ENSURE YOU RECOUP ALL OF YOUR AGENTS EXPENSES DUE!
Did you know that you can kill two birds with one stone by posting your Vendors/Suppliers Invoices AND post the charges to your agents in the same step?

When posting ACCOUNTS INVOICES in 5.1 you can choose to post either a portion or all of a Vendor/Suppliers invoice to General Ledger account 12100 A/R Recoverable – Agents (In our standard chart of accounts.) Choosing this 12100 account will provide an opportunity to ensure that you allocate the correct amount to any agents as needed. This ensures that you recoup from your agents every penny you intend.

SAVE TIME WHEN BILLING GROUP EXPENSES!

Do your agents have certain recurring monthly charges that are due every month? Maybe monthly desk fees or monthly franchise fees? If so, save time by customizing your agent's profiles “Edit Agents/Staff” in menu option I.1.1 under the EXPENSES tab. The EXPENSES tab allows you to indicate what each individual agent has due every month as per their contract with you. Generally, the EXPENSES tab should include items that do not change in price from month to month. Do you need to add a new recurring monthly charge to all your agents today? In “ADD NEW CHARGE TO ALL” in menu option 8.4.3.4. you can add a new recurring monthly charge to multiple agents or all your agents.

Once you have customized your agents profile to include the recurring or static charges, then on a monthly basis you can post that all agents owe you their contracted monthly items for a particular day each month. In POST RECURRING EXPENSES option 8.4.3.2., you can on a monthly basis post that your agents owe you the items in their profiles. This one step posting allows you to charge ALL the agents ALL the recurring items as per their customized profiles with one easy step and prevents accidentally omitting charges that should be collected.