The Agent Module (Agent Version)

The Agent Module (Agent Version)

The 'Agent' module contains tools, features and reports relating to the Agent side of the software


Options Section

 

Agent Process

Please see document ‘Agent Process’ for more details

Landlord Adjustment

Please see document ‘Landlord Adjustment’ for more details

Client Control

Please see document ‘Client Control’ for more details


 Banking Section


Tenant Receipt

Please see document ‘Receipting Rent’ for more details

Tenant Refund

Please see document ‘Tenant Refund’ for more details

Benefit Receipt

Please see document ‘Receipting Housing Benefit’ for more details

Contact Receipt

This allows you to receipt money from contacts that are not yet tenants, you need to make sure the contact record is updated into Sage before doing this, by ticking ‘Update Sage’


Front Desk Receipts

Please see document ‘Front Desk Receipt’ for more details

Landlord Payments

Please see document ‘Landlord Statement and Payment’ for more details

Landlord Receipt

This is used when a Landlord has made a payment, it is the same procedure as a ‘Tenant Receipt’

Supplier Payments

Please see document ‘Paying the Supplier’ for more details

Transfer Agent Funds

Please see document ‘Agent transfer Process' for more details

Bank Transfer

This allows you to transfer funds between bank accounts, which also updates Sage

 

Bank Payment

This allows you to enter a bank payment, which you can either select as an office transaction, i.e. fuel payments, stationery etc. or put it against a property, which also updates Sage

 

Bank Receipt

This allows you to enter a bank receipt, which you can either select as an office transaction, i.e. fuel payments, stationery etc. or put it against a property, which also updates Sage

 

Journal

This allows you to make a journal entry, which also updates Sage

 

Pay NRL Tax

Please see document ‘Paying NRL Tax’ for more details

Tax Reports Section


NRL

Please see document ‘Paying NRL Tax’ for more details

Schedule 23

Please see document ‘Schedule 23’ for more details

 

There are also tabs on the bottom left of the screen

 

Agency Dashboard

Please see document ‘Agent Dashboard’ for more details

Office Dashboard

This gives you an overview of the income and expenses


Sage Audit

This gives you a mirror image list of the audit trail in sage



    • Related Articles

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