Commission Tracker
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 they must 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 4 required columns are shown above.

You may have up to 20 columns on your importable spreadsheet.  

New Features ICS SS    

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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