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Article ID: 4188

Subject: Viewing Agent Accounts Receivable (A/R) Balances

Last Modified: October 2, 2013

 

Applies to: Pro Gold XP 3.xx

 

Purpose: Agents are invoiced for items through the Receivables tab in Pro Gold i2. Each invoice shows the agent what they are currently being billed for. Past balances can be viewed through the statement or via ViewMyListing.com.

 

Procedure: The steps to view or print an agent statement are listed below:

 

          Step 1: View and/or Print a Statement:

 

-          At Pro Gold Main Menu, select the Accounting option

-          At Accounting menu, select the Customers option

-          Click the Manage Receivables icon

-          Enter the date range of the invoices to display in the From and To date fields

-          Enter the same date in the Aging field as the date in the To field

-          Click the Select Records button

-          The Visual Records screen will appear

          If a statement is only to be printed for a particular agent, select that agent from the drop-down

-          Click Print button at the bottom of the screen

-          Select the Agent Invoice Statement Report

-          Select a print option

          Print Current Record prints a statement for the agent selected

          Print All prints a statement for all agents

-          Select the option to Print Preview or Print the statement

          The statement can be printed directly from the Print Preview by selecting the P key on the keyboard

-          Click the Print button

-          Note: Manage Receivables will include payments that have been made on invoices, even if the payments were made outside of the selected date range. (For example: If the selected date range is the month of August, a payment made in September will still appear)

 

          Step 2: Access Invoices through ViewMyListing.com:

 

-          The agent can access their invoices directly from ViewMyListing.com

-          When the agent logs into ViewMyListing.com, select the Invoices Tab

-          All of their invoices will be listed in the screen

-          To view only invoices with a balance, select the Open Invoices option from the drop-down

-          Individual invoices can be printed by highlighting an invoice and clicking on the Print Invoice icon

 

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold XP Documentation, and Training Webcasts:

 

http://secured.progoldi2.com

 

          The Enhancement HelpNet links are located on the right side of the web page.

 

Related articles: N/A

 

Keywords: A/R, Accounts Receivable, Agent Invoicing, View Invoice, Print, 4188


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