Letter Templates

Letter Maintenance   We have provided you with some templates that can be changed, modified or customized to suit your company’s needs.  The quickest and easiest way to customize your templates is to go to the Set Up Menu and Letter templates.. Double click on the letter you wish to … Continue reading

Letter Templates Node on the System Default Tab

The letter templates are stored at C:\Program Files\LES\quickTRS\Data\Current Documents  OR C:\QOCEE\quickTRS\Data\Current Documents OR C:\Program Files\Emphasys\quickTRS\Data\Current Documents by default. Network users must navigate to the appropriate network drive instead of C:, such as \\yourservername\Data To find out where the data path is for the program by going to: Help \ Database … Continue reading

Company Tab On Company Profile

If you need to change any information that was originally set up when you added the New Company, this is where you would do so. Under the Set Up menu click Company Profile. Click Edit to modify the screen. For our Canadian Users  Please enter Transmitter/Magic Number as well as … Continue reading

Creating Resources

Create a library of your company’s resources that are categorized by External Agents, Brokers, Buyers/Sellers, Attorneys, Advance Companies and Miscellaneous.  Basically, anyone who does not work in your brokerage can be classified as a Resource. To add a name as one of the Resources, select Resources from the Set Up … Continue reading

Creating Commercial Commission Rules

Creating Commercial Commission Rules Select Commission Rules > Commercial from the Set up menu and click New icon. Enter the necessary data as described below: Comm Rule The unique label you assign this commission rule. (ex. Builder) **The label you assign cannot be used more than once. Description A brief … Continue reading

Creating Residential Commission Rules

Enter the necessary data as described below: Name The unique label you assign this commission rule. (ex. 5eq%) **The label you assign cannot be used more than once. Description  A brief description of the residential commission rule.  (ex. Selling 2.5%, Buying 2.5%) Up to & = Four different levels of … Continue reading

Creating Team Commission Plans

On occasion, Brokerages have the requirement to create specific commission plans for Teams, where all members of a team will contribute to a common commission plan. Select Commissions on the left Blue tool bar. On the Additional Configuration, to ensure that it will be a team plan. Some Additional Notes … Continue reading

Creating a Partial Payment Commission Plan

A Partial Payment Commission Calculation type plan would only be used with the following assumptions: 1) When the user DOES NOT want the existing calculation logic to automatically calculate ALL values based on the existing proportionate commission plan logic where the Flat Fee would be calculated based on the amount … Continue reading

Correcting Escrow/Trust Deposits

Incorrect Deposit- If this has already been posted to QuickBooks, the remedy to correct would be to add a new deposit and choose the action of Reverse from the drop down menu, use the date of the deposit made first, and select post immediately to void the original deposit. Then … Continue reading

General Ledger Accounts

The General Ledger Account Number, Accounting System ID and General Ledger Account Type MUST be the same as those that have been configured in QuickBooks®. Setup / General Ledger Accounts Select NEW icon at top right of window to add a new general ledger account. You can also EDIT or … Continue reading