Use this feature to track Agent Expenses that can be paid back out of their Commission Earnings. Manage whether or not to recoup these expenses within every Agent Payment.
Set up Agent Expenses
In the settings menu select Agent Expense
This will open the Agent Expense List which lists all posted Expenses for all Agents
Click Generate Expenses to post a new Agent Expense
This will open the Agent Expenses Generation screen
Click Add Record to add a new Agent Expense
Select Agent from drop down menu
Input date Expense Charge should be applied
Select Charge Categoryfrom drop down menu that fits this Expense
Input Description of Expense
Input total/Original Amount of Charge
Input Charge Amount (this may be different from the total Amount)
Put checkmark in Include in Period column unless you do not want this expense charged to the Agent in the next period
Click Post in the lower right-hand corner to save
Agent Expenses can be seen in the Agent Payables Ledger
Manage Agent Expenses within Agent Payment Process
When posting an Agent Payment (see this article for instructions on this process), click on Agent Expenses to manage which, if any, Agent Expenses will be pulled from this batch of Payments.
This will show a window listing all Agent Expenses queued for deduction from this Agent Payment
From here you can Edit, Delete, or uncheck 'Include in Period' to save an expense for later
