Adding an Expert ID to a Deal

For each new deal created in Expert, you receive a new Expert Deal ID. This ID looks like FIRM - 0001 (with FIRM being your company's/brokerage's firm code).

After the push, we recommend adding the Expert ID to the Finmo deal. 


If you ever want to reference this deal in Finmo again for payroll or compliance later, you'll be able to search the Expert ID to locate the correct deal in Finmo.

To set the Expert ID, click into the deal in which you want to add the Expert ID.  Then click "Overview" on the left menu.  In the "Details " section find the "Goal-Purchase" block and click the pencil icon.

There you will find a box to enter the Expert ID.  Enter the ID code and select "Save Details" .  

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