For example, how do I allocate the salesperson fees for each sale?
or
For example, how do I allocate the doctor’s fees (as a service provider) at a specific percentage for specific services?
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To allocate salesperson or doctor fees in forum.manager.io, follow these steps:
-
Salesperson Fees:
- Create a liability account to track commissions.
- Record sales normally without including commissions.
- Log commissions as an expense against the liability account.
- When paying the salesperson, record the payment to clear the liability.
-
Doctor Fees:
- Set up services in terms for each type of service provided.
- For each service, allocate the doctor’s fee as a percentage or fixed amount.
- Record these fees as expenses under the appropriate account.
- Track and manage payments to ensure accurate accounting.
This method keeps financial records clear and organized.
But this does not work automatically
Currently I am tracking these operations as you mentioned
But I want automatic tracking
For example, I create a service called Doctor’s Examination for $20 and Doctor’s Fees for $10.
When I register a sales invoice for a customer, the value of the service is entered as sales for $20.
What is required after doing this process is to allocate an expense for $10 and allocate the Doctor’s Fees for his fees in liabilities automatically
Any help?
You can’t.
However you may get close enough by using non inventory items
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