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

• 1. Setting up Royalty Rules
• 2. Setting up Payment Schedules - The Options Tab
• 3. Configuring a Payee
• 4. The Sales and Returns Tab
• 5. The Profit and Loss Tab
• 6. The Previous Data Tab

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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

• Payments/Advances
• Uploading a Payment File

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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