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Answers & Best Practices

How Accounting & Admins Users can Approve Sales Rep Bonuses

Having trouble keeping track of commission bonuses? Media OS allows you to easily view and approve any bonus requests from your sales reps.

Note: For information on setting up and applying for bonuses click here.

Approving Bonuses

  1. Go to Accounting in the toolbar on the left hand side of the screen.
  2. Click Commissions in the top bar. 
  3. Click Paychecks in the sub-bar beneath. 
  4. Choose whether to filter by Invoice Date or Applied Payment Date.
    • Note: If you operate on Paid on Paid, we recommend clicking the x under the Invoice Date section so you can just filter by Applied Payment Date.
  5. Select Process Check then Click to Confirm and watch the confetti fly!

Approving the Bonus from a Won Contract

  1. Click Sales in the toolbar on the left hand side of the screen.
  2. Make sure Contracts is selected in the top bar. 
  3. Navigate to the contract you want to approve the bonus for.
  4. On the side screen that pops up, scroll down to Commission Bonuses. Here you’ll see the bonuses your sales rep has applied for. 
  5. Click the Thumbs up or Thumbs down on the right to approve or deny the requested bonus.
  6. On the screen that pops up, enter any notes you’d like to add.
  7. Click Approve in the bottom right corner.
Watch How to Approve a Won Contract Bonus Request

Showing the Total Amount a Sales Rep Earns Per Paycheck (Salary + Commission)

  1. Click Accounting in the toolbar on the left hand side of the screen.
  2. Go to Commissions.
  3. Click Paychecks in the sub-bar beneath. 
  4. Select Pay Commission in the top right hand corner.
  5. In the Additional field, type in their base salary. This way, when the sales rep receives their paycheck, they’ll see the calculated total of their base salary plus commissions. Tip: You can also enter negative numbers here if you need to quickly add an adjustment or claw back.

Note: MediaOS is not a payment system. You still have to pay your employees through another payroll program. Think of mediaOS as a journal entry for keeping track of the amount of commission each sales rep is owed.

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