The Agency Dashboard (Agent Version)

The Agency Dashboard (Agent Version)

Within the ‘Agent’ module you have the Agency Dashboard, which is an overview of the financial activity –


Client Control Account

 

This shows the activity in the client account from receipting the rent to transferring agent fees

Financial Headlines

 

This shows the double entry to the client account

Bank Accounts

 

This lists the bank account activity which is fed through from Sage

Company Overview


This is a List of Decorus control accounts

Office Dashboard

The office dashboard gives you an overview of your finances using charts and graphs.


Sage Audit

This is a mirror image of the postings within Sage.




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