Unmatch a Commission

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

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click a Statement Date.
  4. Select MATCHED from the Comp Status filter.
  5. Click MATCHED on a commission.
  6. Click UNMATCH.  Commissions linked to the policy number will be unmatched from all statements.  The commission will be deleted from the policy's Paid Commissions tab.  Unmatching the commission will reverse previously updates made to the policy during the Auto-Update process.  The commission will change to PENDING status on the posting page.

A commission can also be Unmatched from the policy's Commissions Paid tab.

Unmatch from Commissions Paid tab

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the policy number for the client with the commission.
  4. Click Paid Commissions.
  5. Click the MATCHED button.
  6. Click UNMATCH.  Commissions linked to the policy number will be unmatched from all statements.  The commission will be deleted from the policy's Paid Commissions tab.  Unmatching the commission will reverse previously updates made to the policy during the Auto-Update process.  The commission will change to PENDING status on the posting page.

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