Toggle ON/OFF Commissions page and Financial views
By default, the following menus are available to Agents when adding or viewing a deal:
Details
People
Paystubs
Commissions
Documents
Admin Reports
History
Toggle On/Off the access to the Commissions & Admin Reports menu
Head to your Brokerage Menu>Settings
Check/uncheck the following:
Allow Agents to Access Commission Page
Checked, this menu will be accessible to agents
Unchecked, this menu will not be accessible to agents
Allow Agents to Access to All Commission Information and Pages
Checked, this menu will be accessible to agents
Unchecked, this menu will not be accessible to agents
Related Articles
Adjusting a deal if an Agent has been overpaid or underpaid commissions
There are times when an Agent is paid out on a deal and we get information after that fact that means the Brokerage either needs to recover funds back from the Agent or need to pay the Agent a little more. The good news is that you don’t necessarily ...QuickBooks Online Settings & Mapping
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in QuickBooks Online>Settings page under your Integration menu. *mapping ...Xero Settings
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...Beginning Balance/Mid Year/Year End Commission & Deduction adjustments
When switching Back office software Mid year we require to add ytd adjustments for agents commissions, production and fee information in order to have accurate 1099 and T4A information. This is also the case for agent's switching from being payable ...Profile Settings
In the top right of the app is the My profile Settings area. This area homes the following: Your Profile/Notification Settings and Sign out area Access to our KnowledgeBase In-App Notification bell Profile/Notification Settings To access this area, ...