How to Configure Commission Reporting

The simplest way to configure Commissions, is to create an Account Manager and assign a commission percentage to the Account Manager.

Commission rates are currently assigned at the time the invoices are generated. See Coming soon

You can override this default commission rate. 

Commission rates should be entered as a decimal - for example 3% should be entered as 0.03

Generating the report

To generate the Commission report, navigate to Reports/ Standard/ Commissions.

Choose the Billing Period. Note the Billing period is the Usage period. Invoice date is not relevant in this report.

To configure the report, click on the gear icon:

You can configure the report to use the Sell amount only for calculating commission. Unless you set this, the commission report will calculate based on {Sell less Cost}. 

You can exclude specific Product Categories, Products by Product code, GL Codes. Although settings will typically remain for the next time you run the report, please always review this screen when you run this report (if you have any configurations you need).

To export the report, right-click anywhere on the grid and choose your preferred export format.

Configuring the commission rates

To simplify maintenance, we recommend configuring commission rates by exception. This means setting the standard commission rate on the Account Manager and only specifying different rates where necessary.

Override commission rates can be set on the following entities:

• Customers
• Product Templates
• Kit Templates
• Customer Products
• Rate Cards
• PriceBook Products

Coming soon

• Detailed commission report - showing each Customer, charge, percentage and commission. Summarized by Account Manager and Customer.
• The ability to change commission percentages, and re-run the commission report.