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Generic statement failures

Why does my generic statement not want to upload?

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 5 months ago

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


β€‹πŸ’‘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.

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