Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Current »

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

  • No labels