9-Improvements to the Pay Agent’s
Deductions Processing
A
number of companies utilize the “Pay Agent’s Deductions” command to
print checks to the company or to various outside companies for amounts
withheld from agent checks for various purposes. The deductions that are
paid are those that are taken when preparing an agent commission check
for printing within the “Transactions” module of BOS.
Above, this
option is currently accessed from within BOS’s Accounts Payable module.
Above,
and NEW for Version 14.5, the “Pay Agent’s Deductions” option (and the
Reverse) have also been placed within the “Transactions” module. This
means that your operator, after printing individual checks, or printing
batch commission checks can now access the deduction payment function
from the menu.
Above,
the NEW Pay Agent’s Deductions search and processing
window.
The
new pay processing window has a number of new features to make it easier
to process payments. First, there is a Search button. The operator now
can set all of your criteria at the top of the window first and then
click “Search” when ready to locate the deductions desired. (Previously
the screen would keep searching every time one of the criteria was
changed – this would cause interruptions and delays for the operator).
Above
illustrates an example of selecting a check to be paid to the company
(entered as a vendor in “Basic Setup”), for agent Bootz, for any
deducted transaction fees (“Trans Fee”). All three entries were made
and then “Search” was clicked to quickly locate these deductions.
Note
that the “Check Preview” screen has not changed. As shown above, when a
deduction payment is to a vendor, the payee name and address are
completed from data entered in that vendor’s BOS record.
NEW
– For companies who always pay “the company” for the all or multiple
agent deductions taken as a mechanism to move the monies into a
different account it is no longer necessary now to setup and assign a
“company vendor” for the deduction items and then to the individual
agent deduction setups.
As
shown above, the new “Search” window can accept a “<None>” payee (no
vendor assigned) and a “<ALL Deduction Items for Same Payee>” to load
the deduction payments.
This is a big
setup timesaver for companies who always pay “the company” all of the
deduction amounts taken as the need for any vendor setup and assignments
to items are now unnecessary.
Note:
Above, with this approach, the operator must enter all of the payee
information for the check on the “Check Preview” tab as there would not
be a vendor payee assigned.
NEW
: Above, a new selection option has been added to load deductions from a
particular transaction. Just enter the transaction number, set other
selections if necessary, and click “Search”.
Above
example: the operator wishes to pay out all agent check deductions taken
in transaction “9800001”. The pay window shows that there was a client
club deduction.
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