Training Tasks Group 06 - Posting a Transaction
In darwin, all transactions are found in the Properties menu. Training Tasks for Certification of Training Task Group 5 will show users how to Post a transaction when using darwin for full accounting and Post a transaction NOT using darwin for full accounting.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 06 - Posting a Transaction are found below.
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- 6.11 Post a transaction
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- 6.12 Post a transaction and then write checks in the same screen
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- 6.13 Post a transaction without writing checks but record payment received in the same screen
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- 6.14 Post a transaction and record multiple payments received in the same screen
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- 6.15 Post a transaction and record payment(s). Then deposit the payment at the same time in the same screen
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- 6.16 Post a transaction Paid at Closing
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- 6.17 Stop a transaction from submitting to dash at Post
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- 6.18 Unpost and Re-post a transaction
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- 6.19 Record Commission Deposit after transaction is Posted (end of the day "bulk" deposit scenario)
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- 6.20 Print commission checks after the property was Posted (end of the day "bulk" Agent Payment scenario)
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- 6.21 Pay Agents by Direct Deposit
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- 6.22 Record Commission deposit in advance of the closing
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- 6.23 Move a commission pre-payment deposit
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- 6.24 Apply Bill Deducts while POST
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