The Agent Transfer Process

• Related Articles

• 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 ...

• Adding new property (Agent Version)

  Adding a New Property   -  Click on the 'Property' tab in the top bar and then choose 'New Property'.   -  This will open a blank property record.   -  Fill in all the details (A Sage department code is automatically assigned every time you create a ...

• Adding a Supplier Invoice (Agent)

  Adding a Supplier Invoice (Agent)     - To create a new supplier invoice, go to the 'Supplier' module. - Male sure you are in the supplier invoices screen (bottom left corner). - Select the 'New Invoice' button from the top tool bar. - In the new ...

• Tenancy Schedule (Agent)

  Tenancy Schedule - Agent   The 'Tenancy Schedule' window is where the advanced rent schedule appears; in this window you have various tabs along the bottom. To get to the schedule window, go into a tenancy record and click 'Activity' from along the ...

• Tenancy Activation - Agent Version

  Tenancy Activation - Agent Version   - Go to the tenancy module. - Double click on the pending tenancy you wish to activate. - If a window pops up asking 'Do you wish to set the status to ACTIVE' click 'No'.   For expired tenancies only; if you see ...