Overview of The Financial Module | Scribe

    Overview of The Financial Module

    • Yonatan Sklar |
    • 26 steps |
    • 7 minutes
    1
    Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)

    Overview of the financial module

    2
    Click "Financial"
    3
    Here you can view the total commissions, fees, and net amount of each agent.
    4
    Click the "--Select an option--" field to specify which agents data you would like to view.
    5
    Click "Ben the Travel Agent"
    6
    Click the icon to view a description of the transaction.
    7
    A breakdown of the relevant commissions are displayed.

    Emailing an agent commission information

    8
    Click "ticket confirmation" icon to send an email to the agent.
    9
    Click "Preview" to view the email.
    10
    Preview is displayed.
    11
    Click "Cancel" to close the preview.
    12
    Click "Submit" to send the email.

    Editing a commission entry

    13
    Click "price_check" icon to edit the commissions.
    14
    Click the "Commission Amount" field to edit it.
    15
    Click "Submit" to save the adjustments.

    Generate a PDF report of the commission data

    16
    Click "PDF" to download a PDF report of the commission data.