Approvals, payroll export and statements
The last mile of the incentive month is where spreadsheets get emailed back and forth. The Payout Desk runs approvals in order, exports approved payouts to payroll on your pay date and sends every rep a statement that matches the app line for line.
Inside Payout Desk
Approvals in order
Sales head, then finance head, or any chain you need. Each approver sees flags, totals and changes since the last run.
Holds and adjustments
Hold a rep's payout pending a query, or adjust with a reason. Adjustments show on the rep's statement.
Payroll export
Export approved payouts in your payroll format, or push them by API on Gold. Totals reconcile to the approved run.
Statements on WhatsApp
Each rep receives a statement on WhatsApp and email, in Hindi or English, that matches the Rep App.
Audit trail
Every calculation, flag, approval, hold and adjustment is logged with the person and time, ready for audit.
Accruals for finance
Month-to-date incentive accrual by region and cost centre, so finance books the liability before the month closes.
Four laps
Run lands for approval
The calculated run arrives with flags and totals.
Sales head signs off
Reviews flags, holds or adjusts with a reason.
Finance approves
Checks totals against budget and approves.
Export and notify
Payroll file goes out, statements reach every rep.
Payout outputs
- Payroll
- CSV and Excel in your payroll format, or API push on Gold
- Statements
- WhatsApp, email and in-app, in Hindi or English
- Finance
- Accrual report by region, cost centre and plan
- Audit
- Full log of runs, approvals, holds, adjustments and exports
- Schedule
- Fixed pay date, such as the 5th, with reminders to approvers
Asked by sales and finance heads
Which payroll systems do you export to?
Any system that accepts a file import. Column layouts are mapped once and reused. Gold adds API integration.
Can we pay some reps later?
Yes. Hold individual payouts with a reason. They move to the next run once released.
Do statements include deductions?
Statements show every line of the incentive calculation, including clawbacks and adjustments, with the reason for each.
Works best alongside
Next month's payout,
right the first time.
Put your whole field force on the podium. Set up targets and one plan, connect your sales data, and run your first incentive calculation inside the 30-day trial.