How to use
Everything else that is related to commission management.
Agency history captures all changes made that involve an agency. This includes the creation of or modification to splits, referrals, addendums, and pay plan...
Fri, 3 Mar, 2023 at 1:14 PM
Customer history captures all changes made and related to a customer including Location, Merges, and Accounts added or transferred. Top Menu > Custom...
Thu, 23 Mar, 2023 at 12:04 PM
Account history captures all changes made and related to an Account including, Account group assignments, Customer assignment, Splits and Assigned rep. It w...
Thu, 23 Mar, 2023 at 12:03 PM
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