Reprint agent remittance / report on agent fee paid to business account

Owned by Fiona Hardy, created
Last updated: Aug 11, 2022
2 min read

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

This guide outlines how to use the Agent Remittance By Date report to reprint agent remittance or report on agent fees paid to the business account

1. Access report

From Reports on the main menu:

  • Select Custom Reports

  • Click Agent Remittance By Date

 

2. Select dates

  • Enter the required date range
    Enter the date range in the fields or click Date Range to select a pre-set range, e.g. last week

  • Click Report
    The report will open in Microsoft Excel

 

3. Excel report

  • The first sheet in the Excel workbook is a PivotTable, use the PivotTable Field List to display the data in varying ways

  • The second sheet in the workbook entitled Agent remittance shows the full breakdown of transactions

Related articles

Â