Agent Ledgers make it simple to manage payments and track how much commission is owed to your agents. Calculating and managing commission payments to agents is now faster and easier than ever before.

Keeping track of how much money is owed to your sales agents can be a complicated and time-consuming process. Managing agent payments becomes a breeze with agent ledgers as it gives you a running balance of how much money is owed to each agent, as well as a list of transactions for credits (from commission earned) and debits (expense deductions or payments to the agent's bank account).

Keeping sales agents informed also becomes much easier with agent ledgers. Download or email an agent's ledger statement in one click, or alternatively give your sales agents user permissions to 'view own agent ledgers' so they can view their own agent ledger in the software at any time.

You can make payments from the agent allocation in the Commission tab of a Contract straight into the agent ledger. Simply click the 'Pay to agent ledger' button to launch the agent ledger transaction popup with all the information prefilled. Transactions to the agent ledger from the Commission tab also show in the agent allocation section.

Added new Transactions section to Contracts > Commission > Agent allocation to manage payments from the contract to the agent ledger

New button in the agent allocation 'Pay to agent ledger'. If an agent ledger doesn't exist for that agent it instead shows an 'Add agent ledger' button to create one.

The new button launches an agent ledger transaction popup with details pre-filled from the contract agent allocation

Once there is at least one transaction from the agent allocation to the ledger, a new Transactions section shows all transactions and a running balance payable for that allocation

Watch the video below for a walkthrough of this workflow.