Commission Tracker
Commission Tracker Wing Tip of the Week
  Import Carrier Statements       
         
Welcome to our "Weekly Wing Tip" from The Commission Tracker Owl!
This week we are going to talk about: 
 
 

     Import Carrier Statements

 

This feature allows you to import a carrier statement if it is in Excel format: 

  • The first row of the spreadsheet must be the column names.
  • The Policy # must already exist in Commission Tracker's database BEFORE you run the import.  
  • Each import is given a name so it can "reversed" later if necessary.
  • You can choose import all rows or just some of the rows.
  • You can combine 3 columns from the spreadsheet to generate the policy # used by Commission Tracker.
  • All columns are required except Client - which is optional.
  • The import will perform a "test run" and report any errors before it actually performs the real import.
  • The first payment received to a billing month for a policy is recorded as the policy's commission for that month.  All future payments to the that same billing month will be posted as "adjustments" to that billing month.
  • Check payment history to be sure everything imported correctly

 

 

 

   

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