Create Pass-Through Income Library Template
Overview:
In this article, we'll go through the step-by-step instructions to create default templates to be available when using the pass-through income function on the commission detail page. Please find the available resources below.
- Create templates to select from to save time for using commonly used concessions
- Able to still adjust any setting from the template when adding
The Pass-Thru Income Library Template is not a default configuration. To have enabled, please request this directly from your BE CSM.
Quick Reference:
Link to Full Step-by-Step Guide
