NextAgency: How to Add Commissions Manually

Here's how you can add commissions manually in NextAgency:

1. In the Carriers Library, choose the carrier whose commissions you are going to upload.
2. Next to the carrier record, click Actions > Commissions.
3. On the page that opens, you will see a list of all commission statements that you have received from this carrier.
4. On this page, you can enter Commissions manually one by one by clicking Enter Statement or you can import Commissions as a spreadsheet 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.