Financial Mangement - MABS Administrator
AGENT ACCOUNT
We will see here how to transfer the agent's commissions and also the agent's principal balance
1. Go to Users, then click on Show in front of the name of the agent
2. Go to Account Status
3. Transfer agent balance to Company balance
4. Transfer agent commission to company commission account
5. Transfer agent commission to his main account
COMPANY ACCOUNT
6. Click on Administration → Company → Financial Overview
7. Transfer commissions to main account
8. This allows you to have all the information on the transactions.
CASHBOX
This consists of the transfer of the different amounts collected by the agents to the company account (Strongbox).
9. Access the agent session by clicking on Administration→ Sessions → Agent Session
10. Click on Actions then Close all Sessions if you want to close session for all agents
11. Click here, in front of the name of agent whose you want to close
12. You can transfer the balance from the agent's account to the company's account (Strongbox) by proceeding as follows:
13. Click on Transfer amount to strongbox
14. Enter the amount to transfer
15. You can add a comment
16. Confirm the transfer
STRONGBOX
17. Access to the company sessions by clicking on Administration → Sessions → Company Sessions
18. Verify that all sessions are closed otherwise, you will have this message
19. Click here to confirm logout of all sessions
20. Click here to cancel and go back to transfer agent balance
To view and transfer money transferred from the different agents' accounts:
21. Go to Administration → Company → Financial Overview
22. Balance is here