Ad-hoc Debits & Credits

*Note: Permissions may apply
 
Debit & Credit Commissions is an add-on module. Request more information via our Client Change Request Form.
 
In addition to recurring income and expenses, ad-hoc debits and credits can be manually applied against each agent via their Staff Card on the Debits/Credits tab.
For example, if the office was to purchase a Vendor settlement gift and the agent was to reimburse the office for this expense, it could be entered as a debit.
 
Alternatively, If the agent was to receive a 1 off bonus payment, it could be entered here as a credit.

 

 

1. Click My Office from the main menu

 

 

2. Type the Staff member's name on the Left Panel and the staff member will appear on the staff results panel

 

 

3. Click the Staff members name to open their staff card

 

4. Click the Debits/Credits tab and select Add Debit/Credit

 


5. Enter the following then click Save:

*required fields


*Date: Select the date of the Debit/Credit

Category: Select supplier category (if applicable. *Note: Categories for supplier items can be added via System Configuration > Advanced > Other Options)

*Supplier: Select supplier from the drop down (*Note: Supplier items can be added via the supplier tab of contacts with the contact class ‘Supplier’ or Office Supplier items can be set up under > My Office > Edit Details > Supplier Items)

*Item: Select supplier item from the drop down

GST: Select if price includes or excludes GST

*QTY: Select quantity

*Price: Confirm price for item

*Debit/Credit: Select if the item is to be applied in the specified period as a debit or a credit.


 

These items will be included when submitting an Agent Net Commission Payment Report for the specified date period.

 

All items are summarised on the tab and will remain so, even once they have been included in an Agent's commission reporting.

 

6. Edit: Edit any entries by clicking on the relevant item and updating the information.

 

7. Print Summary & Generate Invoice: If you would like to print a summary, you can do so by clicking print, or alternatively, you can generate an invoice.

However, per period ad-hoc debits & credits will be automatically included in the agent’s commissions reporting.

 

For commission-only agents, ad-hoc debits and credits can also be applied so they can be deducted from their commission as part of their reporting.

 

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Was this information helpful?
light-box Image