Introduction

This menu allows you to manage Agent commission process in bulk. Information here will appear in the agent portal and can also be viewed and generated by Account staff. Finally Process commission feature will settle all the selected commission that were approved to be updated in RTOManager

Bulk Agent Payment

To manage this function, follow the instructions below:

On your RTOManager, click Accounts > Bulk Agent Payment

You will then go to Bulk Approve and Process Commission for Agents page

View and Approve Commission Available

Here there are two steps to manage the Approval and Process commission

First select the option - View and Approve Commission Available
Search by Full Payment Schedule Paid (to bring only the invoices that are fully paid) or Partial Payment Schedule Paid (to bring the invoices that are fully for partially paid)
Select Date Option - Till date or between date
Click View to get the list of commission available to approve

System will present the Agent list and their commission payable as per the selected options (till date or between two dates)

Individual Approval

Click on the Action icon to view the commission list for one individual agent

The new window will show the list of student payments and associated commission to select for processing

You can click Approve icon to Approve the Commisison, which will then be ready for Processing.

Bulk Approval

To approve the commission for multiple agent in Bulk, you can select multiple agent from the agent list after the search and then Click on Bulk Approve icon

This will show the list of commission avaialble for approval for selected Agents in one window where the commission can be Approved with a single Click.

Here it is also possible to select individual agent and then Approve.

Once approved the Agent will be moved to the Process Commission section where you can follow below steps to process the commission

Process and Pay Commission

To Process and Pay Commission, change the first option on this page to "Process and Pay Commission"

This interface will only show the list of Agent and commission payable once the Approval process is done as explained above.

Here also System will present 2 options (Till date or Between dates)

First select the option - Process and Pay Commission
Select Date Option - Till date or between date
Click View to get the list of commission available to process

On the list of agent that has commission approved ready for Process, you can use Action icon to view and process commission. Also icon can be used to generate the Payment Advice that can then be downloaded and emailed later to the Agent.

Upon clicking the View and/or Approve icon, system will show the window where process commission can be done for the agent

On the Process window, required information can be entered which will then process the payment for agent and record the payment information with all associated agent commission payable records

Enter the information and Click Process Commission

System will process and settle the payable.

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