A step-by-step guide to taking a carrier statement from the moment it lands all the way to an agent’s check — the five stages that power the Accounting Dashboard.
From the Accounting Dashboard click Drop Statements in Quick Actions, or go to Commissions → Step 1: Import → Start Import.
Upload the carrier file
Drag the statement onto the drop zone or browse to it. PDF, CSV, and XLS are accepted, and you can drop several files at once.
Let KYRA extract
KYRA detects the carrier, maps every column, and structures the rows — you don't hand-map fields.
Review & correct
Scan the parsed rows. Click a cell to fix a value, use + Add Row for a missed line, delete junk. The Edited/Deleted counters track changes.
Post the batch
Click Import N Rows. PulseConnect creates a carrier batch and moves you to Done.
KYRA tipKYRA improves with the carriers you feed it. If a column maps oddly on a new carrier’s first statement, fix it once in the grid — the mapping carries forward.
Watch outNegative premium amounts are normal — they’re chargebacks or reversals, not errors. Rows missing a POLICYID or with an unrecognized AGENTCONTRACTID surface later as “missing in system” items.
Done when
The batch appears in Batches Overview with the carrier’s received total.
2
Stage 2 · Match & Post
Match the money to policies
Confirm every line ties to a policy and an agent in your system, and that the batch balances — then post it forward.
Stage filters (All Stages · Import · Match & Post · Reconcile · Push Payouts · Report & Close) and status filters (All · Open · Balanced · Unbalanced · Closed).
A date range with Apply, a Today shortcut, and ★ starred batches flagged for attention.
A Match & Post → action on each row.
Do this
Find your batch
Filter by the Import stage or set the date range and click Apply. Starred rows are the ones the system wants you to see first.
Read the balance columns
Received is what the carrier sent; Comm. Posted is what matched to policies; Prem. Posted is the premium tied. When they reconcile, Balanced reads Yes.
Open Match & Post
Click the Match & Post → action on the batch row.
Resolve unmatched lines
Any line that didn’t auto-match needs a manual match — these are the “missing in system” items in the dashboard’s Open Items KPI.
Post the batch
Once every line is matched and the batch reads Balanced = Yes, post it. It advances to Reconcile.
Watch outAn Unbalanced batch means Received ≠ Posted — don’t advance it. The dashboard’s Expected vs Received tile (e.g. $43K short) is the running sum of these variances across all open batches.
Done when
The batch shows Balanced = Yes and has moved to Reconcile.
3
Stage 3 · Reconcile
Balance every payee
The heart of the cycle. For each case, PulseConnect splits the commission across the full hierarchy, applies FYC rates and adjustments, and shows expected vs. remaining until the case is fully paid.
Where:Commissions tab → Step 3: Reconciliation, or open a posted batch
Payee Reconciliation
Every case is split across Agent · Upline · Topline · Marketer — color bands group Received, FYC rates, adjustments, payment, and what remains.
What you'll see
A statement header: carrier, date, case count, and Received · Posted · Variance · Balanced with a Close Batch button.
A per-case card with summary chips: Total Comm Recv · Target Prem. · Ann. Prem. · Mode · 1st Yr Paid-In · As Earned · Trueup · Net Retained.
A color-banded grid grouped into Role & Payee · Received · FYC Rates · Adjustment · Period · Payment · Expected/Remaining.
A right rail: Awaiting Commission · Weekly Payout Summary · Charge Backs · Payment Tracking, plus search, Export to CSV, and an Enable Editing toggle (default OFF).
Do this
Open the statement
Each case lists every payee on its own row. Start at the top and work down.
Check the split
Split % is each payee’s share; Recv From Carrier and Statement Prem show the money in.
Verify the FYC rates
Contracted FYC is the base rate from the Schedule Set; Adjusted FYC reflects overrides. Adj % and Adj Amt show the adjustment applied.
Read the payout math
Payout Amt is owed this period; Periods Rem tracks progress (e.g. 0 of 12 mo); Expected FY · Total Paid · Remaining close the loop.
Confirm the statement balances
At the header, Received should equal Posted with Variance $0.00 and a green Balanced badge.
Good practiceLeave Enable EditingOFF unless you must correct a rate or split — it protects the reconciled data. Use Export to CSV to review detail offline.
Watch outA negative Net Retained (e.g. -$372.88) means payouts exceed retained commission on that case — expected for some splits, but worth a glance. Never Close Batch until Variance is $0.00.
Done when
The statement is Balanced (Variance $0.00) and every payee row reconciles.
4
Stage 4 · Push Payouts
Request the checks
Turn reconciled commissions into actual check requests — one payee at a time — with period tracking so nobody is overpaid.
Where: inside the reconciled batch — the Pay action per payee — and the Push Payouts stage
Record Payment
Hit Pay on a payee to open Record Payment — choose the payment type, confirm the amount and period, and Save Payment.
What you'll see
A Pay button and a Status dropdown on each payee row.
A Record Payment dialog with Payee · Type · Remaining Balance · Target Premium · As Earned · Mode, plus Payment Lines (Payment Type · Amount · Period Date · Note), a Pay In Full toggle, and + Add Row.
The Weekly Payout Summary accumulating by role with a running Total, and Charge Backs (Past 90 Days).
Do this
Open Record Payment
On a reconciled payee row, click Pay. The dialog shows the remaining balance and the amount due this period.
Pick the payment type
Choose FYC for standard commission (or Excess / Bonus / Override / Trueup as needed). Use Pay In Full to settle the whole balance at once.
Confirm amount & period
Verify the Amount and Period Date line up with the schedule so the payout maps to the right installment.
Save Payment
Click Save Payment to issue the check request. The Weekly Payout Summary updates by role.
Work through the batch
Push every due payout; the dashboard’s MTD Outbound and Push Payouts count update.
Watch outCheck Charge Backs (Past 90 Days) before paying — a recent reversal may offset what’s owed. Period tracking guards against duplicate payment, but a chargeback is yours to catch.
Done when
All due payees have check requests issued and the batch is ready to report and close.
5
Stage 5 · Report & Close
Generate the report & close out
Roll everything into the per-payee Commission Report — the document the agent receives — then close the batch to finalize the cycle.
The printed Agent Commission Report — a branded PDF with commission detail and the check amount for the period.
Do this
Set the date range
The report shows what was Paid in Range for the period you choose — confirm the dates match the pay cycle you’re closing.
Review by payee group
Each role group rolls up that payee’s policies with a Paid in Range total — e.g. Carol Danvers — $1,646.46 across three cases.
Generate the agent’s report
Click Print on a group to produce the Agent Commission Report with each policy’s FYC, expected, payout, total paid, and remaining.
Distribute or file
Send the report to the agent or attach it to the check request as the supporting document.
Close the batch
Back on the statement, click Close Batch to finalize. Closed batches stay visible for 90 days.
Good practiceReconcile the report’s check total against the payouts you queued in Stage 4 before printing — Carol Danvers’ report ties to $1,646.46 this period with $8,003.38 remaining.
Done when
Reports are generated and distributed, and the batch is closed — the Report & Close count returns to 0.
Pulse101 · Accounting
