Billing and Accounting
      Back to home
      1. NowCerts Support Center
      2. Support Resources
      3. Billing and Accounting

      Determine Agency Commission paid in a given period

      Determine Agency Commission paid in a given period

      Print

      There are multiple ways of seeing agency commission payments your agency has received in a given period (which is what you would normally transfer from the trust account into the operating account).

      Option 1- Reconciliations: The best is perhaps from Reconciliations. Go to Reconciliations, Select Manually Reconcile Agency Commission. Select the date range for the payments, select Type Reconciled Comm Payments.(Reconciliations is found in Miscellaneous --> Accounting Items)

       

       

      Option 2 - Endorsement, Agency Commissions. Select payment dates and run report. You can Export to Excel.(Endorsementss is found in Miscellaneous --> Endorsements)

       

      Option 3: Reports. There are several reports but the most straightforward would be "Agency Commission and Non-commission Received by Payment"

       

       

      all of these will do the trick. It depends on what the user is most comfortable with.

      hope this helps.