If several transactions on an agent's ledger are On Hold or Not Finalised, you can tick them all and mark them as Active in one step, instead of releasing each one from its own Dropdown. One confirmation shows how many transactions and their total, so you can check it before anything moves.
This article covers which transactions can be marked as Active, how to mark several at once, what happens if one can't be released, and how search affects your selection. For an overview of the ledger screen, see Agent Ledgers: Introduction to Agent Ledgers.
Which Transactions Can I Mark as Active?
On an agent's ledger, you can mark a transaction as Active if its status is On Hold or Not Finalised. These are the same transactions whose Dropdown offers Mark as Active.
In the transactions list, each of these has a checkbox you can tick. Transactions with any other status, such as Active, Ready for Payment or Reversed, show a greyed-out checkbox. If the ledger has already been processed in a pay run, none of its transactions can be ticked.
❗ Please Note: Not Finalised means the commission worksheet is locked but the commission invoice is not fully paid yet. Marking a Not Finalised transaction as Active makes that commission payable before the invoice is paid.
How Do I Mark Several Transactions as Active at Once?
Instead of releasing On Hold or Not Finalised transactions one at a time from each Dropdown, you can tick several on an agent's ledger and mark them all as Active in one step.
- Go to Financials > Agent Ledgers and open the agent's ledger.
- In the transactions list, tick each On Hold or Not Finalised transaction you want to release. To tick them all, use the checkbox in the column header.
- Click Mark selected as Active. The number in brackets on the button shows how many transactions you have ticked.
- Check the count and total in the confirmation, for example "Mark 3 transactions as Active? Total: $1,683.00".
- Click Mark as Active.
If every transaction goes through, you'll see a message such as "3 transactions marked as Active", and the list and commission payable update.
❗ Please Note: This works on one agent's ledger at a time. If a deal is shared by several agents, open each agent's ledger in turn. It isn't available on the Commissions Pay Run screen.
❗ Please Note: Deductions can be ticked too, and show in brackets in the confirmation total. Releasing deductions lowers the agent's commission payable.
What Happens If a Transaction Can't Be Marked as Active?
When you mark several agent ledger transactions as Active at once, Rex releases every transaction it can and lists any it couldn't, with the reason. For example: "2 of 3 transactions marked as Active. These weren't:", followed by each transaction's ID, date, description and reason.
The most common reasons are:
- "You can not set a transaction to active if its transaction date is in the future." The transaction can stay on hold, but it can't be marked as Active until its date.
- "You don't have permission to release ledger transactions". Ask your Rex admin to check your Agent Ledgers privileges.
How Does Search Change My Selection?
On an agent's ledger, searching the transactions list or changing Show Reversed can change which transactions are ticked. If a ticked transaction is hidden by the search, it is unticked and won't be marked as Active.
Clearing the search doesn't tick it again, so check your ticked transactions and the count on Mark selected as Active before you click it.
❓ Frequently Asked Questions
Why can't I tick some transactions on an agent's ledger?
Only On Hold and Not Finalised transactions can be ticked. If the ledger has already been processed in a pay run, none can be ticked.
Can I mark a whole deal as Active for all its agents at once?
Not yet. Marking several transactions as Active works on one agent's ledger at a time, so open each agent's ledger in turn.
Does marking several at once change what can be released?
No. It follows the same rules as Mark as Active on the Dropdown, just for several transactions at once.
Can I put several transactions on hold, or reverse several, at once?
No. Only Mark as Active works on several transactions at once. Mark as On Hold and Reverse are still done one at a time from the Dropdown.
The transactions list stopped responding while marking transactions as Active. What should I do?
Reload the page. Any transactions already marked as Active stay Active, so check the list and tick any that are still On Hold or Not Finalised.