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:
Excel and Importing
Commission Tracker uses Excel spreadsheets to import
Carrier Statements need to be in (.xls) format
When importing it is necessary to make sure that your spreadsheets are import ready.
You can do this by taking out extra lines, "total lines" and headings.
The Receive Date, Check Date and Check Number can now be pulled in from the spreadsheet if those columns are available on your Carrier's spreadsheet. If they are not on the spreadsheet you will need to type them into the areas provided by clicking the options button in front.
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