Manage transactions for a crediting rule

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  • Published on Jun 20, 2025
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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.

View transactions for a crediting rule

  1. Go to Commissions > Crediting Rules.

  2. Locate the crediting rule for which you want to view transactions.

  3. Click the menu â‹® and select Rule Configuration.

    Rule Configuration option highlighted from the rule configuration menu dropdown.

  4. Click the Transactions tab.

    Transactions tab highlighted within a crediting rule.

Filter and search on the transactions table

Use the following to filter and search for specific data within the transactions table, as needed:

Use the column search field to filter table data by search terms.

  1. Click on the search field at the top of the column.

  2. Type your search criteria.

    Note

    The table dynamically filters data based on related letters as you type.

    Git showing the column search functionality.

Use the sort and arrange feature to organize the data in the transactions table, as needed.

  1. Click on the column title to sort the table by ascending ↑ or descending ↓ alphabetical order in the column.Gif showing the column sort functionality.

  2. Drag column headers in the order you want them to display in the table.

Use the group by feature to change how you view the transaction data based on selected groupings.

  1. Drag and drop column headers from the table to the group by field to group the data in the table based on the selected columns.Gif showing the group by functionality.

Use the filter option to customize what data displays in the transactions table.

  1. Click on the column filter option.

  2. Select the data you want to display from that column.

  3. Click OK.

    The filter option, check boxes, and Ok button highlighted to depict what you select for filtering.

Use the filter builder to customize the data that displays in the transactions table based on specified criteria.

  1. Click Create Filter at the bottom of the transactions table.

  2. In the Filter Builder, add operators and conditions by which to filter the data in the transactions table.

  3. Click OK.

    Example of conditions and operators added to the filter builder.

Use the Column Chooser to customize what column data displays in the transactions table.

  1. Click Column Chooser.

  2. Drag and drop column headers to and from table and the Column Chooser window.

    Example of moving columns between the table and the Column Chooser.

Use the refresh option to ensure you are viewing the latest transaction data.

  1. Click Refresh.

    Note

    The table may take a few seconds to pull in the latest data and reload.

Export transactions data

  1. On the Transactions header, click the menu â‹® and select Export Data.

    Export Data option highlighted from the Transactions menu.

  2. Save the file to your computer or check your downloads folder to access the file.

Lock transactions

Once you have validated the transactions, lock a group of transaction to prepare them for commissions calculations.

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.

  1. On the Transactions header, click the menu â‹® and select Lock Transactions.

    Lock Transactions option highlighted from the Transactions menu.

  2. Select the date range in the Start Date and End Date fields for the time period you wan to lock transactions.

  3. Click Lock Transactions.

    Start Date and End Date fields highlighted in the Lock Transactions window.

Unlock transactions

When a group of transactions are locked they are immutable and cannot be changed. Some commissions administrators have the ability to unlock transactions and make changes, if needed. All changes are tracked in the audit log.

Note

It is not recommended to change transactions after they have been verified and locked.

  1. On the Transactions header, click the menu â‹® and select Unlock Transactions.

    Unlock Transactions option highlighted from the Transactions menu.

  2. Select the date range in the Start Date (Effective Date) and End Date (Close Date) fields for the time period you wan to unlock transactions.

  3. Click Unlock Transactions.