[ FOR FINANCE TEAMS ]
For the people who look after client money at a letting agency on agentOS: finance staff, owners and system administrators. Here's how a day and a month end go, and how access and the record work.
[ 01 / A WORKING DAY ]
Four steps most finance teams take every day, start to finish.
Use your agentOS sign-in. agentPay checks your agentOS access level and your branches, so you see exactly what you should.
The dashboard lists unmatched bank lines, tenants never chased, payees on hold and invoices waiting for you.
Chase arrears, send a pay link and authorise contractor invoices, each sent to agentOS and recorded.
Look over who's owed and hold anyone who shouldn't be paid yet, with the reason kept on the record.
[ 02 / MONTH END ]
Run the reconcile for the close of business, save it, and keep a fixed reference for your client money protection checks.
Reconcile to the date you choose agentPay runs agentOS's Reconcile System To Bank for your close-of-business date and checks its totals add up.
Saved, dated, unchangeable A saved report can't be edited afterwards, is kept for six years, and exports to CSV or PDF.
Deposits by scheme Show the deposits held on the same date, scheme by scheme, with the tenants behind each figure.
[ 03 / ACCESS ]
There's no separate user list to keep. agentPay follows the access your agency already gives each person in agentOS.
Finance-level staff only agentOS users at Finance, Owner or System Administrator level get in, at an agency with an active agentOS account.
Checked while you work Access is checked again during the day, and agentPay signs out a session left idle.
Branch by branch Staff limited to certain branches in agentOS see only those branches' records, lists and reports in agentPay.
[ 04 / THE RECORD ]
Every money action, every record created or changed and every reconcile report saved through agentPay goes on the activity record, with agentOS's answer beside it.
When, who, what and why Each entry shows the time, the person, the action, the record, the amount, the reason given and the result.
Permanent Entries can't be edited or deleted, and are kept for six years.
Filter and export Filter by person, action, record or date, export to CSV, and see each record's own history on its page.
[ 05 / HELP ]
agentPay support is answered by agentOS's own support team, from inside the app or by email.
Every record page and every payee on Who's owed has Ask support about this. The record's name and agentOS id go with your message.
Tell us what would make agentPay better for your finance team from the Help page, and read what changed in What's new.
Bank details masked Bank account numbers show only their last three digits.
Sent once Every money action goes to agentOS exactly once, and the button waits for agentOS's answer.
When agentOS support needs to see what you see, they get short-lived, checked access to your workspace.
