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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.

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



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

 

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

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

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

  1. Click the OK button.





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