Various Custom Reports in Sales Commission

By | January 28, 2022

Greytrix Sales Commission Application for Sage Intacct is beneficial for Sage Intacct users to calculate and pay a sales commission to the respective salesperson to achieve better efficiency and save time in calculating commission, excluding tedious work of calculating commissions manually.

As we have elaborated in our previous blogs about commission calculation and posting. https://www.greytrix.com/blogs/sageintacct/2021/12/24/commission-calculations-and-postings/.   For tracking the details, about how much commission is calculated or is it paid to the sales representative tagged in transactions. We have created some custom reports to easily track the details of various transactions related to a sales commission.

  1. Invoice Commission Report –

In Invoice Commission Report, you can view the Invoices with their calculated sales commissions. You can filter the report with Invoice No.; Invoice created date and Customer.

To view this report, go to the Sales Commission menu→ Invoice Commission Report

After applying the filters, you will get the commission details according to the invoices, the calculated commission and actual commission, criteria for commission calculation and the sales representative to whom the commission is to be paid. See below image for a sample of the Invoice Commission Report

InvoiceCommissionDetails

2. Commission Payment Report-

In this report, you can view the Commission payments of Employees/Sales representatives. This report has the commission payment details, based on the payment method along with GL batch number or AP Bill number for reference and the each employee who is paid. You can filter the report with Paid Commission date and employee.

Go to Sales Commission menu → Commission Payment Report

CommissionPaymentReport

3. Employee Commission Report –

In the Employee Commission Report, you can view all the Invoices related to an Employee along with their calculated share of sales commission. You can filter the report with the Invoice created date and Employee. In addition, you will get information like shown in the image.

To run this, go to the Sales Commission menu→Employee Commission Report

EmployeeCommissionReport

Using these custom reports you can easily track, manage and get all the commission-related details for all or particular transactions or according to the sales representatives for a specific period, and you can check the commissions are paid or yet to be paid. If paid then you will get payment details.

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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.

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