Paying agency fees from a client account

As part of your finances, you'll need to be able to process and record the payment of your agency income from your client account in Alto. You can also access reports that detail your historic processed agency fees and income.

  1. Click Accounts on the main toolbar
  2. Click Process Agency Fees on the side menu, within the Bank Transactions section
  3. Click the View button below the Bank Account that you will be transferring the agency fees 
  4. Update the fields as required
    1. Use the Include dropdown menu to select which branch you want to process the agency fees, or, select All Branches to include all agency fees for all branches
    2. Use the Tickbox to select if you want to Include Partial Payments of agency fees (an orange tick will include partial payments)
    3. Select the relevant Payment Method from the dropdown menu that will be used to pay the fees. If you choose BACS, this will appear on your BACS Payment screen rather than your Bank Reconciliation screen
    4. Use the Tickbox(es) to Include each individual entry(ies) that are to be in the payment (a green tick will indicate fees are to be included in this payment)
  5. Check all the information is correct and click Update

You can then, or at a later date, view a report that displays which agency fees were included in the payment run. To do this:

  1. Follow steps 1 to 3 above
  2. Click the Timeline top tab
  3. A list of agency fee payments, processed in descending date order, will be displayed. Click View on Agency Payment Created to see full details of the file created on that date 

Related articles:

Adding bank details for the agency bank account

Making payments via BACS

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