Mar 22, 2023
If you have added new fee items that must be split, use the following instructions to update your Split Settings.
- Click Setup in the left-hand navigation panel.
- Click Real Estate Finance Settings in the Finance section
- 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.