Current
Current view includes transactions that have not been reconciled even if they fall outside the current period.
Current (Reconciled)
Current (Reconciled) view only includes transactions for the nominated period.
List
List mode provides a method of displaying a list of commissions, regardless of whether they are in a session or not.
For example, show all the commission paid for a specific user, regardless of commission session (noting that commissions for several users may be in one session). This is particularly useful for determining if a user has reached their sales target, and a new commission rate needs to be applied, or comparing one sales person to another, etc.
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List mode can display both paid commissions (in a session) and unpaid commissions (not in a session) in a single view, so commissions are not editable whilst in this mode. |
List mode can be restricted via security to a specific account manager or user. This can allow viewing only commissions paid, or to be paid, to only their commissions.
Session#
Allows you to view previous finished Commission Sessions.
Further information