PulseConnect · Manual Posting — Step-by-Step Training Guide

When to post manually

Reach for manual posting when KYRA import isn't the right fit: the carrier sends a PDF that won't parse cleanly, you're working from a paper or summary statement, you need custom or override amounts, or you're posting a single correction against one policy. Everything downstream — Reconcile, Push Payouts, Report & Close — works exactly the same as an imported batch.

The manual path at a glance

Stage	Goal	Key action	Done when…
1Create Batch	Define the batch & its control total	Enter carrier, statement ref, date, total received	Batch opens at Step 2, posted $0.00
2Pick a Method	Choose how you'll enter the lines	Cases Awaiting · Post by Policy ID · Excel template	Posting form or template is open
3Post Commission	Enter each line and save it	Fill the form, Check the policy, Save Post	Every statement line is posted
4Balance	Tie posted to received	Post/correct until $0.00 off	Variance $0.00 → advance
5Continue Cycle	Reconcile, pay, report, close	Same as an imported batch	Batch closed; cycle complete

Stage 1 · Create Batch

Create the manual batch

Stand up an empty batch and tell PulseConnect the one number that matters most — the total the carrier actually paid you. That figure is the control total everything else must balance to.

Where: Commissions tab → Step 1: Import → Create Manual Batch → Create Batch

What you'll see

On Step 1: Import, two cards side by side — Import Commission Statement (the KYRA file path) and, on the right, Create Manual Batch tagged No file required and Custom amounts.
After Create Batch, the batch opens at Step 2: Match & Post with a row of definition fields: Carrier · Batch Name · Note · Statement ID · Statement Date · Commission Received · Status · Closed Date.
A header strip showing the batch name and its balance state — e.g. Unbalanced — $600.00 off (received: $600.00, posted: $0.00).

Do this

Open Create Manual Batch
On Step 1: Import, go to the Create Manual Batch card on the right and click + Create Batch.
Choose the carrier
Pick the paying carrier from the Carrier dropdown (e.g. Allianz Life Insurance Company).
Identify the statement
Give the batch a Statement ID (e.g. June 12 Test Statement) and set the Statement Date. The Batch Name auto-generates; add a Note for context.
Enter Commission Received
Type the total the carrier paid you for this statement. This is the control total — the batch is "balanced" only when what you post equals this number.
Set status & save
Leave Status on Open while you work. Save — you'll land on Step 2: Match & Post, flagged Unbalanced with posted $0.00 until you start posting.

Good practice

Enter Commission Received exactly as it appears on the carrier's remittance — to the cent. It's the single figure that tells you when you're done posting.

Done when

The batch exists at Step 2 with the carrier's received total and posted $0.00.

Stage 2 · Pick a Method

Choose how you'll enter the lines

PulseConnect gives you three ways to post into a manual batch. Pick the one that fits the statement in front of you — a few lines, a known policy, or a whole spreadsheet.

Where: Step 2: Match & Post → the sub-tabs under the batch header

What you'll see

Four sub-tabs: Posted Transactions (what you've entered so far), Manually Import Statements, Post By Policy ID, and Cases Awaiting Commission.
The batch header with a live balance readout and Change Batch / View File controls.
Under Cases Awaiting Commission, a worklist of open policies — Policy · Insured · Plan · Mode · Amount · Issued · Days Awaiting — with View and Post actions and red Critical aging flags.

The three ways to post

Cases Awaiting Commission — work a list
Best when you're keying from a paper or summary statement. You get a worklist of policies still owed commission; click Post on a row to open the form pre-pointed at that case. Aging Critical items sort to the top — clear those first.
Post By Policy ID — go straight to one policy
Best for a single line or a quick correction. Jump directly to a known policy number and post against it without scrolling a list.
Manually Import Statements — bulk via template
Best for many lines at once. Click Download Excel Import Template, fill it out, then Choose File (.xls / .xlsx / .csv) and Upload & Import. PulseConnect posts every row in one pass.

Rule of thumb

One to a handful of lines → Cases Awaiting or Post by Policy ID. Dozens of lines → the Excel template. You can mix methods in the same batch.

Done when

You've chosen a method and have the Post Commission form (or the filled template) ready.

Stage 3 · Post Commission

Enter each line and save it

The Post Commission form is where a manual line becomes a posted transaction. Validate the policy, describe the money, route it to the right payee, and save.

Where: the Post Commission dialog (from Cases Awaiting or Post By Policy ID)

What you'll see

Carrier, and a Policy Number with a Check button that validates it and pulls the Insured Name.
Transaction Type (e.g. Agent Override), Commission Type (e.g. First Year), Premium Type (e.g. CommissionablePremium).
Premium Amount, Total Statement Commissionable Premium, and either a Commission Rate (%) or a flat Commission Amount — fill one and the other computes.
Split % (100 = full), Contract ID (Agent #), Agent Name, and a Note.

Do this

Validate the policy
Confirm the Carrier, enter the Policy Number, and click Check. A valid policy fills in the Insured Name automatically.
Classify the transaction
Set Transaction Type (e.g. Agent Override), Commission Type (e.g. First Year), and Premium Type (e.g. CommissionablePremium) to match the statement line.
Enter the money
Type the Premium Amount, then either a Commission Rate % (4.5 = 4.5%) or a flat Commission Amount — PulseConnect computes the other.
Set the split & route it
Split % defaults to 100 (full). Add the Contract ID (Agent #) and Agent Name so the posting routes to the right payee in the hierarchy.
Save Post
Click Save Post. The amount lands in Posted Transactions, the batch's posted total climbs, and its variance shrinks. Repeat for every line.

Watch out

Always Check the policy number before saving — it confirms the policy exists in the system and prevents a "missing in system" open item downstream. A line posted to an unrecognized Contract ID won't route to a payee.

Done when

Every line from the carrier statement has been posted to the batch.

Stage 4 · Balance

Tie posted to received

A manual batch is only trustworthy when what you posted equals what the carrier paid. The header tracks the gap live — close it before you move on.

Where: the batch header at Step 2: Match & Post

Do this

Read the balance readout
The header shows Unbalanced — $X off (received vs posted) while a gap remains. Each Save Post moves it closer to zero.
Close the gap
Keep posting — or correct an amount in Posted Transactions — until posted = received and the batch reads $0.00 off.
Advance the batch
Click Continue to Step 3: Reconcile. The batch carries forward exactly like a KYRA-imported one.

Watch out

Don't advance an unbalanced batch. If you're short, a line is missing; if you're over (negative variance), you double-posted or mis-keyed an amount — fix it in Posted Transactions first.

Done when

Received = Posted, variance $0.00, and you've moved to Reconcile.

Stage 5 · Continue the Cycle

Reconcile, pay, report, close

From here the manual batch is indistinguishable from an imported one. The remaining three stages of the Commission Cycle take over.

Where: Step 3: Reconcile → Push Payouts → Report & Close

What happens next

Reconcile — your posted lines fan out across the hierarchy on the color-banded grid. Each payee — Agent · Upline · Topline · Marketer — shows Contracted vs Adjusted FYC, variance, and status. Confirm the statement reads Balanced (Variance $0.00).
Push Payouts — hit Pay on each reconciled payee to cut a check request, tracked against the period schedule.
Report & Close — generate the Commission Payee Report, print the agent's report, and Close Batch.

Full detail

These three stages are covered step-by-step in the main Commission Cycle training guide — pair the two. The only difference for a manual batch is how the lines got in; the path to the agent's check is identical.

Done when

The batch is reconciled, paid, reported, and closed — the manual cycle is complete.