How to Reconcile Commission:

How to Reconcile Commission:

• A few key pieces of information will need to be entered in order to generate the commissions list:
  
  • Enter Start Date from commission statement
  • Select Producer
  • Select Sub Producer
  • Select Carrier
• When done entering filters, click .
  • Commission list will them generate.
    • Clients listed on commission statement should be the same client listed in Commissions screen.

To enter commission received for a client:

• Double-click the Commission Received Now field for desired client.
• Enter amount from commission statement into the above specified field.
• When done, click , and proceed to next client. 
  
              

*Once  has been  clicked, the system will keep track of you Commissions Received To Date.