In this section
Agencies Commission Report
Generate a Agencies Commission Report
Print an Agencies Commission Report
Export an Agencies Commission Report to Excel
Agencies Commission Report
The Agencies Commission Report shows the
commissions and payments due to or from your agents. It will help you identify
the following situations:
- When an agent takes no
payment from your customer at the time they sell the booking.
- When an agent takes part
payment from your customer at the time they sell the booking.
- When an agent takes full
payment from your customer at the time they sell the booking.
The report has four buttons available for
each booking printed.
- Payment Button: Used
when you owe the agent their commission (no payment or taken by Agent at time of
hire)
- Receipts Button: Used
when you receive a payment from an agent (agent took more than their commission at
the time of hire)
- Invoice: Used to print
an Agent Invoice detailing the amount of money paid or is payable to the
Agent.
- Delete Button: Used to
delete a recorded payment from an Agent.
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Generate an Agencies Commission
Report
To generate an Agencies Commission Report first navigate to the Agencies Commission Report page (Reports > Monthly Financial Reports > Agencies Commission Report), see Fig. 1.
Fig. 1. Opening the Monthly Financial Reports page
On the Agencies Commission Report
Report page (see Fig. 2):
A. Select a location, by default the location is
set to your default location.
B. By default, the report is set to
compute commissions for all of your agents. You may select a specific agent and have the report compute the commission for only the selected
agent.
C. Select a region.
D. Select whether you want to show records with balances owing only or all balances.
E. Select a vehicle category
type.
F. Select a category type.
G. The booking date range is set to the
current system date by default. You may change the date range to view records for the defined date range.
Fig. 2. Agencies Commission
Report options
Click View to generate the
report (see Fig. 3).
Fig. 3. Generated Agencies Commission
Report
Once you generate the report, you can
print it and export it to Excel.
NOTE: Table 1 shows descriptions of each column found
on the Agencies Commission Report.
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Print an Agencies Commission
Report
Generate an Agencies Commission Report
(see Generate a Agencies Commission Report).
On the Agencies Commission Report page,
click the Printer icon to display a printer-friendly version of the report (see Fig. 4).
Fig. 4. Printer friendly report
Print the report using your browser's print feature.
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Export an Agencies Commission Report
to Excel
Generate an Agencies Commission Report (see Generate a Agencies Commission Report).
After generating the report, click the Excel button (see Fig. 5).
Fig. 5. Click the Excel button to export
After clicking the Excel button the spreadsheet file will be downloaded.
Once the spreadsheet file has been downloaded you may navigate to your downloads folder on your computer and open the spreadsheet file in Microsoft Excel (see Fig. 6).
Fig. 6. An Agencies Commission Report
open in Microsoft Excel
Table 1. The Agencies Commission Report column descriptions
| Column Name | Description |
|---|
| Res.# | The reservation number |
| Un. res# | The unallocated reservation number |
| Ref.# | The reference number |
| Date Booked | The date the booking was made |
| Agency | The name of the agency |
| Branch | The name of the agency's branch that handled the booking |
| Agent Name | The name of the agent |
| City | The city the vehicle was hired in |
| Region | The region the vehicle was hired in |
| Operator Booked | The name of the operator who handled the booking |
| Hirer Name | The name of the customer |
| Category | The vehicle category |
| Vehicle | The vehicle that was hired |
| Pickup | The pickup date and time |
| Dropoff | The dropoff date and time |
| # Days | The number of days the vehicle was hired |
| Extra | Total of all extra fees charged excluding Recovered Expenses and Bond Fees |
| Total Booking | Total amount to be paid for the booking |
| Comm. Booking Value | The amount from the booking for which the agent can earn a commission |
| Comm. (% or $) | The commission due to the agent, either in percentage or dollar value |
| Comm. Val | The amount of the commission |
| Agent Collected | The amount collected by the agent |
| Balance Owing | The balance of the amount to be paid to the agent |
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