To manage or change which notifications you're subscribed to and how you'd like to receive them, click the dropdown arrow next to your name in the top right of the app and then click Settings. Notifications can be received in three ways: In-app: You ...
Adding/Updating Brokerage Tax ID Head to your Brokerage menu (the menu with the gear cog), click Edit Settings Add/update your Brokerage's Tax ID Turning on Tax Reporting In your Brokerage Menu>Settings, scroll down to the Allowable tax year field ...
Administrator As an administrator you can set up your Agent with a user account, please invite them into the system via their profile in the Account Management section.
If your contact information changes or you want to receive payments in your incorporated name, you'll want to keep your brokerage up-to-date! To make changes: Click My Profile in the menu on the left. On your profile page you'll see all of your ...
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in QuickBooks Online>Settings page under your Integration menu. *mapping ...