DATE:
AUTHOR:
The Brokerage Engine team
Accounting Features

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 


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