The Goal: Update your NAR e-commerce dues Split Settings so that newly added fee items are correctly split between National, your local Association, and States.
Before You Begin:
- You must have staff access to the Real Estate Edition settings.
- Have ready the new fee items (saleable items) that must be split.
- Know which entity each fee item should be split to (National, Association/local, or States), along with any bank account numbers needed.
If you have added new fee items that must be split, use the following instructions to update your Split Settings.
Step-by-Step Instructions
- Click Settings in the left-hand rail.
Go to Settings, Real Estate Edition section, click Real Estate Finance Settings.
[NEW v2 SCREENSHOT NEEDED: capture this step in tenant 2349 or 4001 showing the v2 nav]
- To add a new fee item, click the
icon in the Split Settings section.
- Select the fee item you wish to include in the split from the Saleable Item list.
- Select the entity to which funds should be split from the Split Association list. Options are pre-populated for National, Association (local) and States.
- Enter your bank account numbers if needed.
- Repeat the steps above to add additional fee items if needed.
- When all desired goods/services have been associated to a split, click Save.
Common Pitfalls
- Forgetting to save before leaving the page: Split changes are not applied until you click Save. Add all fee items first, then save once at the end so no split is lost.