The Payroll Summary
The one-page per-agent report showing each agent's commission, override, and affiliate/partner earnings — the fastest way to verify a month.
The Payroll Summary (Reports → Payroll Report → Summary (per agent)) is the single most useful report for checking a month. It puts every agent on one page with what they earned by type — so instead of clicking through agents one at a time, you scan the whole payroll at a glance.
What it shows
One row per agent, with their earnings broken out by payout type:
- Commission — pay on their own merchants
- Override — cut of other reps' commissions
- Affiliate / Partner — deduction payouts they receive
- Adjustments — any manual adjustments
- Net Payable — the total to pay them
Because a person can earn in several ways, seeing the columns side by side makes it obvious when one stream is off (e.g. commission looks right but affiliate is missing).
The Payroll Summary is deliberately pay-only — it doesn't show Total Profit or House. Those live on the House Margin report, which avoids a profit double-count that happens when overrides are involved (see Verifying your numbers and Overrides).
How to use it to verify a month
- Open Reports, pick the period, and open the Payroll Summary.
- Go agent by agent. For each, ask: is the commission right? the override? the affiliate?
- When a row looks right, move on. When something's off, note which column is wrong — that tells you where to dig:
- Commission wrong → check the agent's agreement (rate, base, effective date) or their merchant assignments.
- Override wrong → check the override setup.
- Affiliate wrong → check the deduction's base and order.
- Drill into the agent's own statement / preview to see the per-merchant detail behind the number.
Verify two months if you can
Checking two months side by side is the best confidence-builder. If both months are right for an agent, you're done; if one is right and one is wrong, the problem is often a data issue in a single month (a bad file, a missing fee entry) rather than a configuration error — which saves you chasing a phantom bug.
Once it's clean
When the Payroll Summary checks out across your agents, you're ready to lock & publish the period.