Reconciliation · 6 min read
Import a carrier commission statement PDF
Review extracted PDF rows and understand unsupported scanned statements.
Open reconciliation →On this page
Check the PDF first
Only Carrier payments accepts PDF. Maximum size is 5 MB and maximum length is 20 pages. The PDF must contain selectable text; scanned image-only PDFs require OCR, which is not currently supported.
Some text-based carrier layouts are also unsupported. If extraction fails, request a CSV or Excel statement from the carrier.
Upload and inspect extraction
Upload the PDF under Carrier payments. When recognized, Review extracted PDF commissions shows the filename, page count, editable policy identifiers and amounts, and an extracted total.
Correct before importing
Compare every extracted policy and amount to the original PDF. Edit incorrect values and use Remove for spurious rows. Select Use reviewed commissions only after checking the complete list.
This imports the reviewed rows into the paid-commissions input. Upload expected commissions separately and review any discrepancies before saving.
Common PDF errors
No selectable text found indicates a scanned or image-only PDF. Could not identify policy and paid commission rows automatically indicates an unsupported layout. Neither means the carrier paid zero.