Import Direct Bill Commissions in TAM
January 19, 2012 | 1:00 pm CST
Spending too much time entering Direct Bill Commissions
into TAM, especially Benefits commissions? If you can get your
commission statements in Excel format, you can import them and save a
tremendous amount of time over manual data entry.
Setup TAM Security and Data Definitions to enable importing.
Import Sample Commission Data.
Uncover the TAM “Gotchas” and Company Statement
Prove your numbers! Run reports to validate the imported
System: TAM Level: Basic Target Audience: Accountant/Bookkeeper, Operations,
Principal/Owner Presenter: Sue Good
Sue has the knowledge and experience to help agencies develop and
implement efficient work processes, and run powerful reports. She has
developed Excel tools to make Retention Reporting and Importing Direct
Bill Commissions fast and easy. As a highly successful trainer,
Sue makes learning fun, and productive!