Transferable Commission

Transferable Commission

  1. From the Durell Home Screen
  2. Go to “Accounts”

  1. Click “Period End”

  1. Select the “Transferable” tab.

  1. Click the “>” under “Transfer up to date”, then amend as required.

  1. Click “Report” and save this somewhere (It’s imperative that this is saved)
  2. Click “Transfer”
  3. Check the Journal date is correct
  4. If this is in the past you can move this date forward
  5. If this is in the future it means there is a future dated cashbook entry reconciled against a ledger entry within the defined ledger date range


  1. Commission, Fee, Finance Charges will appear separately therefore the have to be transferred separately by click “Transfer” when each is highlighted.
  2. Go to “ Cashbook” and cash items up to the bank







    • Related Articles

    • Transferable Fee & Commission Nominals

      Suspense Nominals  These are the fee and commission nominals assigned when a policy is posted. G*CS - Commission GXI* - Fee Transferable Nominals Once a ledger entry has been fully reconciled, the suspense nominal changes to transferable nominal. ...

    • Adjustments (When Paying Insurer)

      From the Durell Home Screen Go to “Accounts” Click “Cashbook” Click “Snowflake” to create a new cashbook entry Create the cashbook entry for the amount you will actually pay the insurer Click “Reconcile” on the cashbook entry after you’ve filled in ...

    • Lockdown adjustment Guide

      How the lockdown works and what impact this has General Overview Lock Down Function – This feature prevents users from creating entries prior to a stated date. You can apply the same date for all or individually. The above screenshot will prevent all ...

    • Contra (When Commisison Transferred)

      Firstly you will want to make a note of the original posting figures This can be done by going to the original policies premium screen, then taking a screenshot. Go back to the client policy screen Hit the “Starburst” The select “MTA for current ...

    • Posting Life Commissions

      From the Durell Home Screen, click Policies From the Policies list, click on the Signpost Scroll across on Life Click Post monthly commission & fees…   In the new box that appears, either click OK to include all commissions and fees or use the ...