Transactions provide a snapshot of the list of transactions from the effective date of the crediting rule. Use the transactions table to check the data pulled in from the commissionable event before locking the transactions to prepare for commissions calculations.
Export transactions data
On the Transactions header, click the menu â‹® and select Export Data.
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Save the file to your computer or check your downloads folder to access the file.
Lock and unlock a group of transactions
Once you have validated the transactions, lock a group of transaction to prepare them for commissions calculations. When a group of transactions are locked they are immutable and cannot be changed.
Note
Ensure you validate transactions before they are locked. Once transactions are locked, they are immutable and cannot be changed.
Some commissions administrators have the ability to unlock transactions and make changes, if needed, but this is not recommended.
All changes are tracked in the audit log.
Excluded transactions will not be locked or included for commissions calculations.
Go to Commissions > Crediting Rule.
Find and select the crediting rule where you want to update the payees for a transaction.
Click Transactions tab, unlock or lock transactions as needed:
On the Transactions header, click the menu â‹® and select Lock Transactions.
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Select the date range in the Start Date and End Date fields for the time period you wan to lock transactions.
Click Lock Transactions.
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On the Transactions header, click the menu â‹® and select Unlock Transactions.
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Select the date range in the Start Date (Effective Date) and End Date (Close Date) fields for the time period you want to unlock transactions.
Click Unlock Transactions.