Log in to your brokerage site as a System Admin user. 

From your Dashboard page, click "Accounting" on the dashboard menu. 

The Accounting Dashboard page will display a myriad of accounting tiles that provide a snapshot of your brokerage's financial health. 

The Closing and Pending Transaction tiles utilize pie charts to visualize income earned during specified time periods. 

Quick Actions
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 CUSTOMERS
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Accountant Reporting
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Transaction List by Vendor
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1099 Transaction Detail Report
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Accounts Payable Aging Detail
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Accounts Receivable Aging Detail
Accounts Receivable Aging Summary
Accounts Receivable Aging Summary By Office
Statement of Cash Flows
Agent Credit Memo / Allowance
Invoice Reconciliation
Unpaid Bills
Invoice Payment Summary
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HOME
DASHBOARD
ACCOUNTING DASHBOARD
CLOSED TRANSACTION

GCI as base Value

$4.20 M
GCI
$80.00 K
Referrals
$2.88 M
Agent Net
$819.51 K
Brokerage Net
PENDING TRANSACTION

GCI as base Value

$22.35 K
GCI
$0.00
Referrals
$12.88 K
Agent Net
$5.93 K
Brokerage Net
BANK ACCOUNTS

No data available in table.

Connect Account
ACCOUNTS RECEIVABLE BY AGING PERIODS
As of Today
$8,917.13
Total A/R amount
ACCOUNTS PAYABLE BY AGING PERIODS
As of Today
$123,170.92
Total A/P amount
PROFIT AND LOSS
Current Month
Current Quarter
Current Year
Last Month
Last Quarter
Last Year
Last 365 Days
This Year to date


The Bank Accounts tile will display different bank accounts you've connected to the system. 