Start by navigating to Statements:
Now click Import Statement:
Specify some details about the statement you want to import:
Select the Provider that the statement is for
Specify the Statement date. If omitted, the current day’s date will be used
Specify the Statement amount (including VAT, if applicable). If omitted, the statement’s line item total will be used as the statement amount.
Optionally provider a Statement description. This is a free text field that can be used to store a remark/comment about the statement
Optionally specify a Payment reference. This field is typically used to capture the corresponding provider payment reference from a bank statement
Click Choose File to find and select the file to upload from where you have saved it on your computer
Click Upload
Notifications will appear to first let you know that the file has been uploaded successfully and is being processed, followed after a short delay by a Statement Import Result notification (green for successful and red for not successful):
You can now either:
continue uploading more statement files (taking care to specify the correct details before clicking Upload each time), or
click on the View statement link in the success notification to go directly to the commission statement record that has been created, or
you can navigate to Statements again to see the list of the statement(s) that have already been imported.
If your statement fails to load it could be one of the following reasons:
the document is passport protected
the statement is in a wrong format in regional settings
or the the format is not supported
To rectify or fix the error click on one of the highlighted links.
Note: all statements that fail will be sent to the support team and feedback will be provided as soon as it was attended to.