Adviser Pay Run Portal

We have created a new portal for managing adviser pay runs.

The ‘Adviser Pay Run’ portal is a separate portal from the iC2 App, and will require a separate password to be created, which is linked to your iC2 user email.

As the Adviser Pay Run portal contains sensitive information about your practice revenue, we recommend you restrict access to management staff and bookkeepers.

Let’s look at how you can set up your access to the Adviser Pay Run portal:

Before You Start

Before you can access the portal, you must have a login to the iC2 App.

If you already have a login, there is no need to complete the step, and you can go straight to creating your portal password.

You can create a login on the button below:

Creating Your Portal Password

Step 1: Login to iC2 App

Make sure you are already logged in to your iC2 account.

Step 2: Open the Adviser Pay Run Portal

Navigate to the Adviser Pay Run portal using the button below. Use the same browser that you are logged in to your normal iC2 App account.

Step 3: Create Your Password

Once the portal opens in a new tab, you will be prompted to set your new portal password

Once created, you will be logged in to the portal.

Accessing Your Revenue Data

You will see a list of your pay runs .

You can select which pay run you would like to access by clicking on the pay run

Selecting a Pay Run:

When you select a pay run, the list of line items will be displayed.

You can see your client fees collected and the list of deductions applied from the dealer group.

Printing Your Purchase Order/RCTI:

Click on the 3 dot ellipsis on the right-hand side of the pay run.

Select the Print icon to print your Purchase Order/RCTI for your book keeper.

Downloading Revex Reports:

Click on the 3 dot ellipsis on the right-hand side of the pay run.

Select the Download icon to download your Revex revenue reports.