A good close starts
with a clear process.

Three stages, with the source always within reach. Try the entire flow with sample data before you bring in a file.

Upload an itemised CSV. Map its columns, check the preview and choose the invoice dates that belong in this pay run.

Timely, Fresha and other itemised exports can be mapped to Trimsum’s fields. The original column values stay attached to each imported line.

Apply each person’s service and retail rates. Review refunds, duplicates and any difference from the reported commission.

See the original source, exact calculation and effect of your decision together. Record a reason when you include or exclude a questioned row.

Finalise once the open questions are resolved. Export the staff totals and keep the supporting detail in your archive.

Closed runs retain the rules, source lines and decisions used at finalisation. Trimsum prepares commission records; it does not send payments.

Before you begin.

An itemised export and your team’s agreed percentages are enough to start.

Reference, invoice date, staff member, item, service or retail category, and sale amount. Tax and source-reported commission are optional.

Service and retail rates by staff member, the selected invoice date range, and whether commission is calculated before or after tax.