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.