How to Create an Income Marketing and Services Item in Brokerage Engine Accounting
14 steps
25 seconds
1
Navigate to Brokerage Engine.
Create the Item
2
Click "Accounting"
3
Click on the "Sales" tab.
4
Click "Marketing and Services"
5
Click the "New Item" button.
6
Click on the field and fill in the Name of the Item.
7
Add a description to the field to display it on the Sales Forms.
8
If applicable, type a price/rate for the Item.
9
Select an account from the dropdown menu.
10
Unclick the checkbox for product/service to vendors.
11
Click "Save" once all the information has been inputted.
12
Click "OK"
Search for the Item
13
The Marketing and Services table will display.
14
Type the name of the Item to filter the results.
How to Create an Income Marketing and Services Item in Brokerage Engine Accounting
14 steps
25 seconds
1
Navigate to Brokerage Engine.
Create the Item
2
Click "Accounting"
3
Click on the "Sales" tab.
4
Click "Marketing and Services"
5
Click the "New Item" button.
6
Click on the field and fill in the Name of the Item.
7
Add a description to the field to display it on the Sales Forms.
8
If applicable, type a price/rate for the Item.
9
Select an account from the dropdown menu.
10
Unclick the checkbox for product/service to vendors.
11
Click "Save" once all the information has been inputted.
12
Click "OK"
Search for the Item
13
The Marketing and Services table will display.
14
Type the name of the Item to filter the results.
