Staff - Balances

Created by Al Ceric, Modified on Tue, Jul 9 at 6:27 PM by Al Ceric

To set balances and amortize an amount over settlements for any type of deduction, such as loan or escrow, navigate to the Staff Profile and locate the Balances section under Compensation settings.


Click "Add Another" to open a pop-up window where you can:

  • Select/Add Deduction Type: Choose or add the type of deduction required.
  • Specify Deduction Type: Indicate whether the deduction is amortized or recurring.
  • Add Original Balance: Enter the original balance to define your payment amount.


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