Export Commissions

The Export Commissions screen allows you to preview commission data and generate the commission export files. There are separate sections on the screen for each commission period type. Follow the directions below when exporting commissions.

NOTE: Exporting Commissions posts commission adjustments to the commission records. You should complete an export for every commission period.

1.  Click the Preview button to generate a report with the commission check amounts.

2.  Review the preview commission run data.

3.  Before generating the Commission file for the commission run, make any commission adjustments necessary.

NOTE: Volume adjustments must be made within the commission period dates to take effect on that commission run. Commission adjustments can be made after the commission period ends but only before the Commissions are finalized. Once the Commissions are finalized, all commission adjustments made will take effect on the next commission period.

Follow these steps when you want to finalize and export commissions:

1.  Click the Finalize Commissions button to finalize commissions.

2.  A pop-up will appear asking, "Are you sure you want to finalize this commission run?" If you are not ready to finalize commissions, click the No button in the pop-up. Click the Yes button to finalize the commission run Commission adjustments may no longer be made, and the next commission period is made current.

3.  Click the Export Commissions button to generate the Export file. Follow the directions that appear to save the file to your local drive.

Report Options:

Printable View - Click to generate a printable version of the report.

Export to Excel - Click to export a Excel spreadsheet of the report.

Export to Word - Click to export a Word document of the report.