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.
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.
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
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.