The Pr/Br Commission section displays all invoiced and earned producer/broker commission. If a transaction has been reversed or if it is a reversing item, information displays for both the original and the reversing transactions.
Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.
If your system is set up to share revenue in System Settings, you can also select the Accrued - Expense view. See Share Revenue - Transactions for more information.
Process rows in the Accrued list represent producer/broker commissions owed for the transaction. They include the following:
Three totals display at the bottom of the list:
To sort by any of the columns in the Accrued list, click the column heading. Click the column heading again to sort in the reverse order.
To print the list of process rows, click the printer icon to the left of the list.
Default Columns - Accrued List
Additional Available Columns - Accrued List
If the Earned list does not currently display in the bottom pane, click the Reconciled view filter to select it. The Earned list displays all partially earned, fully earned, or unearned producer/broker commissions based on receivable payments.
If your system is set up to share revenue in System Settings, you can also select the Earned - Expense view. See Share Revenue - Transactions for more information.
Process rows in the Earned list represent the following:
The same transaction type/amount combination will display in the list multiple times if multiple brokers/producers exist on the transaction. If a transaction has one broker and two producers, for example, each credit applied to the transaction will produce three APCR process rows—one for each broker/producer.
Three totals display at the bottom of the list:
To sort by any of the columns in the Earned list, click the column heading. Click the column heading again to sort in the reverse order.
To print the list of process rows, click the printer icon to the left of the list.
Additional Available Columns - Earned List
If the Reconciled list does not currently display in the bottom pane, click the Earned view filter to select it. Process rows in the Reconciled list represent items that have been reconciled (PYPB process rows) or written off (WOPB process rows) in the Pr/Br Payables Reconciliations area.
If your system is set up to share revenue in System Settings, you can also select the Reconciled - Expense view. See Share Revenue - Transactions for more information.
To view the reconciliation statement associated to a process row, highlight the row and click Access > Reconciliation Statement on the menubar. All individual statements associated to that master statement number will display.
Two totals display at the bottom of the list:
To sort by any of the columns in the Reconciled list, click the column heading. Click the column heading again to sort in the reverse order.
To print the list of process rows, click the printer icon to the left of the list.
Default Columns - Reconciled List
Additional Available Columns - Reconciled List