overview of darwin.Cloud’s agent reimbursable charges for efficient expense tracking, automated reimbursements, and agent satisfaction.
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