Brokerage Engine Support

Upcoming System Updates

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Default Liability Account for Disbursement Type Fees

When adding a fee with the fee type "Agent" or "Brokerage" selected, the Liability Account field will automatically fill in with the default payable account chosen in the brokerage settings.

Anticipated Release Date: 7/72023

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Customer Statement can now be made visible to Agents

You can now allow your agents direct access to their Customer Statement from their Invoices tab.  Enabling this feature will replace the existing agent statement with the Customer Statement from the accounting module.  This will allow agents to view all of their invoices, payments, and credits within a selected timeframe.  This feature is only available for BE Accounting users. 

This is available UPON REQUEST - please contact your Brokerage Engine Customer Success Manager to enable this feature.

In Case You Missed It...

Other Information Fields Now Visible on Commission Detail Page

The "Other Information" fields from the transaction detail page are now visible in the transaction information box on the commission detail page.

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