Commission Summaries
The Commission Summaries page is where you can see the entire Agency/Office Commissions as well as add new Commission Summaries.
The Summaries include all:
- Current
- Successful
- Unsuccessful
- Archived Commissions
The table filter options in the line below the column headers. The status filter defaults to Current but you can easily change to view Successful, Unsuccessful or archived commission summaries.
Use the Perform New Search button for more refined results.
Commission Summaries allows you to:
- Add New Summaries
- Edit
- Download Summaries for the the Office and the Consultant
You can also mark Commissions as successful or unsuccessful.
If you do not see the Finances menu, you either don't have permission to view it or your package does not include this module.
Only staff with Admin and Management permissions will be able to see this section as default.