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Errors — Import Carrier Statement (ICSE)

The Import Carrier Statement Errors (ICSE) screen is where you resolve payments that could not be automatically posted during an import. Whether a policy is missing, expired, or has a date mismatch, ICSE provides the tools to correct the issue and finalize the revenue entry.

💡 Why Use This

Use the ICSE screen when:

  • Policies are missing from your database — Create them directly from the error list without leaving the screen.
  • Policy terms have expired — Renew policies in bulk so payments can be posted to the new term.
  • Billing dates don't align — Adjust dates on individual error records before retrying.
  • You want to clear the error queue after fixing issues — Use Retry Payments to re-validate and post corrected records.

🗺️ How to Access

The ICSE screen opens automatically after an Import Carrier Statement session when errors are present. You can also access it at any time from the Carrier record or through the Errors menu item after a completed import.

By default, the screen displays errors for all carriers. Use the filter on the left to narrow your focus to a specific carrier or import session.

ICSE Error Resolution Interface

Error Statuses and Resolutions

Status Meaning Resolution
Blank No errors detected. Select the row and click Retry Payments to post.
Policy Does Not Exist The policy number is not in your database. Click Create Policies to launch the bulk creation utility.
Billing Date: Next Term The current term is exhausted; the payment belongs to the next term. Select the rows and click Renew Policies.
Billing Date: Older Term The payment date predates the policy's effective date. Use the Edit Billing Date tool to move the date forward.
Billing Month: NA / Closed Warning: unexpected or duplicate date. Review the record. If valid, click Retry Payments to override.
No Date Range Match System synchronization error. Run Update Payment Tables from the Tools menu.

Audit Tools

Use the row-level dropdowns to investigate why a payment failed:

  • View Error — Displays the full technical reason for the failure if multiple errors exist.
  • Edit Notes — Document your research or actions taken for other team members to reference.
  • View Source — Displays the original row from the carrier file to verify the raw data as submitted.

ICSE Detail and Audit Options

Processing Actions

After fixing the underlying issue, use these buttons to clear the queue:

  • Retry Payments — Re-validates selected rows. If the error is resolved, the payment moves to Payment History.
  • Delete Payments — Removes the error from the list. Use this if you plan to post the payment manually or if the data is a duplicate.
  • Reverse Session — If an entire import needs to be undone, use Manage Import or Reconcile Session to remove both the posted payments and these errors simultaneously.

You Don't Have to Close ICSE

You can work in other parts of Commission Tracker while ICSE is open. If you have two monitors, keep the error list on one screen and your Policy or Carrier screens on the other for a faster workflow.

Renewing Multiple Policies at Once

You can check Select All and click Renew Policies — the system is smart enough to only process policies that have the "Billing Date: Next Term" error. Policies with other error types are skipped.

🔧 Troubleshooting

Errors are reappearing after I click Retry Payments. The underlying issue was not fully resolved. Check the View Error dropdown on the row for the full error detail, correct the issue (create the policy, renew the term, or adjust the billing date), and retry again.

I see "No Date Range Match" errors after a routine import. Run Update Payment Tables from the Tools menu. This resyncs the payment table with the current policy term dates and resolves most synchronization-related errors.

A policy was created but Retry Payments still shows "Policy Does Not Exist." The policy number in the carrier file may not exactly match the number entered during policy creation. Open the newly created policy and verify the Policy Number field matches the number in the error row precisely, including any leading zeros or formatting.

I want to remove all errors for a session and start the import over. Use Manage Import or Reconcile Session to reverse the entire session. This removes both the ICSE errors and any payments that were successfully posted in the same session.

Need help? Contact support@commission-tracker.com