How to use reports to list all agency charges to review derived agency income

Modified on Tue, 26 Mar 2024 at 12:31 PM

The agency charge report will consist of two reports that can be run

  1. List of all transaction list
  2. List grouped by charges

  Step 1 Go to Reports>financial>agency charge report  

Choose from the accounts listed and then get to the next screen and run in enhanced


Step 2 Listing of all fee transactions: 

Listing grouped by charge This will show those yet to be remitted and those remitted. Hit the + button to view more


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