Reports and Dashboards
Finance and Commission Reporting
GL controls, posting readiness, commission margins, trends, and payment readiness
Finance Control Reports
| Report | Use |
|---|---|
| GL Posting Readiness | Confirm accounting setup is ready. |
| Incomplete Active GL Rules | Find rules that need completion. |
| Items Missing Revenue GL | Items missing revenue accounts. |
| Items Missing Inventory GL | Items missing inventory accounts. |
| Items Missing COGS GL | Items missing COGS accounts. |
| Shipping Raw Material Credit Exceptions | Special classification exceptions. |
| Finance Dashboard Issues | Dashboard-specific finance issues. |
Commission Reports
Commission reports include margin by rep, monthly trend, orders by rep, and payment readiness. Use them with the Commission Executive dashboard before payout or manager review.
Review Practice
Finance and commission owners should resolve GL exceptions before relying on margin and commission numbers. Payment readiness should be reviewed before treating an order as commission-ready.
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