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Have you created a batch or batches?

Once commissions have been calculated the calculations should be reviewed to ensure accuracy. Once accuracy has been confirmed the commission reports can be published.

The best way to review calculations is via the calculated commissions detail reporting.

There are a couple ways to access the commission batch "detail" report to review the calculations.

2. In Run commissions after you calculated the batch you'll see a button labeled "Detail", this button will take you to the detailed report.

It is important to note that each table throughout the admin area can be configured to add or remove columns. This is especially important in the commission reporting because you may need to review certain details or export a report for review.

In the detail report and in other admin tables, notice there's a blue Column button to the top right above the table. Click it to open a popup window which contains all the column options. Simply check or uncheck boxes to customize your table. Any column choices will also reflect in the CSV export. By using columns and filter options you will be able to review the commission calculations.

Once you've reviewed the calculated commission batches and want to add the reports to lead source and sales user payee's commissions tab, you're ready to publish. Up until this point the only users that can see the calculated commission reporting are admin users with access to the finance sections' calculated commissions area. After publishing, all payees will be able to access their commissions reports.

There are 3 ways to navigate to the tool to import commission batches for publication.

2. In admin > Calculated Commissions there is a button to "Publish Commissions" so it is easy to navigate from reviewing commissions to publishing the reports

3. In Admin > Published Commissions select the Publish Commission button.

Whatever way you access the import to publish tool, you will be able to view all calculated batches that have not yet been published. You will see check boxes with each record so you can pick and choose what batches go into your publication. This is really important because not only does post the published batches but it also sums payee totals for all the calculated batches included in the published batch.

A payment batch gives you the ability to zero any owed balances. The calculated commissions are an amount owed to payees and thus they have a running total owed to them. By creating a payment batch you are indicating the payees have been paid and thus their owed balance changes to 0.00. There is a caveat; any negative balances indicate the payee owes money and their negative balance simply remains and rolls over into future commissions.

In Admin > Settings there is an option for you to choose whether or not payment batches display in the payee published reports. By removing payment batches from published reports, it is possible to have a better experience for payees.

Payment batch reporting is the best way to view a sum of what each payee is owed.

There are a couple ways to find the amount owed. Look for a report "By Salesperson" or "Bills/Credits/Payments" via the action menu. Payments will show what each payee is owed and so will the "By salesperson" report.