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Video - Agency reporting
Updated on
May 10, 2023
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Video - Emailing your owners individually
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Agency
Agency Learning Lab
3
Agency Learning Lab - The Potential of Booking Fees.
Agency Learning Lab - Understanding Agent Settings for OTA Channel Bookings
Agency Learning Lab - Managing your Month-End Payment Run: Best Practice
Agency Settings
3
General Agency settings
How do I select the correct commission model?
Balance due date changer
Agents
3
Agents : How do I add a third party agent?
How to allocate a third party agent to an existing booking
How do I use agent fees to calculate commission on Channel bookings?
Adding a booking manually
3
Adding an Owner booking
Adding an Admin booking
Before adding an Admin booking - considerations
Adding and Paying Suppliers
2
How do I set up scheduled payments/expenses to owners and suppliers?
Adding Expenses, Paying owners individually & paying commission
Agency Marketplace
4
How to sign up and add your agency to the Marketplace
How do owners see the Marketplace?
Introduction to the Agency Marketplace
How to disconnect
Booking extras
7
Adding a date specific booking extra
Allocate a booking extra to a property
Allocating booking extras to specific owners
How do I add commission to booking extras?
Allocating a bookings extra to owner / agency
How can I report on commission taken on specific booking extras?
How to use an Option/Extra as a cancellation fee that you wish to split between Agency and Owner (AGENCY ONLY)
Commission reporting & reconcile payments
5
How do I view a report of the commission I have collected?
How can I reconcile transactions?
How can I adjust my reconciled bank balance?
How can I report on commission taken on specific booking extras?
Agency Reporting
Videos
13
Agency training video list
Video - Adding Owners details
Video - Adding Owners commission settings
Video - Agency booking fee
Video - Adding Expenses, Paying owners individually and paying commission to agency
Video - Paying owners in bulk
Video - Setting up and paying suppliers
Video - Emailing your owners in bulk
Video - Emailing your owners individually
Video - Agency reporting
Video - Xero accounting software integration
Video - VAT settings
VAT
Vouchers
2
Managing funds from vouchers
Managing funds from vouchers when charging a cancellation fee
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