Special Commission

Use Special Commission to record a one-off commission for a customer, for example on an upfront fee. The commission is a percentage of the amount you enter. It goes through an approval and, once fully approved, is paid into the wallet of the person who created it.

To open it: in the left menu, click Finance > Special Commission.

Permissions

Set in Role & Permission:

Item	Permission
Special Commission menu, list and View	Special Commissions > View
Create Special Commission	Special Commissions > Create
Customer list in the form	Customers > View (Customers > View all to list customers that aren't yours)
Approve or reject a special commission	Set per layer for special commission approvals. See the Approval page

Special Commission List

1. Create Special Commission

Opens the form to add a special commission. See Create a special commission. You only see this button if your role can create special commissions.

2. Search

Click the search icon (🔍), then type a customer's name or phone number. The list updates as you type.

3. Special commission table

The newest records are shown first. Click Date, Customer Name, Payment Type or Amount to sort.

Column	What it shows
Date	When the record was created
Customer Name	The customer, with their phone number
Payment Type	For example Upfront Fee or Penalty
Percentage	The commission percentage of the payment type
Amount	The amount you entered
Created By	Who created the record. The commission is paid to this person

4. Pages

Use Results per page and the page numbers to move between pages.

Status and actions

The table is wider than the page. Scroll it to the right to see the statuses and Action.

5. Status

Status	What it means
Pending	Waiting for approval
Approved	Both approval layers approved
Rejected	Rejected at one of the layers. Nothing is paid

6. Distribute Status

Status	What it means
Pending	The commission has not been paid out yet
Distributed	The commission was paid into the creator's wallet
—	There was nothing to pay, because the commission was RM 0 (for example a payment type with 0%)

7. Action

Click View to open the special commission details.

Create a special commission

1. Back: returns to the list.
2. Customer (required): choose the customer. You can type to search.
3. Payment Type (required): for example Upfront Fee or Penalty.
4. Amount (RM) (required): the amount the commission is worked out from, greater than 0 with up to 2 decimals. You can only type digits and a decimal point. If the amount is 0, you see Please enter a valid amount.
5. Percentage: filled in from the payment type. You can't change it.
6. Attachment (optional): click the upload area and choose one PDF, PNG or JPG file of up to 5MB. A larger file is not added, and you see File size must be less than 5MB. Click the bin icon to remove it.
7. Submit: click it, then Submit again to confirm. You see Special product commission created successfully and return to the list. Click Cancel to leave without saving.

If a required field is empty, it shows This field is required.

The commission is the Amount times the Percentage. For example, an Upfront Fee of RM 1,000 at 20% gives a commission of RM 200.

Approval

A new special commission starts as Pending and goes through two approvals, Layer 1 then Layer 2. The people who can approve each layer get a notification. They approve or reject it on the Approval page.

When both layers approve, the commission is paid into the wallet of the person who created the record, and the Distribute Status becomes Distributed.

Special commission details

Click View on a row to open the details. Everything is read only.

1. Back: returns to the list.
2. Details: the customer, payment type, amount, percentage and attachment. Click the attachment to open it.
3. Approval Workflow: the approval history of the record.
4. Approval Status: the overall status.
5. Layer table: for each layer, its Status, who acted (Action By), the Date and the Remark.