Approve Commissions

The Approve Commissions page is where users go to review and approve commission records. This page lists all commissions that are eligible for approval.

Table of Contents

• Accessing the Approve Commission Page
• Searching for Commissions
• Results Columns
  • Customized Columns
• Approving Commissions
• Import Adjustments

Accessing the Approve Commission Page

Navigate to the Accounting tab and locate the option labeled "Approve Commission."

Searching for Commissions

You can utilize various filters to refine your commission searches. The available options include:

• Sales Representative
• Date Type
  • Invoice Payment Date
  • Pickup Date
  • Delivery Date
  • Invoice Date
• Date Range: This is linked with the previously mentioned date types.
• Carrier Pro Numbers: You can search with multiple Pro Numbers by comma separating them.
• Shipment IDs: You can search with various shipment IDs by comma separating them.
• Customer
• Commission Status:
  • Not Approved
  • Has Variance
  • Declined
• Auto Audit: Displays shipments with a positive margin, where sales are greater than zero, commissions are greater than zero, and the charge line remains unchanged.
• Invoiced Paid: When selected, this filter equals True.
• All Sales Rep: Displays all sales representatives.

Results Columns

The default result columns include the following, which provide an overview of commission details:

• Shipment ID: This column offers quick access to the details page of the selected shipment, allowing you to review any additional information you may need easily.
• Sales Rep: This identifies the individual responsible for the sales transaction.
• Pro Number: This column will show the Pro Number associated with the shipment, if available.
• SCAC: This column shows the SCAC associated with the carrier responsible for the shipment.
• Customer Name: This displays the customer's name associated with the commission.
• Buy: This represents the billed amount that needs to be paid to the carrier.
• Sell: This indicates the invoice amount charged to the end customer.
• Margin: This calculates the total margin, derived by subtracting the Buy amount from the Sell amount.
• Commission: This refers to the calculated commission amount, which may be based on a percentage of the Margin, Buy, or Sell amounts, or it could be a flat fee.
• Invoice Date: This reflects the date when the invoice was generated.
• Invoice Paid Date: This denotes when the invoice payment was completed.
• Variance: This field will display a check mark ✔️if the commission record was flagged with variance.

Customized Columns

You can customize your commission results by adding or removing columns, ensuring that the displayed information perfectly aligns with your specific requirements.

To accomplish this, click the gear icon to launch the Column Customization modal.

Approving Commissions

• Upon completing your commission search, a checkbox will appear next to each shipment ID in the results table. You can use these checkboxes to select the specific commissions you'd like to approve.
• The commission amount is displayed in a free-form text field and can be edited as needed.

• Once you have selected the desired commissions, the Bulk Operations window will appear, providing you with several options to manage your selections, including:

  • Approving Commissions

  • Setting them to Has Variance

  • Declining Commissions

Import Adjustments

There may be instances where your commission plan does not align with the calculation methods supported by the TMS. In such cases, the Import Adjustment option allows you to calculate commissions externally and seamlessly import them into the TMS. This functionality enables you to leverage commission reporting and utilize other valuable tools effectively.

To facilitate this process, we suggest exporting the data to Excel to obtain a list of open commissions.

• Click on Import Adjustments and download the template.

• The required fields are the Shipment ID, Staff ID, and Amount. The Notes option allows you to add information about the commission to the shipment activity log.

• After importing the file, the system automatically selects the commissions records and you will see the new commission amount in the commission column.
• The Bulk Operations menu will then be displayed. You can review the data before finalizing the adjustments and complete the process by clicking the Approve Commissions button.