Commissions & Transaction Management

Validate and Approve

Commissions & Transaction Management


Sales Staff
Staff enter the Order Number and Effective Date of each transaction but do not enter deal value. Deal value is system-generated.

Finance Team
The finance team will validate the commissions independently, to ensure no over-billing or double billing. For example two sales people registering an identical transaction for the same order, within a certain period of time, would be flagged, unless split commissions are assigned.

Senior Management
Reports are provided of firm-wide commissions and show which are awaiting approval, approved or rejected.

Sales Staff
Each sales person has access to view their own commissions. Reports and functionality can be customised further.

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