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The Fee Earner report

Jonathon Blakeley
Jonathon Blakeley
  • Updated

The Fee Earner report shows the agency where it is making money historically, i.e. how much money is being made in Management fees, Contractor commission etc.

This article includes: 

Running the report

  1. Click Reporting on the main toolbar
  2. Click General from the dropdown menu
  3. Click Fee Earner

The report also shows where fees are being charged either to the Landlord, Tenancy or Contractor.

 Note

If there are several fees on one Landlord Statement, they are consolidated under one invoice number on the Landlord Statement. However, on the fee report (detailed option) the fees are shown individually.  So, one invoice number may cover several Management fees and Lettings fees depending on the size of the Landlords portfolio

The Fee Earner report can be configured in many ways using the filter options to get different results.

  • Filter by date - Shows all the fees that were available but not necessarily drawn from the client account
  • Filter by batch - Shows only the fees that have been drawn down from the client account to the business account. Every time the agency fees are updated, this creates a batch of fees that gets drawn down from the client account
  • Filter by unpaid fees - Shows all the fees that are available but have not been drawn down from the client account
  • Bank accounts - Can be used if there are multiple bank accounts 
  • If you have the Service Charge Module, fees can be filtered according to the Head Property
  • If Multi Office is set up on CFPwinMan, there are options to filter on Branch, Office and Fee earner

Finally, there are options to produce a summary report or a detailed report.

The detailed report also has options to group by type and category. We generally recommend agents select this option – group by type and category.

On the final page, there are options to Print, Preview or Export. If Export is selected, there are options for .pdf, .rtf (word) or Excel. If Excel is chosen, the results can be filtered in excel and a more detailed analysis is possible.

Fee Categories

The Fee Earner report uses fee types and categories to group similar fees. Some are built in, such as fee types like Management fees, commission and additional fees.

Other fee categories can also be added if needed.

 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 Fee/Deductions
  4. Select Fee Categories
  5. Scroll to the bottom of the list and type in your new category/categories

Updating the Agency fees

To draw down agency fees from the client account to the trading account, you must go to Posting and Agency fees. You can then tick all the fees that you want to draw down.  

View all the fees charged to a Contractor, Landlord or Property

  1. Select the relevant date range
  2. Export the Fee Earner report as detailed above and group by type and category
  3. Export the report as an Excel workbook

Filtering fees in Excel

To perform a detailed analysis of the fees, the report can be exported to Excel and filtered on compcodes for fee descriptions for Landlords, Tenancies and Contractors. It can be filtered in many ways and extra sheets added which can then be analysed further on those sheets.