How to use
Everything else that is related to commission management.
Account group history captures all changes made to an account group. To view Account group history, follow Suppliers > Supplier > Account groups &...
Mon, 4 Nov, 2019 at 3:46 PM
Referral history captures all changes made to a referral including Includes, Excludes, and Rate changes. To view Referral history, follow Commissions &g...
Mon, 4 Nov, 2019 at 3:47 PM
Commissions Setup history captures changes made to Commission variables, Pay plans, and Tolerances. To view Commission Setup history, follow Commissions...
Mon, 4 Nov, 2019 at 1:07 PM
Reconcile setup for your processes now have their own history page. This allows you to track any changes made to the reconciliation setup. The history e...
Mon, 13 Apr, 2020 at 10:48 AM
Usage Assign a rep directly to an Account so that any commission items imported under that account will be attributed to said rep. Users can assign a rep t...
Fri, 5 Nov, 2021 at 11:43 AM
Usage Assign a default rep to customers so that any commission items imported under that customer will be attributed to said rep. Assigning a default rep w...
Mon, 5 Apr, 2021 at 8:45 AM
Account Addendums can apply commission rules when an agency sells into a certain Account. This will supersede the Pay Plan Schedule and Account Group commis...
Mon, 27 Feb, 2023 at 9:15 AM
You can create a month to month comparison report for your Account numbers or Customers by adding commission columns for individual months to your View. Thi...
Tue, 25 Apr, 2023 at 3:44 PM
The Account group download lets you download a list of your account groups. This will provide you with an excel report of the account group name, descriptio...
Tue, 29 Aug, 2023 at 12:24 PM
If you need to mass update a field on your commission items, you can use the Copy from a basic field to retroactively update Items that have already been up...
Fri, 26 Jan, 2024 at 11:33 AM