How to Process an Underpayment for an Agent Once After Action is Performed
- 0 step |
- 3 minutes
Navigate to Brokerage Engine.
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 posted to the Bank Register.
Search for the Transaction
Click "Transactions"
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Click "Closed"
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Click "Search"
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Click this text field to search by address.
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Click "Search"
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Click the "Action" button to open the transaction page.
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Click "Commission Detail"
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Click "Revoke"
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Click "OK" (Reversal Journal Entries are optional since the Deposit was Posted).
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Click "OK"
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Reopen the Transaction
Click "Toggle Dropdown" to reopen the transaction.
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Click "Reopen"
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Click "OK"
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Click "OK"
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Modify the Transaction
In this case, we will remove a referral to an outside company by clicking on the "Referral" button.
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