With the end of financial year approaching, here’s a timely reminder on how to produce your reports via Mercury Nexus.

Director/Principal owners

You can produce your end of financial year commission report in the Analytics App:

1. Log in to Mercury Nexus
2. Select Analytics App from your dashboard
3. Select Commissions reports
4. Specify the date range.

This will give you a breakdown of the total commissions, upfront commissions and trail commissions received in that period.

You can export the data by selecting the 3 dots on the right hand side. Learn more.

Directors/Principal owners under Commission Management and Brokers/Referrers with commission access 

Monthly statements for wholesale and asset finance commissions can be downloaded in bulk and then will need to be manually consolidated into one file. To do this:

1. Login to Mercury Nexus
2. Navigate to the Commissions app
3. Select the statements you would like to
4. Click on the ‘Download CSV Export’ option.

This will bulk download the individual monthly files into a zip file.

Associates/Referrer commissions with no access to commissions

You will need to request this data directly from your Principal Owner.

For any volume bonus reports relating to asset finance, or any further questions, please reach out to the Commissions Team via the chat function in Mercury or your Partnership Manager.