Work with Finance in Brixit CRM
Use Finance → Transactions to record sales, rentals, commissions and payments. Use Finance → Expenses to record agency or property costs and track their approval status.
| Area | Records | Guide |
|---|---|---|
| Transactions | Sales and rentals, parties, amounts, commission allocations and recorded commission payments | Transactions and commissions |
| Expenses | Agency or property costs and their approval status | Expenses and approvals |
Use Sales to manage prospects and inquiries. When a deal needs a financial record, create it in Finance → Transactions. Review approval requests where your company requires them, and use Transactions & Commissions reporting to investigate totals and missing closing information.
Recording a transaction, expense or payment in Brixit records business information. It does not itself transfer funds.