Reports -> Partner Fee Summary
Steps:
- Select the correct date
- Refresh the report
- Check the value
- Release the fees
When you release the fees, the system automatically ticks the field on the monthly row called “Is Ready For Invoice” on all the instruments.
Should you wish to hold one partners fee back, but release all the other fees, you can release the fees and manually un-tick the “Is Ready For Invoice” on the applicable monthly fee row of the instruments of that partner.
Last Updated on 11 years ago by Walther