Easy-Commission is a simple and easy to use application for calculating sales commissions online that seamlessly integrates with QuickBooks®. No double entry of sales data.
Sales rep commission plans
Commissions can be calculated with a few simple steps in Easy-Commission. Commission plan will be unique for each rep. Flat rate, flat amount commissions and bonuses can be calculated. Excel like formula can be set to derive commissions.
Commissions can be split between multiple reps, and managers can get overrides. Adjustments can be made to commissions and draws can be managed. Commission admin fee, Minimum pay threshold, Recurring commissions and Recurring transactions can be setup for the reps.
Sales rep access
Clear and detailed statement on rep commissions are created and historical statements are available in the system online. Export (PDF and Excel) and emailing the commission statement to reps are also available.
Multiple integration capabilities
Easy-Commission supports import of data from your Desktop version of QuickBooks®, Excel and CSV files. The sales information can be imported and commissions can be calculated on that.
Multiple reports by rep, products, customers and territories are available. Report designers allow creation of new reports. Dashboards and query designer tools are also available.
Easy Commission calculation based on your QuickBooks Invoices
I am an Advanced Certified QuickBooks Pro Advisor. I work with companies in all industries, although my primary expertise is with service companies and billing, accounting and practice management software.
Easy Commission is designed to help small firms calculate commissions. The company has other products that are designed for larger firms or those with more sophisticated needs.
- Flexibility in setting up commission arrangements
- Extensive reporting and dashboard
- Good navigation – once you get started
- Videos on setting up commissions
- Videos on home page don’t address getting started with the QuickBooks version, although I was sent a link to a video to address this
- 15 day trial period doesn’t include support.
- Need clear directions on how to get QuickBooks data into Easy Commission
- Can only calculate commissions against invoices
When I signed up for the trial version I received a welcome email with data sync instructions that included how to reach Intuit technical support if you have sync problems.
I also received an email with an offer for a 20 minute session to help with setup, but I am not sure if this is normal or because I sent an email that I was having trouble setting it up and was testing for the purpose of writing a review. Regardless, the person who called was very helpful and did an excellent job of getting me started. I do think they should have a video on the site that shows how to start with the QuickBooks version.
In the personal session I found out that I had to go to tools – import – import from IAC to get started. Once I understood that Import from IAC meant Import data from the Intuit App Center, I was able to quickly and easily import my data and get started.
The rest of the navigation is pretty straight-forward and the video shows how to setup commission arrangements. The system handles a number of different arrangements as long as they are based on invoices. I happen to use a lot of sales receipts and you can’t calculate commissions on this, with this product.
Easy Commission imports your Sales Reps (vendor and employee based) and your customers. The names appear as hyperlinks and clicking will open for view only. If you want to edit, you must click on the edit icon. This confused me a little at first as I couldn’t figure out why I couldn’t change information.
Commission plans are setup and associated with a rep name. Each commission plan can include one or more incentives. While you can copy a commission plan it seems to me you should setup commission plans and from the rep screen choose the appropriate commission plan. This would make it easier to setup and maintain if reps have the same commission plan and the only thing that varied was the assigned rep. You can also setup filters and a draw under the commission plan.
Invoices are imported from QuickBooks by a manual process. Commission periods can be setup to meet most needs. While I think the interface could use some improvements to make it easier to use, once setup the system runs nicely and offers a number of reports. You can setup the reps so that they can see their own commission reports or you can email reports to them directly from Easy Commission. The help area also needs improvements as there is no way to search the long list of Frequently Asked Questions.
Easy Commission offers a free version for up to 2 users-reps. There is an economy version starting at $3.95 per month and a regular version starting at $9.95 per month. Discounts are offered for 1 and 2 year subscriptions. Both the free and the economy edition include ads. While there is reference to a list of features in the economy and regular versions, I was unable to access the list using my Chrome Browser.
If you use QuickBooks and need to calculate commission based purely on invoices – either paid or invoiced - Easy Commission is worth checking out. My recommendation is to use the 14 day free trial to see if your commission structure will be supported using sample data. If it looks good, then focus on getting it setup for your company.
February 4, 2012
Basic Excel formula… I was able to apply a new commission schedule in minutes, that would previously have taken my Accountant over 4 hours!
Easy system to connect the Quickbook files to the service.
Sales Commissions structures can be easy to design but difficult to implement.
The Easy Commission system truly did make it easy. With a Basic Excel formula… I was able to apply a new commission schedule in minutes, that would previously have taken my Accountant over 4 hours per pay period.
October 1, 2012
Support & FAQ
Customers will report customer support cases via online feedback facility available within the application. Customers can also report cases via email email@example.com.
Check out the most frequently asked questions below: Expand all
Who can use Easy-Commission?
Any organization that has variable pay structure for their sales people (payees) can use Easy-Commission to
calculate commissions accurately
pay commissions on time
make commissions available to reps online
analyze and report on all data etc.,
What are the QuickBooks® editions that Easy-Commission supports and what data is getting imported into Easy-Commission?
Easy-Commission supports all the editions that Intuit Sync Manager supports (QuickBooks® 2009 or later). Sales data such as sales reps, customers, vendors, products, classes, invoices and credit memos are imported to your Easy-Commission account.
How my user-rep licenses will be counted?
A User-Rep can be a compensation administrator or sales manager or sales rep to whom rights to access the system can be set.You need a license for every User-Rep record set up in the system. For example, 20 sales people, 1 commission administrator and 1 executive. In this case, 22 licenses are required.
What kind of commission variations are supported in Easy-Commission?
Easy-Commission supports flat rate commissions, flat amount commissions, commissions varying by customer/product/territory, split commissions, override commissions, quantity/profit based commissions, bonuses, draw calculation, recurring commission, and adjustments.