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Ryan Allen

Sales Rep Commission Reports

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Posted By

Hi - With the disappearance of Intelligence Reporting, I have run into a brick wall on accurately accounting for and calculating the commissions that my sales reps get.

I have tried to do it through the Invoice Register, but the report that it spits out forces me to do a line item for EVERY line item on the invoice instead of summarizing it.  If I were to check the "summarize" box, I can longer add the "Receipt Date" data point to the report which is crucial information for paying a monthly report (we pay commissions on the 10th of each month and that commission is for the previous months' PAID invoices).

Has anyone found a solution that works for calculating sales rep commissions?  I am at my wits' end.

Thanks for any advice you can offer,

Ryan

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  • 0

    The "Customer Transaction History" may be of help. You will need to add the additional columns for "Commision Amount".
    HOWEVER, I am having trouble getting the Freight below Subtotal left out of the Commision Amount. So double check your Commission Amount is actually the amounts you want.

    "Sage 50 Accounting (formerly Peachtree) brings you best-in-class accounting standards for your business." If it does not provide essential reporting than it cannot account for the businesses accounting needs. It may be the "best", but that does not mean excellence.

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  • 0

    The "Customer Transaction History" may be of help. You will need to add the additional columns for "Commision Amount".
    HOWEVER, I am having trouble getting the Freight below Subtotal left out of the Commision Amount. So double check your Commission Amount is actually the amounts you want.

    "Sage 50 Accounting (formerly Peachtree) brings you best-in-class accounting standards for your business." If it does not provide essential reporting than it cannot account for the businesses accounting needs. It may be the "best", but that does not mean excellence.

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