Greytrix’s Sales Commission application for Sage Intacct has many more powerful features which we have already discussed in our earlier blogs. In this blog, we are introducing our Account Label Default feature, this helps you to calculate and pay commission in the case when you do not select Commission Group and Commission Type on the Line-Item Level as well as to the Customer. Here, our Sales Commission application smart events give the priority to the Commission Type selected on the Account Labels.
This feature calculates the commission and distributes it to the Sales reps. attached to the Commission Group. The Commission Group is attached to the Commission type selected on that account. These accounts are nothing but the AR Account Label from Sage Intacct.
Now, we will see how to apply Commission Type to the AR Account Label. This feature belongs to our native Sales Commission application.
Navigation: Applications > Sales Commission > Account Label Defaults
To select the Commission Type on the GL Account you need to click on Account Label Defaults.
On the above screen, you have to select the AR Account Label and Commission Type > Click on Save.
Once you created this entry you can select the account on AR Transaction to Calculate and Pay Commission as shown in the below Image.
Navigation: Go to Account Receivable > Create an AR Invoice > Select the AR Account label > Click on the Post button.
After posting the AR Invoice, the commission will calculate on the Sales Commission Tab. Once the commission is calculated successfully you can Post and Pay the Sales commission against the same Invoice and the commission will get distributed to the Sales reps. attached to the Commission Group.
Using this feature, we can simply Calculate and Pay commission in the 2 steps.
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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.
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.
