Financials

Viewing Income and Expense Totals

You can view income and expense totals for any of your folders or categories by specific date ranges. Viewing Totals for a Folder From the Applications main menu item, click Income/Expense Tracker under the Financial section. The Income/Expense Tracker page opens. Click the desired folder name to open it. Click the Search By drop-down list

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Setting Your GST/HST Preferences

The GST/HST calculation feature enables Canadian users to decide how the Goods and Services Tax (GST) or Harmonized Sales Tax (HST) is calculated for income and expense items. Note: To enable the GST/HST calculation feature you need to enter “Canada” and your province in the Country and State fields in your Agent Setup. From the

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Editing Net Sheets

After creating a buyer or seller net sheet, you can open the net sheet for editing, during which you can add or delete expenses, add default expenses from the Net Sheet Default list, or edit expenses and transaction details. To edit an existing net sheet: Open the Seller Net Sheets screen or the Buyer Net

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Creating Default Net Sheet Expenses

Net sheet expenses fall into three categories; closing costs, buying costs, and prepaid costs. By defining default expenses and assign values to them you can shorten the process of creating a high quality net sheet to a matter of minutes. In Top Producer CRM, you can choose to add the default expenses at the time

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Creating Income and Expense Reports

You can generate four types of income and expense reports for the folder you are viewing. The reports can be previewed, saved to your computer, or sent to the printer. Note: You can only run a report for one folder at a time. From the Applications main menu item, click Income/Expense Tracker under the Financial

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Creating a Seller Net Sheet

A Seller Net Sheet is used to help potential sellers understand the costs that they will be responsible for upon completion of a sale and the net cash that they will receive upon closing. To create a Seller Net Sheet: Open the Add Seller Net Sheet screen. From the Main Menu bar, go to Applications

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Creating a Buyer Net Sheet

A Buyer Net Sheet is used to help potential buyers understand the costs that they will be responsible for upon completion of a sale. To create a Buyer Net Sheet: Open the Add Buyer Net Sheet screen. From the Main Menu bar, go to Applications and click Add Buyer Net Sheet under the Financial section.

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Adding Income and Expense Categories to a Folder

Once you’ve created a folder for your income and expenses, you need to create categories for each. The steps to create a category for income and expenses are identical. In this article we’ll create an income category. From the Applications main menu icon, click Income/Expense Tracker under the Financial section. The Income/Expense Tracker page opens.

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Adding a Folder for Income and Expense Tracking

Top Producer CRM’s income and expense tracker gives you an easy-to-use accounting tool for recording and organizing your real estate earnings and expenditures. The feature enables you to create different folders and categories for income and expenses, so you can perform an analysis of your business. To create a folder for your income and expenses,

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Adding an Income or Expense Item

Once you’ve created categories for your income and expenses, you can start to create records for your earnings and expenses. The steps to create an item for income and expenses are identical. In this article we’ll create an income item. From the Applications main menu item, click Income/Expense Tracker under the Financial section. The Income/Expense

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