Verify WinMORE and Lonewolf Entries

In this section, you will verify that your Lonewolf transactions for the month agree with your Closed Sales Volume by Associate report from WinMORE.

1. In Lonewolf run 8.7.5. – Select Royalty Fee – put in your Transmittal Month Date Range, All Associates, include Terminated with Activity, Summary, as seen below.
2. Under Send Report to, Click on Screen,to view or Printer if you want to print this report for the monthly Transmittal file.
   
   
   
   
3. To verify the Company Dollar matches in Lonewolf with WinMORE Transmittal Proof Report – in Lonewolf print an Associate Payroll History Report. 8.7.1
   
   
   
   
4. Select dates for current month, Summary, Select All Active Associates.
5. This report is best exported to Excel to view in Legal size. Totals can be added to the bottom of each Fee column listed. ie 90/10 – 80/20 etc,,, See example below
   
   
   
   
6. These totals should match the WinMORE Closed Sales Volume by Associate report.
7. Or a report can be run for each individual Fee under 8.7.5
   
   
   
   
8. Or a Net Fee Report – selecting all Fee plans only – 70/30 - 80/20- 90/10 Royalty can be run as a separate report.
   
   
   
   
   
   
   
9. Report total should match Company Dollar on Financial report and in WinMORE.
10. If it does not, calculate amount of difference and compare each associate total to the total on Closed Sales Volume by Associate Report or call for support to MCASupport@kw.com or regionalmca@kw.com
11. In WinMORE, click Month-End and select Transmittal Proof Report and print the report.
    
    
    
    
12. Make sure that the monthly totals on the Transmittal Proof Report agree with the Totals on the Associate Payroll History totals and on the KWFS_Canada.xls
13. Transmittal Proof Report:
    
    
    
    
14. If these numbers are different, go thru your Payroll History Report and Closed Sales Volume by Associate report Associate by Associate - check each Associate record for accuracy to see what you missed.
15. A quick way to confirm your numbers match in Lonewolf and WinMORE weekly is to run a financial report – Profit and Loss from Lonewolf from the first of the month to current date, and a Closed Sales Volume by Associate report from WinMORE making sure that all closed transactions have been imported and Posted in WinMORE to the same date.