Set a Transaction Coordinator/Assistant in Fee Bank for Default Payout
17 steps
|
6 minutes
Add New Transaction Coordinator/Assistant in Fee Bank
1
From the "Transactions" tab select the "Commission Schedules" option
2
Click on “Commission Schedule Library” to access and review the list of available commission schedules
3
Click on “Fee Bank” to view and manage the list of available fees
4
Click on “Add Fee” to create a new fee entry for your list
5
Enter the display name, which will be the name shown for this fee
6
Select the party responsible for paying this charge
7
Click "Agent" for disbursement type
8
Select the recipient of this charge
9
Enter the default amount for this charge
10
Click "Save"
11
Click "OK"
Verify Transaction Coordinator/Assistant Charge is Available in Fee Bank
12
From the "Transactions" tab select Pending
13
Find a current pending transaction
14
Click on “Commission Detail” to open and review the full breakdown of commission information
15
Click this Action button to view fee details
16
Click on “Add Manual Fee” to create a fee
17
Confirm the new Transaction Coordinator/Assistant charge appears in this dropdown menu
