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Generate payroll CSV files for agent commissions

  • Updated

Learn how to generate payroll CSV files from commission reports, including setup steps, locking reports, and exporting to iPayroll or other systems.

This article covers:

Note: This feature is available only for New Zealand offices and clients.

Setup requirements

You can generate a CSV file in either a generic or iPayroll format to import commission pay cycle data.

Note: Before using this function, ensure that all users' commission structures are correctly set up and applied.

Apply payroll IDs to users

You must first apply the external payroll ID numbers for the individual users.

  1. Go to: Settings > User Management
  2. Select the relevant user
  3. Under Staff Details, enter their external payroll ID in the Payroll# field
    Payroll-number.png
  4. Click Save/Update

Configure the chart of account codes

You can now configure the chart of account codes for your payroll system.

  1. Go to: Financials > Setup/configuration
  2. Click the Payroll CSV tab
  3. You can apply:
  • Agent commission codes
  • Agent expense codes
  • Cost Centre codes

These will populate in the payroll file.

Payroll-settings.png
  1. Click Save Settings

Generate a payroll CSV file

Access the pay cycle period tab

Once you are ready to produce the payroll CSV:

  1. Go to: Financials > Commissions
  2. Click the Pay Cycle Period tab
  3. Under Criteria, select a date to populate all applicable commission reports
  4. Click Refresh

This will populate all commission pay cycle reports based on the date selected in the criteria.

Commission-reports.png

Lock commission reports

To include transactions in the payroll CSV, commission reports must be locked.

  1. Open an individual report and click Lock after reviewing
    Lock-single-report.png
  2. Or use Lock All Statements to bulk lock all reports
    Lock-all-reports.png

Generate the Payroll CSV

Once all desired reports have been locked:

  1. Click Generate Payroll CSV
    Lock-all-reports.png

A breakdown of transactions will appear.

  1. Select your desired format
  2. Click Generate CSV to download the file for upload to iPayroll or another payroll system
    Generate-csv.png

Additional options and tips

Reproduce a payroll CSV file

If additional sales are processed after generating a payroll CSV, you can regenerate the file to include previously exported transactions.

  1. Tick to include previously exported transactions option before generating the new CSV.
    Include-exported-transactions.png

Place the commission on hold

You can place a commission on hold for an individual sale to exclude it from the current pay cycle.

  1. Go to: The Property card
  2. Click the Financials tab
  3. Toggle Hold Agent Comm to YES
    Hold-agent-comm1.png

To release the commission later, toggle it back to NO.

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