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Reports, Accounts, Commission Allocation

To run this report, starting from the “Main Menu”…

  • Click the “Reports” button
  • Click the “Accounts” tab
  • Select the “Commission Allocation” report
  • Click the “Proceed” button
  • This report only applies to insurance related systems. It lists those receipts and payments which have not yet been reconciled, but which have been pre-allocated to settle selected policies, as shown below, via the “Pile of Money” button in the Ledgers (see “Accounts, Ledgers, Auto-Reconcile”).

    This report is mainly used by insurance organisations receiving direct debits or standing orders for a large number of premiums each month, where sometimes the receipt arrives before the premium is actually due, and hence is “pre-allocated” to settle the next premium for that policy, as soon as it’s available for reconciliation.