Pro Gold i2 Online User Manual
Table of Contents
Chapter 1 - Installing Pro Gold i2
- Summary
- Requirements
Chapter 2 - Setting Financial Periods
- Summary
- Requirements
- Navagation
- Helpful Hints
Chapter 3 - Establishing Chart of Accounts
- Summary
- Helpful Hints
- Sample Screens
Chapter 4 - Establishing Pro Gold i2 Defaults
- Summary
- In Company Tab
- In GL Tab
- In Escrow Tab
- In GL Defaults Tab
- In Closing Statement Tab
- In Progress Letters Tab
- In Lists Tab
- In Lists 2 Tab
- In Security Tab
- Sample Screens
Chapter 5 - Listing/Selling Office Setup
- Summary
- Helpful Hints
- Sample Screens
Chapter 6 - Establishing Commission Plans
- Summary
- Helpful Hints
- Sample Screens
Chapter 7 - Company Deductions
- Summary
- Helpful Hints
- Sample Screens
Chapter 8 - Agent Deductions
- Summary
- Helpful Hints
- Sample Screen
Chapter 9 - Entering Agents
- Summary
- Helpful Hints
- General Tab 1
- General Tab 2
- Sample ViewMyListing.com Setup Screen
- Deductions Tab
- Invoice Template Tab
- Agent Stats Tab
- Data Import Tab
- Sample Screen
Chapter 10 - Setup Bank Accounts
- Summary
- Helpful Hints
- Sample Screen
Chapter 11 - Establishing Starting Account Balances
- Summary
- Helpful Hints for Bank Accounts
- Helpful Hints for Acct/Rec and Acct/Pay
- Helpful Hints for Other Accounts
- Beginning Balance Entry for Bank Accounts
Chapter 12 - Creating Bank Account Adjustments
- Summary
- Helpful Hints
- Sample Screen
Chapter 13 - Creating Deposits
- Summary
- Helpful Hints
- Sample Screen
Chapter 14 - Creating Checks
- Summary
- Helpful Hints (1)
- Helpful Hints (2)
- Sample Screen
Chapter 15 - Creating Vendors
- Summary
- Helpful Hints
- Sample Screen
Chapter 16 - Entering Listing/Pending Properties
- Summary
- Helpful Hints
- Property Tab
- Agent Tab
- Buyer/Seller Tab
- Escrow
- Commission Tree/1099/Showing Tabs
- Sample Screen
Chapter 17 - Establishing Agent Production/1099 Starting Balances
- Summary
- Helpful Hints
- Agent Production Beginning Balance Entry
- Agent 1099 Beginning Balance Entry
Chapter 18 - Processing A Closing/Creating A Commission Check
- Summary
- Helpful Hints
- Property Tab w/Sample Screen
- Agents Tab w/Sample Screen
- Buyer/Seller Tab
- Commission Tree Tab w/Sample Screen
- Auto-Calculate Agent Commissions Button
- Deduction Calculation Screen
- Additional Check Creation Screen
- Undo Closing
Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances
- Summary
- Helpful Hints
- Invoices Icon (Manual) Method
- Global Agent Billing Method
- Agent Invoice Template Method
- Create Invoices Icon (Template Method)
- Charge Agents Button (All Methods)
- Sample Customer Invoice
- Credit Memo
- Work With Customers Icon (Manage Invoices)
- Manage Receivable Icon
- Print Summary A/R Report
- Print Customer Statements
- Print Reminder Letters
- Sample Customer Invoice Statement
Chapter 20 - Processing Payments for Agent Invoices
- Summary
- Helpful Hints
- Manual Payment Method
- Manual Payment Sample Screen
- Deduct From Agents Check Method
- Deduct From Agents Check Sample Screen
- Correcting Erroneous Payment Entry
- Correcting Erroneous Payment Entry Sample
Chapter 21 - Processing Credit Payments for Agent Invoices
- Summary
- Helpful Hints
- No Outstanding Invoices (Issue Memo Method)
- Overpayment of Outstanding Invoice Method
- Process Manual Payment
- Process Payment from Agent’s Check
- Apply Payment Via Credit Memo Method
- Sample Credit Payment Screen
Chapter 22 - Payroll Setup
- Summary
- Payroll Tax Setup
- Employee Setup
- Earnings and Deductions Setup
- Starting Balances
Chapter 23 - Payroll Processing
- Summary
- Create Payroll Entries Icon
- Modify Payroll Entries Icon (Timecard Review)
- Pending Payroll Icon
- Process Payroll Checks
Chapter 24 - Establishing Account Payable Starting Balances
- Summary
- Helpful Hints
- Sample Screens
Chapter 25 - Processing Payments for Accounts Payable
- Summary
- Helpful Hints
- Enter and Pay One Bill Icon
- Sample Screens - Accounts Payable Icon (Pay multiple bills for a single supplier)
- Pay Multiple Vendors Icon
- Sample Screens - Accounts Payable Icon Sample Screen (Pay Multiple Vendors)
- Correcting Erroneous Payment
- Correcting Erroneous Payment Sample Screens
Chapter 26 - Bank Reconciliation Process
- Summary
- Helpful Hints
- Bank Reconciliation Icon
- Bank Reconciliation Icon Sample Screens
- To Start a Bank Reconciliation
- To Start a Bank Reconciliation Sample Screens
Chapter 27 - Processing A Seller's Progress Report
- Summary
- Helpful Hints
- Progress Letter Setup
- Progress Letter Format
- Progress Letter Format Sample Screens
- Progress Report Dates
- Progress Report Dates Sample Screens
- Sellers Info in Buyer/Seller Tab
- Sellers Info in Buyer/Seller Tab Sample Screens
- Marketing Tab Data
- Marketing Tab Data Sample Screens
- Batch Marketing
- Printing Progress Report
Chapter 28 - Scheduling Showings
- Summary
- Helpful Hints
- Sample Showing Entry Screen
- Helpful Hints 2
- Sample Showing Screen
Chapter 29 - Working with Prospects
- Summary
- Source of Call Setup
- Contact Type Setup
- Outbound Call Plan Setup
- Enter a Prospect
- Sample Prospect Entry Screen
- Enter a Call History
- Assign a Prospect to an Agent
- Buttons
- Tickler
Chapter 30 - Importing Property Data
- Summary
- Helpful Hints
- CREST EDG Import Setup
- CREST EDG Import Process
Appendices
A) Pro Gold i2 Report List
B) Instructions for Creating Customized Letters
C) Instructions for Creating Customized Letters with Property Data
D) Instructions for Closing Statements
E) Instructions for Yard Sign / Lockbox Entries
F) Instructions for Check Lists
G) Instructions for Report Security
H) Instructions for ReMax Frames Report
I) Instructions for Closing Financial Periods
J) Default Activity Items for Sellers' Progress Reports
K) Instructions for Source of Call Lists
L) Instructions for Beginning Balance Entries
M) Instructions for Escrow Starting Balance Entries
