Allday Consulting's Peachtree and QuickBooks Support Boards

Sales Rep Report incorrect includes when invoice paid not when entered. I cannot find the area to review or change the way it calculates the included sales for this rep. We manually calculate the % of commission and totals, but the included items show for the date PAID which means some have already been paid and some are not included that need to be paid. i.e. Invoice 201 entered Feb 1, 2009 and paid on March 1, 2009, this NEEDS to be included in my Feb Sales Rep Report (Feb 1 - 28, 2009) but does not show up until I run my March report because of the March 1 payment date ? ! What to do??????

You may want to speak with your accountant about this, but are you on Cash Basis or Accrual Basis? That could help explain what is going on. (Note that certain things, such as inventory Costing, are updated on Accrual Basis no matter what).

We are on cash basis. Accountant does not know why PT does this calculation, is there no where to designate using invoice date in calculation and NOT payment date???

I believe the short version is that PT considers the sale made once you get the money, not when you invoice it. That's probably what's happening. If needed, you can change the date of the payment, run your reports, pay the commissions, then change it back, if this is OK with your accountant.