The Agency Fee Grid is where users add Fees for Agent Services. Click Insert Row for a new record to be added to the grid. With the new record select the Code field and enter the Item to be added. The drop down list will display Items matching what has been entered.
Select the appropriate Code for this Agency Service. The item is added to the grid and the user may enter the values for the Agency Fee. The Local Curr. Amount will be populated to the Proforma.
Repeat the above until all Items have been added to the Grid then Click Save. Note: You may Save as you go.
Cancel Changes – This button will remove all unsaved items from the Grid.
Delete – This will remove the selected item from the Agency Fee Grid. There is not an “Undo” function so be careful when doing this. You cannot delete Agency Fee Items that have been Approved.
Upload Supporting Documents – By selecting this option you can upload supporting documents for the Agency Fee which will be included in the Disbursement Account.
Approve – In the Port Call, this button Posts the selected Agency Services to accounting.
Revoke – In the Port Call, this button Cancels the selected Agency Services and reverses the accounting entries.
