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

• The Policy # must already exist in Commission Tracker's database BEFORE you run the import. 
• The first row of the spreadsheet must be the column headers/names.
• Clean excel worksheet before importing, no headings, no blank rows or columns and no total lines are needed when importing into Commission Tracker.
• 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