Learn how to link an agent’s expense invoice to their commission statement to streamline financial reconciliation.

This article covers:

• Overview linking an expense invoice
• Before you begin
• Link an invoice
• Unassign an invoice

Overview linking an expense invoice

About linking an expense invoice

You can link an outstanding agent expense invoice to an agent’s commission statement. This allows you to offset the invoice against the agent’s commission, automatically applying a credit to the agent’s expense ledger and updating the invoice.

Benefits of linking an expense invoice to a commission statement

Linking invoices ensures accurate financial reconciliation by deducting outstanding expenses from the agent’s commission payment. This process eliminates manual adjustments and ensures ledgers remain balanced.

Before you begin

• Ensure the agent expense invoice has been generated.
• Confirm you have access to Financials > Commissions > Pay Cycle Period

Link an invoice

1. Create an agent expense invoice
2. Go to: Financials > Commissions > Pay Cycle Period
3. Next to an agent, click Open Commission Report
4. Click the + icon next to the invoice you want to assign
   
5. In the confirmation box, click Yes/Continue
6. Review the allocation - The invoice will now appear as an expense on the commission report. A credit is applied to the agent’s expense ledger and linked to the invoice
   

Unassign an invoice

If you linked an invoice by mistake:

1. Go to: Financials > Commissions > Pay Cycle Period
2. Next to an agent, click Open Commission Report
3. Click the - icon next to the invoice in the commission report
   
4. This removes the invoice from the statement, restores the outstanding amount, and removes the credit from the ledger