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Revenue

Revenue

Owned by Matthew Garrett
Last updated: Feb 21, 2019


     

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TFS User Guide - Table of Contents

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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.
  5. Click the OK button.



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



IMPORTANT CONCEPTS

  • The Primary Revenue type Application Brokerage cannot be changed in this dialog. This can be edited on the Brokerage section of the Calculations screen.
  • At any time users can create new fees for an application. Doing so will require re-calculating on the Calculations screen.
  • Revenue splits can be created from this screen.
    • To create a split from an existing template, from the Template drop-down list select the required split template.
    • To create new revenue split, click the New toolbar icon.