For the past 8 years as BOS has expanded, new setups have been added on the main setup screen and to other screens. For many users, and new users, these appear not to be organized in any manner. And, not all are understood. To help, the setups have been grouped and reorganized.

First, only key setups have been placed on a new “Basic Setup” tab as shown above. These are placed into two groups: Step 1 and Step 2. Further, some are labeled as optional meaning the they are not required if the customers goal is to track business production and even print commission checks and 1099’s.

Included in Step 1 are setups that are required for operating BOS. This includes the Company Information command and the Add/Edit Office command.  Optionally, the customer can build their own chart of accounts. If not, BOS comes pre-loaded with it’s own accounts.

 In Step 2, other key setups include entry and maintenance of the agents and staff in the company. For users who wish to automate commission calculations, the commission plans can be entered and then assigned to the associates.

 To improve sales entry efficiency and tracking, many users also enter the key co-broker, referral, and other fee payees (such as franchise) in the Co-Brokers table.

The Advanced Setup organizes more sophisticated BOS capabilities that may not be necessary during the initial phases of system operation.

The Add Users/Controls group contains commands to setup multiple users and control which commands they can use (Password Security Levels).  Projects can be setup to be tracked in the system. And, on many of the entry screens, the labels of the fields can be customized.

The “Agent Comm. & Ded” area is used to setup various agent commission deductions, plans, and check deductions.  The Add/Edit Agents and Staff  is repeated for convenience since deductions and commission plans defined in this area are then assigned to agents.

The “Agent Billing” area combines these setups that used to be in two different areas. Billing items must be defined to use the agent billing module. All other billing setups are optional, but, when used, can speed up entry of monthly billing information. (three of the billing setups have been moved here from the Billing tab).

The “For List/Sales/AP” group contains maintenance of a central master list of contacts. The Add/Edit vendor information is used if BOS’s Accounts Payable module is to be activated.

The “Adjust 1099 Income” option gives staff and management to adjust agent earnings for 1099 purposes.

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