Users (agents)

Field Definitions Commission Base Transaction Amount= the total amount of each collected transaction Commission Amount= the established commission for the clients owing on the accounts

The purpose of this document is to demonstrate the variety of ways that Primary Agent is Assigned, Removed and Expires. Primary Agent Assignment reflects a detailed note as to why, how, and by whom the primary agent was assigned, removed or expired...

Primary agents Primary agents are users who receive commissions for payments taken. The following document describes how the primary agents is set and the logic behind selecting a new primary agent when appropriate. Primary Collector Da...

Setup-Users Profiles, left click a profile From the User Profile list: Left click to view a user profile Scroll down to the "Agent Goals Settings" section Specify a specific number of days that an account should sta...

Within a user profile, the Settlement/Payment Section comprises fields that are specific to the users settlement and payment preferences. User Settlement / Payment selections are subordinate to the Client Settlement / Payment options I...