Agent Ledgers

Important: If you operate under a white-label arrangement, please proceed to bypass this entire chapter.

This functionality is designed specifically for agents who possess the "agent" channel.

"Agent Ledger" is a feature within our application that functions like a detailed financial diary for each agent. This tool systematically records every financial activity an agent performs within the system, whether it's making a transaction or engaging in other money-related actions, such as refunds.

Consider it as a personal financial history for each agent. The ledger captures key details like the date of the transaction, a description of the activity, and the amount of money involved. This means that every financial move an agent makes is carefully documented, providing a transparent and comprehensive record of their monetary interactions.

By leveraging the "Agent Ledger," we enable a straightforward and organized way to monitor and manage the financial activities of our agents. Whether an agent needs to review their financial history or there's a need for clarification on a monetary matter, the ledger serves as a reliable and detailed source of information. It enhances transparency, accountability, and overall financial integrity within our application.