The Pay Run Summary Report gives you one PDF covering every salesperson in a commission pay run, so you have a single document to review, send to finance for sign-off and keep as your record of the run. Each row matches that salesperson's invoice for the same run.
This article covers what the report shows, how to generate a draft or final copy, and how the figures are calculated.
What Is the Pay Run Summary Report?
The Pay Run Summary Report is a PDF that lists every salesperson in a commission pay run with their gross sales and expenses, the PAYE or withholding tax deducted, the amount to pay and the GST. A Total row at the bottom adds up each column across the whole run.
The PDF is titled Salesperson Payment Schedule. You can generate it as a draft while you review the pay run, or as a final copy once the pay run is finalised.
🔒 What Do I Need Before I Can Use It?
- The Agent Ledgers add-on
- Access to the Commission Pay Run screen
- An Australian or New Zealand account. The report is not available in the UK.
There is nothing to switch on. If you have access to Commission Pay Run, you will see the Generate Pay Run Summary button at Step 3 and Step 4.
How Do I Generate a Draft Pay Run Summary?
Generate a draft when you want to check the pay run, or circulate it for sign-off, before you finalise.
- Go to Agent Ledgers > Commission Pay Run and work through to Step 3 - Review & Finalise.
- Click Generate Pay Run Summary.
- In the Generate Pay Run Summary window, choose one of the following:
- Preview - shows the report on screen. Click Hide Preview to close it.
- Download PDF - saves a copy of the report.
A draft is titled Salesperson Payment Schedule - DRAFT.
❗ Please Note: A draft shows the pay run as it is at that moment. If you change the pay run afterwards, generate the summary again to see the updated figures.
How Do I Generate the Final Pay Run Summary?
- Finalise the pay run at Step 3 - Review & Finalise, or open a completed pay run.
- Go to Step 4 - Export.
- Click Generate Pay Run Summary.
- Click Preview to view the report on screen, or Download PDF to save a copy.
You can generate the final summary for any completed pay run at any time, which is useful for audit or reconciliation.
❗ Please Note: The report is not saved against the pay run. Download and keep the copy you need.
What Does the Report Show?
The top of the report shows who produced it and when, the Payment Run Name and the Payment Date. Under the Payments Due heading, each salesperson has one row, listed alphabetically.
| Column | What it shows |
|---|---|
| Salesperson | The salesperson's name |
| Location | Your office location |
| Gross Sales/Expenses | Earnings less expenses for the run, excluding GST |
| Less PAYE/WH Tax | The PAYE or withholding tax deducted from the salesperson's earnings |
| Amount to Pay | The amount the salesperson is paid for the run |
| GST | The net GST for the run (GST on earnings less GST on expenses) |
The Total row adds up the Gross Sales/Expenses, Less PAYE/WH Tax, Amount to Pay and GST columns.
❗ Please Note: The Location column shows the same office on every row. If your agency has more than one office, it does not show each salesperson's individual office.
How Do the Figures Match the Salesperson Invoices?
Each row uses the same calculations as that salesperson's invoice for the same pay run, so the two documents always agree:
- Gross Sales/Expenses matches the invoice subtotal
- Amount to Pay matches the invoice balance due. It is worked out as Gross Sales/Expenses plus GST, less PAYE/WH Tax.
If a figure looks wrong, check the salesperson's agent ledger transactions and withholding tax settings for the run, then generate the summary again.
❓ FAQs
I can't see the Generate Pay Run Summary button. Why?
Check that your account has the Agent Ledgers add-on, that you have access to Commission Pay Run, and that you are at Step 3 or Step 4 of the pay run. The report is not available for UK accounts.
Can I find the Pay Run Summary in the Report Centre?
No. The report is only generated from a commission pay run, at Step 3 or Step 4.
Can I get the Pay Run Summary as a spreadsheet?
No, this report is a PDF only. If you need a spreadsheet of what each salesperson was charged by expense type, use the Agent Expense Report on the same screen. See Commissions Pay Run: Agent Expense Report.
Is there a Manual Paid column?
No. Rex doesn't record manual payments against a pay run, so the report doesn't include this column and Amount to Pay is not reduced by one.
Can I generate the summary for an old pay run?
Yes. Open the completed pay run, go to Step 4 - Export and click Generate Pay Run Summary.