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Summary here
Sales Agent Balances
Sales Agent Balances provides a balance view for sales agent accounts. Finance users use it to review commission-related or agent-related account positions.
Screenshot: Sales Agent Balances list view
Fields
| Field | Meaning |
|---|---|
| Sales Agent | The agent whose balance is shown. |
| Account No | The account used for the balance. |
| Company | The company that owns the account. |
| Currency | The account currency. |
| Balance | The current account balance. |
HowTo
- Open Finance.
- Select Partner Management.
- Open Sales Agent Balances.
- Filter by company, agent, account, or currency.
- Export or open the account ledger when detailed review is needed.