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Submitting Royalty Reports

Flowhaven Support
  • Updated

Before Getting Started 

You will have received a Royalty Report template from your Licensor/Agent. If you have not received your template, please reach out to your Licensor or Agent. 

Things to take note of: 

  • The royalty report template must be in excel format
  • The table headers should not be changed, they are configured so that Flowhaven's logic can parse the data
  • Sales Date Format must be YYYY-MM-DD 
  • Sales Type and Rate Type must be chosen from the available options from the drop-down list in the template
  • Column Rate must be in number format without the percentage sign 
    • Ex: 5% = 5, 10.5% = 10.5
  • The report must be build in the 1st Tab of the file 
  • If you are not clear with the format, please click 2nd Tab for guidance 

Getting Started

From the Flowhaven App home page select Sales Report.

 

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By default, you will land on the Open tab Section, and you will see all previously submitted royalty reports. Please note the tabs All Items, Submitted and Closed tabs. 

 

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Locate the royalty period and agreement you will be submitting for. If the Agreement/Period is not listed, you can search for the agreement using the search bar at the top right of the page. 

Note: Your Agreements can all be found under the Agreement Module from the Home page. 
 
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Use the Status filter and sort the columns such as Period to help you in your search.
 
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Select the period you want to upload the Royalty Report for and click on the "Submit new file" option. 

Uploading the Royalty Report to the FH App 

  1. To upload the prepared Royalty Report, click on the "Submit new file" box to open your files or you can drag and drop your file into the box. 
  2. Add a description or a comment for the Royalty Report if applicable.
  3. If no sales have been reported for the period, click "No sales on period".
  4. When finished click Submit. 

 

 

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Please note: If the file uploaded is not the correct template (i.e,. the headers are not matching headers of the template shared by your team), the app will offer you to upload the Royalty Report without any validation.
If you choose so, the file will be uploaded into the system, but none of the data will be transferred into the system.

 
 
 
 

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