Creating Fee Account for Commission Reports

Creating Fee Account for Commission Reports

1. Click Accounting on the Main Menu.

2. Click Accounting Files.

3. Accounting Files Screen will open.

4. Click on + Add Accounting File.

4. New Accounting File prompt will open.

5. Type In a File Name and Description.

6. Select Fee Account from File Type drop-down.

7. Click Ok to create new accounting file.

8. New Accounting File will appear in the list of accounting files.

9. User can now link the Fee Account to the (a) agent profile,  (b) link to mandate for splits commissions, and  (c) link to commission/fees and (d) link to predefined fee.