Revise Accounting Entities for an Agent
- 10 steps |
- 23 seconds
1
Navigate to Brokerage Engine.
The Vendor Profile for the Company needs to be created in the Accounting module before the following steps are performed.
2
Click on the "Agents" tab.
3
Use the "Search Name" field to locate the agent.
4
Once the result populates, click the "Edit Details" button.
5
Click on the "Commission Details" button.
6
Scroll down to the "Accounting Entities" section.
7
Click the "Edit Accounting Entities" button.
8
From the dropdown list, select the Vendor Profile for the company.
9
Click "Save"
10
Click "OK"
