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.
Related Articles
Post Commissions
Posting is the process of linking a commission from a statement to a policy. When a statement is imported, commissions are automatically linked to policies using the policy number as the primary field. Once a commission is linked, it will ...Step 5 - Post Commissions
Posting is the process of linking a commission from a statement to a policy. When a commission statement is imported, most commissions are automatically linked to policies. When a commission statement is imported, click POST COMMISSIONS when prompted ...Reposting
Reposting is the process of updating multiple policies in the application in order to match multiple commissions at one time from the posting page. Reposting Process Go to the Main Menu. Click Commissions. Click a statement date with multiple Pending ...Unmatch a Commission
Sometimes it might be necessary to unmatch a commission from a policy. Once a commission is unmatched, it becomes a Pending commission. Unmatch a Commission Go to the Main Menu. Click Commissions. Click a Statement Date. Select MATCHED from the Comp ...Paid Commissions
Paid commissions are those that have been imported and matched to a policy. Once a commission has been imported, or added manually, it can be posted to a policy. Posting is the process of matching a commission from the statement to a policy. Paid ...