Show Deductions Detail in Commission Tab
Please show the breakdown of "additional deductions" on the commission tab within a transaction. currently, you have to click the "Edit" button to see the individual deductions that make up "Additional Deductions". Thank you!
Katie Yohn
shared this idea
Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
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Dane Farris
commented
Any MC specific deductions are not included in the Financials or Commissions tabs. Our only option is to open the PDF for each transaction to properly account for deductions.
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Sarah Corder
commented
If we have multiple agents with multiple deductions, there isn't an easy way to see the breakdown. We are currently manually tracking deductions, so we need to be able to itemize correctly. The breakdown on the Financials tab currently only lists the deduction name and amount, not which agent it goes to.
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Michael O'Brien
commented
I've noticed that some of the details contained in the deductions are not listed in the financials tab. The same thing happens with outside referrals - for example, the financials tab shows us the agent's name, but not the office name or address. Some of these details do populate on the DA, but it would be helpful to have that information without having to go through the DA download process.