Zipi Financial vs. Banking Module
Zipi Financial Bank Account
To add a bank account for sending and receiving electronic funds transfers, go to the Zipi Financial settings in the Marketplace.
The Banking module is for accounting purposes (bank feeds and reconciliation). This is where you can connect your checking, savings, trust account and credit cards.
Bank Feeds and the Banking Module
The reason users can connect a bank to Zipi Banking module is to eliminate the need to upload or enter transactions manually. If a bank is not listed then the user will need to enter by hand each bank transaction, or import bank statement CSV files ...
Pay Invoices using Zipi Financial
You will receive an email for the invoice Click Open Invoice Details to view the invoice Click Open in Portal to view the invoice in Zipi
Insights Dashboard Widget - A mini Reporting Tool that can be used to track Agent Caps, Deals by Status, Income Goals and several other categories for the current day, week, month or year. Board - Boards allow you to organize your Insights Dashboard. ...
The Rules Module
The Rules module in Zipi lets you create compensation plans for your brokerage. In this article, we will go through the different options available and what they mean. We will cover: The Rules Page Filtering Rules Creating a Compensation Profile The ...
How to Connect Your Bank Account to Zipi Pay
Zipi supports all US banks for Zipi pay funding source. Some banks may just be able to be instantly connected while others may take a couple of days depending on the banking relationship. Zipi Pay - The reason a user will connect a bank to Zipi Pay ...