Pick the transaction type. The form will show only the fields relevant to it, and the Trade No is assigned automatically.
Tick the fields a new deal should ask for. Locked fields are always required.
Click Upload photo to pick an image, then drag to position it and use the slider to zoom before saving. Square images work best.
Drag the image to position it. Slide to zoom. The circle is what your teammates will see.
You have unsaved changes on this deal. What would you like to do?
Enter your Employee Code and we'll send a password reset link to the recovery email on file.
You followed a password-reset link. Click the button below to verify it and choose a new password.
Your reset link was verified. Choose a new password for your account.
Routing: Ritika Shori (Reviewer) approves first → then Salespeople sign in parallel → then the Broker of Record signs last. Everyone receives an email when it's their turn. The sheet's signature lines adjust to match the number of salespeople.
or browse files · accepts .xls, .xlsx, .csv
| Payee | Bank | Transit | Account | Amount | Reference | Due date |
|---|
Saves a permanent record here and downloads the .txt for TD WBB upload.
Columns (comma or tab separated): name, bank, transit, account, amount, reference, due_date. Header row optional. Paste below, or drag & drop a .csv / .txt file onto the box.
Send a remittance advice PDF to the payee for this EFT payment
When the NOC was received and which originator it applies to.
Old account details on the left, new details on the right.
Tie this NOC back to the APX035 line or report so it's auditable later.
When the item came back and which file it came from.
Who the original payment was for and how much came back.
Codes 908, 910, 914, 918 cannot be re-initiated per CPA Standard 015.
