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

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

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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.