NextBroker: How to Add Commissions Manually

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

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 either import commissions as a spreadsheet by clicking Import Statement or enter them one by one manually by clicking Enter 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.

After that, click Upload Commissions.

 As a result, the system will add the statements to the list.