Fee Bucket Report

Will only display data if you have commission schedule fees setup to accumulate in a fee bucket.

Overview:

In this article, we will cover how to locate and interpret the Fee Bucket Report. Please find the available resources below.

So what is a Fee Bucket?

• A Fee Bucket is used to track and cap particular fees on an agent's commission schedule.  This allows the system to track the fee through a specific time period and cap or alter fee amount once a threshold has been reached.
• Most commonly used for capping royalty fees after an agent pays in X amount during either a calendar year or anniversary date.

Permission Level:  Admin + Commissions

Report Details:

• Abilty to Filter by Agent or name of Fee Bucket

• Up to Date Accumulation column displays the total amount that has been accumulated for that fee bucket

• YTD column will display the amount accumulated into that fee bucket for the current calendar year.

• Ability to export to CSV/Excel/PDF

  
  
  

Navigation:

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