Help Center : Overview of the Broker Pay Sheet report

Instructions

This 8 minute video provides an overview of the Broker Pay Sheet report, including:

  • How to run the report

  • How each section is populated

  • An overview of Account Transactions and how they impact this report

To view the video with full screen options, go to https://youtu.be/LGI38R2V87U.

 

How to define Payroll Periods

Diagram of the Broker Draw and Payroll workflow

How to import Account Transactions


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