I am an insurance broker. When we raise an invoice on the system for a gross of eg R10,000,
1. The invoice that goes to teh client must reflect the full R10,000 as normal
2. In the background we need the system to automatically extract a certain % of there (which will be our commission). So we can create an insurer name with teh % and if we choose that insurer the system must behind the scenes show us the Gross in one column, the Commission in another and then the nett as well.
3. Attached is a template in excel of what i require. There are so many insurers and brokers that this could help. right now we are creating this report manually as xero cannot extract same.
happy to chat to someone about this and bounce the idea and give more direction.
Julian Maduray
supported this idea
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I am an insurance broker. When we raise an invoice on the system for a gross of eg R10,000,
1. The invoice that goes to teh client must reflect the full R10,000 as normal
2. In the background we need the system to automatically extract a certain % of there (which will be our commission). So we can create an insurer name with teh % and if we choose that insurer the system must behind the scenes show us the Gross in one column, the Commission in another and then the nett as well.
3. Attached is a template in excel of what i require. There are so many insurers and brokers that this could help. right now we are creating this report manually as xero cannot extract same.
happy to chat to someone about this and bounce the idea and give more direction.
I am a client of CFO360 and currently use Xero.