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Customize Greensheet Fields - Add Mandatory Fields

Last Updated: Apr 03, 2018 12:40PM CDT
  1. Log on to mykw.kw.com
  2. Under Technology, click on Greensheet MC Approval
  3. On the left side of the page, click Custom Fields

    https://kwri.desk.com/customer/portal/attachments/827605

  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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