QCommission Feature Matrix

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                                                                                                                                            Sample Sales Commission Reports

This document lists most of the features found in the QCommission product. It is segmented by functional areas. This is not an exhaustive list.

QCommission is available in multiple models. Not all listed features are available in all models.
QCommission can handle most commission needs for companies.

Calendar - Calendar specifies the commission processing schedule for the company.

 


Feature

Description

Monthly, Quarterly, Half Yearly, Annual Commission processing can be based on these standard frequencies.
Weekly, Bi-Weekly, Twice-Monthly Commission processing can be based on these more unusual frequencies.
User definable processing schedule User can define a calendar with any start and date for any period.
Multiple periods Different incentives can be calculated at different frequencies. E.g. Monthly and Quarterly.
Multiple years Commission calculations can cross over multiple years.

Payees - Payees are entities that receive variable payouts. Payees can be employees, external individuals or external companies.

 


Feature

Description

Payees can be employees Payment recipients are commonly employees.
Payees can be non-employees Payees can be outside agents.
Payees can be companies Payees can be individuals or firms.
Payees can have different roles Payees can be many different roles. E.g. Sales Rep, Sales Manager.
Payees can be associated with organizational units Payees can be associated with different organization units such as territories/depts/business units/teams.
Payees can report to specific Managers Payee can have a reporting relationship to a manager
Payee contact information is available Complete contact information is available for a payee.
Payee email id can be stored Payee email can be used to email commission statements
Payee salary can be stored Salary can stored be used in calculations.
Payee can have hire and termination dates Payee hire and termination dates can be stored and used in calculations.
Payee can be made ineligible for calculations Payees can be made ineligible for commissions quickly.
Payees can be added online Payees can be directly added to the system online.
Payees can be imported into the system Payees can be imported into the system.
Payees can use their own currency for payouts Payees can have be paid out in their own local currency.
Payee can have a unique commission plan Each Payee can have their own unique commission plan.
Payee can be associated with unique commission statement formats Each Payee can have their own unique statement formats.
Payee can have a unique and current message Each Payee can have a current message that can be updated and shown on their commission statements. E.g. "Congratulations on reaching Sales Rep of the Year".
Payee can keep track of job changes Payees job changes such as roles and reporting organizations can be stored in the system.
Payee can have work hours data Each Payee can store work hour history for calculations of hour based incentives.
Payee can have unique General Ledger accounts Each Payee can be associated with unique General Ledger and Cost centers for accounting purposes.
Payee can access the system Payee can be provided access to the system either through the web or client system with security.

Sales Organization - Sales organization stores the reporting relationship between entities in the organization.

 


Functionality Feature Description
  Sales organization can have a hierarchical relationship Sales organization entities can report into each other. It can be in a hierarchical manner. Sales Territory "Maine" reports into "North East" Region.
  Sales organization relationship levels Sales organizations can have unlimited levels. Different editions may have different limits.
  Sales organization can be made up of any sort of organizational entity. Sales organizations can be organized as postal codes, states, regions, countries, business units, departments, etc.
  Sales Organization can be associated with unique commission statement formats A sales organization can have a unique commission statement associated with it. All payees reporting to this organization would default to this commission statement format.

Customer - Customers are the firms and individuals to whom sales is made.

Functionality Feature Description
  Customer based crediting Customer information can be used in credit rules. A particular customer or group of customer's sales can be credited to a particular payee. E.g. crediting strategic accounts to a rep.
  Unique commissions by customer Customer information can be used in commission calculations. Different customers can have different commission rates.
  Customer contact info Customer contact information can be maintained.
  Customer groups Customer can be grouped in a hierarchical manner. Groupings can be regions or industry segments, for example.
  Customer relationship dates Customer start and end dates can be maintained. This can be used to direct commissions. For example: pay a higher commission rate for the first year of customer relationship.

Products - Products and Services are what the company sells.

Functionality Feature Description
  Product based crediting Product information can be used in credit rules. A particular Product or group of product's sales can be credited to a particular payee. E.g. crediting 'Hardware' sales to a rep.
  Unique commissions by product Product information can be used in commission calculations. Different Products can have different commission rates.
  Product groups Product can be grouped in a hierarchical manner. Groupings can regions or industry segments, for example.
  Product Amounts Product fields such as List Price, Unit Cost can be used in commission calculations. For example, commission on markups can be calculated by finding the difference between actual price and list price.

Commission and Bonus Calculations - Any kind of variable payouts can be calculated by the system. Calculations can include, commissions, bonuses, referrals and royalties.

Plan Commission plans are the agreements that the company has with its Payees. The plan specifies the rules for awarding commissions and incentives to the payee. A plan is made up of many incentives.  
  Individual and Unique Plans Every payee can have their own unique commission plan.
  Shared Commission Plans Commission plan components can be shared by many Payees if need be. This allows changes in one place to affect a group of people.
  Commission plan duration Commission plans are typically for one fiscal year. But can be used to calculate commissions for multiple years as well.
  Multiple Plans Payees can complete one plan and start another plan.
  Creation of plans A plan can be created directly or can be copied from another payee's plan.
  Unlimited Incentives Unlimited number of commissions and bonuses can be set within a single plan.
  Calculate plans in order Plan calculation order can be defined so that pre-requisite plans are executed first.
  Plan Document A descriptive plan document created in MS Word, PDF and other formats can be attached to the plan in the system and viewed.


Processing Schedule The period of calculating commissions can vary significantly. The calendar specifies the periods and dates for the calendar.  
  Monthly Commissions are typically paid out monthly.
  Other standard frequencies Commissions and bonuses can be paid as Weekly, Bi-Weekly, Monthly, Twice-monthly, Quarterly, Half yearly and Annual.
  Other unique frequencies Commissions and bonuses can be paid on any period with a unique user defined start and end date.
  Multiple years Commissions can be calculated across multiple years.
  Transaction dates in period Transactions have an effective date that allows them to be calculated in the correct period.
  Future dated transactions Transactions have an effective date that allows them to be future dates and defers processing until that time.


Transactions Commissions can be calculated on almost ANY kind of transactions. Transactions can be imported from external sources. Transactions can also be entered/modified in the system. Some examples of other transactions that can be handled are: "Customer Satisfaction" scores, or "Appointments Made" Expand / Collapse
  Any transaction Commissions can be calculated on any kind of transactions
  Invoices Commissions can be calculated based on Invoices.
  Receipts Commissions can be calculated based on money received
  Expenses Commissions can be deducted for expenses. E.g. Deduct 0 every month for Insurance Premium.
  Bills Commissions can be deducted for Bills
  Payments Commissions can be deducted for Payments
  Credit Memo Commissions can be calculated for credit memos
  Quotes/Estimates Commissions can be calculated based on Quotes/Estimates.
  Sales Order Commissions can be calculated based on Sales Orders.
  Recognized Revenue Commissions can be calculated based on recognized revenue.
  Purchase Orders Commissions can be calculated based on Purchase Orders.
  Contracts and projects Commissions can be calculated based on contracts and projects.
  Recurring Transactions Commissions can be calculated based on recurring transactions such as Premiums.
  Summary level transactions Transactions can be calculated at a detailed level (e.g. product level for invoices) or as a single summary transaction.
  New Customer/Account Transactions indicating the acquisition of a customer/account can be used to trigger payments.


Transaction Adjustments Adjustments can be made to the transaction itself. Expand / Collapse
  Cancel Transaction Cancellation can create an offsetting transaction.
  Adjust a Transaction Transactions can be adjusted positively or negatively.
  Protected Transaction Transactions cannot be modified once the corresponding calculation period is closed, to keep the audit trail clean.


Transaction Events Transactions can go through various events , such as shipping and payments for an invoice. Expand / Collapse
  Invoice event commissions Commissions can be paid based on an invoice event such as bookings, ordering, shipping, revenue recognition, etc
  Bookings or order event Commissions can be paid on bookings or order.
  Shipping/Invoicing event Commissions can be paid when invoices are shipped.
  Paid Invoice event Commissions can be paid when invoices are paid.
  Additional events Commissions can be paid when other events such as Revenue Recognition happens.
  Event based delayed payment Commissions can be calculated on Invoice but paid when the invoice is paid by the customer
  Event based split payment Commissions can be split between multiple events, E.g. Pay 70% of commission on invoice event and 30% on customer payments.


Transaction Amounts Amounts available on transactions can be used in the commission calculations. Expand / Collapse
  Sales Commissions can be calculated based on sales/revenue amounts.
  Quantity Commissions can be calculated based on quantity/units.
  Cost Commissions can be calculated based on Cost
  Profit/Margin Commissions can be calculated based on Profit/Margin. E.g. Pay commission on Profit. E.g. Use different commission rates for different margin levels.
  Total Value Commissions can be based on total values such as Contract value.
  Other Amounts Commissions can be calculated based on almost ANY amount that is available on transactions.


Crediting Transactions Crediting is the process of allocating a transaction (sales or other) to the right payee. Mostly a single person gets the credit for a transaction, but sometimes multiple people may get credit for the same transaction. The credit rules are applied against all the transactions entered/imported into the system. Expand / Collapse
  Crediting Rules Crediting rules can be pre-established and applied against all transactions entering the system.
  Credit by Payee Incoming transactions can be credited to Payees, based on Payee values available on the transactions.
  Credit by Territory Incoming transactions can be credited to Payees, based on Territory/sales organization values available on the transactions.
  Credit by Customers Incoming transactions can be credited to Payees on Customer values available on the transactions. Crediting can also be by groups of customers.
  Credit by Customer Jobs/Projects Incoming transactions can be credited to Payees on Customer Job/Project values available on the transactions. Crediting can also be by groups of customers.
  Credit by Products Incoming transactions can be credited to Payees on Product values available on the transactions. Crediting can also be by product lines and families.
  Crediting rules by Product Type Incoming transactions can be credited to Payees based on Product Types associated with the products.
  Credit multiple payees and splits Incoming transactions can be credited to multiple payees. The multiple payees can be available right on the transaction, or the rules can determine which payee the transaction credit should go to. The credit can be split to multiple payees, or fully credited to multiple payees.
  Credits for overrides Credits can be provided to managers and other related payee groups for override commissions purposes.
  Crediting rules by Payees Each Payee could have their own set of crediting rules.
  Crediting rules for an incentive Credit rules can be unique for each incentive. There can be multiple credit rules that make up the credits for a single incentive.
  Credit by user definable criteria Incoming transactions can be credited to Payees by user definable Groups and Categories available on the transactions.
  Credit by combinations Incoming transactions can be credited to Payees by any combination of the above criteria.
  Credit to managers Managers can be set up to automatically get credit for all their subordinates' sales and get override commissions.
  Avoid duplicate crediting A transaction that has been credited to a person, can be set up to not credit again, after the period is closed.
  Credit at line level Transactions can be credited to payees at an individual line level.
  Credit at summary level Transactions can be credited to payees at an transaction summary level. Transaction can also be summarized as a single credit per period per payee.


Incentives: Commission and Bonuses Incentives are any unique calculation formula used to calculate payouts for a Payee. A monthly commission for sales revenue is an incentive; an annual bonus based on quantity of items sold is also an incentive. A Payee's plan consist of multiple incentives. Expand / Collapse
  Flat Rate Commissions can be calculated as a flat rate. The flat rate can be unique by Payee, Product, Customer, and other criteria. It can also be based on a combination of these criteria. E.g. For "Widget" products, Sales rep "A' will get 5%.
  Flat Amt Commissions can be paid as a flat amt. This can be based on quantity or an event being satisfied. E.g. Pay 0 for every Loan processed. E.g. Pay 00 on Customer satisfaction score over 90%.
  Varying commission rates by Customer Commission rates can change by customer or customer groups
  Varying commission rates by Jobs Commission rates can change by customer jobs
  Varying commission rates by Products Commission rates can change by products or product families
  Varying commission rates by Age Commission rates can change by timing of revenue as compared events such as when the customer was acquired. (e.g. Pay 5% for first year revenue, 3% for second year revenue).
  Varying commission rates by other criteria Commission rates can change by almost any criteria available for a transaction.
  Threshold attainment Commissions can be paid only if a certain performance threshold is achieved. E.g. Every month, accumulate all sales for a rep. If sales are < ,000 pay 0% commissions, if sales are >,000 pay 10% commission.
  Tiered Attainment Commissions can be paid based on tiers of attainment for a period. E.g. Every month, accumulate all sales for a rep. If sales are < ,000 pay 5% commissions, if sales are >,000 and < 0,000 then pay 7%; if sales are above 0,000 pay 10% commission.
  Quota Tiered Attainment Percent Commissions can be paid based on tiers of attainment percent calculated against a specified quota. E.g. Every month, accumulate all sales for a rep. Compare to a quota of 0,000. If attainment percent is < 80% pay 5% commissions; if attainment percent is between are 80% and < 100% then pay 7%; if attainment percent is above 100% pay 10% commission.
  Job Profitability based commissions Commissions can be paid based on job profitability. Commissions can be due on certain stages of a job. Commission can be 'truedup' across multiple payouts.
  Profit based commissions Commissions can be calculated based on Gross/Net Profit/Margin. Profit can at line level or total order/invoice level. E.g. Pay 10% of commission on Profit.
  Profit level based commissions Commissions can be calculated based on Profit level. Profit can at line level or total order/invoice level. E.g. For 35% and above profit commission rate is 10%; if profit level is below 35% then commission rate is 5%.
  Discount based commissions Commissions can be paid based on varying discount levels. E.g. Standard commission rate is 10%, if sales is discounted by 10%, commission rate is 5%. If the discount is greater than 10% then no commission is to be paid.
  AR Aging based commissions Commissions can be paid at different rates based on the delay between order/invoice and customer payments. E.g. If customer payment is received 90 days after invoice, reduce comm rate by 25%.
  Time based commissions Commissions can be paid at different rates based on the transaction date compared to a start date. E.g. Commission rates for the 1st year after a new customer acquisition can be at a higher rate. E.g. Commissions are paid at different rates for the first, 2nd and 3rd years of a contract.
  First Dollar calculation For tiered commissions attainment in each tier can be paid at the appropriate percent, or when a threshold is crossed all past attainment can be paid at the newest rate.
  Unique calculations All the listed commission calculations can be common for a set of reps, or can be unique for each rep.
  Multiple Incentives A payee can have many commissions and bonuses in the same plan. E.g. Monthly sales commission and Quarterly Unit Bonus
  Differing Frequencies Each incentive can be calculated at a different frequency. E.g. Monthly sales commission and Quarterly Unit Bonus
  Cross period calculations Quotas and attainment can cross multiple periods. They system can cumulate and provide totaled values across any period length. E.g. Half Yearly Total Sales. These values can be used in commission and Bonus calculations.
  Negative Commissions System can calculate negative commissions. Negative balances can be retained and applied against future periods.
  SPIFF Special promotional incentive programs can be set in the system and executed.
  Bonus Bonuses are governed by similar rules to commissions. They are just as flexible and can be set up in all the same ways.
  Recurring Commissions Commissions can be automatically generated on a recurring basis. E.g. pay recurring commissions for a contract on a prorated basis for the next 12 months.
  Referral Fee Referral fees can be calculated to external and internal payees.
  Royalties Royalties can be calculated for any external entity
  Dependent Commissions Commissions can be calculated dependent on the result of other calculations. (e.g. Pay commissions on sale only if customer satisfaction is above 95%).
  Calculated but don't pay Commissions can be calculated and shown on statements, but not actually paid out. (e.g. calculated and show commissions for house accounts).
  Flexible user defined calculations Any kind of commissions can be calculated using an excel like formula. Multiple formulas can be execute in sequence.
  Flexible calculations based on table fields. Any kind of commissions can be calculated using values from tables in the system.
  Cumulate/store values and re-use calculations Buckets are available to store values for any criteria and frequency. Values can be cumulated. These buckets can be used later in other plans/other periods to create specific commission calculations.


Payee Summary Calculations Some calculations are done at the summary level after all the commissions are calculated. Expand / Collapse
  Draws - Recoverable Recoverable draws can be set by individual payee. A draw of certain amount can be set and the system will automatically loan draws as necessary, keep the balance and recover the loans when possible.
  Guarantees Guarantees are essentially Non-recoverable draws. Guarantees can be set by individual payee. A draw of certain amount can be set and the system will automatically loan guarantee amount as necessary.
  Draw and recovery periods Draw can be set to run for only a specific set of periods. Recovery can be done during the same periods or a different set of periods. Draw recovery amount can be limited to a particular amount.
  Caps Payouts for a period can be capped. It can be a fixed cap, or a carry-forward cap to smooth out payouts over a set of periods.


Adjustments - Adjustments to commissions

Functionality Feature Description
  Payout Adjustments Can adjust the total payout amount positively or negatively
  Adjustment Comments All adjustments can be created with an audit trail with comments.
  Draw/Cap adjustments The draw or cap balance can also be adjusted.
  Transaction adjustments Transactions that are used to pay commissions can have their values adjusted and used to affect commissions appropriately.
  Chargebacks and clawbacks Commissions can be taken back from payees, on transactions such as credit memos, cancelled orders, returns, etc.

Other Data - There are other master data, that can also be used in commission calculations.

Vendor Vendors are firms that the company pays funds to. They may be suppliers of products or services. For insurance companies they can be Carriers; for manufacturing rep firms, they can be Manufacturers. Expand / Collapse
  Vendor Vendor master records can be maintained.
  Vendor on Transaction Individual Transactions can be associated with vendors so commissions can be varied.
  Vendor based Crediting Transactions for a particular vendor can all be credited to a one or more reps.
  Vendor based Commission Individual Transactions can be associated with vendors so commissions can be varied. For example, if company is reselling products, they may want to pay different commission rate for products from different vendors.


Group User definable grouping of transactions. Company need to classify transactions in an unique way. Expand / Collapse
  Group on Transaction Transactions can be grouped with unique values so commissions can be varied. For example, some transactions may be considered "New Business" and others "Repeat Business".
  Group based Crediting Transactions for a particular group can be credited to one or more reps. For example, transactions with Group "Strategic Products" can be assigned to a Business Development Rep.
  Group based Commission Transactions for a particular group can have a different commission rate than other groups.


Commission Statements - Commission statements are the special, periodic reports provided to payees indicating the commission payout and the detail that made up that commission payout.

Functionality Feature Description
  Multiple Commission Statement Formats There are many different commission statement formats available
  Summary Statement Commission statement summarized by incentive
  Detail Statement Commission statement providing detail for every incentive
  Profitability Statement Commission statement geared around profitability
  Sorted Commission Statement Commission statement sorted by various data, such as Customer or product
  Pending and Due Commission Statement Commission statement show current payouts and future pending commissions.
  Quota and Attainment Statement Commission statement showing quota and cumulated attainment.
  Event based Commission Statement Commission statement broken up events such as invoiced, paid, etc.
  Don't report certain incentives Commission statement can omit showing certain incentives.
  Suppress zero value payouts if a transaction created zero payouts, that can be suppressed.
  Manager Commission Statement Show statement for manager with information on subordinate payees.
  Show unique comments Commission statements can show unique comments by payee.
  Export to PDF Commission statements can be exported as PDF files..
  Export to HTML Commission statements can be exported as HTML files. These can be linked within the firm's intranet.
  Export to XLS Commission statements can be exported Excel files. They can also be exported as raw data without report formatting, etc.
  Export to Other data formats Commission statements can be exported as other data formats as well..
  Web based commission statements Commission statements are available through the web
  Email Commission statements Commission statements can be emailed to payee and cc'ed to managers.
  Commission statements through Internet Commission statements can be available through web access.
  Customize commission statements Commission statements can be customized for company needs.
  Create new commission statements Commission statements can be created for company needs.

Reporting - Reports are standard reports for the data available. There are a lot of standard reports available in the system.

Functionality Feature Description
Payout Reports Payout reports are based on the results generated from commission plan execution. Expand / Collapse
 
  Credits for Transaction and Line Report the sales credits for a specific transaction and line.
  Credits for a Payee Report all the sales credits generated for a payee in a period.
  Payment by Transaction and Line Report the commissions for a specific transaction and line.
  Payout Summary - Payees by Period Payout Summary for payees by period
  Payee YTD Incentive Summary Year to date incentive summary for Payee
  Year to Date Commission Payout Year to data commission payouts
  Adjustments for a payee Adjustments for a payee for current period or year.
  Payee Attainment against Goal Payee attainment against Quotas
  Payee Ranking By Attainment Percent Payee ranking by attainment percent
  Payee Ranking By Attainment Payee ranking by attainment
  Payee Ranking by Credit Amount For Products Payee ranking by credit amount for products
  Payees Commissions Report by Territory Payee commissions report by territory
  Payees Commissions Report to Manager Payee commissions report by manager
  Payee Commissions for Period by Job Payee commissions report by period by job
  All Payee Commissions for Period by Job All Payee commissions report by period by job
  Payees Incentive Commissions Report by Dates Payee commissions by incentive report by dates
  Payees Incentive Commissions Report by Manager Payee commissions by incentive report by manager
  Payees Incentive Commissions Report by Period Payee commissions by incentive report by period
  Payees Incentive Commissions Report by Territory Payee commissions by incentive report by territory
  Sorted Commission Statement Commission statement sorted by different fields
  Commission Due Statement Commissions due report
  Unpaid Commissions Report Commissions yet to be paid report.
  Zero Payout Transactions with zero commissions


Financial Reports Financial reports are used to affect General Ledger entries. Expand / Collapse
 
  Accrual reports detail and summary GL Accrued commission amounts calculated but not yet paid for current period.
  Payout Report Detail and Summary GL commission amounts calculated for current period.
Transaction Reports Transaction reports are based on the source transactions imported/entered into the system. Expand / Collapse
 
  Future Transactions Report Transactions with future dates.
  Sales by Customer by Payee Transactions sorted by customer and payee
  Sales by Group by Payee Transactions sorted by user definable group and payee
  Sales by Payee Transactions by payee
  Sales by Payee by Customer Transactions sorted by payee and customer
  Sales by Payee by Group Transactions sorted by payee and user definable group
  Sales by Payee by Manager Transactions sorted by payee and manager
  Sales by Payee by Product Transactions sorted by payee and product
  Sales by Payee by Territory Transactions sorted by payee and territory
  Sales by Payee by Vendor Transactions sorted by payee and vendor
  Sales by Product Transactions by product
  Sales by Product by Payee Transactions by product and payee
  Sales by Product Group Transactions by product group
  Sales by Vendor by Payee Transactions sorted by vendor and payee
  Transaction By Gross Profit Transactions sorted by declining gross profit
  Transaction Reports Transactions selected by dates and various criteria
  Transaction Presentation Report Transactions viewable in document format
  Uncredited Transactions Transactions that were not credited to payees
  Unpaid Transaction Credited transactions for which commission was not paid
Other Reports Miscellaneous reports Expand / Collapse
 
  Quota Report Reports all the quotas for a payee in a year.
  Bucket values Report Reports values stored in buckets across all periods.
  Reportable Amounts By Year Tax related commission payouts for full year
  Job Profitability Job profitability report
  Carrier Commission Reconciliation Report Carrier commission reconciliation
  List of Accounts List of Accounts
Reporting Tools External reporting tools can be used to access the data. Expand / Collapse
 
  Excel access Excel application can be used to access the data.
  MS Query System accommodates the use MS Query and can produce the output as an Excel file.
  MS Access MS Access can be used to create reports against the database.
  Crystal Reports Crystal Reports and any other reporting tool that can access MS SQL Server and MS Access databases can be used.
  VSView VSView report writer can be used to access the data.
Analytics Data can be analyzed using drag and drop analysis Expand / Collapse
  Pivot table access Commission data can be presented as pivot table like views. User can drag and drop criteria to create quick views of the data for analysis.

Integration - Sophisticated integration facility allows the direct integration of data with other data and application formats.

Functionality Feature Description
  Stand alone execution Integration to other systems is optional. System can completely execute stand alone.
  Integration on demand Imports can be requested directly by the administrative user.
  Schedule imports/exports Imports can be scheduled to run automatically at a particular time.
  Flexible integration to any table Integration can be set up to update any table and extract data from any table.
  Extract from any table Data can be extracted out from any table.
  Extract from Views and SQLs Data can be extracted using views and SQL queries
  Integrate all master data such as Customer, Products, Payees Integration can update any master data.
  Integrate transaction data Integration can update any transaction data including sales orders, invoices, payments, credit memos, bills and purchase orders.
  Insert or Update of data Ability to insert new records or update old records available.
  Upsert: Insert or Update, depending Ability to insert a new record but if a record already exists to update the record automatically.
  Conditional Insert and Update based on master data Update records only if associated master records exist.
  Convert data while integrating Convert values from external table before posting into QC or vice versa.
  Log errors and review Log all integration errors and allow review.
  Filter incoming records Filter and take in only specific set of records. For example: filter out shipping and taxes.
  Follow security requirements Follow security requirements for login/authentication needed by external system.
  ODBC integration Integrate to any ODBC compatible database using an ODBC driver, including Oracle.
  MySQL integration Integrate using MySQL driver
  MS SQL Server integration Integrate using MS SQL Server driver
  Text file integrate to text files with delimited or fixed length formats. This includes CSV format.
  Excel integrate to Excel files.
  XML Integrate to XML files
  MS Access Integrate to MS Access databases
  Salesforce.com integration Integrate to Salesforce.com application
  Sage MAS500 Integrate to Sage MAS500 application
  Intuit QuickBooks Integrate to Intuit QuickBooks application
  MS Dynamics Axapta Integrate to MS Axapta application
  Byte Integrate to Byte application
  Calyx Point Integrate to Calyx Point application
  Custom application integration Ability to connect to any application available.
  Export statements Export statements and save them as HTML, PDF, Excel, Text and raw data.
  Export file for Accounts Payable Export file for Accounts Payable update.
  Export file for Payroll Export file for Payroll update.
  Export file for General Ledger Export file for GL update.

Security and Auditing - This Software allows companies to introduce an automated process for defining and paying compensation that provides full auditing to meet US federal regulations. This Software also offers the ability to set the level of complexity within the companies password policies to their corporate standards.

Functionality Feature Description
Security Security controls the proper user access to the system functions. Expand / Collapse
 
  Functional security Set security for functions available in the system. E.g. administrators are allowed to execute commission plans.
  View/Update security Set security to distinguish between view and update access.
  Role based security Create a role that combines the various functions that the role should have access to.
  User based security Associate user to a role. Ensure access to system via user id and password.
  Maximum sequential attempts at password Can set the number of allowed sequential attempts.
  Password expiration period Password expiration days can be set to force reset of password
  Minimum length of password Can restrict the minimum length of the password
  Maximum length of password Can set the maximum length of the password
  Minimum activation period The period within which a password has to be activated.
  List of restricted passwords Restricted list of passwords can be created in the software. These can be dynamic values such as user first name, last name, email id, month, etc
  Password reuse limit The number of passwords that cannot be reused can be specified.
  Type of password Can set the required password character combination. The password character combination are Alpha, Numeric, Alphanumeric, Alphanumeric and Special Characters. Default is set to "Alphanumeric".
  Sarbanes-Oxley compliant Application is compliant with Sarbanes-Oxley rules.
Audit Setup Software provides the ability to set different levels of auditing. Object level auditing also can be set. The logging happens based on the level that is defined for each object. Expand / Collapse
  Log created/modified date and time Log created date/time and modified date/time on all records.
  Log created/modified by user Log created by user and modified by user on all records.
  Table specific logging Logging can be specified at a table level. Each table can be set to a different level of logging.
  No Logging Software does not log any information related to changes. Certain tables don't have to be logged since they don't impact the commissions.
  Basic Logging Software logs information when any data is being added to the specified table.
  Advanced Logging Software logs information when any data is added or edited in the specified table
  Full Logging Software logs information when any data is added or deleted or edited in the specified table. This logging is at a field level.
  Audit Log Report Audit log reports can be generated based on the logging data. They can be selectively executed for a user, a table or a date range.
  Preserve source records used in calculations All source transactions used in commission calculations are retained.
  Preserve all intermediate calculations All intermediate records created in commission calculations are retained.
  Close prior period processed transactions Prior period transactions are closed for avoiding duplicated and for retention.
  Provide audit trail for commission results Provide all source and intermediate result records for a commission calculation.
  Track Adjustments Track all adjustments individually with mandatory comments.

Technology and Architecture - The software is built on Microsoft technology for easy fit with most organization's technology stack.

Functionality Feature Description
  Single User Install Application can be installed and used as a single user system.
  Multi-user install Application can be installed and used as a multi-user system.
  Operating Systems Compatibility Software runs on Windows operating systems including Windows 2000, Windows Vista, Windows XP, Windows Server 2003, Windows 7, Windows Server 2008 and Windows Server 2008 R2
  Database compatibility Software uses MS SQL Server database. It supports all the latest versions of the MS SQL Server database. It also supports MS Access database.
  Environment Installed and runnable from Server and Client desktops. Can be installed as a single user system or a multi-user system
  Internet Server Software uses Microsoft IIS internet server.
  Internet Browser Compatibility Internet Explorer 7.0 or later
  Language Software uses the following programming languages. Microsoft VB, Microsoft Dot Net 2.0, C Sharp, HTML and ASP.
  Interoperability Software uses the QXchange ETL tool for interoperability.
  Server Hardware Server hardware required only for multi-user systems. Standard hardware running windows server operating systems. Based on software edition, number of plans, transaction volumes and data retention, specific configuration will be determined.
  MS Terminal Server/Citrix Application can be executed through MS Terminal Server/Citrix and Remote Desktop.

Extendability - The application can be extended to solve unique customer needs.

Functionality Feature Description
  Rename field captions Field captions on forms and reports can be renamed for specific purposes.
  User definable fields Tables come embedded with a minimum of 5 user definable fields called Flexi fields to allow re-use for user specific purposes.
  Add additional fields to table Allow ability to add additional fields to existing tables.
  Queries Add user defined SQL queries and schedule it along side other processes.
  Extend calculations Commission calculations can be extended using VBScript.

General - Other features

Functionality Feature Description
  Plan document Store plan documents in the system for review later.
  Plan Approval Execute plan after approval by the authorized user.
  Workflow Set up work flow processes for approval when records change.
  Issue Resolution Provide tools for sales people to submit issues for resolution.
  Backup/Restore Database can be backed up as frequently as necessary and restored on demand.
  Purge Prior years data can be purged as part of the year end process. The amount of data to be retained in the system can be specified.
  Batch Processing Processes such as imports and calculation can be scheduled and executed in batch.

Internationalization - This Software handles multiple currency calculation for payout. The software utilizes currency rate tables for conversion which can be updated on-demand.

Functionality Feature Description
Multi-currency   Expand / Collapse
 
  Currency Exchange Currency exchange table for all currencies with effective dating is supported.
  Currency on the transaction The transaction (invoice/order) holds fields for currency code and currency rate. Thru the use of these fields we are able to convert all transaction amounts into the relevant currency.
  Base Currency The software has the ability to process based on a Company base currency. This allows for reporting and accumulation of amounts under a single currency.
  Payee Currency Every payee can have their own currency for the calculation of their payout.
  Multi-Currency Statements We provide a standard statement which shows the base currency, the currency that the transaction amount is in and the Payee's currency.
Localization   Expand / Collapse
  Language Application supports English language only
  Currency formats Local currency formats are supported in the web client.
  Date formats Local date formats are supported in the web client.

 

                                     

Download the QCommission Features Matrix > 

                                                                                                     Sample Sales Commission Reports

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