The Brokerage Engine team
Commissions Accounting Agents

New Agent Disbursement Type Option for Manual Fees 

AUTHOR: The Brokerage Engine team

When adding manual fees, users will now have the option to select Agent under the Disbursement Type field. This new designation allows users to charge an Agent for accounting purposes and triggers the Liability Agent field to appear in the system. Once selected, this Agent’s name will be added to the Distribution section of the transaction’s Commission Detail page. 

Required Modules: Commissions

User Permission Levels: Accounting, Admin, System Admin 

Powered by LaunchNotes