Agent Ledgers
Updated over a week ago

Overview

An agent ledger is a sub-ledger of a general ledger that contains each agent’s balance and activity (a list of G/L transactions, like journal entries, invoices or payments, relating to the selected agent). Admins can access agent billing from agent ledgers.

Who needs agent ledgers?

The agent ledger is a part of the Brokermint Accounting module that allows real estate brokerages and teams to view agent balances, invoice agents, track payments, and charge their agents in a simple manner.

What can I do on the agent ledger page?

You can view an agent's balance, invoice an agent, record a payment from an agent, apply payments to invoices, add a bill, record a payment made to an agent, and charge an agent's payment method on file from their agent ledger page. To learn how to do all of the above, click here.

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Where can I see an agent’s balance?

You can see an agent’s balance via:

  • Accounting > Agent ledgers > specific user's page

  • Users > User's profile > Billing section

How is an agent’s balance calculated?

The balance is calculated by adding together all transaction totals in the ledger.

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