The “Account Executive Money Report” found under “reports” is a handy way of calculating what the “account executives” commission will be for a selected timeframe. To run a report, select the timeframe, the account executive, the commission percentage rate and “the break even amount” and click, generate report. (The “break even amount” is pre-determined by management before the report is run) The generated report will show you a list of all the claims/clients, the total received, the total needed to remit, the total fees and the total commission.
You must enter the liaison/account executive name on the profile of the creditor in the “manage creditors” section in order to produce an accurate report. You need not enter the break even amount in order to run a report since this is pre-determined by management. This report will generate many scenarios since all business owners operate differently, so try this report and if you have any question, please call our office.
The offices of Money Management LLC & CasetrackerLaw will be closing at Noon on Friday, April 2 in recognition of Passover, Good Friday the Easter holiday weekend.
The staff would like to wish everyone a safe and happy holiday weekend.
Tuesday, March 30, 2010
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