How to Configure the Allowance Restriction Accounts
20 steps
|
2 minutes
1
Navigate to Brokerage Engine.
How to Review the the Allowance Restriction Accounts
2
Click "Accounting"
3
Click "Settings"
4
Click "Configuration"
5
Click the Optional Settings button.
6
The Optional Accounts will display. For the Allowance Restriction Accounts, only Accounts that have been determined for Marketing purposes will display as an option.
How to Select an Account for Marketing Puposes
7
Click "Settings"
8
Click "Chart of Accounts"
9
The Chart of Accounts will then display if an Account is selected for usage on the Commission and/or Marketing module.
10
Click "Settings" to make an Account available for the Commission and/or Marketing module.
11
Click on the "Marketing" checkbox.
12
Click "Save"
13
Click "OK"
How to Configure a New Allowance Restriction Account
14
Click "Settings"
15
Click "Configuration"
16
Click the Optional Settings button.
17
Select the Account made available for Marketing Purposes from the dropdown menu.
18
Click "Save"
19
Click "OK"
20
Moving forward, an Agent will be permitted to use their Allowances to pay an Invoice issued from a Marketing Opportunity tied to an Account configured under the Allowance Restriction Accounts section.
