This article outlines the steps to remove retrieved bank reconciliation line items via Bank>>Processing>>Bank Reconciliation. If you have over-retrieved records into your bank reconciliation, there are some options to remove those line items: 1. Put a check mark in the Selected column on one or more records. This will enable … Continue reading
This article outlines the steps to manually issue a trust check. Go to Sales>>Processing>>Trust Transactions Highlight trust record and select Edit Click the green plus sign and select Check from the Type drop-down Do not enter Date Paid or Check #; these fields will auto-populate at the completion of the … Continue reading
All agent sales by default are “incented” which means that the sale will count towards their commission plan to move them up the tiers in the plan. On occasion, there are sales that you do not want to count towards those tiers. For those sales, you mark those as “Not … Continue reading
This article outlines the steps to find and fix a Trial Balance and Balance Sheet that are out of balance. The most common cause is transactions that cross months. All dates, on agent check records, need to be in the same month as the Payment Received date on the Details … Continue reading
To create a budget, go to GL>>Processing>>Budget. Assuming you are creating the budget for 2021, click the Fiscal Year End down caret and select 12/31/2021. Then click “Create Budget from Previous Year.” Your budget will populate in the left pane. You can then highlight and edit … Continue reading
This article provides instructions to enlarge icons and text size via the Remote Desktop Connection. Log into the remote session, right click anywhere on the screen and select “Screen resolution” Click on “Make text and other items larger or smaller” Select “Let me choose one scaling level for all my … Continue reading
You cannot close a sale without having a payment record; the sale closes during the Issue Commission Payments process. As a workaround, you can add an agent record for zero dollars and go through the check issuing process.
This article highlights the steps to integrate (or re-integrate) Commissions with QuickBooks® Desktop. Launch QuickBooks® and login with the Admin credentials, only the Admin account can grant access via Integrated Applications. Launch Commissions, and navigate to Setup / Company Profile / Accounting Select Verify Accounts icon You will be presented … Continue reading
To re-activate an agent, go to Agents>>Setup>>Agents, click on the Dates down caret and remove the Termed/End Date. You can find out which agents are de-activated by running any report with an Agents tab. Before running the report, click All, then click Select Terminated Only.
GENERAL Application rebranded from Emphasys/Back Office to Constellation1 Commissions; including logos, product names & license agreement. Users may have to re-initiate QuickBooks® Desktop Integration Accounting / Search Escrow/Trust Deposits allows users to disburse escrow/trust deposits on a closed transaction if configured SETUP Company Profile / Fees can be configured to … Continue reading