9.2 Managing Payments
Commission Approval
On this Commission Workflow Panel you can review, analyze, and manage draft commissions, ensuring accuracy before finalization
Navigate by the left Sidebar Menu and click on the Finance > Commission Approvals
Choose Period on the left top corner of the page, in order to display data about the commissions Weekly or Monthly
By Init Weekly/Monthly Workflow run the commission workflow for the determined period time (each week or month) to then appear
In case you have any incomplete commission cycles, a red triangle will be shown beside the “Please choose period” button.
Use the Filters options to refine the view by:
Period: Select a specific month you want data on.
Business Unit: Choose a particular business unit you want commission data from.
Search Employee: Search about an individual employee you want data from.
Search Affiliate: Select a specific affiliate you want commission data from.
Refreshing Option Icon to refresh rows in case of any new data added.
Exports Amounts to Pay Icon in case you want to export data as an .xlsx File with all balances for the selected period.
Use the Checkbox Filters options to refine the view by:
With warning: Checking this will only include commissions with warning notices.
With review from Previous Cycle: Checking the box here will only show data attached to review from the previous cycle tag.
With notes: Data here will only include commissions containing notes.
With or Without blocker approval: Commissions shown will only be those with or Without blocker approvals
A list of commission workflow will shown, with the details of each balance of:
The commission Action Type status such as Hold, Unhold, Terminate, etc.
Affiliate ID (unique identification number) and Affiliate’s name
A number of Notes are included with the commission
The Payment details of the Amount in Progress and the Calculated to Pay
Manager Name and Main Deal Name of the designated affiliate
Compliance Status describes the state of compliance (e.g., Approved Without Documents)
Business Unit Name The related business units name
Account Status shows whether the account is active
Calculated Balance of the affiliate's final calculated balance
Total Paid representing the sum of all commissions
The Calculated Commission specifies the amount of the affiliate
Color-Coded Information settled on list balances are determined by:
Green Rows: Commission cycles are totally completed.
Yellow Rows: Commission cycles are incomplete.
Affiliate Interface Management
Click on a desired affiliate, and the Affiliate Interface will popup with several details pertinent to the chosen affiliate.
Actions tab, with tools that make possible certain actions made on the affiliate:
Override Commissions: to set the amount of the overriding commission, commission type to override and notes that clarify the override action.
Add Adjustment Marketing: to set the amount of the modification, commission type to override and notes that clarify the modification. This adjustment can be positive or negative
Add Adjustment Risk: to set the amount of the adjustment, commission type to override and notes that clarify the adjustment. This adjustment can be positive or negative
Review Next Cycle: to provide an explanation for executing certain action in the following commission cycle.
Hold Payments: to provide an explanation for temporary holding payment.
Terminate: to provide an explanation for temporarily stopping payment.
Set Amount To Pay: set the amount of the sum of the payment and notes that clarify the adjustment. The remaining balance will go to next period
Performance & Payment Status tab, shows numbers, details and different KPIs (Key Performance Indicators) about the particular affiliate:
Performance Stats that contain different KPIs according to the affiliates performance (e.g., Signups , FTDs)
Calculations that consist of different numbers concluded from different sorts of calculations (e.g., Total Cost )
Payment Status that indicates details according to payments (e.g., Minimal Balance for payment method)
Affiliate Details tab, broad details about the affiliate, including:
Affiliate Info that contain details of the affiliate
Compliance Info that consists of the compliance status, date of acceptance of the agreement and registration date of the affiliate.
KYP (Know Your Partner): Details of the affiliate's compliance:
User Information, basic affiliate information
Uploaded Documents, the materials that the affiliate has already submitted. You can also examine Denied Documents
Affiliate Deals tab with information about previous and current affiliate deals. Insights on the nature, duration, and status of each deal enable administrators to efficiently monitor and oversee affiliate deals:
Active Campaign Deals, affiliate’s current campaigns.
Future Campaign Deals, campaigns that are scheduled to launch later. The following message will appear in the section if there are no upcoming campaigns: "No future campaigns set for this affiliate”.
Available Offers, offers that can be assigned to the affiliate.
Payment Details tab with details about affiliate payments that have been made or are still waiting. Also, you can add a new payment detail to your account:
Add Payment Details: add the Payment Method, Beneficiary and Account details with the Account Currency
Payment Details the list of methods already uploaded
Statement tab, a thorough analysis of the affiliate's financial balances and transactions which serves as a summary dashboard that provides easy access to financial data: ** The affiliate will be able to access to his statement tab if you give the permission (follow the step-by-step on Section 5, Organization and Roles)
Affiliate Statement Summary to overview the Total commission earned, payments made total balances, Pending commissions and balances, Commissions, the summary of the last 6 and 12 months and Others with any exceptional bonuses, N/A payments or other distinct financial entries.
Detailed Affiliate Statement with a comprehensive summary of an affiliate's transactions
Transaction Progress shows incomplete or continuing transactions in columns that are comparable to those in the detailed statement
Transaction Rejected shows all of the rejected transactions
Cancelled Prior to Execution shows transactions that were cancelled prior to execution. Accountability is guaranteed, and a transparent record of cancellations is provided by this part
Activity tab, records and information about the affiliate's key indicators over predetermined time periods:
SingUps: How many users signed up as a result of the affiliate's performance
Qualified FTDs: The number of users who deposited money for the first time after registering.
Deposits: The sum of all deposits made by users.
SpreadUSD: The overall spread that the affiliate's referred users have produced in USD.
Performance Commission Main Currency: The affiliate's total commission in the currency of the main account.
Reports tab gives detailed reports on the affiliate's performance and related data that is available:
Reports Shortcuts (see detailed information of Reports here)
Performance Reports Shortcuts (see detailed information of Performance Reports in Section 4)
Approve Payouts
At the bottom of the Commission Workflow Panel once you did all adjustments, there are a few actions to make in order to approve, execute or revert a commission draft.
Select the desired row by the check box situated on the left side
At the bottom, check Risk Approval, if based on risk assessments, the commission is approved
At the bottom, check Marketing Approval, if based on marketing assessments, the commission is approved
Once the draft is approved, it is possible to Execute Draft, which completes and authorizes the commission that was chosen
The Execute Draft action cannot be reverted please make sure to check all the amounts before
In case a risk must be reverted, select the Revert Risk / Marketing button accordingly
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