How to Perform After Action for a Transaction that Was Not Deposited | Scribe

    How to Perform After Action for a Transaction that Was Not Deposited

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    • 4 minutes
      This Transaction was paid to the Agent by Electronic Transfer and at Brokerage. The After Action Function can only be performed once. Additionally, when this transaction was closed, the deposit was not posted and was sent to Undeposited Funds instead. The Bank Deposit was NOT recorded.
      Navigate to Brokerage Engine.

      Locate the Transaction

      Click "Transactions"
      Click "Closed"
      Click "Search"
      Click this dropdown menu to select the name of the Agent.
      Click "Search"
      Once the list of Transactions populate, click on the "Action" button to edit.
      Click "Commission Detail"
      Click "Revoke"
      Click "OK"
      Click "OK"

      Reopen the Transaction

      Click "Toggle Dropdown" to reopen the transaction.
      Click "Reopen"
      Click "OK"
      Click "OK"

      Modify the Transaction

      In this case, we will add a referral to an outside company by clicking on the "Referral" button.
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