...
Info |
---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
Panel |
---|
panelIconId | 1f5d3 |
---|
panelIcon | :calendar_spiral: |
---|
panelIconText | 🗓️ |
---|
bgColor | #FFEBE6 |
---|
|
Available from version 12.173 |
Panel |
---|
panelIconId | 1f527 |
---|
panelIcon | :wrench: |
---|
panelIconText | 🔧 |
---|
bgColor | #EAE6FF |
---|
|
Configurable option for Enterprise customers To request this option to be enabled on your system, click here to contact Reapit Support |
A configuration option is available to provide tenancy income report functionality - this gives the ability to run two detailed tenancy income reports, outlined below
The tenancy income reporting screen allows two types of reports to be run: Fees & Commission report Detailed report which gives an indication of fees/commission earned that can be broken down by negotiator/office - this report outputs to a grid and is outlined in more detail here: Fees & commission report (tenancy income report)
Tenancy Income & Forecast report This report, which is output to Excel, gives an indication of expected income from both invoiced and pipeline fees which can be broken down by negotiator/office - this report outputs to Excel and is outlined in more detail here: Tenancy income & forecast report (tenancy income report)
Image Added |
Panel |
---|
panelIconId | atlassian-yellow_star |
---|
panelIcon | :yellow_star: |
---|
panelIconText | :yellow_star: |
---|
bgColor | #FFEBE6 |
---|
|
To get full benefit from the tenancy income report, it is advised to enable tenancy fee allocation/split functionality, which allows one or more of the following to be specified per tenancy: negotiator fee split as a percentage office fee split as a percentage negotiator fixed fee commission One, some or all 3 can be enabled, depending on business requirements
This functionality is outlined in more detail here: Tenancy commission allocation (or fee splits) - configuration option |
Related articles
Filter by label (Content by label) |
---|
showLabels | false |
---|
max | 8 |
---|
sort | modified |
---|
showSpace | false |
---|
reverse | true |
---|
cql | label = "tenancy-income-report" |
---|
|
Tip |
---|
For information on other accounts reports available, click here: Reporting (accounts) |
Note |
---|
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
Excerpt |
---|
|
A configuration option is available to provide tenancy income reporting functionality - this gives the ability to run two detailed tenancy income reports on fees/commission and also income and forecasting |