- DATE:
- AUTHOR:
- The Brokerage Engine team
New External Transaction Referral Number Field
DATE:
AUTHOR:
The Brokerage Engine team
We have added the External Transaction Ref # field to the Commission Detail page. Users can click the Edit button to add the reference number for the transaction. Once saved, this reference number will also appear in the Transaction Reference number field within the brokerage’s TSS site.
Required Modules: Commissions
User Permission Levels: Accountant, Admin, System