How do I transfer agent funds. (Management Commission)
Select the Agent tab from the main menu / transfer funds / select sage company / the display will show you anything to be transferred. Items in red cannot be transferred because the landlord has not yet been paid. Items in black will be crossed and can be transferred.
Transferring agent funds, transfers your commission from the landlord client account into your office account. Make sure that the correct office bank account has been selected by checking the
Bank To account, bottom left.
De-select ( un-cross ) any item you do not wish to transfer at the time then select transfer, top left when you are ready / click Yes and the items will be transferred from the landlord bank account into the selected office bank account. Transferred items will then disappear from the posting wizard which may now be blank or may contain un-selected items in black, or items that are displayed in red.
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