Commspace

If you notice that your CSV commission statements fail when trying to import them, your Region settings may be the cause of the problem.

Commission statements in the wrong format - setting your regional decimal settings

This feature allows Commspace to flag any statement items that have incorrect VAT values.

VAT validation on Statements

Blocking Reasons

A recent difference on Sanlam commission statements are due to what they call “dummy lapse”.

Sanlam “provision for dummy lapse”

How do I know that I'm uploading my commission statement to the right provider?

The client is not appearing when I want to link new products to that entity.

Linking new products to existing clients

I can't change my regional settings for internal reasons. How do I change my CSV commission statements so that it can upload?

Text to columns

Retirement Annuities: Two-pot system and the influence on your processing

Sometimes the ID number looks incorrect - usually has "+12E" at the end - this article will help you to correct the format.

ID number format

I've accidentally deleted something, now what?

Deleted items

VAT: Dealing with exceptions

VAT: Correcting incorrect VAT rates

An integration between Commspace and the CRM system Elite Wealth.

Elite Wealth

This Article will show you how to set passwords for statements from specific providers for the entire office.

How to save a provider password on your office

What password can I use to open my Discovery commission statement?

Discovery password

Elsa Stadler

Amanda de Bruyn

What is the Trouble (shooting)

The product has not been loaded to Commspace yet.

Statement item not linking: product not found

The product exists on Commspace, but for a different provider.

Statement item not linking: product for provider not found

The statement item is not linking because a product agreement doesn't exist on Commspace yet.

Statement item not linking: product agreement not found

Your policy is already linked to a Product Agreement still it fails to link when you load another commission statement.

Statement item not linking: product agreement for statement date not found

The product is linked to an agreement that has no active version on or before the statement date

Statement item not linking: agreement version not found

Your policy is already linked to a Product Agreement but it fails to link.

Statement item not linking: preset commission type on a a product agreement

Statement Item not linking: expiry date

**Statement item not linking: partner code and name on statement is blank

Item not linking because there is a discrepancy between the linked partner and the statement partner.

**Statement item not linking: partner code or name not found

How to practically apply two advisers per product on Commspace.

**Two responsible partners per product

Statement Item not linking

This Article will explain how to link your current email address to a Google Account

How to Create a Google Account

If you need access to Shared folders between your business and Commspace Follow these steps.

How to Set-up Google Drive for desktop

It is sometimes necessary to clear your browser cache to remove outdated Commspace preferences and saved searches

How to clear your browser cache (Google Chrome)

Google Drive

You can change the country and format settings on Windows 11 at any time to match your location.  In this Article we'll show you how.

How to change region settings on Windows 11

You can change the country and advanced format settings on Windows 11 to match your location.  This Article will show you how.

How to change advanced region settings on Windows 11

You can change the country and format settings on Windows 11 at any time to match your location, and in this guide, we'll show you how.

How to change regional format settings on Windows 11

Windows Settings

Find answers and get help from Intercom Support and Community Experts

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