Go to the transaction section
Here you will find all the transactions submitted in the system
You can search by civic number or by address
Once you’ve located the transaction, click on the pencil to access this folder.
In the above section, open the disbursement tab
Adding a commission cheque
The first thing to do is to verify that the amount in ‘'receivable’' is the correct amount on the cheque.
If there is a difference, make the necessary ajustments and modify the transaction.
If there is a split at the notary or lawyers office, the modifications must be made in the receivable / payable tab. This is where you can specify the origin of the amouts.
2. In the Transaction cash receipt section, click on the ‘'ADD’' button to open a new window.
The transaction can’t be incomplete (red flag) or the ‘'ADD’' button will not be available. If this is the case, go back to the profile of the transction and click on the ‘'Analyse’' tab to find out why your transaction is still incomplete.
Also the transaction status must not be conditional
3. Select the cash receipt type
4. last but not least, you must complete the information relative to the amount received and all sections with an asterisk are mandatory fields to complete.
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