APPROVE THE QUEUE AND PAY OUT

Commissions move through two admin stages: the queue, where each computed commission waits for approval, and payouts, where approved rows are batched and marked paid. Both are staff-only screens — reps follow their own numbers in MY COMMISSIONS instead.

§The queue

Every pending row shows the complete math behind the amount: contract → expenses → overhead → gross → net → rate → amount, plus any adjustments already attached. An AR-outstanding chip flags rows where the customer’s money has not fully arrived, so you can hold approval until it does.

• ◆APPROVE — sign off the row; it moves on to payouts.
• ◆ADJUST — change the amount with a tracked adjustment instead of silently editing.
• ◆RECALCULATE — re-run the math after costs or contract values change.
• ◆Bulk approve — clear a set of clean rows in one action.

§Payouts

Move to FINANCIAL → Commission payouts. Approved rows group per user, together with any unattached adjustments — bonuses and clawbacks that were not tied to a specific commission row.

1. 01Review a user’s group of approved rows and adjustments.
2. 02Tap MARK PAID to batch everything into a single payout, recording the payment method and a reference.
3. 03The payout lands in history. Expand any batch later and download its CSV statement — a per-payout record you can hand to the rep or your bookkeeper.