How to link statement items | Commspace Help Center

Step 1: Navigate to Statements

Step 2: Filter for commission statements that are Not Ready by using the Filter

Tip: you can also click on View Now to automatically apply a filter to view everything that has not been allocated yet.

Step 3: Select the statement that you want to link first

Step 4: Click on View Now to see the statement items that need to be linked

Step 5: Click on Not Linked

Note: do NOT click the pencil

Step 6: Link the Product to a client by selecting the correct client.

Note: If the client is already on Commspace, then select the client by clicking on the pencil next to the client.

If the client is not on Commspace, yet click Add Client and specify the details.

Now complete the client detail and click on Next

Step 7: Complete the Product detail, if prompted for it, and click Next

Step 8: Add the Product Agreement by specifying the Valid From date, Agreement, and Responsible Partner.

💡Top tip: change the valid from date to the first of that month, to ensure that all recurring commission received during the course of the month will link. If we just leave the date as 2019-08-18, then all items prior to this date will not link.

Step 9: Click Save

You will now be redirected to Statement Items, where you can continue linking the rest of the items for the statement, or you can navigate to Statements to continue.