Office
◈ Finances
◎ Commission
$ Salary
≡ Bills
✓ Payments
◉ UEC
+ Add Employee
+ Add Bill
Exchange Rate
1 USD = ֏388
Update rate below ↓
Grand Total ֏0
Pending ֏0
Paid Out ֏0
Income $0
Commission ֏0
Finances
USD received → AMD converted → salaries & bills → balance
Display
Commission
Income Received
Salary
Bills
Column 1
Column 2
Column 3
Column 1
Column 2
Column 3
Agents
Select an agent
# CRM CLIENT AGENT MARKETING UNITS EFFECTIVE TYPE LINES PFA BF BOOKED NOTES
General Agencies
Finance Companies
Employee Roster Showing for
Charges
ACH / ZELLE / WIRE
#
COMPANY
DATE
AMOUNT
B/E
B/E DATE
STATUS
Credit Card
#
COMPANY
DATE
AMOUNT
B/E
B/E DATE
STATUS
Bills List
Showing for — click + Add to include in that month
👥 User Management
👤 Marketing Persons
Check an office to grant access. Expand to choose which pages the user can see within each office.
Confirmed Payments
Bank Reconciliation
Paste your bank statement below. The system will match transactions against your charges by amount and flag anything missing.
B/E Type
📋
Add Closed Account
Fill in all required fields below
CRM Ready
Mark when entered in CRM system
LOG
Mark when logged
Add to Tax page ()?
Salary Assignment
Breakdown — USD
Breakdown for
Add Office
Marketing Persons
Add the names of your marketing team. These appear as a dropdown when adding commission entries.