- DATE:
- AUTHOR:
- The Brokerage Engine team
Fee Bank Clone Option
DATE:
AUTHOR:
The Brokerage Engine team
The Fee Bank page now includes a clone option that allows users to copy pre-existing fees in the bank. Clicking the Clone button on existing fees copies the fee settings into a new template. In the pop-up window, users can enter a name for the new fee, and clicking Save creates the new fee, which can now be edited as necessary.
Required Modules: Commissions
User Permission Levels: Accounting, Admin, System