Associate Billing and Bulk Payment Processing - KWAR2 / AccountEdge Connect

Simplify your Agent Billing and Payment Processing with AccountEdge Connect!

AccountEdge Connect offers you the ability to create multiple billing schedules to manage, create and email your agent invoices  (subscriptions required).  This system even allows you to create multiple schedules  to accommodate your monthly billing, as well as creating additional schedules for items like quarterly MLS billing, yearly renewal fees for your associates, etc. 

Resources:

• Full Instruction guide.  Click here.  
   
• YouTube channel for KW MCAs, which includes KWAR2 document & instructions.  Bookmark and reference this page for KWAR2 and general AccountEdge knowledge. 
   
• System Updates web page.  To see what has been updated in the new KWAR2 system, click here.

KWAR Quick Setup Guide:

STEP 1 -  Sign up for AccountEdge Connect account and personalize your settings.  You must use your klrwxxxx@kw.com email account. This will tell AE that you are a KW MCA and will then set your account up with KW specific items.  

STEP 2  - If you do not currently have a merchant account, sign up at AccountEdge Merchant Account. 

STEP 3 -  Clean up Customer Card File & Item List in AccountEdge & Set up your settings in AccountEdge Connect.

1. Clean up customer card files in AccountEdge

• Inactivate cards of agents no longer with your MC
• Change Vendor cards to ‘Vendor’ instead of Customer
• Verify agents email address in their customer card
• In Selling Details tab, select invoice delivery as email

2. Clean Up Item list in Accountedge

• Inactivate items that are no longer used

STEP 4 – Sort & Group your KWAR spreadsheet into billing types.  If you are familiar with a Venn diagram, this is what you’re doing.  For example, group A will be agents who are billed the associate tech fee only.  Group B will be agents with the associate tech fee and copies, Group C will be the associate tech fee, copies, rent. Etc.  Continue this until all agents have been assigned a group
 
STEP 5 -  Create Billing Schedule, Add Invoice, and Approve and Email Invoices.  In this step you will create an invoice template for Group A, B, C etc, copy to all agents in the group and email invoices to your agents.

STEP 6 –  On your market centers scheduled date, you will now Process Payments and manage declined cards.
 
PRO TIP:  SYNC AccountEdge to AEConnect daily. This will keep your AR records up to date and reflect a reduced Accounts Receivable balance on your Balance Sheet.  Syncing should be done while your desktop version is in SINGLE USER MODE.
 
For more videos on KWAR2 information,Reference AE KW Market Center Videos on YouTube.

NOTE:  This is a direct replacement for the KWAR software.   The KWAR software is no longer supported.  You are strongly encouraged to use the AccountEdge Connect feature as setup and processing time is reduced.  

An AccountEdge Connect account is required for the agent billing.   Forte credit card merchant account is not required for the Agent Billing, however it is required for the Bulk Payment processing.

Support:

For questions regarding AccountEdge’s Agent Billing feature (KWAR2), please contact AccountEdge directly with your questions.

Please have your serial number ready when you call. To find your serial number, go to AccountEdge > Help > Registration.

KW AccountEdge Support Page

https://www.accountedge.com/knowledge-base/

Email kw.us@priority-software.com

1-800-836-1812

System Updates web page.  To see what has been updated in the new KWAR2 system, click here.