Payroll Commissions Report Payroll Commissions Report
This report can be run at any time to produce a listing of commissions paid to a selected group of employees, commissions paid on selected invoices, or commissions paid on a specific pay date. Select Commissions Report from the Payroll Reports Menu and the following screen will come into view.
Add or Change (button)
Press the Add or Change button to add or modify a Commission Report. For more information, see Adding or Changing a Commission Report.
Delete (button)
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
Print (button)
To print a report, press the Print button. For more information, see Printing Reports.
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then, one at a time, reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
There are reports possible.
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Report Description (Detail Format) |
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Report Sample (Detail Format) |
This button closes the program and returns to the main screen.
Help (button)
see How to use Help
Adding or Changing a Commission Report
Pressing the Add or Change button will bring the following screen into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all commissions is desired. Several limits may be set to narrow the list down to a very small range of commissions.
Use this section to limit the report by employee. Use the Range setting to set a range of employee numbers. Use the List setting to specify a list of employees to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Employee reporting limits. Select Range to enter a range of Employees in the From and To fields. Select List to report on a list of selected Employees.
From
Selects the first employee in a range of employees or a single employee. To select a limited number of employees, enter the first employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
To
Selects the last employee in a range of employees or a single employee. To select a limited number of employees, enter the last employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
Edit Employee List (button)
Click the Edit Employee List button to add or remove Employees from the list of Employees to be included in the report. The following screen will come into view.
Available Records
All Available Employees that are not included in the list are displayed in these columns.
Included Records
All Included Employees are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Print Inactive Employees (check box)
If this box is not checked, all inactive employees will be excluded from the report. Employees that have been laid off or terminated may be marked as inactive in their employee records. For information on changing the status of an employee, see the Personal Tab in Employees. The main purpose of this flag is so that these employees may be excluded and thus avoid cluttering reports with information about employees who are not currently working.
Print Executive Employees (check box)
Select this box to include Executive Employees on the Employee Listings.
Only "Mailing List" Employees (check box)
Check this box to include only Employees who were selected for inclusion in the "Mailing List". For more information, Adding or Changing an Employee -> Personal tab -> Miscellaneous.
This section allows the user to limit the report to a single pay period date, a range of pay period dates, a single invoice date, or a range of a invoice dates.
Selected Pay Period End Dates (check box)
Activates the ranges defined on the next lines. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a single date, enter that date in both the From and To fields.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
To
Selects the last date in a range or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
Selected Invoice Dates (check box)
Activates the ranges defined on the next lines. This option may be used to limit transactions to a particular date or range of dates. To limit transactions to a single date, enter that date in both the From and To fields.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
To
Selects the last date in a range or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
Choose either the standard Commission Report or the Profitability Report. The Profitability report compares the employee cost (Gross Pay and Burden) with the amount of revenue the employee generated (the Commissionable Amount on invoices commissionable to this employee) to come up with an employee profitability figure.
The Commission Report may be ordered either alphabetically by last name, or in numerical order according to employee numbers.
By Employee Name (radio button)
This option lists all the employees in alphabetical order by the employee's last name and affects the Employee entry fields.
By Employee ID (radio button)
This option lists all the employees in numerical order by Employee ID number and affects the Employee entry fields.
Select the level of detail for the report.
Include Unpaid (check box)
Place a tick in this box to include commissions that have not yet been paid.
Include Pending (check box)
Place a tick in this box to include commissions that have been selected for payment in timesheet entry.
Include Paid (check box)
Place a tick in this box to include commissions that have been paid.
Print Payment Detail (check box)
Check this box and the report will include detail regarding whether the commission has been paid.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
This reports lists commissions earned by employee and the invoices from which the commissions were pulled.
Employee
The Employee name is displayed in this column.
Customer
The Customer name from the Invoice is displayed here.
Invoice #
The Invoice Number is displayed in this column.
Date
The Invoice Date is displayed in this column.
Job
The Job Number, if applicable, is displayed in this column.
Commissionable
The Commissionable amount from the Invoice is displayed in this column.
%
The Commission Percentage earned on each Invoice is displayed in this column.
Commission
The Commission amount for each Invoice is displayed in this column.
Employee Totals
The Total Commissionable amount, Percentage, and Commission are displayed in this column.
