Your generic statement doesn't want to upload - what's wrong?
The rule of thumb when it comes to generics is as follow:
Commission = Total Income
Nett + Vat = Total Income
💡If you have Broker Fees applicable, then the Fees + Commission = Total Income
Mandatory fields (Commspace cannot upload your item without data in these fields):
Policy number
Commission Type
Therefore, if any of the above is NOT true - your totals aren't balancing or you have blank mandatory fields - your statement will not upload.
Ensure to amend your statement before importing it again.
As always, you're welcome to reach out to [email protected] if you need further assistance.