The Agents module manages billing and finance agents, their account assignments, and the periodic reconciliation process that calculates agent earnings from completed billing runs.
Navigate to Agents (top-level navigation).
What Is an Agent
In BMS, an agent is an individual or entity that earns a commission or fee based on billing activity processed against accounts they are assigned to. Agents are distinct from service engineers — the Service module manages field technicians and job assignments, while the Agents module manages the financial relationship between agents and the accounts they represent. Do not confuse these two concepts when configuring accounts or reviewing reconciliation data.
Agent Types
BMS supports two agent types. A Billing Agent is assigned to accounts and earns based on the billing transactions generated for those accounts during each billing cycle. A Finance Agent may be used where a separate financial intermediary is involved in the account relationship, depending on how your tenancy is configured. The available agent types are set at the platform level — contact your administrator if you need to add or change agent type definitions.
The Agent Index
The Agent index lists all agents configured in the system. Each row shows the agent name, type, status, and the number of accounts assigned to that agent. Use the filter controls to narrow by agent type or status. Inactive agents remain visible in the index but are excluded from new billing runs and reconciliation calculations.
Assigning an Agent to an Account
An agent can be assigned to an account from two places: from the agent record itself, or from the account record in CRM. To assign from the agent record, open the agent, navigate to the Accounts tab, and add the account. To assign from the account record, open the account in CRM, navigate to the Agents section, and select the agent. The assignment takes effect from the next billing run that processes transactions for that account.