Accounting Dashboard

MTD Inbound
$10K
MTD Outbound
$5K
Expected vs Received
$43K short
18.7% of expected
Open Items i
78
12 need approval · 66 missing in system
Commission Cycle Guided workflow from carrier statement to agent payout · Tracks all open batches (any age) and closed batches from the past 90 days
3
Import
9
Match & Post
5
Reconcile
2
Push Payouts
0
Report & Close
Overview
Commissions 17
Schedule Sets
Cash Flow — Inbound vs Outbound · Last 12 Weeks
Inbound (carrier statements) Outbound (agent payouts)
Quick Actions
Drop Statements
PDF/XML · carrier import
Weekly Reconciliation
Reconcile commissions
Payee Report
Check requests
Schedule Sets
Carrier FYC rules
Review Posted Commissions
Posted commission report
PRACTICE MODE

Run the Commission Cycle

Walk the full lifecycle of a carrier statement — from the moment it lands to the agent's check. Each stage below is a live mini-version of the real screen. Step through them in order, or jump to any stage you want to practice.

Step 1 · Import

Cycle complete — nicely done.

You took a Lincoln Financial statement from raw import to a posted, reconciled, and paid agent check. That's the entire Accounting workflow in PulseConnect.

Kyra