Use this guide to understand how to access your commission statements, manage user permissions, and support payees or Virtual Branch users who need statement visibility.
Set up permissions to view commission statements
Commission statement visibility depends on your organisation’s user permissions. You can allow access at a company level or restrict it by payee.
Commissions Access permissions allow a user to view and download Commission Statements and Connective Asset Finance (CAF) Recipient Created Tax Invoices (RCTIs).
To update a user’s access:
Open the Mercury Admin App
Update their permissions under Manage users
Ensure Commissions Access is enabled
Note: Users without the correct permission will not see Statements or CAF Statements in the Commissions App.
View your commission statements
In the Commissions App:
Open Statements or CAF Statements from the left panel.
You will see a list of available statements by period, including the status (Interim or Final), payee, and amount.
Download a commission statement
To download a single statement:
Select the statement period.
Choose the report type you want to download.
Note: The statement must be marked Final to download the RCTI Summary or CSV export.
Download multiple commission statements
You can bulk-download RCTI Summaries or CSV exports.
To bulk download:
Hold Ctrl (Windows) or Command (Mac).
Select multiple statement periods.
Click Download RCTI Summaries or CSV Exports.
Allow payees to view their own commission statements
You can create Payee logins so payees (such as referrers) can view their own commission statements. This is commonly used when referrers receive a split of upfront or trail commissions.
To enable payee access:
Create a Payee login in the Mercury Admin App
Assign the correct commission visibility permissions
Create & Manage Payees
Payees will only see statements relating to their own payee record.
Virtual Branch access to commission statements
If you operate within a Virtual Branch, you can view commission statements for activity associated with that branch.
Virtual Branch members will only see statements for loans and payees linked to the branch.
Need help?
If you need help accessing or downloading commission statements, contact your Partnership Manager or email [email protected].