Approve, split, and adjust commission statements

As a sales leader you get a live view of the whole team and the controls to make each statement right before it pays. Everything here is on the leadership side of Commissions — the Overview, the Team Tracker, and each rep's statement.

The Team Tracker is a real-time row per rep — what each person has earned this period, rolled up to a team total. It's how you spot who's tracking ahead, who needs attention, and whose statement is waiting on you, without opening each one. The Overview cockpit sits above it with team pace and a needs-attention list.

You can edit a line, delete a line, or split a line between reps. Every one of these changes requires a note that both you and the rep can see — there are no silent edits. An edited line carries a MODIFIED badge and records what it was before and after, so the change is always visible and always explained.

Splits let two reps share a deal. A split can be percentage-based (say 60/40) or a flat dollar amount off the top, and the result shows on both reps' statements — so the person who assisted sees their share, and the totals reconcile.

• ＋Percentage split — the shares must add up to 100%. Each rep gets their percent of the line.
• ＋Flat-dollar split — a fixed amount goes to the other rep and the owner keeps the remainder, absorbing any rounding so the pennies always tie out.
• ＋Both reps see the split on their own statement, clearly attributed.

1. 1
   Open the submitted statement and review the lines

   Read the rep's flags and any notes. Edit, split, or add an adjustment as needed — each with its disclosed note.
2. 2
   Approve it

   Approving generates the PDF statement and a CSV export, and locks the statement so it can't be edited. Its earned lines move to Payable, cleared to pay on the pay date.
3. 3
   Or return it with comments

   If it's not right, return it to the rep with comments. That reopens it for the rep to fix and resubmit — the only way a submitted statement becomes editable again.

For plans that earn on invoice, you can run the invoice check to have the module ask your PSA which deals have been billed and move those lines to Earned. Some deal-and-reference combinations can't be matched automatically and stay pending honestly — for those, mark the line invoiced by hand once you've confirmed it. If a PSA doesn't respond during a check, the module tells you which one didn't and updates the rest, rather than failing the whole run. See "How commission gets recognized: the earning ladder".