Every feature, at a glance

Everything in this list is in this app, or in the free foundation that installs with it.

Reporting

Today, yesterday, this week — on every list — Payouts, payout lines, chargebacks and draws filter by today, yesterday, this week, last week, this month, last month, this year and last year.

Vendor bills and invoices, not a side ledger — A payout run raises vendor bills on account.move for producers who invoice the agency, and customer invoices where the agency bills the producer — so payment, matching and ageing are BridgeERP’s, and a chargeback lands against the document it belongs to.

Three payout bases — Billed, collected, or reconciled on the carrier's statement. Collected is the default.
Recognition by bill method — Accrual on agency bill and fully paid on direct bill, or whatever your agreement says, set separately.
Frequency, lag and threshold — When the run happens, how many days after the period it pays, and the balance below which it is held.
Holdback and its release — A percentage withheld against clawbacks still in their window, released after the days the plan names.

Gross or net, by producer type — An inside producer is paid from net commission after the external parties; an external one from gross.
Credit is not the pay rate — Production credit splits the business; the contract rate decides what a producer is paid on their share.

Differential or flat overrides — Differential pays the spread to each upline and cannot over-pay; flat pays a percentage and is checked before it is saved.

Runs that remember — Which producers were in, on what basis, what each statement came to and which were held and why.
Held, not paid — A lapsed licence, a debt over the hard limit or a balance under the threshold holds the statement.

Issued means frozen — Amounts, period, lines and opening balance cannot move; settlement and disputes still can.
Versioned, both ways — Version 2 points back at version 1, and version 1 points forward at what replaced it.
Copied on at build time — Premium, commission, credit and rate are written onto the line, so a past statement stays reproducible.

Five bases, nine triggers — Pro rata, short rate, cliff, advance or none; lapse, cancellation, rescission, non-payment, free-look, NSF and more.
Commission at risk — Warnings sixty to ninety days out carried as a forecast before they become a clawback.
After termination, as a switch — Whether business written before a producer left can still claw back is a field on their record.

Recoverable or guaranteed — A loan netted against later payouts, or a minimum whose shortfall is agency expense.
Debt limits — A warning limit and a stop limit on the balance a producer may carry, with the balance and its age on the record.

A vendor bill, not a side ledger — Producer pay joins the ordinary payment run and bank reconciliation.
Withholding off the payment — The jurisdiction's commission levies come off what is paid, and a chargeback carries negative withholding.

Producers see their own — Only the records that name them, and only issued statements.