Here's how you can add commissions manually in NextAgency:
- First, go to the Carriers from the Partners drop-down and select the carrier you want to add commissions for.
- Next to the Carrier record, click Actions > Commissions.
- You will see a list of all commission statements that you have received from this carrier. From here, you can manually enter commissions one by one by clicking Enter Statement. Alternatively, you can import a spreadsheet of commissions by clicking Import Statement.
After you click Enter Statement, you will get a set of fields that you can fill in with the commission statement data. However, you can also click Get Previous Data and get a list of all commission statements that you have previously uploaded into the system.
In this list, you can review the statement details, and then click Import to pre-populate the fields and edit them according to the latest data.
Validate the Commissions.
After that, click Upload Commissions.
As a result, the system will add the statements to the list.