While Safari Portal is not designed to replace a tool like SION, you can still effectively track commissions owed to advisors and commissions due to you using the Financials module.

Tracking Commissions Owed to Advisors or Partner Agents

• To record a commission payment to an advisor, simply create an Expense:
• 1. Click Create New > Create Expense.
  2. Assign it to the relevant file and advisor.
  3. Enter the commission amount and due date.
  4. Save the expense to keep track of what’s owed and when it's been paid.
     
     

Tracking Commissions Owed to You

• To track a commission you expect to receive, create an Invoice:
• 1. Click Create New > Create Invoice.
  2. Assign it to the relevant file and payer.
  3. Enter the commission amount and due date.
  4. Send the invoice to request payment, or simply mark the invoice as paid.
     
     

Key Takeaway

• Invoices track incoming payments (commissions owed to you).
• Expenses track outgoing payments (commissions owed to advisors or partner agents).
  
  

This simple setup allows you to stay on top of commission payments without needing a separate system! 🚀