n the Financial Center, from the sidebar menu select Views > Budgets.

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.

Commissions Payable

Applies to:  Financial Center

The Commissions Payable view shows in progress, ready to pay, and paid statements for the date range you've specified in View Options.

Key Fields

Action

The Create a Check to the Employee icon appears in this column if the status of the commissions payable statement  is set to Ready to Pay. Click the link to open the create check dialog box.

Name

The employee or broker's name for which the statement was created. Click the link to open the Employee Center for the selected employee.

GL Date

The date the check for the commission payable statement was posted to the General Ledger. Paid statements appear at the end of the list.

Ref #

A number assigned to the posted check transaction by the system. Often you can use the reference number to locate all of the transactions associated with the number.

Amount

The total dollar amount of the items chosen to pay on the statement. The amount may not be the original total if you have chosen to partially pay items in the report.

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...

Pay Commissions by creating a new statement?