Held amounts protect against chargebacks from customer cancellations.
VIEWING THE HELD AMOUNT REPORT:
(Note: held amounts only appear in this report after the sales/work orders associated with them have been finalized in payroll.)
To view your held amount report, you can hover over Payroll and Select 'Held Amount Report' (This may be called something different and/or be in a different location for you depending on your instance's customization):
You will see a list of the held amounts you have permissions to view:
Note: If a sale/work order is put into a Chargeback status, the held amount disappears from this report automatically and is subtracted from the Chargeback rep adjustment, if applicable.
*THE INSTRUCTIONS BELOW ARE FOR INTERNAL USERS AND THOSE WITH PAYROLL ADMIN PERMISSIONS:
SETTING UP HELD AMOUNTS:
Held amounts, like commissions, can be configured in several different places.
When setting up or editing a package within FastGem:
When configuring a pay plan:
Or when assigning commissions to reps not on a pay plan:
(Payplans and commissions/held amounts entered into rep profiles override package commissions/held amounts).
PROCESSING HELD AMOUNTS:
Navigate to 'Snapshot Payroll' (This may be called something slightly different and/or be located under a different menu heading than shown below, depending on your instance's customization):
Check the small box labeled 'hld' beside the 'Vol Bonus' button at the top of your screen, then click 'Run':