Avoid Errors

To avoid errors in the bonus system and keep things running smoothly, please note the following... Thank you.


  1. DON’T CUT & PASTE – If you CUT & PASTE data, you will create #REF errors. COPY & paste is OK; CUT & PASTE is not.
  2. DON’T DRAG & DROP – If you DRAG & DROP data, you will create #REF errors. Please COPY & paste instead.
  3. DON’T CHANGE FILE NAMES – This causes the system to malfunction.
  4. DON’T VIEW FILES AS READ ONLY – If you get the message telling you that your file is already in use, do not open it.
    • Find out who has it open, and have them close it. Then open yours.
    • If you know (for sure) that no one else is in the file and the system is incorrectly telling you someone is in the file, follow these instructions.
  5. DON’T “SAVE AS” – Don’t ever save a file with a different name. (i.e. COPY OF PRODUCER01). This renames the file & causes system errors.
  6. DON’T UNPROTECT SHEETS – Everything that is protected is done so for a reason. If you can’t enter the data where you want, it means you are not entering the data in the correct place. Please refer to the instructions or call for help.


  1. UPDATE- Each time you open a file on the system select UPDATE to get the most current information available.
  2. ENTER ALL INFORMATION – Some bonuses may not pay if certain information is left out.
  3. VERIFY BONUSES – At the end of each pay period, go to the Payroll Report & enter a “Y” once you’ve verified your bonus is accurate.
  4. SAVE DATA EVERY TIME – Click on the SAVE icon. (3rd from left on toolbar). Don’t click on FILE SAVE.
  5. ASK FOR HELP – Call us if you are unsure of anything. We can’t help you if we don’t know you need it.

Phone & Email Support

       If you need any help at all, please call us at 877-266-8763 or email us at support@smartbonussystem.com .