How to use

Everything else that is related to commission management.

Warnings
Top menu button >> Latest run >> Warnings Type of Warnings:  Unassigned Assignment Codes - Assign Assignment Codes  Unmatched Product...
Mon, 22 Jul, 2019 at 3:53 PM
Exceptions
Type of Exceptions (to items): Account group (add or assign) - used to apply a custom rate to (a set of) account(s).  Referral (a...
Fri, 17 Jun, 2016 at 2:49 PM
Add Items Manually
The add an item feature is typically used when the commission data is presented in PDF or Word format and instead of creating a template to import, the user...
Fri, 17 Jun, 2022 at 10:13 AM
Assign a Pay Plan
Thu, 22 Jun, 2017 at 12:38 PM
Audit Reports
Top menu >> Latest run >> Audit This area of RPM includes 3 valuable reports that you would like to look at every month to make sure you are...
Wed, 21 Jun, 2017 at 2:14 PM
Deposits
Top menu button >> Commissions >> Latest run >> Deposits A deposit is the amount of an actual payment from a supplier. Deposits are track...
Fri, 8 Sep, 2017 at 4:02 PM
Close a Run
Fri, 13 Oct, 2023 at 10:22 AM
Customer Custom Logo
A custom logo will allow you to personalize the RPM experience for your customers. Custom logos will be visible on the dashboard as well as processes that t...
Fri, 10 Feb, 2023 at 2:56 PM
Payments
Top menu >> Commissions >> Latest run >> Payments This page will show you the payout to your agents, you have the ability to check off th...
Wed, 21 Jun, 2017 at 2:15 PM
Import Agency Staff Assignment
When you view any agency you have the ability to assign staff users to the different categories setup.  If you need to make multiple assig...
Tue, 14 Apr, 2020 at 1:14 PM