Sales Commission app assist Sage Intacct users to automate commission processing. Users can setup commission calculation structure (Commission Group and Types) as per their business needs. Based on entered structure, commissions are calculated on sales transactions.
As users enters and post transactions (order entry transaction and AR Invoice) commissions are automatically calculated.
With our Sales Commission application, users can also calculate commissions for older/historical invoices. The application also supports commission recalculation. In case where user needs to change commission amount then it can be easily recalculated.
Below is the custom screen with filters for entering date and Invoice ranges is provided for this purpose.
In case of recalculation of commissions for Invoices that were corrected later for whatsoever reason and now the commissions mismatch or are incorrect, then the user needs to delete the previously calculated commission lines for the particular Invoice.
Upon deleting those lines, the concerned AR Invoice will have no attached commission lines to it. Then use the above screen to recalculate commissions.
Before adding commission for older Invoices or recalculating commissions, make sure the Customer related to the selected Invoice has a Commission structure applied.
Upon calculation, users can view the attached commissions on the standard AR Invoice’s screen on the Sales Commission tab.
Editing and changing the attached Commission Group in the calculated commission lines if required is also feasible.
When all the commission lines for an Invoice are in Completed state, the user can post Commission using custom “Post Commission” screen.
Commission recalculation function assist users to recalculate commissions and also post commission on previously entered invoices.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.