Brokerage Engine Support

How to Setup Restrictions for Allowances


Overview:

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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