How to Upload Commission Statements into Momentum AMS

Accessing the Momentum Toolbox
- Go to Momentum AMP and click on Momentum Toolbox.
Using Commission Scan
- Look for the Commission Scan option in the toolbox.
- Click on Commission Scan to upload a PDF statement for scanning.
Uploading and Processing the PDF
- Upload the PDF statement.
- Check the status in the history tab; it may take a few minutes to process.
- When the status shows as done, download the CSV file.
Preparing the Commission Statement
- Add a column for the paid date in the CSV file.
- Input the month (e.g., April) for each transaction in the paid date column.
Uploading the Updated Statement
- Upload the updated statement with the paid date column to Momentum.
- Proceed with your regular workflow after uploading the statement.
Final Steps
- Ensure all necessary information is included before uploading.
- Complete the process by uploading the statement and continue with your tasks in Momentum.
Conclusion
- Thank viewers for watching the tutorial on using the Commission Scan feature in the Momentum Toolbox.