Q. My Market Center allows agents to add a deduction on their greensheet to begin saving for Family Reunion. How should I handle this?
A. You should: Set up a Deduction in WinMORE. Under Enter Deductions make payable to the Market Center. Then, add it to each Associate record for each associate who would like to use this deduction. In Account Edge set up a new liability account using any of your available MC User Defined accounts named Agent Family Reunion Payable. When you receive the money deposit it and code it to the liability Agent Family Reunion Payable account. Set up an Excel tracking spreadsheet to detail who made a contribution or takes a distribution.