# V7.57.0 – Enhanced IB Commission Control & Visibility

*<mark style="color:$info;">Learn about all the details of all our recent CRM updates here.</mark>*

**Released Date - 2 October 2025**

This release strengthens control and clarity across commission and referral workflows. Brokers can configure MT5 Close By commission logic for more accurate commission handling, identify temporarily locked orders during commission recalculation more easily, and define how referral notifications are shared across referral hierarchies.

The update also improves visibility in the client portal through clearer commission summaries and expanded request tracking, helping brokers and IBs monitor earnings and client activity more effectively.

### <mark style="color:red;">Key Function Highlights</mark>

1. [**Commission Settings for MT5 "Close By" Orders**](#id-1-commission-settings-for-mt5-close-by-orders)**:** Commission calculation logic for MT5 "Close By" orders is now configurable. Brokers can choose whether commissions should be calculated on both orders involved in a "Close By" transaction or applied to only one side and considered as a net-off trade. This provides greater flexibility in commission setup while helping prevent duplicate calculations.
2. [**Locked Order Status During Recalculation**](#id-2-locked-order-status-during-recalculation)**:** To prevent duplicate processing, orders affected by commission recalculation are temporarily locked for 1 hour. These orders are now marked with a lock icon, making it easier for brokers to identify orders that are still under recalculation.
3. [**Configurable Referrer Notification Scope**](#id-3-configurable-referrer-notification-scope)**:** Referral notifications can now be configured by hierarchy level. Brokers may choose to notify only direct referrers, all uplines, or uplines up to a specified level. This gives brokers more control over how referral-related notifications are shared within the referral hierarchy.
4. [**Promotion Link Descriptions**](#id-4-promotion-link-descriptions)**:** Promotion links now support customizable descriptions displayed alongside each link. Brokers can add clear explanatory text to highlight campaign details, key benefits, or eligibility requirements, helping clients understand each promotion at a glance.
5. [**Client Portal Report Enhancements**](#id-5-client-portal-report-enhancements)**:**&#x20;
   1. [**Referral Commission Report**](#a-referral-commission-report)**:** A total IB commission payout summary is now displayed at the bottom of the report table, giving clients clearer visibility into aggregated commission earnings.
   2. [**Client Portal Requests Report**](#b-client-portal-requests-report)**:** The Deposits, Withdrawals, and Transfers reports now include Submission Time as both a display field and filter option. This allows IBs to track and review client request activity with greater accuracy.

### <mark style="color:red;">**1)   Commission Settings for MT5 "Close By" Orders**</mark>

Commission calculation logic for MT5 "Close By" orders is now configurable. You can choose whether commissions should be calculated on both orders involved in a "Close By" transaction or applied to only one side and considered as a net-off trade. This provides greater flexibility in commission setup while helping prevent duplicate calculations.

{% hint style="info" %}
This function is applicable to MT5 only.
{% endhint %}

To configure the Close By commission logic, follow these steps:

{% stepper %}
{% step %}

#### Edit Commission Scheme

1. Navigate to "**Settings**" > "**Commission**" > "**Rule Settings**" > "**Fixed Rule Setting**" or "**Flexible Rule Setting**".&#x20;
2. Locate the commission scheme you wish to amend and click the "**View**" icon.<br>

   <figure><img src="/files/DEAWbY5hPaShRMd0xGAc" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure Close By Settings

1. Click the "**Edit**" icon.<br>

   <figure><img src="/files/R1yzGNfJDqGdog7eXRzN" alt=""><figcaption></figcaption></figure>
2. Under the MT5 Close By configuration, select your preferred calculation method:
   1. **Both Orders** – IB commissions will be calculated and paid on both orders involved in the Close By transaction.
   2. **One Order Only** – IB commissions will be calculated and paid on only one side of the Close By transaction (i.e. the active closing order).
3. Click "**Save**" to apply your changes.<br>

   <figure><img src="/files/BqCYN2jWXihjgGmCyedk" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Application

1. If **Both Orders** is selected, commissions will be calculated for both positions involved in the MT5 Close By transaction.
2. If **One Order Only** is selected, commission will be calculated for a single order within the Close By transaction.
   {% endstep %}
   {% endstepper %}

### <mark style="color:red;">2)   Locked Order Status During Recalculation</mark>

To prevent duplicate processing, orders affected by commission recalculation are temporarily locked for 1 hour. These orders are now marked with a lock icon, making it easier for brokers to identify orders that are still under recalculation.

<figure><img src="/files/z7fn0dHeHCUfQxKQJVCf" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**3)   Configurable Referrer Notification Scope**</mark>

Referral notifications can now be configured by hierarchy level. You may choose to notify only direct referrers, all uplines, or uplines up to a specified level. This gives you more control over how referral-related notifications are shared within the referral hierarchy.

To configure the notification scope, follow these steps:

{% stepper %}
{% step %}

#### Configure Notification Settings

1. Navigate to "**Settings**" > "**Notification Setting**" > "**Notification** **Templates**" > "**Email Templates**" or "**Popup Templates**".&#x20;
2. Go to "**Referrer**".<br>

   <figure><img src="/files/lckFYvPhLL2gkJYK7sL0" alt=""><figcaption></figcaption></figure>
3. Under the notification scope settings, choose one of the following options:
   1. **All Uplines** – Send notifications to all upline levels in the referral hierarchy.
   2. **Direct Upline Only** – Send notifications only to the immediate (Level 1) referrer.
   3. **Custom Level** – Specify the number of upline levels that should receive the notification.\
      \
      ![](/files/eDV6EBobSI4HK58C1scU)<br>
      {% endstep %}

{% step %}

#### Application

Notifications will be sent according to the configured hierarchy scope whenever the relevant event is triggered.
{% endstep %}
{% endstepper %}

### <mark style="color:red;">**4)   Promotion Link Descriptions**</mark>

Promotion links now support customizable descriptions displayed alongside each link. You can add clear explanatory text to highlight campaign details, key benefits, or eligibility requirements, helping clients understand each promotion at a glance.

To configure promotion link descriptions, follow these steps:

{% stepper %}
{% step %}

#### Edit Promotion Link Settings

1. Navigate to "**Settings**" **>** "**Promotion Link Settings**".
2. Locate the promotion link you wish to amend and click the "**Edit**" icon.<br>

   <figure><img src="/files/OYeHQp3ZsqDMqUjb85nX" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure Description

1. Enter the description for the promotion link.\
   \
   ![](/files/J9Ou9tMV1uuggkucGvZY)<br>
2. If you would like to provide descriptions in multiple languages, click the "**Language**" icon.
   1. Enter the description for the respective languages.
   2. Click "**Save**" to confirm the language-specific descriptions.\
      \
      ![](/files/X9FAzWB7fhAffImqb5H2)<br>
3. Click "**Save**" again to apply the promotion link setting changes.\
   \
   ![](/files/W6VAYvXL06YuZ4S5YDCe)<br>
   {% endstep %}

{% step %}

#### Application

1. Clients will be able to view the configured description when accessing the corresponding promotion link.<br>

   <figure><img src="/files/0cscOjdeVBpjwLAkOSIU" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">5)   Client Portal Report Enhancements</mark>

#### **A)   Referral Commission Report**

A total IB commission payout summary is now displayed at the bottom of the report table, giving clients clearer visibility into aggregated commission earnings.

<figure><img src="/files/Owo6r1ZnynovEyeQgogT" alt=""><figcaption></figcaption></figure>

#### **B)   Client Portal Requests Report**

The Deposits, Withdrawals, and Transfers reports now include Submission Time, allowing IBs to track and review client request activity with greater accuracy.&#x20;

<figure><img src="/files/wmgLk0n0KG9dVK0j9UJq" alt=""><figcaption></figcaption></figure>

IBs can also filter by Submission Time to easily locate specific requests.\
\
![](/files/HrwrchH8ubIlO5DJnOzd)


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