Running the commission report

The commission report will show you how much you need to pay your staff for the services they have provided within a given period, and is an integral part of your commission process:

• The commission report can be run by both admin and staff (if the staff member has permission they will only see their own commissions).

• The report can be run at anytime, but the admin will run this report for the payment timeframe (e.g. weekly, fortnightly) that has been agreed with the staff member.

• After reviewing the commission report, admin will then organise the payment (e.g. bank transfer, via accounting software etc) to the staff member.

  • Recipient Created Invoices (RCI) or Buyer Created Invoiced can also be generated through the system. Please refer to Creating commission invoices for more information.

Note

Only bookings which have been marked as Paid or Cancelled will be included in the calculations of the commission report. Bookings which are unpaid will show in the report (and are highlighted red records), but will not be included in the calculations of commission to be paid.

Running the commission report

Steps

1. Navigate to the Reports menu

2. Under Finances, select the Commissions report

3. Select the Location(s) you want to run the report for

4. Select the Staff you want to run the report for

5. Select the Date range you want to run the report for

6. Click Run Report

   1. Note that the Total Commissions that need to be paid to that instructor for that period are listed at the top of the report, in addition to the bottom of the table.
      

Creating an adjustment for a staff member

There may be scenarios where a manual adjustment is needed for a staff member to either have extra commission added (e.g. if a staff member has run a course in addition to the scheduled ​staff member), or deducted. If you’ve accidentally added an incorrect adjustment, they can also be deleted.

Steps

1. Follow the steps from the previous session “Running the commission report”

2. Click on the Create and Adjustment link
   

   

   
   

3. Select the trainers, add the date and enter the commission details and amount
   

   

   
   

4. The adjustment will appear in the commission report as follows
   
   
   
   

5. If you’ve added in an incorrect adjustment, it can be deleted by clicking on the date in the Service Date column and it will open up the adjustment record. Click on the Delete Adjustment link at the bottom and it will be removed from the commission report.