Commission tags
Updated over a week ago

Overview

Commission tags help you track fees and payments added to the commissions. This feature allows you to monitor how much your company has received year to date or how much you have paid.

How do I add a commission tag?

  1. Within your transaction, go to the Commissions tab and select any income item or deduction.

  2. Click +Add tag

  3. Select or create the needed one

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You can adjust or delete the tag from the Fields tab.

After assigning a tag you can run reports to see how much has been paid or received for each tag added under the Payments report.

  1. Go to Reports > Payments

  2. Click any number to apply filters

  3. Narrow down your results if needed

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