The Onboarding Cheat Sheet for Publishers
New to Curve? Before you can start using Curve to create your royalty statements, you will need to onboard your metadata to your Curve client. A detailed description of how to onboard your metadata is found in our Getting Started Guide. Whereas this cheat sheet gives a quick overview of all the steps you will be walking through when onboarding your metadata to Curve.
Configure Your Settings
The Settings allow you to configure the building blocks of your metadata setup & statement design. The below video will give you a quick introduction to how to configure your Settings.
Checklist Prior to Moving on to Step 2
- I have adjusted my Channels & Configurations to match my desired setup.
- I have selected the currency(ies) in which I want to account to my clients.
- I have provided a help email & custom texts for my statements & email deliveries.
- I have added my logo to display in the statements.
- I have selected my preferred Statement Design.
Import Your Payees
For each person or organisation that you wish to send statements to, you will need to create a Payee. The use of a Payee is that (1) you can link multiple Contracts so that all the statements from these different Contracts are collected in the same portal, and (2) you can link multiple Users to this Payee so that multiple people such as managers can all have access to the same portal with their own Curve account.
The only mandatory field when creating a Payee is the name. All the other fields are for your own references. If you are intending to create self-bill invoices on behalf of your clients, you may need to specify tax information.
Checklist Prior to Moving on to Step 3
- Every beneficiary I wish to send statements to has a Payee with a clear name.
- If I will be creating self-bill invoices on behalf of my clients, I have specified tax info where necessary.
Import Your Contracts
Checklist Prior to Moving on to Step 4
- All Contracts have a Payee.
- All Contracts have sales terms picking up all possible royalty streams.
- All sales terms consider the hierarchy of sales conditions.
- All Contracts are linked to an Accounting Period.
- The Opening Balance of each Contract considers any outstanding royalties or advances.
Create Your Catalogue
Checklist Prior to Moving on to Step 5 (for Royalty Accounting)
All Works have the composers’ Contracts attached & the Composers’ total Participation Rate per Work adds up to 100
Checlist Prior to Moving on to Step 5 (for CWR & Catalogue Management)
- All Composers & Publishers representing a share in a Work in your catalogue are created on Curve
- When a member of a Collection Society, all Composers have their CAE/IPI Number specified
- All Composers have a Linked Contract
- The Collected/Owned Mechanical/Performance share of all IP Chains adds up to 100
- Only the shares of the Composers & Publishers you represent are marked as Controlled in the IP Chain
- All Works are mapped to a Track that holds the ISRC codes.
Upload Your Income
If our Bulk Upload tool does not recognise your income file, it may be you need to create your own Template or adjust an existing Template from our Library. For more information on how to create Templates, please visit the How To Create Templates in our Getting Started Guide.
Checklist Prior to Moving on to Step 6
- I have tagged all sales files with a consistent Target Period
- All the sales have a correct combination of Channels & Configurations
- All sales lines have a Sale & Transaction Date
- I have dealt with Incomplete lines via adjustments & Calculations in the Template. Manually editing sales lines should be a solution of last resort
- All sales files are brought down to zero invalid lines where possible
Create Your Period
Deliver Your Statements
Curve allows you to deliver the statements to your beneficiaries via the platform. When creating a User, you can grand people access to their own artist portal, where they can view their statements & access their data.