Darwin Cloud

Video: Dataload tools for new companies

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In the reports section of Darwin Cloud, there's a subsection of reports called data load tools. Here is a library of training videos about how to use these tools.  

Commission plans for each agent - assign each agent's commission plan to their profile

 

Agent opening balances for graduated scales and CAP plans

 

Commission deduction CAPS, percentages and amounts - agent by agent

 

 

Retirement plans - load agent's choosen retirement company, retirement plan deduction percentages retirement account number

 

Accounts Payable opening balances

 

Accounts Receivable opening balances

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