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.
The additional agent must first be added to the "People" tab. Agents can only see only their 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").
To add new Transaction Expense types; click on the blue "+ Add" button and type in the appropriate Name and Cost information.
If you want to delete an expense, hit the red dash (-) button to the right of the expense.
Once an expense name is added, it will be saved for future transaction use.
Remember to click “Save” when you’re done.