Finance, commissions, and payouts

Review financial performance and manage the rules and records behind commissions, calculations, invoices, and payouts.

Verified September 5, 2026Open in GoRefer

Financial oversight

Finance summarizes the firm’s supported revenue, return, commission, bonus, and preparer measures. Use the underlying tables when a total needs investigation.

Finance DashboardFirm adminReview firm financial and preparer-performance summaries./finance/CalculationsFirm adminInspect the calculations used by supported financial workflows./calculations/InvoicesFirm admin and preparerCreate and manage permitted client invoices and their status./invoices/

Commissions and payouts

A commission record and a payout are different stages. Review calculated commissions first, then generate, approve, and process payouts according to firm policy.

CommissionsFirm adminReview commission records and the rules that produced them./commissions/PayoutsFirm admin and preparerReview personal payouts or manage firm payout work, depending on role./payouts/Generate PayoutsFirm adminPrepare a payout run from eligible records./payouts/generate/Payout BatchesFirm adminReview grouped payout processing and batch status./payouts/batches/Payout SettingsFirm adminConfigure supported payout behavior for the firm./payouts/settings/