Commission statements are visible for either your entire company or for each Payee individually, depending on how you have set up your user permissions.

Commissions Access allows a user to view & download Commission Statements & CAF (Asset Finance) RCTI's. To enable access, refer to Manage Users in the Mercury Admin App.

In the Commissions App, click on Statements or CAF Statements in the left side panel.

To download a statement, click on the statement period & select the report type.

Note: Statement status must be 'Final' to access RCTI Summaries & csv reports.

To bulk-download RCTI Summaries or CSV Exports, Ctrl Select statement periods then click "Download RCTI Summaries" or "CSV Exports"

You can set up Payee access to Mercury so that the Payee can view their own Commission Statements. Payee logins are usually be set up for Referrers that receive a split of Upfront or Trail.

Refer to Create & Manage Payees

If you're in a Virtual Branch, you can access the Commission Statements for activity that occurs within the Virtual Branch.