This window lets us view more info about the agents ledgers.
Agents in Pay Run
On the left we have a list of Agents included in this pay run:
- Click the agent to view their transactions in the left of the window
- Uncheck the check box next to the agent's name to exclude them from the pay run
- Click Add Agent to add a new agent to the pay run - so any that weren't selected in Step 1
Agent Ledger Transactions
On the right, we have the list of transactions on the agent's ledger:
In the list, you have columns for:
- Date
- Type of transaction
- Description
- Amount
If you need to add a new transaction or settlement payout, it's the same as when you do it from the agent ledger. For more info, see:
- Transaction - Agent Ledgers and Xero Integration: Adding a Transaction
- Settlement payout - Agent Ledgers and Xero Integration: Adding a Settlement Payout
For more options on each transaction:
- Hover over the transaction and click the Dropdown button
- Choose either of the following:
- Edit - this will give you two different windows, depending on whether it's a transaction or a settlement:
- Transaction - Agent Ledgers and Xero Integration: Adding a Transaction
- Settlement payout - Agent Ledgers and Xero Integration: Editing a Settlement Payout
- Reverse - this is will remove entry on the agent ledger
- Audit - choosing this gives you an overview of any changes made and by which user
- Edit - this will give you two different windows, depending on whether it's a transaction or a settlement:
Once you've finished in this screen, click the Forward arrow in the top right-hand corner, or by clicking Step 3 - Review & Finalise.
