Reconciling Commissions:

1. From the Payments menu, select Reconcile Commissions.
2. Select a date range from the Choose Dates to View  entry fields.
3. Select the insurance company from the Choose Company/MGA entry field dropdown list.
4. Click on the Refresh button.
5. A list will display all of the transactions recorded for that company during the specified dates you selected.
6. If a transaction doesn't match or needs correction, you can simply click on the column and correct it.
   • For example, if you need to change a commission on a transaction, click in the Comm. column for that transaction to edit, type over the existing entry and then press enter to save it.
   • You can also add a new transaction if it is not listed at all.
   • If there are extra entries listed, you can delete them.
7. You can also enter how much the Insurance Company has paid you on the transaction by entering it in the Paid column, next to the transaction.  (NOTE:  the Paid column defaults to the amound due by the Insurance Company).
8. Once you have gone through and verified each transaction on this list, you can press the Reconcile button to confirm the changes in InsurancePro.

NOTE:  Once you have reconciled a statement in InsurancePro, you cannot make changes to the transactions.