When adding same referral company in a property, add referral list - information will pop as a validation that the Referral has been already added:
However, there are situations where user will have to add two Referrals with the same corporate name for accounting purposes.
To add same referral company in property, the following steps should be used:
- Add the same referral with the same corporate name in People menu
- Click People menu
- Click new button
- Choose Referral from person type dropdown list
- Enter first name and last name
- Click add button
- Enter the same corporate name
- Check the box to use corporate name (for accounting records)
- Click save
- Add the Referral in the property
- Click Property menu
- Locate for the pending property using the search button
- Click Commission submenu
- Click + button to add Referral
- Click magnifying glass to search
- Click show advanced filter options
- Enter the corporate name and it will show the two referrals
- Click the first referral to add
- Click add
Repeat the process from Step 4, this time choose the second referral.
After posting the transaction
- Click Bills menu
- Click Pay Bills submenu
- Choose company from the dropdown list
- Filter the result by typing in referral name
- Or filter by typing a portion of the associated property address
darwin Cloud user can write the check for each or both Referral vouchers.
