How to Use the Commission Scan Feature in the Momentum Toolbox

Commission Scan Overview
The Commission Scan feature in the Momentum Toolbox simplifies processing commission statements by converting carrier-provided PDF files into CSV format. Once processed, you can import and reconcile the CSV directly in Momentum AMS without leaving the Toolbox, ensuring commission data is accurate and minimizing manual entry.

Step 1: Access the Momentum Toolbox

Navigate to Momentum AMP on left navigation.
Click dropdown, then click on Momentum Toolbox.

Step 2: Navigate to Commission Scan

Once Toolbox loads, locate the Commission Scan option in the center of the screen.
Click Commission Scan.

Step 3: Upload Your PDF Statement

Browse for the carrier commission PDF statement you want to process.
Select the file to upload.
Wait for the confirmation message: “Uploaded successfully.”

Step 4: Check the Status

Go to the History section to track your upload progress.
The status will show as In Progress initially.
Refresh the page periodically. Once processing is complete, the status will update to Done.

Step 5: Process the CSV File in Toolbox

Once the status is Done, click on the processed file.
Select Import into Momentum AMS to begin the reconciliation process.

Mapping the CSV

Map only these four fields:
- Policy Number
- Effective Date of Endorsement
- Commission Amount
- Payment Date (can be entered during mapping if not in the CSV)
For any extra columns, select the blank option (system will auto-mark as “I don’t have it”).
Do not map Premium unless the premium was not already entered in the AMS. Mapping it unnecessarily will duplicate policy premium.
Make sure Ignore Duplicates is unchecked so multiple commission entries for the same policy are included.

Match Transactions

Momentum AMS matches entries by Policy Number only.
If there’s no exact match, the row will not import.
Adjust your CSV or AMS policy number format to ensure consistency.

Approve the Statement

Review the import preview carefully.
Approve the statement to finalize reconciliation.
The approved statement will appear in Miscellaneous → Accounting Items → Agency Statements as:
Data Import: DB_Data_Import_DATE AND TIME

Best Practices for Commission Scan
• Only map the four required fields to avoid duplication and errors.
• Always uncheck **Ignore Duplicates** when importing commission statements.
• Verify policy number formats match exactly between the carrier statement and Momentum AMS.
• Keep commission rules disabled for carriers you are importing via CSV to prevent double entries.
• Reconcile statements promptly to keep commission records accurate.