why Cloud now: agent reimbursable charges

key takeaways

• agent reimbursable charges allow easy billing of one-off expenses to agents alongside vendor payments
• the process can be done immediately or included in monthly billing wizards
• intercompany billing allows charging expenses to agents across different companies
• the unrecovered expenses report helps track unbilled reimbursable expenses

topics

agent reimbursable charges basics

• used for one-off charges to agents (e.g., mls dues, vendor bills)
• streamlines process: charge agent while entering payable, no separate invoice creation
• two methods:
  • immediate invoicing via "invoice now" button
  • including in monthly billing wizard

billing process and options

• enter payable, charge to agent instead of department/gl
• auto-populates agent billing gl account
• can invoice immediately or include in next billing cycle
• ability to charge agents more than the actual expense (e.g., $5 charge for $3 cost)
• option to split expenses among multiple agents

expense recovery management

• viewable on agent profile under "expense recovery" tab
• can move items between "reimbursed" and "not reimbursed" columns
• unrecovered expenses report shows all uncharged reimbursable expenses across the system

intercompany billing

• headquarters can charge expenses to agents in other companies
• charges appear on agents' invoices in their respective companies during billing

manual invoicing for departing agents

• create new invoice for specific agent
• use "add reimbursements" button to include all outstanding charges
• "agent recur" button adds recurring items for the invoice date