See every part of the commission calculation
Understand Trimsum’s service and retail rates, dated agreements, supplied tax basis, signed refunds and per-line rounding through reproducible AUD examples.
Trimsum calculates commission from a signed sales basis and the applicable service or retail percentage for the earning staff member. Older workspaces use flat staff rules; upgraded workspaces select an agreement by the sale date. The source amount, basis, rate and result remain visible together. That makes it possible to investigate a difference at the line where it arose instead of adjusting a staff total until two reports happen to agree.
The useful part
The supported formula is the selected signed basis multiplied by the staff member’s service or retail percentage, rounded to cents on each line. Supply the correct assumptions before interpreting the result.
Choose which amount the percentage applies to
Sales including tax uses the full signed amount as the basis. Sales excluding tax subtracts an explicitly supplied tax amount. When tax is blank, the configured inclusive tax rate derives the basis instead. For a $110.00 sale with $10.00 supplied tax, those bases are $110.00 and $100.00. At 40%, the resulting commissions are $44.00 and $40.00. This comparison demonstrates arithmetic; it does not determine which treatment your agreement requires.
Keep service and retail percentages separate
Each legacy staff rule, or dated agreement after an explicit upgrade, contains a service rate and a retail rate. Values run from 0% to 100%, with up to two decimal places. Zero is a deliberate rate. A missing legacy rule, unlinked person or sale date with no agreement leaves the line unresolved. In dated mode the sale date selects one non-overlapping agreement with inclusive start and end dates; the item category selects its service or retail percentage. Trimsum does not interpret tier thresholds, targets, minimum guarantees or a blended team rate. If your arrangement needs those calculations, establish the supported workflow before relying on a final total.
| Item | Supplied basis | Rate | Commission |
|---|---|---|---|
| Service | 200.00 | 40% | 80.00 |
| Retail | 30.00 | 10% | 3.00 |
| Combined | 230.00 | Separate rates | 83.00 |
Keep refunds negative and review the assumption
A −$100.00 service basis at 40% produces −$40.00 commission. A refund is still flagged for review because its applicable rate may differ from the rate on the original sale. Dated mode selects an agreement by the refund row’s own date; it does not infer that the original sale’s rate or treatment must carry over. Legacy mode uses the current flat staff rule. Check the source and supplied instruction, then document why the line is included or excluded from this particular commission run. The calculation itself does not decide whether a deduction is permitted.
Round at the line where the calculation happens
Commission is rounded to the nearest cent on each sale. A half-cent rounds away from zero, symmetrically for sales and refunds. With a supplied basis of $10.01 and a rate of 50%, the exact $5.005 becomes $5.01. The matching negative basis becomes −$5.01. Two positive lines therefore total $10.02, whereas rounding their combined unrounded commission once would give $10.01. A one-cent difference can reflect a different rounding method rather than a different rate.
Compare reported and calculated amounts without merging them
A mapped source commission is retained beside the calculated result. The app flags a commission difference when the two differ by more than one cent. A blank reported amount is unavailable, not zero; the team statement marks an incomplete source comparison accordingly. Held or excluded rows contribute zero to the draft commission total, while the line detail still shows the potential calculation. Inspect both the treatment and the amount before explaining a variance.
Make a setting change visible in the review
Changing a staff rate recalculates the current draft and reopens affected approvals. Changing the calculation settings reopens draft approvals so the updated basis can be checked. Exclusions remain exclusions. Completed runs retain the rates, policy and calculated lines saved at finalisation, so changing today’s setting does not rewrite yesterday’s result. Use the public calculators to explore a supplied assumption, then use a workspace when you need that calculation linked to real source rows and decisions.
Put it to work.
Enter a supplied basis and percentage to inspect the formula before starting a run.
Work out a commission