Allowance Report

Only available if Agent Allowance feature is enabled

Overview:

In this article, we'll cover how to locate and interpret the Allowance Report. Please find the available resources below.

Permission Level:  Admin + Billing & Compliance

Report Details:

• Primary purpose for this report is to see all activity related to allowances within a selected time frame
• Ability to filter by Agent, Office, or type of transaction with allowance
• Filter by type will allow you to see all deposits, any adjustments or even payments where allowances were utilized within a selected time frame

  
  

Navigation:

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