Payments - Payments Tab

If you go to Results > Manage Results > Payments it will lead you to the payouts and holds for all reps (before Draws are applied). 

From there you can drill into each rep's payout details for a specific plan and period by clicking on the black text next to their name.

Currency: This shows the rep's currency based on their locale setup under User Details in Salesforce.

Payment: This shows the current period payout amount. This can include past-period deals that have been released in the current period. This does not include draws. 

Earning: This will show the earnings as of the current period. This can be different from Payment as a rep can earn a payout of $5,000, but because this payout is quarterly, and the current period is only M2, the payout is 0, but the hold is $5,000.

Held: Deals that are held in the current period only.

Released: Deals that are released as of the current period. This can include other period deals.

Hold Balance: This shows the all-time hold balance based on “held + hold balance - current release” and will include other period deals. 

Current Att: This shows the credit/attainment earned in the current period.

Quota Att: This shows you payment rule timeframe quota attainment. If the payment rule is Quarterly, this will show the QTD quota attainment.

Quota: This shows the quota based on the timeframe in the payment rule. So if Monthly quota, it will show the monthly amount.

% Attn: This is the percent to quota based on the timeframe of the payment rule.

If you click on the reps name, it will lead you to the shortcut view instead:

Adjust Payment:

You can make two types of adjustments in this tab: 1) Payment and 2) Liability.

Liability Balances:

Liability balances are created when the overall payout for a specific payee is negative for a given month.
Since the system can not pay out a negative amount, a liability is created (equivalent to the negative amount) and the payout is set to zero for the given time period. To adjust the Liability Balances:

1. Go to Results > Manage Results > Payments
2. Click on the black text of the rep you would like to make the adjustment for
3. On the bottom left of the page, click “Adjust Payment”

NOTE: If “Adjust Payment” is not visible, this rep is deactivated and no additional adjustments can be made.

1. The bottom section of the pop-up window will show the current period liability adjustment.
2. To make adjustments enter in a negative or positive amount. For example, if the liability balance shows 300 and you would like to set it to 0, enter it in -300.

Manual Payment Adjustments:

Payment Adjustments are created manually by the Admin and cannot be automated. They are used to adjust a payment up or down for a specific rep due to payment outside of Express. Additional details can be found in the Making Payment Manual Adjustments article. 

View Commission Statement:

By clicking on "View Commission Statement" will trigger the download of the Commission Statement for the specific rep you are drilled into. Review additional details on the Commission Statement here.

View Dashboard:

By clicking "View Dashboard" will lead you to the dashboard of the specific rep you are drilled into.

Bonus vs. Commission categories:

Each payment rule is labeled under a category. You have the option to choose a Payment Category (i.e. Commission or Bonus or create a custom one) based on the Payment Categories that have been established in Setup > Payment Categories. To create a custom category go to Setup > Plan Terminology.