New Deal – search for address, if it is not there, create a New Deal
Enter Property information
- Exit & Save Property
- Note: If there is no property - close Property form without saving
Enter the following Deal information:
Deal Tab:
- Reference = assign a deal number
- Role = Other Revenue
- Sale Date = Date you are depositing the cheque
- Status = Firm/Firm Approved (Firm Date will default to today’s date)
- Save
Commission Receivable Tab:
- Reset to Defaults
- Other Description = Evaluation (or Appraisal, whatever makes sense)
- Receive From = Name on Cheque
- Other Total = Pre-tax amount of cheque
- Save
Commission Payable Tab:
- Reset to Defaults
- In Other section at the bottom, enter payable line
- Due To & Pay To = Agent’s Name
- Pay From = Commission
- The % Rate column defaults to 100% for the entered Agent
- Save
Scan & Attach documents
- Name = Name or Select from drop down in Value
Save & Close Deal
If you have the payment cheque when you are entering the other revenue deal then follow these steps
Receive Payment(from the Actions Menu within the deal)
- Deal Contract = Name on Cheque (Select this contact from the drop down list in the field)
- Fund = Commission (should default correctly)
- Date = Today's Date (date you are depositing the cheque)
- Reference - Cheque Number
- Amount = should default correctly (if not, change the Other Commission amount or Tax amount on the Commissions Receivable Tab)
- Post
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