How to View Deposit Entries from the Commission Detail Page
10 steps
|
36 seconds
1
Navigate to Brokerage Engine.
View Linked Deposit Recorded in Undeposited Funds
information ordinal icon
The steps below guide you through viewing a recorded deposit after answering "No" to Posting the Deposit when Uploading to Accounting.
2
From the Commission Detail Page of the Transaction, click on the "View Entries" button.
3
Click the "View In Accounting" button under the Main Journal Entry.
4
The system will display the Main Journal Entry in the BE Accounting Module.
5
Click "Linked Transactions"
6
A prompt window will display with options. Click on the date for the Deposit.
7
The system will display the Deposit Detail Page which contains the deposit entry for the Linked Transaction.
View Linked Deposit Recorded through a Deposit Journal Entry
information ordinal icon
The steps below guide you through viewing a linked deposit after answering "Yes" to Posting the Deposit when Uploading to Accounting.
8
From the Commission Detail Page of the Transaction, click on the "View Entries" button.
9
Click the "View In Accounting" button under the Deposit Journal Entry.
10
The system will display the Deposit Journal Entry in the BE Accounting Module.