Referral Closing Entity Company Name Options

Referral type closing entities now have the option for users to capture the entity’s legal and display/DBA names for accounting purposes. On the Closing Entity Detail page, users can click the Accounting Info button to open a new window where the new Company Legal Name field can be used to save the official name of an entity. Once a company name is saved, the change is automatically updated on the entity’s accounting records, which can be reviewed by clicking the View in Accounting button which will forward users to the related Vendor Detail page in the Accounting module.

Required Modules: Commissions, Accounting 

User Permission Levels: Accounting, System