Process agent remittance

Owned by Fiona Hardy
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 process agent remittance

1. Agent fees in BACS/ABA Cheque Run

  • During the Landlord Payment Run, the agent fees are paid and moved to the BACS/ABA & Cheque Run

2. Process as normal

  • When ready to make payment to the agent, process as normal

3. Print agent remittance details option

Once the payment is created on the Prepare BACS/ABA and Cheques screen:

  • Click the option to Print agent remittance details

  • Select Excel Report

4. 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

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