Register

Applies to:  Broker Center

The Register displays all commission statements, checks, receipts, and journal entries for the broker. More...ClosedThe register for Net Brokers primarily contains journal entries. This is because the broker's commission is deducted from the broker's account receivable at the time the invoice is posted (accrual basis) or paid (cash basis). (information about Net Brokers)

From the sidebar in the Broker Center, select Views > Register.

A brief summary of broker information appears below the broker name. Click herefor information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date Range From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Max # of Records Returned

Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

The broker's accounts payable balance (gross brokers only) through the current date. This total does not change even if you choose a different date or range in View Options.

The total does not include future dated items, nor is it the balance of the register detail.

Key Fields

Actions

Use to quickly perform an accounting transaction on the item. More...

Type

The Accounting Transaction Code for the item. Click to view the transaction detail.

Reference #

For receipt, check, or journal entry rows this is the system-assigned reference number of the transaction

Description

The description entered at the time the item was posted.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.

Please see Workflow: Creating a Pay Commission Statement.

To view a summary of Broker Activity, run the Broker Business Summary report.

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