The Posting Page
The Posting Page is a list of commissions for a particular statement. Commissions are categorized by Comp Status. A commission is Matched, Pending, or Igored.
- Go to Main Menu and select Commissions.
- Click on a statement date.
- The commissions can be filtered by Comp Status.
- The number and amount of commissions are displayed by Comp Status.
- Ignored commissions are those that should not be matched to a policy. They will have a checkmark in the box in the Ignore column. Only pending commissions can be ignored.
- Pending commissions are not linked to a policy. Click the PENDING button to search for a match or create a new policy. Matched commissions are linked to a policy.
- Click a matched commission policy number to view the commission in the policy's Paid Commissions tab.
- REPOST is the process of matching multiple Pending commissions at one time. Pending commissions can be exported and used to identify policies that need data adjustments or new policies added in order to match the commission. Once the changes have been made, the REPOST process will try to match all of the pending commissions.
- Click BACK to return to the Commissions page.
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