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The Finance Shop Release Notes

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

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

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