Fees & Commissions
How to Create a Split Fee using Own Selection
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental or Sales on the menu heading. 4. Click on the File Name to open file. 5. Customer File will open. 6. Go to the expenses tab (e.g. tenant charges, landlord expenses) and ADD ...
Debit Backdated Fee/commissions
Make sure that the Fee/Commission is already added to the file before proceeding. 1. Click on Accounting on the Main Menu. 2. Click on Fees 3. On the main ribbon bar, select Create Fee. 4. Create Fee screen will open. 5. If necessary, make any ...
How to manage Commission & Fee Splits
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental or Sales on the menu heading. 4. Click on the File Name to open file. 5. Customer File will open. Click on Mandate on the file tab ribbon bar. 6. Scroll to the Commission ...
Fees Report & Fee Reversals
1. Click on Accounting on the Main Menu. 2. Click on Fees 3. On the main ribbon bar, select Fee Reversal/Reports. 5. Fee / Reversal Report is split into three (3) functions: View all Debited Fees Report Fee Reversal process View all Reversed Fees ...
View Pro-Forma Age Analysis
Once a predefined fee is debited, the fee will be removed from the pro-forma age analysis report and appear on the debited Fee reports. 1. Click on Accounting on the Main Menu. 2. Click on Fees 3. On the main ribbon bar, select Pro-Forma Age analysis ...
Manage Predefined Fees
A predefined fee is a set fee with a description, amount, and income account. 1. Click Accounting on the Main Menu. 2. Click Fees 3. On the main ribbon bar, select Predefined Fees. Create New Predefined Fee 1. Click on Add 2. Predefined Fee screen ...
Company Invoices (aka Fee Reports) Reports
1. Click Accounting on the Main Menu. 2. Click Fees 3. Select Company Invoice Reports in the main ribbon bar. 4. Choose between three reports: A) Invoice Summary (aka Fee summary)- A report that will show you a table of all the fees debited each ...
Creating Fee Account for Commission Reports
1. Click Accounting on the Main Menu. 2. Click Accounting Files. 3. Accounting Files Screen will open. 4. Click on + Add Accounting File. 4. New Accounting File prompt will open. 5. Type In a File Name and Description. 6. Select Fee Account from File ...