At one of my jobs we have a client that we do bookkeeping for. As part of our responsibilities we pay commissions to sales people that work for the client. We export from QuickBooks to Excel a report that details each sales person, the sales that they made and the amounts for each item they sold. Our responsibilities are to separate each sales person and their information onto their own tab, clean up and subtotal the data, and calculate a unique commission rate for each person.
Over the past year at least three people have done this process that is only done once a month. As a result hours are spent every month trying to remember the right steps to take and how to format the report how the client needs it. This procedure allows a member of my work to be able to come in and process the report without any experience with the client.
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