All Actions
The following actions are available from the Broker Center sidebar.
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Activity |
Open the Activity/Suspense form to enter a new activity for the specific broker. The activity cannot be deleted. More... |
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Broker |
Launch the Broker setup form to add a new broker. More... |
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Check |
Open the Check form to enter a check to the selected broker. More... Use to issue refund checks to brokers on their accounts receivables. More... |
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Journal Entry |
Use the Journal Entry form to make adjustments to the broker accounts receivable. More... |
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Notes |
Use Notes to enter additional broker information. Notes can be deleted. More... |
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Pay Commissions |
Launches the Pay Commissions Statement Modifiers form, where you can create commission statements for gross brokers. More... |
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Receipt |
Opens the Receipts form pre-filled with information for the selected broker. Receipts entered in the Broker Center most often consist of payments received from brokers for broker accounts receivable. More... |
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Suspense |
Opens the Activity/Suspense form for you to enter a new follow-up reminder for a task related to this broker and assign to a specific employee. More... |