Commissions
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      Approve Commissions

      Approve Commissions Workflow

      • Go to Accounting --> Approve Commissions
      • Select the Name of the Sales Rep or click on all sales rep filter box
      • The commission amount is displayed in a free form text field and can be edited as needed
      • Select the commissions you want to approve. 
        • The invoice Date and the Invoice Payment date will be displayed
      • After selecting the commissions, the Bulk Operations window will open. 
        • Approve Commissions
        • Set to Has Variance
        • Decline Commissions

      Approve Commissions Quick Edit

      • When approving commissions and you want to Edit multiple commissions, hit the Export To Excel button to get a list of all open commissions. 
      • After a Sales Rep has been selected, an Import Adjustments button will appear
      • Download the Template
      • When importing adjustments, the adjustments will only occur for the selected Sales Rep, all other adjustments will be ignored
      • The adjustment will occur after the user has reviewed the data and pushed the Approve Commissions button./li>
      • Use the Import Template to identify Shipment IDs, the Staff ID, and the Commission amount that needs to be updated.
      • Notes entered on the Import Template will be appended to the shipment’s Activity Log.