Access roles: Bookkeeper


Some top producing agents, entire offices or even realties have agreement that allows for monthly billing. In that case provider sends one invoice that summarizes charges for multiple jobs that were performed for that agent or group of agents.


The invoice preparation consists out of two stages:


1. Creation of a group report. The group report is a convenient way to review the pay period, allows for manual adjustments and corrections to reflect special circumstances.


2. Creation of invoice out of the group report. Invoice is only can be reviewed. Very little changes are allowed. Invoice can be saved in the database and exported into excel or PDF document. Once payment is received and registered on the invoice form all jobs in this invoice get status "paid".


To create a group report you will have to go to "Reports->Reports Realty".

When reports form is open we  select the duration of the report. In most cases we will need "Last month", however any time period can be selected. We can select jobs by scheduling dates (preferable) or by dates when job has been received.



Next, we need to select a group of people for the report. We use a chain Brand->Realty->Office->Agent, where Realty is Largest granularity allowed, i.e. you can not generate a report for the entire brand. In our example we generate report for "Dreamtown" realty. In order to find this realty faster you can start typing name of the realty in the filter box above the list of realties. If you need to create this report for office or agent you need to specify office and realty name accordingly. After the group is selected you will need to click "Search" button.



That brings a list of jobs for review




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