Finance and Commissions
GL automation, finance controls, AR reporting, commission setup, and decay settings
GL Automation
GL Account Intelligence is the primary finance setup surface. The system is designed to automate GL defaults from item category, product type, classification, and org structure so users do not maintain every mapping manually.
Special classifications are first-class GL automation targets:
| Classification | Coverage expectation |
|---|---|
| Finished goods | Revenue, inventory, and COGS defaults. |
| Raw materials | Inventory and COGS defaults. |
| Shipping | Shipping revenue/cost classification. |
| Credits | Credit and adjustment behavior. |
| Tax | Tax classification and reporting separation. |
| Labor/service/nonphysical | Non-fulfillable accounting behavior. |
Finance Controls
Use Finance GL Controls Dashboard and Finance Control Reports to find incomplete GL rules, missing revenue/COGS/inventory accounts, shipping/raw-material/credit exceptions, and GL posting readiness issues.
Accounts Receivable
AR reporting lives across Sales Operations, Payment Operations, and Accounts Receivable dashboards. Finance users should monitor aging buckets, overdue invoices, collections this month, open AR by account, and top overdue accounts.
Commission Workspace
Use Commission Workspace for commission dashboard, commission admin, decay settings, groups, tiers, members, SKU overrides, user overrides, quotes, items, sales orders, reports, and dashboards:
https://exodus--vesper.sandbox.lightning.force.com/lightning/app/Commission_Manager
Commission admins manage group-based tiers, overrides, preview/review behavior, payment readiness, monthly trends, order attribution, and rep margin reporting.
Commission Decay
Commission Decay Settings controls decay rules. Changes should be verified against representative orders and reports before they are treated as final for a pay period.
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