Direct Bill: Create A Check For Return Commission
Commission Download and Commission Builder can create check transactions as of Newton Release: March 2014. If your software has already been updated, skip to the section below.
If the option to create a check is not available with Commission Download/Builder, follow the steps below.
- Open the commission download/builder details.
- Select Edit Details….
- Select Do Not Make or Use cash.
- Select Ok.
- Release and process the download.
- Create a Check Using Reconcile Receivables
Create a Check Using Reconcile Receivables
- Select AR -> Reconcile Receivables.
- Enter the company code, and verify the date range is broad enough to find all invoices.
- Deselect Create or use existing cash transaction.
- Select Ok.
- Right-Click on any item, and select Pay All In Full.
- Select Payment Details…
- Select Create a new Check transaction to pay.
- Verify the check type as either Wire or Regular. (You do not need to enter an OA department or OA amount)
- Select Ok.
- Select Perform Reconciliation.
Create a Check Using Commission Download or Commission Builder
Commission download can create a check transaction or use an existing check to pay return commission. Agency Systems will automatically detect a return commission balance and change the default pay option from a cash transaction, to a check transaction.
To view or change the check details, select Edit Details.
To use an existing on-account check, select Use an existing check transation.
Enter the bank code and check number, or select search to find the on-account check.