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A transaction cash receipt or an advance having been done beforehand has to be done before you can pay your agent, in the cash receipt section of the transaction the amounts applied received will be displayed. |
Then in the ‘'Disbursements to Agents’' section
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If you have agents that are apart of a team click on the ‘'Create team transaction fees’' this will automatically create royalty fees and deductions. A new window will open ‘'Agents calculated royalty fees - 1 / 2''. Enter the transaction date > Click on the ‘'Next'' icon.
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Continue by clicking on the + icon in front the agents name. A new page will open with the transaction title.
In the ‘'Summary’' section you’ll see all the information related to the commission and the advance given to the agent, if applied.
Under the ‘'Disbursement operation’' section
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If you create an operation with a different date, you must put the same transaction date. If you wish to make a partial payment, you must change the “commission amount to use (without taxes)”, at this time, the royalty fees and the deductions will be calculated based on this amount. |
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➡ Each icon has a different function
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The magnifying glass will allow you to view operation details as well as cancel an operation.
Outside Brokers Disbursements
When clicking on the “Plus” you will open a new window with information on the outside brokers payment (Brokerage name, payment date, amount, payment method, an address section as well as a note section will follow.
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Payment method: In the drop down menu you have choices available depending on the options added in the outside brokers profile. It also allows you to enter the cheque number.
Save
If you need to print a cheque. Click on the cheque book icon to view the payment details and click on the check book logo once again in this section to print the cheque.
Use the following icon to cancel a payment
Disbursements to Lending Institutions
In this section you will do the same steps as paying “outside brokers disbursements”
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