Set up your team for success with global settings from a centralized space.
From the Settings menu, select Company Settings
Company
Enter Company Details (company name, phone number, address, etc) to be added to your custom invoices, statements, and more.
Agent Email Send to Back Office can be toggled on if you would like the Account Verification Emails to come to the admin when initially setting up Users
Click the Save button in the lower right-hand corner
Voucher Approval
Manage your Voucher Approval process by requiring up to four levels of approval before a voucher becomes active. This helps promote consistency and accuracy, minimizing room for error.
Turn on by toggling on Active Voucher Approvals
Toggle on Turn on Inside Agent Approvals to require all inside agents on a deal to approve as the first step of the process
Select a single or multiple users (either/or) required to review a voucher before moving to the next level
Each step in the review process will allow for an approve or reject option
Statement
Save a comment that will display on the bottom of all generated Statements.
Default Bank Accounts
Define your default Deposit and Agent Payment bank accounts here. For more information on setting up bank information, review this article.
QuickBooks
Set up your QuickBooks Online integration here. Check out these articles for detailed set up instructions for QuickBooks Desktop and QuickBooks Online.
* PLEASE NOTE: this tab is bring phased out in favor of QuickBooks integrations being managed from our Integrations menu item.
Agent Bonus
Choose on a global level how Agent Bonus will affect agent gross totals.
Notifications
Turn on Deposit Notification emails to notify contacts outside of Commissions whenever a new deposit has been posted
Turn on Deposit Notification emails to notify contacts outside of Commissions whenever a new deposit has been posted.
Accounting Type
During initial implementation this allows you to set your standard Accounting Type, including Cash, Accrual, or Hybrid.
Show Post Month Field PLACE HOLDER
Enable Charge Auto Posting PLACE HOLDER
