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Customize Greensheet Fields - Add Mandatory Fields

Last Updated: Nov 29, 2017 10:02AM CST
  1. Log on to

  2. Under Technology, click on Greensheet MC Approval

  3. On the left side of the page, click Custom Fields


  4. Enter the field you want to customize in the Agent Detail section (Associate Detail Custom Fields: Custom fields added to the associate detail section can only be type- currency. You do not have the option of top or bottom for placement. The custom field appears in a special section labeled “custom deductions.”)

  5. You can also download the custom field guide for more instruction!

  6. Next, you’ll want to create a liability account in AccountEdge using one of the MC User Defined liability accounts for the purpose of collecting these funds. Please name the account accordingly by going to Accounts > Accounts List > and double clicking on the name of one of your unused user defined liability accounts.

  7. When a DA is posted with one of these custom deductions, you’ll do a journal entry in AccountEdge to debit the clearing commission account and credit the MC User Defined liability account you created.

  8. Note: existing fields cannot be changed to be required fields, a new field must be added to that section and set to required status.

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