1. Click the Properties menu
2. Click the (+) new button to add a new property
3. Select add property manually
4. Click Start

1. Select the company
2. Select the status from the dropdown
3. Enter pending date
4. Enter est. close date
5. Select the type code
6. Select the accounting code (RESIDENTIAL REFERRAL, etc.)
7. Select the property type
8. Select the income type (Referral income, etc)
   • Additional Broker Commission
   • Appraisal
   • Audit Unknown
   • Broker Opinion of Value
   • Broker Price Opinion
   • Commercial Investment
   • Commercial Lease
   • Construction Management
   • Consulting Fees
   • Corporate Services
   • Development
   • Document Fees
   • Escrow Fees
   • Forfeiture Fees
   • Home Warranty
   • Industrial Lease
   • Land Lease
   • Legal Documents
   • Maintenance
   • Marketing Fees
   • New Construction Draws
   • Office Lease
   • Other Commercial Lease
   • Other Residential Income
   • Other
   • Preferred Alliance
   • Property Management Consulting Fees
   • Property Management
   • Referral Cap (RTRF) Charge
   • Referral Income
   • Research Fee
   • Residential Lease
   • Retail Lease
   • Sales Transaction
   • Scribe Worksheet OI
   • Transaction Fees
9. Enter in the address information
10. Click Add

Basic property information

1. To enter the misc agent, click the word none (hyperlink)
2. Type a portion of the agent's name
3. Click the search button
4. Click the name of the agent
5. Click save

Add commission info

1. Click Commission submenu
2. Enter the selling price
3. Enter the comm price
4. Enter the percentage (%) of the listing commission or enter dollar amount that represents the gross income received
5. Click save

1. Click Agent Net List submenu
2. Make adjustments to agent commission breakdown if needed

When posting without full accounting

1. Click Post submenu
2. Enter the post date for accounting by typing in the field or selecting it in the calendar button
3. Click post

When posting with full accounting

1. Click Post submenu
2. Enter the post date for accounting by typing in the field or selecting it in the calendar button
3. Select to Direct Deposit or Write Checks now ?
4. Click in the box/es under print
5. Enter check number
6. Select bank account check is to be written from
7. Enter date for checks / direct deposits by typing in the field or selecting it in the calendar image
8. Select Record Payments received ?
9. Select how many checks made up the payment for the other income
10. Enter the check # and payee information
11. Enter payments received date by typing in the field or selecting it in the calendar image
12. Click post