This application is mainly to show expense details under sales representative.
A tree structure display with folding and unfolding option is used to display the Details of particular folder.
Data Entry Person can enter various records at a time for various Sales Representatives and is not required to move to different pages for different Sales Representatives and different Expense Type.
This application can be attached to any of the Real Estate, Escrow or Title Company Application to manage all type of accounts and expenses done by their Sales Representatives on the Real Estate Agents.
The module is developed so that it is compatible with other .net products also.
Various functionalities/modules of this Project are given below -
Data Entry Person can create folders depending on the Expense Type dynamically and can set folder name so he or she can access this folder in future. Folders are set as a tree structure form which root shows name of sales representative. Folders can be set in Other Expenses or Recurring Expenses according to choice.
Other Expenses and Recurring Expenses
Two main module of this project are Other Expenses and Recurring Expenses. Only these information are changed when person interact with this project.
For checking monthly details of Other Expense, person should go in tree structure and should select a folder name from particular month. But in Recurring Expenses, person can also check the information of quarterly details, monthly details and average details.
Sales Representative list
For selecting different Sales Representative we just have to move the cursor on the left corner and the list of Sales Representative appears on the roll over window and by selecting any of the Sales Representative we can get all of his details.
With this module user can check Expense information by selecting a row from details of particular sales representative. Expense information shows the payment method, merchant name, date of expense, occurrence of that expense and description of that expense.
Agent(s) list show the name of agents those are involved for particular expense. Data Entry Person can add agent(s) for an expense from a list of agent(s) which appears in a popup menu.
Person can add details of new expense which will appear in details of sales representative for a particular folder.
Whenever person wants he or she can delete expense information which appears in details of sales representative.
Person can edit details of an expense which appears in expense information.
Envelope Total and Reimbursable Amount
Envelope Totals are the total of all the amounts of the Expenses in the selected folder whether it is Reimbursable or Non-Reimbursable. Reimbursable Amount is the total of all the amounts of the Expenses in the selected folder which is Reimbursable.