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  1. KWMCAngel
  2. Transmittal
  3. Transmittal Steps

Transmittal Steps

  • Transmittal Steps (AccountEdge)
  • Transmittal Steps (Lonewolf)
  • 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)
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