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Getting started with NexOne Office
Dashboard
Action items
•
Calendar
Listings
Transactions
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Transaction menu
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How to complete a transaction (Quick Guide)
Transaction Reports
Mortgage referral
Trust
Office Referrals
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Deposit to be refunded from the disbursement
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How to generate and send an invoice to a lawyer or other brokerage
Disbursements
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Cancelling a cash receipt and commission payment
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Paying an external agent from the Trust Account (B.C + Alberta Only)
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How to cancel an agent payment
Quick Access
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Cashing the commission of a transaction
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Cashing an advance on a commission
Partners
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Canceling a transaction cash receipt
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Disbursement of a transaction (pay the commission)
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Find a transaction by amount received
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Saving the trade record sheet in the EDM
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Adding funds to an open credit
Survey's
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Sending transaction account statement and invoices to an agent **New**
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Commission by Level
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How to create a split invoice from a transaction
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How to add EFT information for a collaborating Brokerage
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How to create an invoice
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Copying a Transaction
Documents
Electronic Documents Management (EDM)
Agents / Non-Agents
Accounting
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Interactive report
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Administration .
FAQ
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NexOne Office shortcut for Android
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Transfer of accounting entries
•
Adding clients and FINTRAC
NexOne Office - Admin
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Transactions
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Disbursements
Summarize
Disbursements
Holley Vosburgh
Owned by
Holley Vosburgh
Dec 07, 2020
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Holley Vosburgh