Enable Split Introducer Credits (Origination Credits)

Learn how to allocate originating credits between introducers for a matter in triConvey.

Table of Contents

• Adding multiple Introducers to a matter
• Enabling Split Introducer Credits
• Reporting on Split Introducer Credits

Adding multiple Introducers to a matter

The matter must have more than one Introducer listed before you can enable split Introducer Credits for it. 

To add other Introducers to a matter: 

1.    Open the matter in the triConvey Companion Site Web App. 

2.    Select Edit Matter on the top-right-hand corner.

3.    Scroll down to the Staff section and enter the Primary Introducer (if you haven't already). 

4.    Enter the Other Introducer(s) one-by-one.

You can also add multiple Introducers from the triConvey Desktop App, but we recommend doing so on the Web App so you can seamlessly follow the instructions below to enable Split Introducer Credits.

Enabling Split Introducer Credits

Once you have added all Introducer(s) to the matter: 

1.    Tick Split Introducer Credits, located under the Other Introducer(s) list in the Edit Matter screen of the triConvey Companion Site Web App.

Note: The list of Introducers cannot be edited while this setting is ticked. 

2.    Choose whether credits should be Split Evenly or By Percentage. If you select By Percentage, enter the percentage amounts next to each listed Introducer. The total amounts must equal 100%.

3.    Under the Assign Remainder To field, choose the Introducer who should receive the remainder if there's an uneven split. 

• For example, if a payment is split evenly between two introducers and the payment is $50.01, then the introducer that had the remainder assigned to them would receive $25.01 and the other introducer would receive $25.00. 

4.    Scroll down to the bottom to Save Matter.

Reporting on Split Introducer Credits

When Split Introducer Credits are enabled on a matter, payments that are applied to invoices on that matter will show the split on the Income Allocation - Summary and Income Allocation - Details report when Introducer is selected in the Run By or Subtotal filters.