Automate the processing of commission payments, ASP or PHP

================================================== **Please view the following 2 videos in order to better understand the description underneath:** [login to view URL] [login to view URL] ================================================= ## Deliverables **New general info fields per client:** + set a default routing + account for each client + check a box if the client has submitted a power of attorney for BSL **When accepting settlements...** **1)** Enter transactions (commission payments) + dates (negotiators would enter) + error checking (routing # should be 9 digits, only numbers in account #) + can set a new routing + account # for each transaction or use the default + Select from a pull down menu the negotiator name who settled this account + enter the settlement % (amount saved) **2) Accounting -> ** + Add list of negotiators so that a drop down box can be used + view report of settlements per negotiator per month + special user/pass to access this area + set the routing and account for CD clients (a one time activity) + set the routing and account for BSL clients (a one time activity) + set BSL value: (for example, $5,000) + Export all pending transactions to send up to the current date into a file to import into Singlepoint (see the video talking about the file format). Example: 101 091000022 091000xxxxxxxxxxxx94101U. S. Bank SinglePoint 5220CURADEBT SYSTEMS 4262611228PPDACH ITEM 100210 109100002000 6270219069343232xxx5330 0000000000BOFA 0028 3/9 ROSEMARY 009100002000 6272652704131210xx98558 0000000000HSBC 0460 KYLE 0091000020000 62703xxxxxxxxxxxx2506 0000000000CHASE 2665 1/9 MICHAEL 0091000020000 627122xxxxxxxxxxx8803415 0000000000JUPER 9034 1/2 RYAN 0091000020000 62721xxxxxxxxxx236379709 0000000000MERRICK 0105 BARBARA 009100002000 + Export as a default to deposit to the account set for CD clients or BSL clients based on where the client is set as a "BSL" client or not in the client area (a checkbox) up to the BSL value for the month and then after that allocate to the other deposit account. + Allow accounting to easily click and move transactions from one deposit account to the other, keeping the client name and details visible so that he can se what he is doing. **3) Import into singlepoint** Accounting will import the text file into singlepoint and send the transactions. File to be imported into single point to be a CSV comma delimited file. **4) Accounting clicks** "Transactions sent to singlepoint" **5)** Commission payments are set as scheduled and show up in the client area under where the settlement commission payments show (in website). **6)** Accounting can view a report of batches sent with client name, creditor, installment info and all details so that he can manually enter into Quickbooks for each client and then check a box showing that it has been entered into Quickbooks. No integration with Quickbooks is needed. Accounting will manually integrate the report to Quickbooks.