Agent Pay History Report

• Related Articles

• Validating your Agents 1099/T4A's against their YTD totals

  Validating your agent's ytd totals for reporting Depending on how you're reporting, see this article for more info on the various types of Income reporting available, you can validate your agent's income by comparing your Agent's profile YTD totals ...

• Report and Email tags - quick reference

  Below are the following tags that can be used with in any reports or email templates: ADMIN REPORT TAGS Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} ...

• Setting Up Auto Pay on Repeating Invoices

  The auto pay feature in Xero is enabled once you set up your stripe account and create a repeating invoice that is set to Approve for Sending as seen here:  Once you've entered all the details for your repeating invoice you can hit save which will ...

• Reporting in Loft

  All reporting is filter based, so each report can be generated for any date range, can be based on Closed or Pending transactions, can be based on Agent, Teams, Offices or across the Brokerage as a whole. This list is not exhaustive of the reporting ...

• Reviewing Your Year-To-Dates

  Your Year-To-Dates are a great place to see how you performed for the year or a custom date range! Check out your sales volume, commissions and deduction totals. To see your YTDs click My Profile in the menu on the left. Financial Summary Scroll down ...