Allowance Report

Only available if Agent Allowance feature is enabled

Overview:

In this article, we will cover how to locate and interpret the Allowance Report. The primary purpose for this report is to see all activity related to allowances within a selected time frame

Permission Level:  Admin + Agent billing

Report Details:

• Ability to filter by Agent, Office, or type of transaction with allowance
• Ability to set date range for comprehensive or concise data
• Filter by type will allow you to see all deposits, any adjustments or even payments where allowances were utilized within a selected time frame
• Ability to Export to PDF using the Toggle Dropdown next to the "Generate" button
• Ability to Download as CSV/Excel in the bottom left-hand corner

  
  

Please find the available resources below.

Navigation:

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