FeatureDashboard
Publishing administration: clients, commission and client statements
Publishers who administer other publishers can set up clients, set commission by territory, and generate, approve and email statements. A client's contact can view them in a portal.
Publishers who administer other publishers' catalogs need to take commission and report back each quarter. Doing that in spreadsheets is slow to check and easy to get out of step. Publishing, Clients now handles it.
- Set up a client with an administration agreement: the entities it covers, commission rates by territory and right type, and what the commission is charged on.
- See your clients in one list, with suggested clients drawn from your data.
- Generate a client statement for a quarter or a custom period, check it, approve it, email it as a PDF, or delete a draft and start again.
- Each statement shows gross income, commission and net in the client's reporting currency, converted at each period's own rate.
- Cover several of a client's companies in one combined statement, with a by-company breakdown.
- Invite the client's contact to a portal page where they can view and download their approved statements.
Find it under Publishing, Clients. It requires the Publishing module and an admin role.