When an employee closes bookings or sells goods, their balance in the system grows. The schemes by which commission deductions are calculated are discussed in detail in this article.
To control the company's current debt to the employee, it is recommended to take into account not only savings, but also payments of salaries, advances, bonuses, and so on.
- Staff payroll management
- What types of transactions are counted?
- Payment accounting
- Payout cancellation
Staff payroll management
Go to Staff – Commissions – Overview:
Select the row with the name of the desired employee to get the details. This will open a window with all transactions for the employee:
This page can also be accessed via the Staff section. To do this, select the Staff commission tile in the employee's profile.
Use filters to get reports by amounts, financial categories, and dates.
What types of transactions are counted?
There are three main categories of transactions in this window:
- Receipts to an employee's internal balance are marked with +green amounts. For example, Service accrual, Sales commission, and other charges. These mean that the cash register has received funds for payment of services or goods, some of which are due to the employee, in accordance with payroll schemes.
- Write-offs are marked with -red amounts. For example, Salary payment or Bonus. Some of the funds accumulated in the internal balance have been paid to the employee in reality.
- Chargebacks and transaction cancellations. These are marked with grey items.
Payment accounting
After the funds have been paid out in reality (salary, bonus, etc.), it is necessary to record it in the system to reduce the company's debt to the employee.
To do this, on the page with the employee's transactions, click on the Withdraw button in the upper right corner of the page.
A window will open where you should specify the cashier's office for debiting, the amount, and the payment type. There is a Comment field for convenience:
The system payout types available in this space are:
- salary payment,
- loan,
- prepayment.
If you need to use your own categories, you can do so on the POS – Finance – Overview page:
There you will be able to select a previously created payout category.
Payout cancellation
If you need to roll back a payout on an employee:
- Go to the Staff page.
- Select the desired employee.
- Click on the Staff commission tile on the employee's page.
- Use the filters or scroll to the desired transaction.
- Click on it.
In the transaction description, you will see the available information and the Cancel transaction button.
Once the transaction is cancelled:
- The amount will be added to the employee's account balance (the company's debt to the employee);
- The amount will also be returned to the used till account.