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Finance Introduction

The purpose of this section is to assist in utilizing the Finance tool within the platform. Records of balances transactions, including commissions, payments, adjustments, and other financial activities are all contained in this section.

It offers a user-friendly interface with actionable tools and advanced filtering options to streamline commission verification and approval. How to effectively find, filter, view, execute, approve and handle these transactions is described.

 

 

For an in-depth overview of this section, watch the video tutorial of Finance Configuration here, followed by a detailed step-by-step instructions for each subsection.