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FR
EN
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
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Transaction reports from Prospect
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Create a transaction report
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
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
•
Copying a Transaction
Documents
Electronic Documents Management (EDM)
Agents / Non-Agents
Accounting
Contacts
Reports
Interactive report
Communication
Tips and tricks
Administration .
FAQ
•
NexOne Office shortcut for Android
New Features
Transfer of accounting entries
•
Adding clients and FINTRAC
NexOne Office - Admin
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Transactions
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Transaction Reports
Summarize
Transaction Reports
Jessica Legault
Holley Vosburgh
Owned by
Jessica Legault
Last updated:
Aug 24, 2020
by
Holley Vosburgh
1 min read
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Jessica Legault
Holley Vosburgh