Revise Accounting Entities for an Agent | Scribe

Revise Accounting Entities for an Agent

  • 10 steps |
  • 23 seconds
    1
    Navigate to Brokerage Engine.
    alert ordinal icon
    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"