Once you’ve opened the transaction, you must open the DISBURSEMENT tab.
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A transaction cash receipt or an advance has to be done before you can pay your agent, in the cash receipt section of the transaction the amounts received will be displayed. |
Then in In the ‘'Disbursements to Agents’' section:
Continue by clicking Click 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 applicable.
Under the ‘'Disbursement operation’' section
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The Magnifying glass: Allows you to visualise visualize the details of the transaction type.
The Garbage can: Allows you to cancel the amount.
The Plus sign: Allows you to add a fee.
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To make a payment (if there is an amount to pay the agent) click on the “plus” and a new window will open. You must complete the following fields: amount of the payment + benificiary beneficiary + date + payment mothod method (you can modify if needed, depending on your choice use the drop down menu to select your option )+ cheque number.
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You will be brought back to the “Disbursement operation” page. Once the balance amount on the bottom right is at zero dollardsdollars, click on the “Submit” section on the top of the page.
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Click on the ADD + button to open a new window where you can enter the check number, payment date, client with drop down menu will automatically choose the beneficiary and enter amount to reimburse.
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You also have sections to add an address and notes
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If you wish to have a record of of all the operations done in this transaction, click on the “Operation Records” in the tab at top of the page |
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You also have access to letters, trust account, receivable/payable, recalculate taxes, print cheques and accounting entries. |
Before exiting the transaction, make sure the status says “Completed”. Found in transaction profile.
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Completed! |