This tool updates the live Sales Ledger, so it's limited to signed-in admins and managers. Sign in to the dashboard first, then reload this page.
Reconcile paid invoices from Winbeat
Upload your Winbeat paid/outstanding export (CSV or Excel). We match it to the Sales Ledger Sold group and the Current Week board on policy / invoice number, and flag every sold sale whose ClientBal is $0 as ready to mark Cleared. Commission in the Paid Cancels group is automatically deducted from each broker's total (net = gross − cancels). Nothing is written to Monday until you confirm.
Ready to clear
—
Still owing
—
Not on Winbeat
—
Needs review
—
Ready to mark 0 sales as Cleared in Monday ·
Cleared by board
Net commission by broker
Broker
Team
Sales
Gross comm.
Paid cancels
Compliance
Net comm.
Commission pay
Renewal
Total pay
Paid cancels — deducted from commission
Broker
Team
Client
Policy / Invoice
Cancel date
Clawed back
Compliance — deducted from commission
Broker
Team
Client
Policy #
Incident date
Compliance
Ready to clear — ClientBal $0
Broker
Team
Board
Policy / Invoice
Client
Premium
Commission
Payroll — net commission by broker
Broker
Team
Sales cleared
Gross comm.
Paid cancels
Compliance
Net comm.
Commission pay
Renewal
Total pay
Paid cancels — deducted from commission
Broker
Team
Client
Policy / Invoice
Cancel date
Clawed back
Compliance — deducted from commission
Broker
Team
Client
Policy #
Incident date
Compliance
Commission scheme
Pay is worked out from each broker's net commission cleared (net = gross − paid cancels). Standard brokers are paid on tiers; sales managers get a flat rate on everything. A renewal bonus is added for each year of tenure when they clear over the renewal threshold. · View only — ask an admin to change the rates.
Changes save automatically as you edit.
Per-broker setup position & years with the company
Broker
Team
Position
Years with us
Renewal / fortnight
Quick calculator
Preview the scheme against any net-commission figure.
Previous pay runs
Every submitted Clear & Send is saved here. Click a run to reopen its broker breakdown, download the CSV, or re-email statements.
History
Submitted
By
Sales cleared
Brokers
Gross comm.
Net comm.
Stonewell Insurance · Payroll Clearance · reconciles the Winbeat export against the Sales Ledger Sold group and the Current Week board.
Payroll Clearance