How to Perform After Action Paid at Title with a Posted Deposit and a Reversal | Scribe

    How to Perform After Action Paid at Title with a Posted Deposit and a Reversal

    • 54 steps |
    • 4 minutes
      1
      Navigate to Brokerage Engine.
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      This Transaction was paid to the Agent at the Title Company. Additionally, when this transaction was closed, the deposit was posted to the Bank Register. The After Action Function can only be performed once.
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      The Title Settlement Clearing Banking Account must be configured on Brokerage Settings to be able to perform After Action Paid at Title.
      2
      The deposit posted to the Bank Register.

      Search for the Transaction

      3
      Click "Advance Search"
      4
      Type at least 4 characters and click "Search"
      5
      Click the Action button to navigate to the transaction.

      Revoke and Reverse the Transaction

      6
      Click "Revoke"
      7
      Click "Create Reversal Journal Entry"
      8
      The date for the Reversal will default to today's date. Use the small calendar icon to pick another date.
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      It is recommended to create Reversal Journal Entries only for transactions closed during an accounting period that has been locked.
      9
      Click "OK"

      Reopen the Transaction

      10
      Click the arrow to display the dropdown menu.
      11
      Click "Reopen"
      12
      Click "OK"
      13
      Click "OK"

      Modify the Transaction