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Getting started with NexOne Office
Dashboard
Action items
Calendar
Listings
Transactions
Transaction menu
How to complete a transaction (Quick Guide)
Transaction Reports
Mortgage referral
Trust
Office Referrals
Deposit to be refunded from the disbursement
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
Cashing an advance on a commission
Partners
Canceling a transaction cash receipt
Disbursement of a transaction (pay the commission)
Find a transaction by amount received
Saving the trade record sheet in the EDM
Adding funds to an open credit
Survey's
Sending transaction account statement and invoices to an agent **New**
Commission by Level
How to create a split invoice from a transaction
How to add EFT information for a collaborating Brokerage
How to create an invoice
Copying a Transaction
Documents
Electronic Documents Management (EDM)
Agents / Non-Agents
Accounting
Contacts
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Interactive report
Communication
Tips and tricks
Administration .
FAQ
NexOne Office shortcut for Android
New Features
Transfer of accounting entries
Adding clients and FINTRAC
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Jessica Legault
Owned by
Jessica Legault
May 18, 2020
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