Reconciliation · 6 min read
Upload expected commissions and carrier payments
Compare two commission files and check supported formats and limits.
Open reconciliation →On this page
1. Open reconciliation
From the dashboard select Reconcile commissions, or select Reconciliation in the workspace navigation. Prepare two separate inputs: expected commissions and carrier payments.
Expected commissions accept CSV or Excel (.xlsx). Carrier payments accept CSV, Excel (.xlsx), or a text-based PDF.
2. Select the carrier when applicable
The Carrier for payment statement (optional) dropdown lets you select a saved carrier before uploading its statement. A saved mapping can then be reused when the source headers match. Otherwise leave No carrier selected — manual mapping only.
3. Upload both inputs
Choose a file in Expected commissions and another in Carrier payments. CSV imports must be no more than 500 KB; Excel files no more than 2 MB. Carrier PDFs must be no more than 5 MB and 20 pages.
If an Excel workbook contains multiple tabs, choose the worksheet with commission records when prompted. The app shows the loaded filename and previews up to ten rows.
4. Review the comparison
Check policy numbers and dollar amounts in each preview. Select Download normalized CSV to inspect converted data outside SplitVerde. When both inputs are valid, the Expected, Paid, and Policies needing review totals appear automatically.