🟢 Step-by-Step Instructions
🟢 Step-by-Step Instructions
1. Accessing the Upload Tab
Click "Upload" on the top navigation bar
2. Uploading Files
In the Upload Documents panel (top left), either:
Drag and drop your commission file into the outlined area, or
Click the upload icon to select a file from your local system.
3. Pre-Check Analysis
Once a file is uploaded, it will be analyzed and the results laid out in a table.
Matches to a Carrier
Checks for Duplicates
Reads Account-level fields from Statement
Reports Status, shows Analyzed Fields per statement, and shows Preview Panel
4. Review and Edit as Needed
Review the Account-level fields and Edit as needed
Clicking on a cell in the table will allow you to modify the results as needed
e.g., if you wanted to change the Statement Date to the Deposit Date
View the original Statement in the Preview Panel on the right.
5. Upload
Click "Upload Statements" to upload the documents and
You will be brought to the Documents page.
🔵 Preview Panel
🔵 Preview Panel
https://help.stateable.io/en/articles/11778215-upload#h_18fea7c687
Located on the right side of the screen, the Document Preview panel provides a live preview of the uploaded statement for immediate verification.
View the original statement to easily confirm the Pre-Check analysis before uploading.
Click rows on the table to update the document being provided
Click Preview Settings to control the panel
🔵 Statuses
🔵 Statuses
Status | Description |
🟢 Carrier Matched | Carrier was successfully matched and ready for upload. |
🔵 Duplicate | This statement is already uploaded. |
🔴 No Carrier Match | Carrier was not matched. |
🟡 Statement Date Missing | Unable to find a Statement Date in either the file or the filename. Commission Statements must have a statement date - either enter it in manually in the upload table or adjust the filename and re-upload. |
🔵 Fields
🔵 Fields
Column | Description |
Status | Displays the pre-check status for the uploaded Commission Statement |
Filename | Commission Statement filenames are automatically put into the following format: Carrier Name - Date - Amount. |
Format | Format of file |
Net Commission | Automatically calculated total commissions (if file is valid and readable). |
Adjustments | Any Adjustments (Bonuses, Fees, etc) that affect your final deposit but are not tied to specific policies. |
Prior Balance | Any prior balance at the account level. This could be due to chargebacks, balance below a minimum payout threshold, etc. |
Forward Balance | Any forward balance at the account level. Most often, this is due to a minimum payout threshold not being met. |
🔵 Supported Formats
🔵 Supported Formats
Format | Description |
CSV | Can be either .csv or .txt, supports both quote enclosed and non-quote enclosed |
Excel | .xls and .xlsx both supported, with one or multiple sheets. |
Text-based, image-based, and scanned documents all supported. | |
.eml supported | |
.xml | XML statements (extracted from webpages or exports) supported |
🔴 My Commission Statement is showing "Carrier No Match" !
🔴 My Commission Statement is showing "Carrier No Match" !
Verify the following:
Is this a Commission Statement received directly from another entity or downloaded from a Carrier portal?
Was this Commission Statement modified in any way after downloading from the Carrier?
Follow the article for submitting a ticket for a "New Format.