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Volume Brokerage

Volume Brokerage

Owned by Matthew Garrett
Last updated: Feb 15, 2019


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TFS Admin Guide - Table of Contents

Documentation Disclaimer

     

        

The Volume Brokerage screen displays the bonuses or incentives from a financier for meeting a target within a given month.


 Opening the Volume Brokerage Screen - Click here to expand...
  • From the Administration menu, select Templates then Volume Brokerage.
  • From the sidebar, select Templates then Volume Bkg.



 How to Add a Volume Brokerage - Click here to expand...

  1. Click the New button. The Volume Brokerage dialog will be displayed.



  2. Select the financier.
  3. Select the month.
  4. Enter the amount.
  5. Enter the notes, if required.
  6. Click the OK button. The Volume Brokerage dialog will close.


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