Commission Reconciliation/Payment

Sales and commission tracking is one of the major reasons rep firms use MRSware.   For those who are entering commissions from a Commission report, the tracking process used to take two steps - entering invoice data into Invoice Entry, and then reconciling commissions in Payment Entry.  MRSweb simplifies this process to a single import.

Here's how:

1. Login to MRSweb
2. Go to "Sales -> Import"
3. Follow the Sale Import steps to Import a Commission report
4. After you've clicked on "Match Data", Step 11, in the import process, you have the opportunity to add your commission payment

Adding a Commission Payment:

1. In the first column, click or tap in the circle to the left of the word "Manufacturer Id".  This selects all of the rows.
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2. In the Sidebar, click or tap "Batch Edit".  This opens the Batch Edit form.
3. Scroll down to "Commission Payment Id"
4. Click or tap the circle within the oval to toggle the button on (it will turn blue)
5. Click or tap "Create New".  This opens the New Payments form.
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​6.  Add the payment information:

• Type part of the Manufacturer's name (let autofill complete it)
• Add a Reference Number (can be the date entered or the check number)
• Add the Issue Date (again can be the date entered or the date on the check or the date the check was deposited)
• Add the Check Amount
• Enter a Memo (e.g. Name of Manufacturer, the Month & Year the commission is paid)

7. Click or tap "Save"
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8. Click or tap "Update Selection"
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9. When the pop up asks "Update?", click or tap "OK"

This process updates the Sales Import page, adding the Commission Payment Id to the Import.
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When you're finished matching the data and/or completed any updates and the file looks correct,
10. Click or tap "Update Records".  This will import the data into MRSware.​

A notification will pop up from the bottom, stating "Records Updated".

The Sales Import folder will now be empty and the table area will show "No records found". 
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To view the payment, go to "Sales -> Payments".  

To view the details of the payment, go to "Sales -> Payment Line Items"
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Go to "Payment Line Items"
Filter on the Manufacturer column to select the manufacturer's name of the payment made
​Filter on the Payment Ref. No. column, using the Text Filter to enter the reference number you entered during the import.  
* The filters selected are shown (in blue) above the table

All payments from the commission report imported will be shown in the table.

Note in the Sidebar, the 3 Pre-filtered views:

• Payment Line Items (table shown in the screenshot below)
• Partially Paid Line Items (any invoices partially paid will appear in this view)
• short View (a "less-wide-View" to fit better on the smaller dialog screen)

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