Difference between revisions of "Commission Balances Screen"
(New page: This screen will allow you to run a balance sheet of commissions paid or owed to sales team members as of a specified date or at the end of a pre-configured fiscal time periods. You may ...) |
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| − | This screen will | + | This screen will show you the outstanding balances of commissions for sales team members as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As Of" date or search for the date using the [[calendar widget]]. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the commission balances sheet for actual results or for budget or forecast results. |
| − | Clicking the [Run] button will run the commission balances sheet. Clicking the [Return to Payables] button will take you back to the Payables | + | The two columns of the report show the sales team member's name and ID and their outstanding balance. To the right is a chart breaking down outstanding balances for all team members which account for more than 5% of the total. Above it is an [Excel] button which will generate this report into a spreadsheet for further analysis. |
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| + | Clicking the [Run] button will run the commission balances sheet. Clicking the [Return to Payables] button will take you back to the [[Payables Main Screen]]. | ||
Latest revision as of 01:23, 7 December 2007
This screen will show you the outstanding balances of commissions for sales team members as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As Of" date or search for the date using the calendar widget. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the commission balances sheet for actual results or for budget or forecast results.
The two columns of the report show the sales team member's name and ID and their outstanding balance. To the right is a chart breaking down outstanding balances for all team members which account for more than 5% of the total. Above it is an [Excel] button which will generate this report into a spreadsheet for further analysis.
Clicking the [Run] button will run the commission balances sheet. Clicking the [Return to Payables] button will take you back to the Payables Main Screen.
