Add

1. Go to the Main Menu.
2. Click Commissions.
   
3. Click the maps icon .
4. Click ADD MAP.
5. Browse for the Carrier statement or drag and drop one into the box.
6. Select a Carrier.  If your statement has multiple comp plans, select Multiple Comp Plans.
7. Enter a map name.
8. Indicate the tab number in the Excel file that contains the commission data.  In the example below, tab number (2) contains the commission data.
   
9. Indicate the first row of commission data.  In the example below, the first commission data row is (8).
   
   
   
10. Make selections for Auto-Update.  This feature automatically updates the carrier, product, effective date, and premium for a matched policy during the posting process.  Posting is the process of matching a commission to a policy after the commission statement is imported.  Data from the commission statement will automatically update these selected fields when a commission is matched to a policy.  These selections can be changed later.  The Auto-Update fields can also be applied manually when a commission is matched to a policy after the statement has been imported.
    
11. Click NEXT.
12. Map the fields in your statement to the fields in AgencyComp.  Policy Number, Paid Date and Commission Paid #1 are required fields.  If your statement does not have a paid date column, click the box next to the Paid Date field.  The statement date entered when importing a statement will be used for the paid date for all commissions in the statement. The primary fields used to match a commission to a policy are the policy number, effective date, product, revenue type, client and agent.  Try to match as many fields as possible to make it easier to match a commission to a policy during the import process.
    
13. Click PREVIEW to make sure your fields match to the AgencyComp fields.  Once your map is saved, it cannot be edited.  If the carrier makes any changes to the commission statement, a new map will need to be created.
    
    
    
14. Click SAVE MAP & RETURN to return to the Maps page to create a new map.  Click SAVE MAP & IMPORT to import the statement used to create the new map.  Once a map is saved, it cannot be edited.  Only the Auto-Update feature for the map can be edited.
    

Delete

1. Go to the Main Menu.
2. Click Commissions.
   
3. Click the maps icon .
4. Click the box next to the map to delete.
5. Click the delete icon .  Deleting a map is not recommended if it has been used successfully to import a statement.