There are two types of access levels to Commission data in Mercury Nexus - Commission Splitting access and Commissions access.
Commission Splitting & Payee Access
To enable Commission Splitting access, a Principle Owner or Director must email Comms@connective.com.au to grant access to a user.
Commission Splitting access gives the user the ability to:
- Change & manage payee details. Refer to Payee Setup for Splitting.
- Modify & apply commission splits to payees.
- Create Splitting Templates. Refer to Payee Splitting Templates.
Commissions access is granted via the Admin App. Editing and Disabling Users.
Commissions access allows the user to access the Commission details for the company or Virtual Branch including:
- Commission Statements.
- CAF Statements
- Loan Accounts.
- Trial Variations.
- Settlement Volumes.
- Connective volumes.
- Commissions Payment Calendar.
- Interim upfronts.
- Commission notifications.
- CAF Invoices
- CAF Deal Notifier
- Run reports.
Virtual Branch restrictions
Users in a Virtual Branch are not be able to gain Commission Splitting & Payee access. Commission management is a process of the Master Branch.
Refer to Splitting to Virtual Branches.