Commission Tracker Wing Tip of the Week |
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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