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Helpstar 115938\115955 There are two new reports available that provide statements of income for brokers
IMPORTANT Due to the potential sensitivity of this data you may wish to restrict access to these reports so that only specific users can run them. THESE REPORTS RELY ON THE SETTING OF THE INCREMENTAL VALUE ON THE BROKER RECORD. Click here to view how to do this. Specific Broker |
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1) Select DB Tools
2) Select Folder Management – Create Missing Client Folders. IMPORTANT set apply to Current Client.
The directory structure is then created.
Each of the APP directories has the sub directories
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