Transactions are any monies not tracked as part of a settlement commission: any ad-hoc money in or out on the agent ledger.
Add Transaction
To get started:
- Click the Red Plus button
- Choose Add Transaction
- Select the Type (If you have none to select, you can set them up by following this support article - Custom Values: Adding Custom System Values)
- Enter a Description
- Enter a dollar figure in the Amount field
- Choose if it is an Earning or a Deduction (note negative values appear between parentheses)
- Click Add to Ledger
