How to disburse to lending institutions

First : go to the section "Disbursement" of the transaction in question.

Secondly : go to the section ''transaction Cash Receipts '' and click on ''Add +''.

Third: this page will open and you must select the type ''advance'' for this cash recipe.

Fourth: this page will open and you must fill in the required fields.

Transaction: Selection of the transaction for which you are making the advance.

Agent: To which agent you are making the advance

Lending Institution: What is the lending institution

Tax Date Selection: The date of the cash receipt (can be changed if taxes change, e.g. taxes change on January 1st and you received the money on December 29th you can select December 29th )

Cashed date: On what date you cash the money

Project: Depends on each agency (e.g. by broker, by city, new construction project, etc.) if you don't have a project just select ( empty )

Bank GL Account : In which account you will receive the money

Payment method : Check, Cash, TFE bank debit, Amount already deposited by TFE

Reference No.: Number of your check, or your TFE.

Cheque Date: Date the cheque was written.

Cash Receipt Amount: Amount of advance

Office Fees: The amount the lending institution charges to make an advance to you.

Amount already deposited: yes or no

Fifth : Once all the required fields are completed you click on '' Submit ''.

Sixth : You can now disburse the lending institution; go to the section '' Disbursements to lending institutions '' always in the disbursement of the transaction and click on the green +.

Seventh: this page will open; you must fill in the required fields

Eighth : once filled and verified you do ‘'save and close’'