Maxx Health

Commission Statement Generator

Build the review workbook first, confirm the Summary and distributor tabs, then upload the verified workbook to create the final PDF zip.

1

Create Review Workbook

Upload the monthly spreadsheet template. The app will build a new Excel workbook with the Summary sheet plus individual distributor tabs for review.

Input for Step 1

Use the source commission worksheet that includes at least Invoice List and Dist Lookup.

SOURCE WORKBOOK

Drop the template file here or click to browse for a .xlsx worksheet.

Building the review workbook...

Parsing invoices -> creating Summary -> building distributor tabs
Excel review file ready

Review Workbook
Download, review, and make any needed edits before step 2.
Download Excel
2

Create PDF Zip

Upload the reviewed Excel workbook from step 1. This can be the original generated file or your edited version after accounting verifies it.

Input for Step 2

Upload the verified statements workbook with the Summary sheet and the distributor tabs you want turned into PDFs.

VERIFIED WORKBOOK

Drop the approved workbook here or click to browse for the reviewed .xlsx file.

Generating PDFs from the verified workbook...

Reading distributor tabs -> converting sheets -> creating zip
PDF bundle ready

PDF Zip File
Distributor PDFs packaged into a single zip file.
Download Zip