How can I view what deals will be included on my upcoming pay?
How can I view what deals will be included on my upcoming pay?
The 'Audit Approved – Upcoming Pay' report has been added to your broker dashboard. This report lists all deals that have been approved by compliance and will be included in your next pay.
Currently Veritas is only connected to Scarlett to import deals into Veritas. Development of the BOSS connection is currently underway. Finmo will be connected shortly after the BOSS integration. In the meantime, you can create new deals manually in ...
Yes, files created in Scarlett appear in Veritas automatically, typically within ~4 hours. You can also pull a specific deal into Veritas on demand using the Import From Scarlett button and entering the Application Number.