The Master Onboarding Bible

The Master Onboarding Bible

1. Configure Your Settings

The Settings allow you to configure the building blocks of your metadata setup & statement design. The above video will give you a quick introduction on how to configure your Settings. When configuring your Settings, please make sure you consider our list of Best Practices. If you have further questions on any of the options in your General Settings, please visit our Settings chapter in the documentation.

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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.

2. 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, employees or additional band members 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. For more information about every single field & functionality on Payees, please visit our Payees chapter in the documentation.

You can create Payees either via the interface on Curve, or in bulk via the Payee template. For more information on how to use Excel templates to import metadata onto Curve, please visit the Excel Templates chapter in our documentation.

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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

3. Import Your Contracts

In the Contract you will specify which rate you will pay as a royalty to your artists. You will also specify how often you want to create a statement for this Contract, if there currently is an outstanding balance for the Contract, which Payee you want to account the royalties to, & if you want to create self-invoices on behalf of the artist.

For more information on how to set up your Contracts, please visit the dedicated  Contracts chapter in our documentation. Please also visit our Best Practices chapter to make sure nothing is overlooked when creating your Contracts.

You can create Contracts either via the interface on Curve, or in bulk via the Contract template. For more information on how to use Excel templates to import metadata onto Curve, please visit the Excel Templates chapter in our Documentation.

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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 have a cost term
  • All Contracts are linked to an Accounting Period
  • All Profit Share contracts don’t just have a profit share rate specified, but also have a sale & cost term specifying which sales & costs are included in the profit share pool
  • The Opening Balance of each Contract considers any outstanding royalties or advances
  • When reserves are taken, a Reserve Release schedule is specified
  • Any reserves taken on the previous royalty accounting setup that are set to be released in the upcoming period are created as a Transaction on the Contract.

4. Create Your Catalogue

Your Release & Track page will hold all the metadata of your catalogue. For more information on how to complete your catalogue metadata, please visit the Tracks and Release chapter in our documentation.

You can create Tracks & Releases either (1) via the interface on Curve, (2) via DDEX delivery, or (3) via the TrackRelease templates. If you are interested in delivering your catalogue to Curve via DDEX, we will need to set up an integration between your delivery platform (eg AudioSalad, Fuga, …) and your Curve client. For more information on how to set up an integration like this, please reach out to your Client Manager. For more information on how to create catalogue via the Excel templates, please visit the Excel Templates chapter in our Documentation.

In your catalogue, you will also specify which Contracts the revenue of a particular Track or Release needs to be shared with. For more information on how to attach Contracts to catalogue, please visit the Rights chapter in our documentation. Two useful tools that may simplify this task are the Pro Rata From Tracks feature & the Labels feature. With Pro Rata From Tracks, you can automatically flush all Contracts from the Tracks to the Release (view 03:20 in the Catalogue video). It will essentially automatically pro rate the revenue of your Release evenly across all the Tracks on the Release. You will only need to make sure all Releases have the Tracks attached, and all Tracks have the Contracts attached; the Contracts can then be flushed automatically to the Releases. The Labels feature will generally only be useful for Distributors, but allows you to automatically attach Contracts to all Tracks & Releases in your catalogue with a given label value.

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Checklist prior to moving on to step 5

  • All Tracks & Releases have at least one Contract attached
  • The Sales Participation Rates work out so that the royalties are split correctly between all clients & yourself
  • The Costs Participation Rates work out so that costs are not recouped fully from all parties involved, but shared accordingly
  • When flushing Contracts from Tracks to Releases, all the Releases had their Tracks attached
  • All Tracks have a Default Release specified. This is mainly important to consider for Distributors using Curve, as a royalty statement with complete Release data is often expected from their clients
  • When a Contract with a PPD term is attached to the Release, a PPD value is specified

5. Create Your Templates

To import a sales statement onto Curve, you will need a Template that tells Curve how to read this statement. There is no need to copy paste any sales data from your statement into a structured format. The objective of a Template is to set it up in such a way that you can import your sales files straight onto Curve without the need to make any manual changes to your statements prior to importing.

For more information on how to create a Template, please visit our Templates chapter in the documentation. Please consider this list of Best Practices when creating your Templates and importing your sales files.

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Checklist prior to moving on to step 6

  • The Channels, Configurations and Territories are picked up when possible; and only overwritten by Standard Fields in the Template when absolutely necessary
  • Sources (The DSPs & other platforms) & Sub Sources (the commissioners) are picked up consistently & with consistent spelling
  • Templates are always picking up both the Track Title & Release Title and the Track Artist & Release Artist; using a Copy Field if necessary
  • Templates pick up both the Gross Amount & Net Amount; using a Copy Field if necessary
  • Gross Amount, Retail Price & Per Unit Rate are picked up by the Template when there are Contracts using these values as a Calculation Input

6. Upload Your Sales

Once you have set up your Templates, you have the tools to import your sales files. For more information on how to upload sales files, please visit the Uploading Sales chapter in our documentation. And again, this list of Best Practices may be handy to hold close by when uploading your sales files.

Useful documentation

Checklist prior to moving on to step 7

  • 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

7. Upload Your Costs

Costs are managed under the Sales directory. This is where you can add expenses to be recouped from your artists’ royalties. Costs are created either within the application or via the cost Excel import. You can match costs against the catalogue, or directly against a contract. For more information on how to create costs, please visit the Costs chapter in our documentation.

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8. Create Your Period

Now that Curve holds all of your metadata, and all of your sales & costs data, you can start creating statements. A Period allows you to select which Contracts to create a statement for, and which sales and costs to include in the royalty calculation. For more information on how to create a Period, please visit the Create A Period chapter in our documentation. Please keep this task list close by when creating & validating your Period.

When creating your first Period, you may consider doing a parallel run with your previous royalty accounting setup. In this parallel run, you can create statements for the latest accounting period on both Curve and your current setup. Comparing the results of these parallel runs often proves to be an effective way to flag any discrepancies that crept in during the onboarding process.

Once you are satisfied with your final Period, a Curve Client Manager will perform a Healthcheck. Here we will go through your setup, dig for any common mistakes & give feedback on how to make your royalty data as accurate & complete as possible for you & your clients. This will allow you to make final changes prior to sending out your first statements via the Curve platform.

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9. 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. When preparing your statement delivery, please consider our best practices list for artist communication.

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