Expense
Manager
With
the ACTive Agent Expense Manager, you have the ability to track
expenses on your listings, prospects, or any contact with this
dynamic software tool. The Expense Manager creates expense reports
and logs the activity into the ACT! contact record. One mouse
click does it all. Dazzle your sellers with impressive reports,
they will never ask you to "cut" your commission again!
The Expense Manager module in ACTive Agent records Real Estate
advertisement and other expenses associated with a contact and
property listing. Expenses are stored in Categories with an
associated Cost and Price. The Actual Cost for a category represents
the actual true cost of the expense. The cost represents the
market value of that expense.
Selecting "Apply"
will the allow you to associate the expense with a contact name.
The expense is then stored with the contact name(s) that you applied
them to, along with a History Note sent to the ACT! Database with
the expense information.
The Preview screen displays all expenses for the contact shown
in contact name. The dropdown box allows selection of another
name to display expenses for that contact.
ACTive Agent includes
several informative Expense Reports. They are as follows:
10 Week Publication Report: View or print your inventory of listings
and evaluate the past 8 weeks of advertising activity as well
as the next scheduled 2
weeks. This report allows you to examine all listings at a glance
to make ad decisions, instead of looking up listings one by one
to see when, where, and how they have been advertised.
Agent Report: View
or print a detail of all costs or expenses associated with one,
or all listings. This report differs from the "Client Report"
(see below) in that it shows YOUR actual cost, as well as the
CLIENT's cost for expenses incurred for the listing.
Client Report: View
or print a detail of all "client" costs or expenses
associated with one, or all listings that can be distributed directly
to your customer. Your customers will never ask you to cut your
commission again!
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