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Setting Branch, Department and Fee Earners on records

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how to select a Branch, Department and Fee Earner on an Information record.

Branch, Department and Fee Earner are only selected on the Landlord/Property Information. Whilst you're able to select Branch in the Tenancy Information, most of the time it will be the same as the Property.

Once they have been selected, you can generate a Branch, Department and Fee Earner report.
For more information on How to set up Branches, Departments and Fee Earners, click here

This article includes: 

Landlord

When you add a new Landlord, it will be assigned to the first Branch, Department and Fee Earner normally showing as Branch, Agency, Agency.

Change the Branch, Department and Fee Earner by clicking on the dropdown of each one and selecting from your list.

Property

When you add a new property, it will automatically be assigned to the same Branch as the Landlord but the Department and Fee Earner will be assigned to the first on the list, usually Agency, Agency.  

Change the Branch, Department and Fee Earner by clicking on the dropdown of each one and selecting from your list.

If you are using Multi Office, the Fee Earner Branch version, by changing the Branch on the Property, you will change the Branch on the Tenancy.  

Tenancy

When you add a new Tenancy, it will be assigned to the first Branch. Click on the dropdown for it to change.

Unable to see Branch, Dept, Fee Earner

If you are unable to see the Branch, Department and Fee Earner on an Information record, you can change the settings in User Defaults.

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Preferences
  4. In Branch/Dept/Fee Earners on the left column, untick Hide Branch/Dept/Fee Earners
  5. Click Close
  6. Click Close

Report on Branch, Dept, Fee Earner

  1. Click Reporting on the main toolbar
  2. Click General on the dropdown menu
  3. The Report Generator displays. Click Fee Earner
  4. Click Next
    1. Filter by Date - Add a date range to capture your report
    2. Filter by Batch - Select a batch of updated Agency Fees
    3. Unpaid Fees - Select any unpaid fees
    4. Bank Account - Click the ... dots to search for a specific account
  5. Click Next
    1. Report - Click either Preview, Printout or Export
  6. Click Finished to generate your report