Commission workflow notifications
Stephen DelVecchio
In many agencies, the entering of statements, reconciliation and payout of commissions may be performed by more than one person (i.e. multiple owners, virtual or other assistant, etc.). It would be nice to have some type of notification whether that be an alert for a designated person or an email when a particular workflow for commissions is completed.
Example: Accounts receivable person gets the received supplier statements and enters them in tern, once they are completed a notification or email alerts the accounting person that commissions are ready to be paid to agents. This reduces the number of steps so the person entering the statement doesn't have to manually notify the other person they've completed their step.