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Summary
October 31, 2014
3.1a
Back Office Feature Screen 1
October 31, 2014

Pro Gold XP Reports & Forms

Chapter 2 – Pro Gold XP Reports & Forms

The following Reports & Forms are available in Pro Gold XP real estate software:

Transaction Management
·  Listing Status Report
·  Progress Report
·  Escrow Account Balance
·  Escrow Account Journal
·  Escrow Account Ledger
·  Existing Listings Report
·  Lead Assignment Report
·  Listing Agent Ranking Report
·  Listings by Quarter Report
·  New Listings
·  Property Inventory Report
·  Closing Checklist

Agent Management
·  Individual Agent Closed Volume Report
·  Agent Level Report
·  Agent Monthly Production Report
·  Active Agent Roster Summary
·  Agent Volume Report
·  Commission Deduction Report
·  Commission Disbursement Statement

Payroll
·  1099 Electronic Filing Wizard
·  Agent 1099 Report Detail
·  Agent 1099 Form
·  Agent 1099 Report Summary
·  Employee Deductions by Employee
·  Employee Tracking Report
·  Employee W2 Form
·  Employer 941 Report
·  FICA Report
·  Payroll Archive Register
·  Payroll Register

Advertising Management
·  Advertising Cost by Listing
·  Ad Media Publication Detail
·  Ad Media Publication Summary

Office Management
·  Income Projection Report
·  Closed Agent Ranking Graphs
·  Closed Business Report Summary
·  Closed Business Report Detail (5 formats)
·  Closed Business Report by Quarter
·  Closed Business Report Detail GCI
·  Closed Transactions by Close Date
·  Company Closed Business LS/SS Report
·  Gross Closed Income Detail Report
·  Gross Closed Income Summary Report
·  Monthly Office Commercial Statistics
·  Pending Business Report Detail
·  Pending Business Report by Quarter
·  Yard Sign / Lock Box Inventory

Accounting
·  Balance Sheet
·  Budget Vs Actual
·  Checks by Bank & General Ledger
·  General Journal Report
·  GL Offset Transactions
·  Income Statement
·  Income Statement Archive
·  Income Statement by Sub Accounts
·  Income Statement by Prior Year Comparison
·  Income Statement Total Income Comparison
·  Income Statement with Year-to-Date Comparison
·  Trial Balance
·  Detailed Trial Balance
·  Trial Balance Account Rollup
·  Trial Balance Period

Banking
·  Bank Account Transactions
·  Bank Account Transactions by Date
·  Bank Account Transactions by Type
·  Bank Account Transactions by Date/Type
·  Checks
·  Checks by Check Number
·  Checks by General Ledger Account
·  Checks by Month/Check Number
·  Checks by Payee
·  Checks Marked for Printing
·  Checks Printed
·  Checks Voided by Date
·  Checks Voided by Payee
·  Outstanding Checks
·  Un-deposited Checks
·  Deposits
·  Deposits in Transit
·  Payment Totals by Salesperson

Front Office
·  Agent Reassignment Report
·  Buy Cycle Analysis Report
·  Contacts by Office
·  CSC Appointment Detail
·  CSC Closing Report Detail
·  CSC Performance Report
·  Office Performance Report
·  Relocation Status Report by Agent
·  Relocation Status Report by Ref. Co.
·  Marketing Activity Source of Call
·  Lead Assignment Tracking
·  Source of Call Tracking
·  Seller Progress Activity Reports
·  Custom Follow-up Schedules
·  Appointment Tracking
·  Relocation Tracking
·  Contact History Tracking
·  Complete Showing Module

Invoicing
·  Invoice Status Report Summary
·  Credit Memo Report
·  Customer Listing by Company Name
·  Customer Listing by Customer Name
·  Invoice Payment History
·  Customers on Credit Hold
·  Invoice Totals – Daily Graph
·  Invoice Totals by Date
·  Invoice by Agent
·  Invoice Posting Status
·  Payment Detail Totals – Daily
·  Total Period Payments by How Paid

Vendor
·  A/P Aging Summary
·  Bills Details by Month/Vendor
·  Bills Details by Vendor
·  Bills Details by Type/Vendor
·  Bills Posting
·  Bills Summary by Month/Vendor
·  Bills Summary by Vendor
·  Bills Unpaid Details by Vendor
·  Bills Unpaid Details by Type/Vendor
·  Monthly Payable Paid Totals by Vendor
·  Payable Paid Detail Totals – Daily
·  Payable Paid Detail Totals – Monthly
·  Payable Total Analysis by Vendor
·  Payment Detail Totals – Monthly
·  Total Period Payables by Vendor
·  Total Period Payables Paid by Vendor
·  Vendor 1099 Form
·  Vendor Envelope
·  Vendor Listing by Name
·  Vendors Financial Listing