Commission statements are visible for either your entire company or for each Payee individually.
How to access Commission Statements
Commissions Access allows a user to view & download Commission Statements & CAF (Asset Finance) RCTI's. To enable access, refer to Editing & Disabling Users in the Admin App.
- In the Commissions App, click on Statements or CAF Statements in the left side panel.
Downloading Commission Statements
To download a statement, click on the statement period & select the report type.
Note: Statement status must be 'Final' to access RCTI Summaries & csv reports.
To bulk-download RCTI Summaries, Ctrl Select statement periods then click "Download RCTI Summaries"
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 Create & Manage Payees
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.