Overview
This section enables authorized users to view detailed earnings calculations, manage individual and bulk actions (such as revoking or editing earnings), and download reports. It provides full transparency into partner plans, approvals, and included transactions.
Accessing Earnings Calculations
Step 1: Navigate to the Pending Approvals on the left-hand side menu.
Step 2: Click on the Calculations tab.
Step 3: Click on any Earnings ID to view the full plan details, including:
Plan Information
Partner Details
Approver Details
Associated Transactions (click View Transactions)
for the particular entry.
Filtering and Searching
Use the Search Box to find specific entries by keyword (e.g., partner name, email, or plan name).
Use the Filter icon to refine results based on:
Plan Label
Plan Name
Approval Status
Supervisor
Email
Partner Code
Partner Name
Click Apply once you have added the filters.
Managing Columns
Click the Manage Columns icon.
Check or uncheck the boxes to show or hide specific data columns.
Click Apply to save your preferences.
To reset the view, click Reset and make new selections.
Downloading Reports
Click the Download button at the top-right corner to export the current view of the earnings report (usually in CSV or Excel format).
Revoking Earnings
You can revoke earnings either in bulk or individually:
Bulk Revoke
Prepare a CSV file with the necessary revocation details.
Upload the file using the Revoke option.
Click Revoke Earnings to finalize the action.
Please note: Do not select any entry from the list to see the bulk revoke option.
Individual Revoke
Check the box next to a specific entry.
Click Revoke.
You’ll be prompted to enter a reason for the revocation.
Provide the reason and confirm the action.
Editing an Earnings Entry
You can also edit earnings entries individually:
Click on the specific entry you want to edit.
Click the Edit button at the top.
In the edit panel, you can:
Add or subtract a static amount or a percentage
Edit the reward value
Choose between Static or Percentage using the dropdown menu
Select a reason from:
Clawback
Retract
Kickback
Split
Spiff Custom
Add comments
Click Update to save your changes.
📝 Note: The record of changes made will be displayed above the edit section for audit and reference.