Commissions

What this screen is for

This screen holds commission entries for your people. Three cards show the totals pending, approved and paid this month. You can filter by employee, by status — pending, approved, paid or cancelled — and by a date range. Entries can be selected in bulk and approved together, which is the usual way of clearing a batch at period end.

A separate report view summarises commissions grouped by employee, period and status.

When to use it

Add entries as commission is earned, then approve them before the payroll run for that period so the approved amounts are available to pay.

What you see on this screen

Three cards head the page: Pending, Approved and Paid This Month, each an amount rather than a count.

The table carries:

• A tick box, active only on pending rows, for selecting entries in bulk.
• Number — the commission number, a link to the entry.
• Employee — name with employee code beneath.
• Description — what the commission was for.
• Base Amount — the figure the commission was calculated on.
• Commission — the amount earned, with either the percentage rate or the word Fixed underneath.
• Status — where the entry has reached.
• Date — the commission date.
• Actions — approve, mark as paid, edit and delete.

Filters and actions

• Show Filters — opens the filter row: Employee, Status, From Date, To Date and Reset.
• Report — the same commissions summarised rather than listed.
• Add Commission — records a new entry.
• Selecting rows opens a bar with Approve Selected, which clears a batch in one action.
• The tick on a pending row approves it; the notes icon on an approved row opens Record Payment, asking for a payment amount (capped at the commission), a payment date, a payment mode, a reference number and notes.
• Edit and delete are offered until the entry is paid.

Status values

• Pending — recorded, waiting on approval. Only these can be selected for bulk approval.
• Approved — agreed and available to pay.
• Paid — settled. The entry can no longer be edited or deleted.
• Cancelled — withdrawn.

Related

• Run Payroll — the run that pays approved amounts
• Employees — who the commission belongs to