Commissions / General

Import Agencies Excel Template
Click the link below to download the template.
Thu, 5 Feb, 2015 at 3:27 PM
Import Reps Excel Template
 Click the link below to download the template.
Thu, 5 Mar, 2015 at 10:11 AM
Unassigned Assignment Codes
Top menu button >> Import data >> Unassigned Assignment Codes After you have done your import(s) you need to calculate in order to see the upda...
Mon, 10 Jun, 2019 at 9:16 AM
Unmatched Products
Top menu >> Import data >> Unmatched products When a new product is imported you will need to either match the product to an existing commissio...
Wed, 21 Jun, 2017 at 2:06 PM
Unable to find comm tiers
Top menu button >> Latest run >> Warnings >> Unable to find commission tier If you get the Unable to find commission tier warning that...
Tue, 12 Sep, 2017 at 10:28 AM
Gross Commission Does Not Equal Deposits
Top menu >> Latest run >> Warnings >> Gross commission does not equal deposits When you use the deposit feature, a warning will tell you ...
Tue, 12 Sep, 2017 at 10:47 AM
Supplier data not imported
Top menu >> Latest run >> Warnings >> Supplier data not imported This warning lets you know that you have imported your commission data...
Tue, 12 Jan, 2016 at 12:40 PM
Account group (add or assign)
Top menu >> Commissions >> Account groups >> Pick supplier >> +Add an account group An account group is a group of accounts to ...
Wed, 21 Jun, 2017 at 2:08 PM
Referral (add or include)
Top menu button >> Commissions >> Referral  An agency referral is a commission rule that will also compensate an agency other than the sellin...
Thu, 3 Mar, 2016 at 11:26 AM
Split
Top menu >> Commissions >> Account groups >> +Add an account group >> +Add a split Splits are a commission rule that will also comp...
Tue, 12 Sep, 2017 at 11:07 AM