Auto Provider Reconciliation
TeleTracker Online’s 'Auto Provider Reconciliation' feature provides an effective way to manage the commissions received from your Service Providers. Use the Auto Manual Reconciliation to easily and automatically reconcile commission payments.
To access the 'Auto Provider Reconciliation' feature from the menu bar of the main TeleTracker Online screen, click Utilities, then Auto Provider Reconciliation.
To create a new Auto Reconciliation Transaction, click the New button located on the toolbar. To open an existing Reconciliation, select the transaction from the list and click the Open button.
Wizard: Column Identifiers and Import - Step 1
**Caution: Before continuing, please create the necessary Deactivation transactions. Deactivations within the Service Provider Commission worksheet must be matched to existing Deactivation transactions within TeleTracker Online. Please visit the Deactivations help page for more information.**
Identify the appropriate Service Provider. Click thebutton to begin the process of importing your Service Provider commission worksheet(s).
The Column Definitions window begins the process of identifying specific columns on your Service Provider commission worksheet(s). You will use these column identifiers after the commission worksheet is imported.
Phone Number & Amount: These columns are required in order for the auto-reconciliation to function. TeleTracker Online will compare the Phone Number and Amount in order to reconcile an activation.
Serial Number, Activation Date, Deactivation Date, Reactivation Date: These are optional column identifiers. It is recommended that these column identifiers remain checked. They will provide more description and detail while identifying your columns.
Customer Name Columns
Customer Name: Select this box if the customer name (First & Last) are contained within the same column on the Service Provider commission worksheet.
Customer First & Customer Last: Select these box if the customer first name and last name are contained in different columns of the Service Provider commission worksheet.
Custom Fields: Click the appropriate boxes to create custom columns to be used on the Service Provider commission worksheet. Click the Edit button to specify a column name.
Locate and select the Service Provider commission worksheet in the 'Open' dialog Window.
Click. TeleTracker Online will now import the Service Provider commission worksheet into your database.
Continue to Wizard: Column Selections and Verification - Step 2
-- Wizard: Column Identifier and Import - Step 1 -- Wizard: Column Selections and Verification - Step 2 --
-- Match with TeleTracker Online - Step 3 -- Data Compare: MATCHED - Step 4 -- Data Compare: CELLULAR MATCHED - Step 5 --
-- Data Compare: NOT MATCHED - Step 6 -- Data Compare: RECONCILED - Step 7 -- View Reconciled and Save Transactions - Step 8 --
-- Open Existing Auto Recon Transactions --