If you are looking to reconcile or audit all potential agency fees, Ailo has designed a comprehensive report for this purpose. This report will surface all fees, both manual and automated in one simple CSV download.
The benefit of this report means that you can compare and cross reference every fee listed on your authority or agency agreement back to the individual property fee schedule per management in the platform. This report can be used to support a rent roll valuation or frequently viewed to maintain data hygiene.
Don't forget, you can view the information displayed on the screen to view the total revenue for each management for two categories: 'management fees' and 'other fees'. 'Other fees' will group revenue such as advertising, letting fees, renewal fees, inspection fees, tribunal fees and admin fees etc. You can filter the information displayed on the screen to surface revenue for a specific period, property type, team and general group/s.
*General Groups can be created to track the referrals from internal or external business partners to report on agreed fees and actual revenue at a per management level. Many agencies create a group for each sales person or sales team to view referred managements.
To access the CSV report, select Reporting in the side menu, under Revenue reporting, select Income by management and at the top, in the blue box, select Download property fee schedules. Once you have downloaded this file, you can import it into a google sheet or excel.