Leave an answer where the question appeared
Investigate salon commission exceptions with original source values, visible calculations and a recorded reason for each inclusion or exclusion.
A commission exception deserves more than a tick. Trimsum puts the imported source beside the calculation and asks for a reason when you confirm or exclude a questioned line. A later reviewer can see the treatment and its explanation together, while the draft remains open for a correction before finalisation.
The useful part
Resolve the specific uncertainty supported by the evidence. A recorded note explains a choice; it cannot turn a missing rate, unknown category or previously closed sale into a valid new payment.
Different questions need different evidence
A refund raises a treatment question. A possible duplicate raises an identity question. A missing legacy staff rule, unlinked dated-mode person, agreement gap or unknown category prevents a supported calculation. A previously-finalised match raises the risk of counting a closed sale again. The review desk presents these as individual cases rather than combining them into a single warning total. Start with the reference and issue, then find the source evidence that answers that particular question.
Inspect the values captured at import
Choose the source filename and row link in a case to open The original source row. New imports retain every original column and value, before any staff or category correction made in the app. Older records without this snapshot display their mapped fields with an explanation of that limit. The snapshot is the text imported from your file; it is not an independent verification of the booking system or proof that the export itself was complete.
Make a refund explanation reproducible
In a fictional example, a −$110.00 refund includes −$10.00 supplied tax. With an exclusive basis and a supplied 40% service rate, its commission effect is −$40.00. If the source reports zero, the signed difference is −$40.00. A useful note identifies the original sale and the checked treatment. “Approved” alone gives the next reviewer no basis for understanding why this reversal belonged to this person and period.
| Evidence or calculation | Value |
|---|---|
| Signed sales | −110.00 |
| Supplied tax | −10.00 |
| Commission basis | −100.00 |
| Rate | 40% |
| Calculated commission | −40.00 |
| Source commission | 0.00 |
Treat a match as a question, not a verdict
Duplicate checks retain the imported identity and compare the reference, date, staff name, item, category and amount. For runs closed in dated mode, a linked staff ID also catches an exact repeated sale after a name or alias change. Matching later lines are held until reviewed. Two equal-looking lines can be separate services, so inspect the source before excluding one. An exact previously-finalised match cannot be approved again. A similar earlier sale with a different staff or category label is also held, but can be included with a reason when the evidence establishes that it is separate.
Checks include both displayed saved history and earlier closed records retained after restores. A fresh export with a changed item or amount is not fuzzily matched, so source coverage still needs review.
Save the reason and check the effect
The draft-impact preview shows what the chosen action would do to the current total. Some unresolved lines already contribute arithmetic while held lines do not, so never infer review completion solely from a change in the amount.
- Open the case and inspect its source row, calculation and any matching line.
- Correct a missing agreement, staff name or category when the evidence supports it.
- Write a specific reason in Leave a reason, then choose the relevant confirmation or exclusion.
- Check the new remaining-decision count and team statement after the save succeeds.
Keep a draft decision reversible
Before finalisation, return to a completed case and choose Reopen this decision when new evidence changes the answer. The old note remains available while you review again. Rate and policy changes also reopen relevant approvals so an earlier confirmation is not silently reused for a changed calculation. Once the run is finalised, its saved decisions belong to that preserved record. Keep later corrections separate and traceable through your existing close process rather than rewriting the original account.
Put it to work.
Inspect a source line, follow its calculation and record a reason for the result.
Investigate a sample case