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TFS User Guide Table
TFS User Guide Table
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The Revenue screen lists all revenue associated with the finance application. This will include brokerage from the calculations in addition to any documentation and other charges created as fees.


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titleOpening the Revenue Screen - Click here to expand...
  • From the Application menu, select Revenue.
  • From the sidebar, select Application then Revenue.

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titleHow to Add a Revenue Item - Click here to expand...
 


  1. Click the New button. The Revenue dialog will be displayed.

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  2. Enter the revenue details.
  3. Click the Split tab.
  4. Enter the split details.
  5. Click the OK button.



Note

Note: Default is 100% Broker. Splits are only required if the revenue is to be split between parties.

Click the OK button




Note

IMPORTANT CONCEPTS

  • The Primary Revenue type Application Brokerage cannot be changed in this dialog. This can be edited on the Brokerage section of the Calculations screen.
  • At any time users can create new fees for an application. Doing so will require re-calculating on the Calculations screen.
  • Revenue splits can be created from this screen.
    • To create a split from an existing template, from the Template drop-down list select the required split template.
    • To create new revenue split, click the New toolbar icon.