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This guide has been reviewed against our global client base and classed as relevant all regions

This page outlines how to add or edit options offered in the marketing expenses screen in AgencyCloud via the Setup Marketing Expenses screen

From AgencyCloud 12.144+, a key contact can request access to the Setup Marketing Expenses screen by contacting Reapit Support, click here to request this

This guide covers:

Marketing expenses functionality is available for both advertising and non-advertising expenses, and includes marketing packages

For information on marketing expenses functionality, click here

Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

Accessing Setup Marketing Expenses screen

From main menu:

  • Click user name/office

  • Select Configuration and click Setup Marketing Expenses

  • The Setup Marketing Expenses screen will be displayed

Adding/editing marketing expense types

To add a new marketing expense type:

  • Select Marketing Expenses (top left)

  • Click Add
    This action clears the right side of the screen, ready to add the new expense details, see table below

To edit an existing marketing expense type:

  • Select the expense on the left

  • Make changes on the right

  • Click Save

Any marketing expense types added here can be added to a marketing package, see next section

The following settings are available:

Code

Ignore this field - when adding a new expense type, the code will be automatically added when the expense is saved

Name

A name for the expense type, e.g. Brochure

This name will be seen in the list of expenses select from

Description

A more detailed description of the expense type

This will be seen along with all other expense detail after selecting the type

Type

Select the type of expense, options are:
Advertising, Board, Brochures, Photography/Floorplan, Other

Publication and

Ad size

Only applicable when Advertising type is selected (as shown above)

Select the required publication and advert size from the list

Supplier and

Invoicing

Applicable for all expense types except Advertising

Select the required supplier (or add new) and choose whether you wish to Pay supplier from client account

Nominal code

Select the relevant nominal code for this expense type

Cost

Enter the net cost of the service

Vendor Charge Net

Enter the net charge to the vendor
This is the amount that will be used when raising the invoice (plus VAT)
Where charges are being uplifted by the agent, this figure will be a higher value than the actual Cost noted above

Agency Charge Net

Enter the net charge to agency
This is the amount that that the selling/letting agent is contributing towards the total cost - this is recorded for information and/or reporting purposes

Neg Charge Net

Enter the net charge to negotiator
This is the amount that that the selling/letting negotiator is contributing towards the total cost - this is recorded for information and/or reporting purposes

VAT Code

Select the relevant VAT option

Offices

If the expense is only to be used by specific offices, click Select and choose the relevant offices

If the expense is to be used by all offices, leave blank

Adding/editing marketing packages

To add a new marketing package:

  • Select Marketing Packages (top left)

  • Click Add
    This action clears the right side of the screen, ready to add a new marketing package, see table below

To edit an existing marketing package:

  • Select the package on the left

  • Make changes on the right

  • Click Save

Marketing expense types (as shown in the previous section) are selected to form a marketing package

The following settings are available:

Code

Ignore this field - when adding a new package, the code will be automatically added when the package is saved

Name

A name for the package, e.g. Standard package 1

This will be seen in the list of packages to pick from

Description

A more detailed description of the package

For info on this screen only

Items

Click Add then select the marketing expense items that this package consists of

Items offered are those set up in the Marketing Expenses screen (see previous section)

Once added, the order of the items can be changed:
hover over the item, a double-headed arrow icon is displayed, click and drag the icon to order the items as required

Items can be deleted:
select the item on the right and press delete on your keyboard

Offices

If the package is only to be used by specific offices, click Select and choose the relevant offices

If the package is to be used by all offices, leave blank

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