These reports will help you keep track of everything you do with your company's use of commissions.
You can choose if the commission is earned by transaction date or by activity date within the Company details ( by navigating to Contacts > Manage Companies > List Companies and clicking on the Company Name).
Under the Rate Type section, you can check the Report Commission/Invoice based on transaction if that is how you would like to track it.
To access the Commission Reports, navigate to Reports > Commissions...
|Commissions Summary Report||
This report provides you with a summary of all the commissions you have in your system and the information related to them that has been completed over a range of dates.
It provides you with the booking number, company and agent that made the booking, days to purchase, date, description of the activity or product, the customer's name, commission rate, subtotal and total, the commission made, and the commission that has been paid out.
|Commissions Letter||This report creates a letter for you to provide your commissionable companies with. This letter will display as a PDF and contains a summary of the bookings and the total commission earned and paid out to them.|
|Commissions Letter Annual||This report creates a letter for you to provide to your commissionable companies, annually. The letter informs them of the total commissions they have received over a one-year period.|
|Currency Tally Report||
This report provides you with information regarding the number and type of dollar bills required to pay out your commissions if you are paying your companies in cash. For example, if you run the currency tally report over a one month range, the report will provide you with a total amount of commission each company is owed over that period and the number and type of bills ($10, $20, $50, $100) required to make up that total cash amount for each company.
This information makes it easy to get the appropriate cash amounts in order to pay out your commission using your commission letters.
|By Agent - Detailed By Agent Report||
This report provides you with detailed information regarding the commissions for a specific commissionable agent, over a range of dates.
It will show the agent name, the company they are connected to for each booking, the activities booked and their confirmation numbers, the number of customers they booked, commission rate, gross commission, commission paid and the net total.
|By Agent - Summary By Agent Report||
This report provides you with an overall summary of the commission information for a commissionable agent.
It will show the agent name, the company they are associated with, the number of customers they have sold to at each rate, the gross amount of sales, commission owed, commission paid and the net total.
|By Company - Detailed By Company Report||
This report provides you with detailed commission information for a commissionable company.
It will show the company, the agents from the company that are associated with each booking, whether the commission is individual or pooled, the activity with its date and confirmation number, the customer name, passengers per booking, commission rate, gross total, commission earned and paid and the net total.
|By Company - Summary By Company Report||This report provides you with a brief summary of the general commission for each commissionable company. It will show you the company, the number of customers booked by the company, the gross commission and the net total.|