Commission statements are visible for either your entire company or for each Payee individually. You need Commissions access to be able to view Commission Statements.
How to access Commission Statements
You need Commissions Access to view Commission Statements. Refer to Commission Access in Mercury.
- In the Commissions tab, click on Comm.Statements in the left hand panel.
- If you can't see Comm.Statements in the left hand panel it means you do not have Commissions Access.
Payee Login - viewing Commission Statements
You can set up Payee access to Mercury so that the Payee can view their own Commission Statements. Payee logins are usually be set up for Referrers that receive a split of Upfront or Trail.
Refer to Payee Setup for Splitting.
Virtual Branch - viewing Commission Statements
If you're in a Virtual Branch, you can access the Commission Statements for activity that occurs within the Virtual Branch.