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Accounting > Commissions > Commission Export
Configuration Requirement
Before using the Commission Export, the Commission Module must be configured.
For setup details, refer to: Commission Setup and Configuration
Purpose:
The Commission Export is the primary workspace used to review, adjust, approve, release, and export commission records in Q360.
It allows managers, finance, payroll, and other authorized users to review commission records throughout the commission lifecycle. Users can see which commissions have been calculated, which records require review, which records are ready for payroll, and which records have already been released.
The Commission Export is an advisory report only. It does not post financial entries to the General Ledger, Projects, Service Calls, Contracts, Orders, or Payroll. It provides calculated commission amounts that can be reviewed, approved, released, and exported for payroll processing.
Commission Lifecycle:
Report Filters and Views
The report uses “State-Based Filters” to move records through the workflow:
- Ready to Approve: Displays newly generated records that require a manager’s review. These records are editable (rates and adjustments).
- Ready for Payroll: Displays records that have been approved. These are locked for editing and are waiting to be flagged for a specific payroll date.
- Archive: Displays all records that have been both approved and released for payroll.
- As Of Date: Filters records based on the date they were generated or the date the transaction occurred.
- Sales Rep: Filters the grid to a specific representative.
- Project No: Isolate all commission records (Booking, Invoices, True-ups) for a single job.
- Company No: Filters by the legal entity
Key Report Fields (Columns)
| Field | Description |
| Company No | Internal legal entity associated with the transaction, such as 01 or 02. In Version 25.01, PROJCLOSE true-up entries are properly tied to the project’s company number for accurate filtering. |
| Branch | Organizational branch credited for the sale. Typically sourced from the project or order header. |
| Customer | Client company associated with the transaction. |
| Sale Type | Classification of the sale, such as Project, Service Call, or Box Sale. This is critical because it determines which Commission Plan rules apply. |
| Invoice Type | Category of the document, such as PROJECT, ORDER, or HELPDESK. |
| Type | Trigger that created the commission advice row. Examples include BOOKING, INVOICE, CALL, ORDER, CONTRACT, and PROJCLOSE. |
| Project No. | Unique project identifier linking the commission row back to the project record. |
| Invoice No. | Unique invoice identifier linking the commission row back to the invoice record. |
| Order No. | Unique order identifier linking the commission row back to the order record. |
| Call No. | Unique service call identifier linking the commission row back to the service call record. |
| Service Contract No. | Unique service contract identifier linking the commission row back to the service contract record. |
| Project Title | Descriptive name of the project or job. |
| Project Revenue | Total anticipated project revenue used to establish the booking commission. |
| Inv/CCO Amount | Monetary value of the invoice or change order that triggered the specific commission row. |
| GP | Gross Profit dollar amount calculated for the row. Typically revenue minus cost. |
| GM | Gross Margin percentage calculated for the row. This may determine which Commission Plan tier applies. |
| Open AR | Outstanding unpaid balance remaining on invoices linked to the project or job. |
| Comm Rate | Commission percentage pulled from the representative’s assigned Commission Plan based on the deal margin or plan rule. |
| Split Percent | Percentage of the deal credited to the specific representative, such as 50% for a two-rep split. |
| Comm Total | Total projected commission for the entire job. Typically applies to project BOOKING rows. |
| Comm Earned | Commission amount officially earned based on actual costs and revenue recognized. Often calculated at project close. |
| % Cash Received | Percentage of the related invoice that has been paid by the customer. In pay-on-paid models, this generally must reach 100% before payout. |
| Comm Paid | Cumulative commission already paid to the representative for the specific project, order, or transaction before this row. |
| Comm Due | Raw commission amount calculated for the specific row before manual adjustments. |
| Adjustment | Editable amount used to manually increase or decrease the payout. Common uses include advances, penalties, corrections, or bonuses. |
| Net Due | Final commission amount sent to payroll. Calculated as Comm Due plus Adjustment. |
| Comm Remain | Remaining commission balance not yet paid on a project compared to the original BOOKING total. |
| As Of Date | Date the commission record was generated or the date the underlying transaction occurred. |
| Approved | Checkbox or flag indicating the row has been reviewed and approved. Once approved, the record moves from ready for approval toward payroll release. |
| Approved By | User ID of the manager or user who approved the commission row. |
| Approved Date | Timestamp when the commission row was approved. |
| Payroll Release | Checkbox or flag indicating the record has been released for payroll processing. |
| Payroll Date | Date the commission is scheduled to be paid to the representative. |
| Comment | Internal notes field. May also contain automatic audit notes, such as timestamped notes created when a Booking Override changes the project’s total commission. |
Step by Step How to Approve and Release Commissions
Step 1: Open the Commission Export
Go to:
Accounting > Commissions > Commission Export
Step 2: Filter to Ready to Approve
Use the Ready to Approve view to display records that have been generated but not yet approved.
These records should be reviewed before moving forward.
Step 3: Review Commission Records
For project commissions, review Booking rows first.
The Booking row establishes the projected commission target for the project. If the Booking total is incorrect, future Invoice rows may also calculate incorrectly because they work toward the Booking target.
Review the following before approval:
| Review Item | Reason |
| Sales Rep | Confirms the correct representative is credited. |
| Split Percent | Confirms the correct commission split is applied. |
| Company No | Confirms the correct legal entity is used. |
| Branch | Confirms the correct branch is credited. |
| Sale Type | Confirms the correct commission plan rules apply. |
| Project Revenue / Inv Amount | Confirms the revenue basis is reasonable. |
| GP / GM | Confirms the margin used for the commission calculation is reasonable. |
| Comm Rate | Confirms the correct rate was applied. |
| Comm Due | Shows the calculated commission before manual adjustments. |
| Adjustment | Shows any manual increase or decrease. |
| Net Due | Shows the final amount that will be released for payroll. |
| Comment | Supports audit history for adjustments or exceptions. |
Step 4: Enter Adjustments if Needed
Use the Adjustment column to manually increase or decrease the payout before approval.
| Example | Result |
| Enter 100 | Adds $100 to the payout. |
| Enter -100 | Reduces the payout by $100. |
Formula:
Net Due = Comm Due + Adjustment
Any manual adjustment should include a comment explaining the reason for the change.
Step 5: Approve Records
Select the records that are ready for approval.
Use:
Extended Menu > Approve Selected Items
Once approved:
| Result | Description |
| Record is locked | The row can no longer be edited by the user. |
| Record leaves Ready to Approve | It moves to the next stage of the workflow. |
| Record becomes payroll-eligible | It can now be included in a payroll release. |
Step 6: Filter to Ready for Payroll
After records are approved, they move to the Ready for Payroll view.
This view shows approved records that are locked and waiting to be released to payroll.
Step 7: Release Records to Payroll
Select the records that should be included in the current payroll cycle.
Use:
Extended Menu > Payroll Release Selected Items
Enter the Payroll Date.
The Payroll Date is important because it allows users to filter and export the exact records included in a payroll cycle.
Once released, the records move to Archive.
Step 8: Export for Payroll
To send the data to your payroll provider:
- Filter to Archive.
- Filter by the specific Payroll Date.
- Review the final records.
- Export the grid to Excel.
Before exporting, confirm:
| Review Item | Reason |
| Sales reps are correct | Prevents payment to the wrong representative. |
| Net Due amounts are correct | Confirms final payout values. |
| Payroll Date is correct | Ensures the export matches the payroll cycle. |
| Company No is correct | Supports company-level payroll or accounting review. |
| Negative amounts are expected | Helps identify clawbacks, credits, or true-ups. |
| Adjustments have comments | Provides audit support. |
Important Logic Rules
| Rule | Description |
| Catch-Up Logic | Project Invoice rows continue generating until they work toward the original Booking commission total. If the Booking amount is overridden, later Invoice rows may adjust to work toward the revised target. |
| Approval Dependencies | A project’s Booking row generally needs to be approved before linked Invoice rows appear for processing. |
| Zero-Dollar Records | If a record has a Net Due of $0.00, it may automatically move to Archive after approval. |
| Clawbacks | If configured, the report may support negative Net Due amounts for credits, returns, margin erosion, or project close true-ups. |
| Approval Lock | Once a record is approved, it is generally locked and cannot be unapproved or edited by the user. |
| Advisory Only | The Commission Export does not post to Payroll or the General Ledger. Payroll must be processed separately. |
Common Questions
Why is there a Booking row but no Invoice row?
Possible reasons:
- The Booking row has not been approved
- The invoice has not been posted or paid
- The commission calculation job has not run
- The invoice is not eligible yet
- The invoice date is outside the eligible period
Why is the commission amount different from the invoice amount?
Project invoice commission rows are usually based on the invoice’s percentage of the total project value, not just the invoice amount by itself.
The invoice row works toward the Booking commission total.
Why did a row move to Archive automatically?
If Net Due is $0.00, the system may automatically archive the record after approval.
Why is there a negative commission row?
A negative row may represent a clawback, credit, return, margin erosion, or project close true-up.
Why can’t I edit a record anymore?
Once a record is approved, it is generally locked. Corrections may need to be handled through a future adjustment, off-system payroll correction, or support intervention.
Why does the report not match payroll?
The Commission Export does not post payroll. It only provides advisory commission data. Payroll must be processed separately outside the report.