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
| This report lists the applications for an individual broker (specified in the dialogue box), that have settled in the period that was defined. IMPORTANT This report relies on the Brokerage (Incremental) values having been defined against the broker record in TFS Administration |
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All Brokers
| This report lists the applications for an individual broker (specified in the dialogue box), that have settled in the period that was defined. IMPORTANT This report relies on the Brokerage (Incremental) values having been defined against the broker record in TFS Administration |
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Hi Peta
I have turned on linked files for all contexts. When you create a new client the folders will get created automatically.
If it is an existing client you can follow these steps to create the directories
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