Manage and report sales commissions

Manage and report client job referral fees for employees or suppliers

Overview

This functionality allows you to manage sales commission details for employees or external sales resources and report on detailed payable commissions based on invoiced or received client amounts.

This is for reporting purposes only and does not create any payable transactions. 

Set-up

Define Sales Commission Record

A Sales Commissions record defines the date range and commission percentage for eligible employees or suppliers.  Navigate to Master Files>Clients and click on the Sales Commissions link.  This page can also be accessed from the Job Settings. 

The Sales Commissions page will give you a list of existing records.  To define a new record, click on the New Sales Commissions button.

The Sales Commissions record displays.  

1. Enter the sales resource who will be paid a commission for specific client job(s).  This can be an Employee or Supplier. 
2. Link the client retainer or project that is eligible for commission.  This can be a Job or Master Job No. 
3. By default, only Time Charges on the Job are eligible for sales commission.  To make other charge types commission-eligible, check the relevant box (Internal, Mark up, Service Fee)
4. Select the Office.
5. Enter the Start and End Dates of the commission. 
6. Enter the Commission %.  If you are generating one invoice per month for a client retainer, you can enter a Maximum Commissionable Amount.  If the calculated commission based on the Commission % is higher, the system will use this Max Commissionable Amount amount to cap the payable commission.
7. You can optionally limit sales commissions to be applied to specific task types.  To do so, click the Select types for Sales Commission link.  Pick the Task Type(s) you would like to limit commission for.  You do not need to do this step if all task types (for the selected charge types) are commission-eligible. 
   
   

Sales Commission Reporting

The Sales Commission Report calculates the payable commission amount for employees and suppliers based on amounts invoiced to the client or 100% paid by the client - depending on the selected report option.

To run the report, navigate to Master Files>Clients and click the Sales Commissions URL. From the Sales Commissions page, you can click on:

• List Export to download an Excel list of records based on the filters selected 
• Sales Commission Report to see the sales commission payout amount for eligible employees or suppliers

Sales Commissions Report

Fill out the report parameters as follows 

1. Enter the date range (From and To).  This defaults to the first and last days of the current month. 
2. Report basis
   1. Client Receipt Date (default) 
   2. Client Invoice Date 
3. Commission recipient type (both types are included by default)
   1. Employee commission 
   2. Supplier commission 
4. Task Type details are included by default.  Uncheck the Task Type Detail? box to roll up the report at the job level. 
   
   

How the report works 

The Sales Commissions report only pulls data from billed Client Jobs that match the date range specified. 

The report basis selected determines what is included as explained below: 

Client Receipt Date - If this option is selected, the report will only include job invoices that have been fully paid ("receipted") within the accounting month(s) covered by the report date range. 

Client Invoice Date - If this option is selected, the report will include all billed data for the date range specified.  For example, if you select Jan 1 2022 to Feb 28 2022, all client job invoices posted within that date range are included. 

Report anatomy