Upload a carrier statement

Upload it

1. Go to Commissions and choose Upload statement.
2. Pick the file as the carrier sent it: PDF, CSV or Excel all work.
3. Wait a minute or two while Anviik reads it. You can keep working.

How lines are matched

Each line is matched to a policy with that carrier by policy number, then carrier member ID, then name plus birth date. If a line could belong to more than one person, it stays unmatched rather than guessing. You can match or unlink any line yourself, and Anviik never changes a match you made.

What each line shows

• Paid: matched, with money paid.
• Matched, waiting: matched, but no money yet.
• Chargeback: money taken back.
• Unmatched: no policy found. Match it, or add the missing policy.

When the numbers don't add up

If the lines Anviik read don't add up to the statement's printed total, the statement is saved but marked Needs review, so a misread amount never slips into your commission records.

Missing payments

Once a carrier has statements in Anviik, every active policy with that carrier is expected on each later statement (a policy's first month is skipped, since carriers often pay new business late). See What "needs attention" means for how missing payments are flagged.