New Commission Worksheet

Say goodbye to spreadsheets and hello to streamlined payroll processing! 🎉

Our new Commission Worksheet is designed to provide flexibility, empowering agencies to manage commission splits without the hassle of award allocation. Here's what's new:

  • New Selectable Worksheet Version: Choose from three worksheet structures, including the latest version that removes the “award allocation” section.
  • Direct Commission Assignment: Allocate commissions directly from one total distributable commission pool—no extra steps required.
  • Account-Wide Defaults: Set your preferred commission worksheet version as the default for your entire agency.
  • Unlocked Commission Worksheet: Privileged users can now unlock and adjust Commission Worksheets as needed.
  • Payroll Integration: Simplify payroll processes with seamless integration into Salesperson Invoices and Xero.

No more manual tracking or cumbersome reporting—just faster, simpler workflows. 🚀

Head to Financials > Commission Worksheets to see this update!

Recent Updates

New Commission Worksheet

Stream Filters & Updated Reminders

Easily Add & Update Records on the Go