Introduction to Accounting Module




The Accounting module allows real estate professionals to simply and efficiently record, organize, and analyze their financials. The module covers all the accounting needs of real estate professionals, from tracking cash flow by agent, transaction, or company to viewing agent balances to automating the collection of one-time and recurring fees. 


How do I set up the Accounting module? 

Ask your assigned Implementation Specialist to enable this module for your account.

What submodules does the accounting module have? 

  • Chart of Accounts (COA): provides a complete listing of every account in the general ledger of a company. It also provides a digestible breakdown of a company’s financial transactions during a specific accounting period, broken down into subcategories.
  • Agent Billingallows owners and admins to automate one-time and recurring agent fees and helps owners collect money by charging an agent's credit cards.


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