Transmittal Steps
- Transmittal: Closing the Month - Overview
- Verify Data Files (US/CAN)
- Print and Review Projected Closings (US/Quebec)
- Print and Review Projected Closings (Lonewolf)
- Verify Deposits in WinMORE and Accountedge (US/Quebec)
- Verify WinMORE and Lonewolf Entries
Transmittal Troubleshooting
- Clearing Commission Account out of Balance
- Recreate Associates Capped This Period Report
- Marketing Fee and Technology Fee - MC Monthly Fees
- Upload Transmittal results in period closed error
- KW Commercial Reports for Transmittal Profit Share Calculation
- Company dollar is out of balance between WinMORE and the Financial Statement