Reviewing Commissions in AcuityLogic BackOffice

You can view commissions for an employee for a specified time period and export a commission report to print. This section explains how to review employee commissions.

Your company must be set up to calculate commission using the SPIFF method to view commissions in AcuityLogic BackOffice. If you use the sales per hour method for calculating commissions, you can view commissions in AcuityLogic POS. See Viewing an Employee’s Commissions in AcuityLogic POS.

Topics include the following:

  1. Click KPI and select Commissions.

    The Commissions window opens.

  2. From the Select Employee drop-down list, select the employee.
  3. To specify the period to view data for, select one of the following options:
    • Select DateRange: Use the calendar icons to specify the period's start and end dates.
    • Select Month: Use the calendar icons to select a month and year.
  4. Click Search.

    The search results display all commissionable categories for which the employee completed transactions during the specified period. For each category, the results include office where the sale was made, the number of units sold, and the accrued commission.

  5. To see a list of transactions that qualified for commission, click a category name.

    For each transaction, the list includes the office number, the transaction and order numbers, date, quantity, transaction type, and patient names.

  6. To see details about a transaction, click its transaction number.

    Details include the patient’s medical condition, an overview of the transaction (discounts, copays, taxes, and so on), and the applicable insurance plan.

  7. To see a list of items in the transaction and their financial details, click the transaction ID.
  8. To return to the Commissions window, click Return in each popup window.
  1. Click KPI and select Commissions.

    The Commissions window opens.

  2. To display the data you want to include in the report, see To view employee commissions.
  3. To export the data to a report, select one of the following options:
    • Export to PDF: Generates a PDF version of the Employee Commissions Report (KPICommission.pdf).
    • Export to Excel: Generates an Excel version of the Employee Commissions Report (KPICommission.xls).
    The export options appear below the search data and are available only if the Select Date Range option was selected.

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