Add & Edit Entries

Overview

If you receive carrier statements in a spreadsheet format, you’ll typically upload the commission entries via the carrier data import. However, some carriers send statements in a format (ex. PDF) that you can’t import. If the statement has a handful of entries, you can quickly add them manually. Learn how to add and edit entries in this article.

IN THIS ARTICLE

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Video guides

Add & edit entries (9:58)

Adding manual commission entries (11:15)

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Adding entries for a new carrier statement

Let’s say you have a carrier statement in a PDF format or on paper. Instead of importing it, you want to enter everything by hand.

Here's how:

Go to the Commission page and select ”Add & Edit Entries.”

Select the “Add Entries…” button.

A window will appear.

You will add entries to a Transaction. You can either create a new Transaction or select an existing one.

If you create a new Transaction, you will need to fill out some additional details, which include the Transaction name and Carrier Statement Date. You also have the option of adding a carrier deposit now or later.

Select the "Save..." button to continue.

Find and select a Policy to link the entries to.

You can also create a new Policy.

Fill out the entry details (this includes the Agent Statement Date) and save.

Once saved, you will also have the option to add payees if needed.

After everything is set, select the “Save and Close” button.

You can also select “Save & Edit Payments” to add payees. However, keep in mind that you’ll be editing the Policy record, which could affect payments for other entries. Learn more about setting payees on Policies.

After adding an entry, the page will refresh and the Commission Entries section will appear.

To add more entries, select the “Save & Add New” button or the “Save & Duplicate” button.

- If you choose “Save & Add New,” you can add another entry to the same Transaction.
- If you select “Save & Duplicate,” you will create an exact copy (excluding the Bill From Date) of the current entry on the same Policy and Transaction. You can duplicate an entry as many times as you want, one for each Bill From Date.

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Adding entries to an existing carrier statement

Let’s say you just entered a carrier statement and you want to add a one-time bonus or adjustment. Since the statement is already in AgencyBloc, it should have a Transaction.

If you know the Transaction ID or Name:

Go to the Commission > Add & Edit Entries page and search for it.

After selecting the “Search” button, you should see the Commission Entries table.

Select the “Add Entry" button.

A window will appear.

Select a Policy.

Enter entry details.

Save & Close.

You can also select “Save & Edit Payments” to add payees. However, keep in mind that you’ll be editing the Policy record, which could affect payments for other entries. Learn more about setting payees on Policies.

By searching for the Transaction first, you can skip that step when adding an entry.

You can also start with an Agent Statement Date, but you must also select a Transaction in the Additional Filters section. This also skips the Transaction step and pre-populates the Agent Statement Date field in the entry details.