Generate YTD Summary Statements

Perform the following procedure to generate the year to date summary statements:

1. Enter a payee name in the Payee Name field and click icon to select the required value from the Lookup
2. Click the drop down list adjacent to Fiscal Year field and select a year.

Click  button. The report is generated and is displayed, as depicted in the following sample figure:

The header of the report displays Payee ID, Payee Name, and Year.

Report provides you the following details for the four quarters of the selected fiscal year.

• Goals
  • Incentive / Goal / Attainment / Attainment (%)
    • Carrier Adjustments
    • Premium Commission
    • Special Expenses
  • Credits
    • Carrier Adjustments
    • Premium Commission
    • Special Expenses
  • Adjustment
  • Commission