Overview
Posting a commission marks it as finalized — reviewed, validated, and ready for accounting. Unposted commissions are still in progress; posted commissions are the official record.
What Does Posting Mean?
- Signals the record has been reviewed and is final.
- Makes it filterable as a distinct status in statement views and commission reports.
- Excludes it from the Not Posted view, so you can focus on records still needing attention.
Note: Posting is a status marker only — it does not trigger any payment or notification.
Posting Commissions
- Navigate to Carriers > Actions > Commissions.
- Open the statement you want to finalize.
- Confirm splits are assigned, amounts are correct, and any validation issues are resolved.
- Click Actions > Post and confirm when prompted. All records in the statement are immediately marked as posted.
Filtering by Posted Status
| Filter Value | Shows |
|---|---|
| All | Both posted and unposted records |
| Posted | Only finalized records |
| Not Posted | Only records pending review |
Available via Filters on the Commission Statements page and on any statement detail page.
Best Practices
- Post the statement only after all splits have been assigned and validated.
- Once commission statements are posted, they cannot be reverted.
- Use the Not Posted filter at month-end as a checklist before closing the books.