The New Accounts report shows you any new revenue received in the specified date range. To be classified as new revenue, the account number, name or policy number will have not previously have been mapped within PayLogic. Typically, this will be in the form of Upfront Commission or Upfront/Implementation Fees.
Once the policies or accounts have been mapped with advisers from the unmapped accounts section, they will start displaying in the New Accounts report.
You can follow the below steps to access the New Accounts:
1. Go to ‘Reports’
2. From the drop-down menu, click on the New Accounts.
3. Select the Product Providers, Statements and date range for the period you wish to generate the report.
4. Click on submit button.
5. A grid will be displayed showing the new policies received in the particular date range and sitting under which adviser on the basis of different products.
