Agents Changing Offices

If an agent moves from one office to another office within your brokerage, you will change the office attached to the agent’s profile record. Navigate to Agents>>Setup>>Agents, highlight the agent’s name and select Edit. On the Personal tab select the correct Office from the drop-down and Save. Please note, the … Continue reading

Edit a Deposit Date

Once a Deposit has been attached to Transaction, the system prevents further edits for security and tracking purposes. To edit a deposit date, ensure user has the correct permissions via Setup / Users/Passwords. Highlight the selected User Name and Edit as shown in screen shot below, then Save.   To … Continue reading

Bank Reconciliations

Before beginning your bank reconciliation, go to GL>>Processing>>Post the General Ledger Enter Ending Date equal to the last day of the month you are about to reconcile Click Show Exceptions button If there are exceptions, they will be noted in a grid at the bottom of the screen and you … Continue reading

Constellation1 Commissions Workstation Installation Instructions

This article provides instructions to install the Constellation1 Commissions application on other computers on your internal network. Confirm your computer(s) meet the minimum requirements via Technical Requirements   We recommend that your installer/technician ensure that this is done during our regular installation / conversion hours; Monday – Friday, 9 am – 3 … Continue reading