Table of Contents:




  • Deals are where you will access the property files within SkySlope Books.
  • Within Deals, you can:
    • add or edit information about the deal (property info, contacts, commission details, etc)
    • review the commission amounts that were calculated
    • add additional debits and/or credits
    • add deposits that are being held by the brokerage in the trust account
    • view the commission disbursement authorization form
    • approve commission disbursements
    • process deposits from escrow/title companies
    • disburse payouts on closed deals

Deal Statuses:

  • Opportunity - a deal that is coming soon for which you’d like to create a placeholder; create Opportunities for upcoming deals to help forecast your income over the next 60-90 days.
  • Active - a deal that has officially been listed and/or is on the market.
  • Pending - a deal that has accepted an offer and is under contract/in escrow.
  • Closed - a deal that has closed escrow.
  • Processed - indicates that all payments have been made (from escrow and the company to any sales entities associated with the deal) and recorded in SkySlope Books.
  • Canceled - for any deals that have been canceled; SkySlope Books considers this an “Archived” deal.


All Deals

  • This page allows you to see all the Deals within Books that come over from Skyslope.


Manage Earnest Money

  • This page tracks all requests, payments, and releases that were added to the Collect a Deposit option within Deals.
  • You can check the status of the deposit, resend requests, delete requests, or access a shortcut to the escrow deposit line item within deals.


Confirm Payments

  • This page allows you to:
    • confirm payments received from escrow after a closing.
    • view a smart page of approved deals so you can collect closing payments in bulk from escrow.


Remaining Payouts

  • This page allows you to:
    • make agent payments from deals after a closing.
    • view a smart page of approved deals so that you can make payments in bulk for closed deals.


Sales (A/R)

  • The Sales module includes Invoices, Payments Received, and Credit Notes.
    • These pages represent money due to the company.


  • The Invoices page shows you invoices that are related to deals.
    • These will automatically be created from Deals.
  • You can also create invoices for any money due to you that is not associated with a deal.
  • Clicking on the invoice line item will provide you with additional options.
    • For example, this is where you can record a payment or charge a credit card for an amount due.
    • Credits available to the “bill to” party may also be applied here.
  • Recurring Invoices
    • This sub-page allows you to manage the recurring fees that you charge to agents and users within the system.
    • You can manage recurring invoices that they can set up, which will create invoices automatically on the Invoices page.
  • Reference Documents
    • This sub-page allows you to manage your reference documents to associated invoices and payments, which are documents that are used when both Agent and Company are within SkySlope Books.


Payments Received

  • All Payments Received will be reflected here, including payments made on Deals.
  • If the payment was related to a deal, the reference number column will reflect the deal information.
  • Once a payment is posted for a specific invoice, a Payment Received line will be added here.
  • In addition, you can manually add payments made here.


Credit Notes

  • This page shows you all the credit notes that you've created in this system.
  • A credit note replaces a payment received and allows you to provide a credit to a payment you are expecting due to the invoice.
  • Recurring Credits
    • This page allows you to manage your recurring credit notes for recurring credit within the system.
    • Here, you can manage recurring logic, which will automatically create credit notes on the Credit Notes page.
  • Reference Documents
    • This page allows you to manage your reference documents to associated credit notes and payments, which are documents that are used when both Agent and Company are within SkySlope Books.


Purchases (A/P)

  • The Purchases module includes Bills, Expenses, Payments Made, and Vendor Credits.
    • These pages represent money the company owes to people or companies, (e.g., agents, transaction coordinators, vendors, property managers, etc.)


  • The Bills page reflects any money owed by the company.
  • Bills will automatically flow from Deals for any payments the company is making.
  • In addition, you can create bills manually for any payments due from the brokerage.
    • For example, for any payments related to running the business (e.g., rent, utilities, etc.).
  • Clicking on the bill line will provide you with additional options.
    • For example, this is where you can pay bills that are due.
    • You can also see additional information like the related deals and journal records.
  • Recurring Bills
    • This sub-page allows you to manage your recurring bills (i.e. rent payments etc).
    • Here, you can manage recurring bills that you can set up, which will create bills automatically on the Bills page.
  • Reference Documents
    • This page allows you to manage your reference documents to associated bills and payments, which are documents that are used when both Agent and Company are within SkySlope Books.



  • The Expenses page in SkySlope Books is where you will add any items that are not related to running the company.
    • For example: client dinners or other expenses.


Payments Made

  • Payments Made will reflect any payments made on bills.
  • You can also manually create payments made here.


Vendor Credits

  • This page allows you to manage your vendor credits, which is the same as payment made but allows you to provide a discount a vendor has provided to you.

  • Reference Documents
    • This page allows you to manage your reference documents to associated bills and vendor credit, which are documents that are used when both Agent and Company are within SkySlope Books.




  • This page allows you to manage advances, which allows the Broker to pay an advance to a user.



  • This page allows you to manage garnishments, which allows th Broker to garnish earnings from a user.



  • This page allows you to manage loans, which allows users to create loans for the Brokerage.




  • This page allows you to connect a bank to pull information, so you can do reconciliation with the journal entries created in the system.



  • This page allows you to modify the journal entries to make any corrections.




  • Dashboards help you see and track your high-level KPIs at a glance.
  • With SkySlope Books, many KPIs can be tracked in real-time, allowing you to see the most recent results anytime.
  • Dashboards - You can create as many dashboards as you’d like to track Widgets for Top Producers, Different Offices, Individual Agents, etc
  • Widget - A reporting tool that can be used to track Agent Caps, Deals by Status, Income Goals, and several other categories for the current day, week, month, or year.

Detailed Reports

  • Reports are a convenient way to review summaries or detailed information about your organization’s performance.
  • The report generator gives you the ability to create simple reports or highly customized reports.
  • Reports can be saved to make regular reporting easy.
  • Report permissions are customizable within Roles.

  • My Reports
    • This sub-page shows you the personal reports that you have created.
  • Recommended
    • These are group reports that they can classify as recommended.
  • Company
    • These are shared reports that Brokers can save, and this allows other admins in the SkySlope Books account to view these reports.




  • General Settings
    • Here, you can manage your locations (which show up on various printable items), your Company Name, and TIN.
  • Commission Plans
    • Here, you can manage your commission plan rules and configurations in the system.
  • Purchase Settings
    • For pricing information, please contact your SkySlope Books Customer Success Manager.
  • Tags
    • Here, you can manage your tags, and you can put tags within rules.
  • Automation
    • This allows you to automate any tags that you set on deals.
  • Franchise
    • This allows you to manage any Franchise settings within SkySlope Books.
  • Roles
    • This allows you to set the permissions and roles for the left-hand Navigation Menu within SkySlope Books.


  • Chart of Accounts
    • The Chart of Accounts will be set up by working with your Customer Success Manager.
    • You can use the default Chart of Accounts available in SkySlope Books, or add custom accounts.
    • You can import the Chart of Accounts by using the CSV template to add the necessary data.
    • Before adding your Charge of Accounts, the SkySlope team will work with you to ensure you have created any relevant Offices in SkySlope Books.
      • This will allow SkySlope Books to assign (if applicable) any Office-specific ledger accounts upon import.
  • Products/Services
    • You can create a service/product for anything that will be charged or rendered within SkySlope Books.
      • You can then associate it with the appropriate ledger account.
      • By default, certain services and products are already set up for you.
        • For example: agent commission, broker commission, closing credit, and closing debit.
    • Services/Products can be created for items like desk fees, marketing, rent, utilities, etc.
    • You can add a set amount for the charge, if the amount is always the same, or leave it at zero if the amount changes.
    • When you add a service/product that has a set amount, the amount will automatically populate when you add the line item.
  • Opening Balance
    • Opening balance is the amount of money in the company's account at the beginning of a new financial period or year.
      • This balance can also be based on the balance sheet prepared at the end of the previous accounting period, with the closing balance for any accounting period being the sum of differences between all of the credits and debits over that period.
      • This amount is then carried over to the next accounting period to be used as the opening balance. This is the same in SkySlope Books.
      • In addition, historical data like chart of account info, commission plans, and the general ledger can be imported during onboarding.

System Data

  • This page allows you to import and export System Data out of the system.


  • This page allows you to set up and manage your integrations within Books.




  • This allows the Broker to manage their contacts for people being paid out, including vendors, agents, and brokers.
  • Certain contacts, like agents that are a part of your brokerage, will automatically populate into the Contacts module from the company directory.
  • Other contacts like buyers, sellers, and agents (who aren’t a part of your company directory) will auto-populate into the Contacts module from SkySlope.
  • However, you can also add contacts anywhere you see the Contacts Icon or by going directly to the Contacts page.
  • If you are utilizing the accounting module within SkySlope Books, you will add anyone to whom you will be disbursing funds.
    • For example, for rent, utilities, or any other bills you regularly pay.
  • There are additional features within each contact after they have been added.
    • For example, any current or overdue invoices can be viewed, as well as credits.
    • In addition, you can add bank accounts under the Payment Methods tab for any agents or other parties to which you will be directly depositing funds.

User Profiles

  • A user profile should be created for anyone who needs to have access to your company in SkySlope Books (i.e. Agents, Bookkeepers, Accountants, Brokers, Admins, etc.)
  • Please note: A Contact is created automatically when a User Profile is created (but not the other way around).


  • Groups allow you to tie multiple members to one Group in SkySlope Books for Invoicing and Commission Plan purposes.
    • Some examples of Groups would be: 80/20 Split, Agent Dues Group, or $199 Fee Group.


  • Offices, also known as Divisions, should be set up when the Company operates multiple locations/offices under one EIN.


Money Transfers

  • In SkySlope Books, you can send money to a bank account and receive money to your bank account.
  • Money Transfers must be set up if you are sending money to anyone from your bank account.
  • You do not need to have Money Transfers set up if you are only receiving money.
    • For example, if you are an agent, and you will only be receiving payments for commission, your bank account information can be added to the Payment Methods section of your contact within the Company account.
  • You MUST have Money Transfers set up if you are sending money or having money deducted from your bank account in SkySlope Books.
    • Examples:
      • Brokerage paying out commissions to agents
      • Agents having funds deducted directly from their bank account for fees charged by their brokerage (e.g., desk fees, marketing, etc.) Note: This is different from paying via credit card or check. You don’t need money transfers set up if the payments will be made via check or credit card to the brokerage for these fees.
  • If you will be sending money in SkySlope Books, you must go through the detailed step-by-step instructions provided in the Setting Up Money Transfers article.


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