How to Use Commission Scan Feature in Momentum Toolbox

Access the Momentum Toolbox
- Go to Momentum AMP and click on Momentum Toolbox.
Navigate to the Commission Scan
- Once the Toolbox loads, locate the Commission Scan option in the center of the screen.
- Click on Commission Scan.
Upload Your PDF Statement
- Browse for the PDF statement you want to process.
- Upload the file by selecting it.
- Wait for the confirmation message: "Uploaded successfully."
Check the Status
- Go to the History section to track the progress of the upload.
- The status will show as In Progress initially.
- Refresh the page periodically. Once processing is complete, the status will show as Done.
Download the CSV File
- Once the processing is complete, download the CSV file generated from your uploaded statement.
Prepare the CSV File for Upload
- Before uploading the CSV file to Momentum, add a new column:
  - Column Name: Paid Date
- In the Paid Date column, input the relevant month for the transactions.
  - Example: If transactions are for April, enter "04/01" or "5/1" as the paid date for all rows.
Upload the Prepared CSV to Momentum AMS
- Once the Paid Date column is added and filled in, upload the CSV file to Momentum AMS as usual.