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Batch Rev.

Batch Rev.

Owned by Matthew Garrett
Last updated: Mar 22, 2017


     

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TFS User Guide - Table of Contents

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The Batch Revenue Split dialog is used to process the payment of revenue according to split calculations.


 Opening the Batch Revenue Split Screen - Click here to expand...

From the Tools menu, select Batch Revenue Splits. The Batch Revenue Split dialog will be displayed.



 Toolbar Icons Group - Click here to expand...

Refresh ListRefreshes the Revenue list.

Select All ItemsSelects all the Revenue list items. All items will have a tick in the Select column.

Deselect All ItemsDeselects all the Revenue list items. No ticks will appear under the Select column.

Double-click on a Revenue list item to select/deselect an item.

 Batch Revenue Split Filter Group - Click here to expand...

The Revenue list can be filtered through the following methods: 

  • Revenue: the Revenue list can be filtered by [All], Received Revenue, Unpaid Received Revenue, and Unpaid Unreceived Revenue.
  • Filter By: the Revenue list can be filtered by [All], Accountant, Broker, Enterprise, Referred, or Vendor.
  • Entity: A dynamic selection. Will default to [All] except when the Revenue list is populated with data.


 Actions Group - Click here to expand...
  • Pay Splits?: Toggle Yes/No. The default is ="font-style: normal;font-weight: bold;">No. Select Yes to mark the selected splits as paid then click the OK button.
  • Paid Date: is the date the split was paid. The default date is today's date.
 Print Group - Click here to expand...
  • Print Splits?: Toggle Yes/No. The default is Yes. Select Yes to print the selected revenue splits.


OK Button: click the OK button to proceed and close the screen.

Cancel Button: click the Cancel button to cancel any payments.


IMPORTANT CONCEPTS

  • The Pay Splits? and Print Splits? selections occur after clicking the OK button on the Batch Revenue Split dialog.




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