Royalty Manager

Initial Royalties System Configuration

• 1. Setting Up Your Sales Types
• 2. Setting the Royalty Schedules
• 3. The Royalties Pre-flight Report
• 4. Configuring Specific Information on your Royalty Statements

Setting up Royalty Contracts

• Royalty Contract Overview
• 1a. Setting up Royalty Rules
• 1b. Escalators and Influencers
• 2. Allocating Payment Schedules and Establishing Influencers
• 3a. Configuring a Payee
• 3b. Adding Minimum Payments

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The Sales Section

• The Sales Window - Overview
• Create a Sale
• Uploading a Sales File
• Managing Uploaded Sales Files
• Create a Rights Sale
• Searching The Sales Data and Generating Monthly Sales Reports/Analysis

Producing your Royalty Statements

• 1. Generating Royalty Statements
• 2. Bulk download of Royalty Statements as PDFs
• 3. Emailing Statements
• (Customising your Royalty Statements if Necessary)

Making Payments or Adjustments

• Manually Adding Individual Payments or Advances
• Uploading a Payment File
• Making Adjustments

Royalty Specific Reports

• The Profit Loss Report
• Management Reports
• The Liabilities Report
• The Payments Report
• The Royalties Analysis Report
• Royalties Summary Report

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Royalties Bulk Upload of Data

• Royalty System Configuration - Introduction to the Bulk Upload Spreadsheet
• Bulk Uploading - Royalties Configurations
• Bulk Uploading Sales Types
• Bulk Uploading Royalties Contracts
• Bulk Uploading Contract Rules
• Bulk Uploading - Previous Data

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