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Grand Total ֏0
Pending ֏0
Paid Out ֏0
Income $0
Commission ֏0
Finances
USD received → AMD converted → salaries & bills → balance
Display
Commission
Income Received
Salary
Bills
Column 1
Column 2
Column 3
Column 1
Column 2
Column 3
UEC Payments
# CLIENT NAME AL APD MTC GL AGENT MARKETING MARKETING 2 SOURCE
Hold & drag to scroll · Click to mark
# CRM
LOG		 MCS-90
MCP-65		 CLIENT AGENT MARKETING MARKETING 2 UNITS EFFECTIVE TYPE LINES PFA BF BOOKED NOTES
General Agencies
Finance Companies
Employee Roster Showing for
Charges
ACH · ZELLE · WIRE
CREDIT CARD
Balances
EFT
+ ADD EFT ENTRY
PAYEE NAME
DATE
AMOUNT
EFT TYPE
STATUS
Bind
BIND
ENDORSEMENT
Add Type
⚙ Charge Settings Manage types, statuses & CHARGE REASONs used in Charges page
Bills List
Showing for — click + Add to include in that month
👥 User Management
Check an office to grant access. Expand to choose which pages the user can see within each office.
Confirmed Payments
Dashboard
B/E Type
📋
Add Closed Account
Fill in all required fields below
CRM Ready
Mark when entered in CRM system
LOG
Mark when logged
MCS-90
MCS-90 endorsement on file
MCP-65
MCP-65 endorsement on file
Add to Tax page ()?
Salary Assignment
Breakdown — USD
Breakdown for
Add Office
Marketing Persons
Add the names of your marketing team. These appear as a dropdown when adding commission entries.
📊 Import from Google Sheets
💡 In Google Sheets, select all your charge rows (including header), copy with Ctrl+C, then paste below.
Expected columns: # · Company Name · Charge Date · Amount · Balance · B/E · CHARGE EFFECTIVE DATE · Status
📋 Import Chase Transactions
💡 Go to Chase online banking → Activity, select your transactions, copy (Ctrl+C), then paste below.