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Tracking commissions

grigori 2 months ago updated by Bartosz Budzyński 1 month ago 3

Hello,

We offer a system of awarding finder's fees to our vendors and other people who bring in new business. Can XTRF help us track these commissions automatically as a percentage of each invoice? The only solutions we can think of is to create an additional Commission job for such projects and calculate the percentage manually. I'm sure there's a better way than this clunky workaround!

Thanks,

Grigori

+1

Dear Grigori,

That sounds like a job for a macro or a custom column to generate the commission report.

(More about this: https://xtrf.userecho.com/knowledge-bases/6/articles/349-apis-and-customization)

For example, a Custom Column on Customer Invoice scope, set up like this:

Image 2473

The code is:

unwrappedThis.getTotalGross()*0.23

This column will always calculate 23 per cent of the total gross value of the invoice and can be added to Smart Views. 

Image 2474

Image 2475

Of course, this is just an example. If you'd like to apply more sophisticated logic and/or automation, please feel free to contact our helpdesk. We'll gladly help you tailor XTRF to your needs. :) 

Best,

Bartosz

Thank you, Bartosz. We're on a starter plan, so I'm guessing this is not available to us, correct?

+1

Hi Grigori,

Yes, customizations are available starting from the Professional package. 


Best regards,

Bartosz