In the “Financial" tab, you can edit the Transaction Financials, and Transaction Expenses. Note: If there are additional agents that you are co-representing, you can input expenses that are agent specific. This will only work if you have already put the additional agent in under the "People" tab. Agents can only see their own expenses. Managers can see all Agents expenses. (If you are setting up these financials, to create a field that is a percentage instead of a flat amount, make sure the field code of the user field ends with "-percent").
In order to add new Transaction Expense types; click on the green "Add" button and type in the appropriate Name and Cost information. If you want to delete an expense, simply hit the red dash (-) button to the right of the expense. Once you add a Name, it will be saved for future transactions reuse.
Remember to click “Save” when you’re done.
