Transmittal Steps
- Transmittal Checklist
- Verify Data Files (US/CAN)
- Validate Listings Taken Metrics (US/CAN)
- Print the Anniversary DA List (US/CAN)
- Print and Review EOM Reports (US/CAN)
- Print and Review Market Center-specific EOM Reports
- Print and Review Associate List (US/CAN)
- Print and Review YTD Closed Production (US/CAN)
- Calculate Set Costs
- Prepare Profit Share Calculation
- Verify Bonuses have been Booked
- Verify Income Tax Has Been Booked
- Update KWRI Invoice Amount - Royalty and Profit Share
- Soft Close Review: Production and Financial Reports
- Check Key Numbers
- End of Month Backup
- Prepare the Transmittal / Close the Month (Step 1)
- Upload Transmittal Files to KWRI (Step 2)