Business Builder – Paylog:
The Business Builder – Paylog module is designed to
allow you to calculate your monthly paylog. Each Deal that you close is entered
into the paylog system to automatically calculate your Monthly Results. Follow the directions below to use this
The Statistics section shows the Number of Units Closed,
Gross Income, Net Income, Sales Price, Net Average and Sales Price Average for
each Month and Year-to-Date. The
Refresh button can be used to refresh the list if any items were entered out of
How to Enter Deals into the Paylog:
Each closed deal is entered on a separate line in the grid
sheet below using the following fields:
- The [Day
of Month] field shows the day of the month the lead was received. When the cursor is in this field a [Down
Arrow] button will allow
you to choose a date from the calendar.
- The [Client
Name] field shows the client’s name.
You can manually enter the name or click on the […] button to select the name from the Mark-It
Advantage Xi Address Book.
- The [Gross] field shows the
gross amount received from the close of this deal.
- The [Net] field shows the net
amount received from the close of this deal.
- The [Sales
Price] field shows
the Sales Price of the unit closed on this deal.
- The [Source
of Business] field shows where the lead was obtained from. When the cursor is in this field, a [Down
Arrow] button will display a list of Sources.
Adding Paylog Projects:
The default Paylog project is named ‘Primary Paylog’. This project name can be changed or
additional projects can be added as needed by clicking on the […] button
to the right of the project name.
on the [Add] button to add Additional Paylog Projects.
on the [Edit] button to edit the selected Project Name.
on the [Delete] button to delete the selected Project.
Note: The DEFAULT Project
cannot be deleted.
on the [Set As Default] button to make the selected project the
Note: Default means that it is selected
Changing Months and Years:
Each time you open the Paylog module, it will display
the default project for the current month.
- To change the month, click on the down-arrow next to the
month to display a list of months.
change the year, click on the double arrows at the left of the year to
decrease the year or the double arrows to the right of the year to
increase the year.
Changing Output Page Sizes:
The Paylog module can print in two sizes: 8˝ x 11 or 8˝ x
change the output page size, click on the down-arrow next to the page size
and select the appropriate size.
Printing a Paylog Report:
Press the [Print] button to print a Paylog Report for
the currently selected project month/year.
the Export Media (Change the Printer as needed with the [Change…] button).
the Direct to… Preview
is the Default.
the number of copies then press the [Start] button.
on the [Cancel] button if needed.
Previewing a Paylog Report:
When you select Preview as the Direct To… Export
Media, a preview window will show as below:
- Move To First Page
- Move To Previous Page
- Move To Next Page
To Last Page
- Zoom More
- Zoom Less
- Print Current Page
- Print All Pages
- Send As Email
NOTE: Right-click on the printer buttons to change the
The Printed Result: