17
      The linked Bank Account information will display.