Admins
A comprehensive guide for managing your organization, transactions, commissions, and agents. Get the most out of custom reports, commission automation and integrations.
145 articles
- Commission plans
- Commission tags
- Automated Company Commission Plans
- Sales Volume
- Sliding scale based on "Split: company's portion"
- How to add a Referral fee
- How do I edit commissions within a transaction?
- User permission for transaction commissions
- Team Commission Plans & Pro-Rated Agent Deduction
- How to change gross commission
- How to add additional income
- How to apply funds received
- How to generate a Disbursement Authorization form
- Personal company name in CDA forms
- Commissions: Chained Plans
- Commissions: Proration
- Commissions: Exclude a Transaction from Agent's Commission Plan
- Commissions: Increases (Credits) in Plans
- Commissions: Personal Deductions & Income
- Commission Tier Insights
- Viewing your commission details on a Transaction
- Introduction to Accounting Module
- Chart of accounts
- Collecting Agent Outstanding Balance
- Understanding Accounting Transaction Types
- How to Create 1099s for Agent Commissions and ExpensesLearn how to calculate and file year-end 1099 agent returns
- Understanding Earnest Money Deposit (EMD)
- Finalizing a Transaction & Posting Commissions to the General Ledger
- Getting Started: Using QuickBooks & BTBO Together
- Bulk Input One-Time Charges
- Paying multiple bills at once with bulk payments
- Print Checks with BoldTrail BackOffice and QuickBooks
- How to Set Up Cash vs. Accrual Accounting in BoldTrail BackOffice
- How do I perform a Trust Account reconciliation
- Understanding the Finances page
- RateMyAgent Integration
- BoldTrail BackOffice Add-on Integrations
- Dotloop Integration
- Connecting BoldTrail to your account
- How Does BoldTrail BackOffice Integrate with Dash
- DASH integration
- Google Sheets integration
- DocuSign integration
- Full Feed MLS Integration
- Inside Real Estate
- LionDesk
- MLS Integration
- Follow Up Boss
- Dropbox
- Commissions Inc.
- Google Drive integration setup
- RealSatisfied integration
- BoomTown! integration
- JetClosing Integration
- BoldTrail <> BoldTrail BackOffice Integration
- Lofty Integration (ex Chime)
- BoldTrail BackOffice <> BoldTrail Pro Integration
- RE/MAX Franchise Reporting Integration
- BoldTrail BackOffice & QuickBooks Integration: Commissions Only (V1 - Legacy)Learn how to configure your BoldTrail BackOffice and Quickbooks integration.
- BoldTrail BackOffice & QuickBooks Integration: General Ledger (V2)Learn how to configure your BoldTrail BackOffice and Quickbooks integration.
- Folio Integration
- BHHS Franchise Reporting Integration
- BoldTrail BackOffice & Folio - Getting Started
- BoldTrail BackOffice & Folio Overview
- BoldTrail BackOffice & Folio - Information Sync
- BoldTrail BackOffice & Folio - Save Documents
- BoldTrail BackOffice & Folio - Sync Folio Smart Folder Details
- Set up and use Rental Beast tenant screening
- Download and Log In to the BoldTrail BackOffice Mobile App
- Security Measures & File Upload at BoldTrail BackOffice
- Why BoldTrail BackOffice trusts Plaid
- BoldTrail BackOffice Code of Conduct
- BoldTrail BackOffice Vocabulary
- Feedback Management & Feature Requests
- How to Request Account and Data Deletion for BoldTrail BackOffice