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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➡ Each icon has a different function
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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 (you can modify if needed, depending on your choice use the drop down menu to select your option )+ cheque numbermethod , there are 3 different methods by cheque, by electronic fund transfer (must be done in the broker's profile, here is How to add an electronic fund transfer to a agent profile. ) and by bank transfer. Then enter the broker's address and notes about this payment to identify the transaction.
You’ll also see in this section an “address” section with your agents information already filled out and a “notes” section to add something related to this transaction.
“SAVE AND CLOSE”
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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Once again you are brought back to the disbursement page so you can apply disbursements to the other agents implicated on this transaction.
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If the agents taxes are at zero and they must be applied, click on recalculate taxes. If they remain at zero, open agents profile and add tax information. |
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The Cheque book icon will allow you to see the payment details
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In this section you will do the same steps as paying “outside brokers disbursements”
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Balance to
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Seller
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
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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. |
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If the agents taxes are at zero and they must be applied, click on recalculate taxes. If they remain at zero, open agents profile and add tax information.
Before exiting the transaction, make sure the status says “Completed”. Found in transaction profile.
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Completed! |