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Agency Wallet & Transactions Detailed Transaction Report (ADTR).
To reconcile the Lead Connector costs to the Agency to what is being rebilled (set by the Rebilling Settings Category Multipliers) to the sub-accounts, today it takes two reports and tons of data fixing because of bugs and inconsistencies in the reporting. Setting the bugs and inconsistencies aside (see below), adding a few more columns to the ADTR relating to the Sub-account Detailed Transaction Report (SDTR) would be a quick fix, so just the ADTR could be used. Sub-Account Data – Must have fields from the SDTR: 1. Amount 2. Rebill Settings Category (currently, it’s loosely in the description. It is needed by itself) Example data: a. Phone System Resell Settings b. LC - Premium Triggers & Actions c. LC Email Verification d. Funnel AI e. Etc. 3. Rebill Settings Category Multiplier - adding Amount in the report, we could calculate this value by “amount/originalAmount”, but having the actual multiplier used in the transaction would be preferred. Nice to have, but not needed to reconcile the data - it would be a complete combination of the ADTR and the SDTR: Sub-Account Data: • walletCredits • totalBalance • balance • creditsUsed • discountAmount Bugs and Inconsistencies 1. The “originalAmount” column has positive and negative numbers. They should all be negative. 2. Every transaction needs a ref: {ID} in the description. The “description” column is a key to the corresponding re-billing transaction in the SDRT. It uses ref: {ID} to create a unique key. However, many transactions are missing the ref: {ID}.
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