Commission Summaries
The Commission Summaries page is where you can see the entire Agency/Office Commissions as well as add new Commission Summaries.
The Summaries include all:
- Current
- Successful
- Unsuccessful
- Archived Commissions
As per all our menus in the software you also have filter options and you can also save your favourite Summaries with the saved search function:
Commission Summaries allows you to:
- Add New Summaries
- Edit
- Download Summaries for the the Office and the Consultant
You can also mark Commissions as successful or unsuccessful.
If you do not see the Finances menu, you either don't have permission to view it or your package does not include this module.
Only staff with Admin and Management permissions will be able to see this section as default.