Brokerage Engine Support

How to Setup Restrictions for Allowances


In this article, we'll cover how you can restrict the usage of allowances to only be used on invoices tied to specific general ledger accounts.  

Important to know:

  • This feature requires having the BE Accounting Module enabled.
  • Requires full Accounting permission level to access and configure accounts for Allowance restriction.
  • Before configuring which accounts you want to restrict for allowances, you need to make sure the GL account is checked for 'Marketing'.  

Primary Purpose:

  • Give client ability to setup own business rules for which type of invoices agents can use their allowance on.  This could be restricting to only Marketing related invoices, a particular type of marketing item, or even just invoices related to recurring charges.

Quick Reference:

Link to Full Step-by-Step Guide

Feature Release Date:  06.09.2023

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