Bitta Apps

// guide

Bitta Commission guide

Follow the chapters in order, from the first install to everyday use and closing. Each page tells you what to open in Business Central and what to fill in.

Start with Overview

Show steps for

Showing all steps

  1. Part 1

    Getting started

    10 pages
    1. 01OverviewWhat Bitta Commission does inside Business Central, from plan to paid and reconciled commission, who it is for, and how optional modules let you start simple.
    2. 02What's new in 1.1What changed in Release 1.1 compared with Core 1.0: feature modules, expanded models, quotas, crediting, cash eligibility, multi-currency, approvals, disputes, simulation, AI drafting and faster setup.
    3. 03Try it with demo dataEvaluate Bitta Commission safely with the built-in demo and the last-month preview on your own salespeople, with a suggested 30-minute evaluation path.
    4. 04Install and upgradePrerequisites, what installation creates in each company, and how the upgrade from Core 1.0 switches on modules in use and records an upgrade verification.
    5. 05Activate a licenseActivate a trial or subscription with an activation code or offline file, read the license status, and understand what a missing or lapsed license blocks.
    6. 06Guided setup wizardStep through the Set Up Bitta Commission wizard: company basics, salesperson selection, the eight plan styles, the last-month preview and creating a reviewed setup.
    7. 07Turn features on as you growSwitch optional modules on and off in Commission Feature Management, see what each module adds and prepares, and understand hiding and BAA-FEATURE-OFF.
    8. 08Import setup from ExcelLoad participants, plans and rates, quotas and opening balances from Excel templates, then validate and apply them through the governed services.
    9. 09Roles and permissionsThe eleven Bitta Commission permission sets, commission roles and user scopes, segregation of duties, and recommended assignments for each job.
    10. 10Implementation paths and templatesUse the setup checklist, implementation checklist and path catalog, migration setup, industry templates and company readiness to plan and verify an implementation.
  2. Part 2

    Organization

    4 pages
    1. 01Participants and payeesCreate participants, map them to salespeople and users, maintain dated payment details, and record transitions, agreements and payee mappings.
    2. 02Positions, teams, and hierarchiesMaintain positions and position assignments, vacant position credit, dated teams and memberships, hierarchies, and organization CSV imports.
    3. 03TerritoriesSet up territories, matching rules and owners, test territory resolution with a sample sale, and see how territories feed crediting.
    4. 04Calendars and periodsCreate versioned commission calendars and periods, understand every period status and action, and add calculation periods to a plan version.
  3. Part 3

    Plans and models

    10 pages
    1. 01Plans, versions, and assignmentsBuild a commission plan and its versions, take them through Draft, Validate, Submit, Approve and Publish, and maintain plans with successors and stewardship.
    2. 02Percent of sales, margin, and per unitSet up percent of sales, percent of margin, amount per document and amount per unit components, with measure bases, returns, rounding and worked examples.
    3. 03Tiered ratesCompare Progressive Tier, Tiered Rate and Retroactive Tier, enter tier tables, and follow worked examples and Tier Calculation Details across a period.
    4. 04Quotas, targets, and attainmentSet period targets, allocate and retire targets, weight components per participant, and use attainment in bands, hurdles, multipliers, bonuses and growth pay.
    5. 05Bonuses and SPIFFsSet up bonuses and SPIFFs calculated at period close, and award discretionary earnings and scorecards with second-person approval.
    6. 06Manager overrides and team creditPay managers with a Manager Override component or additive team and manager credit, and review team results with manager statements and My Team Commission.
    7. 07Draws and guaranteesSet up recoverable and non-recoverable draws and guarantees, read draw balances and the draw ledger, waive balances, and see how draws net in settlement.
    8. 08Advanced modelsEvery model in the Advanced commission models module with short examples, per-event versus period-close calculation, modifiers, multi-dimensional rates and formulas.
    9. 09Crediting rules, splits, and overridesRefine who receives credit with credit splits, credit rules and conditions, caps, overrides and the unassigned credit worklist, and test the result.
    10. 10Plan distribution and acceptanceDistribute published plan documents with delivery evidence, and acknowledge, accept, reject or comment on them in My Plan Acceptance.
  4. Part 4

    Sources and calculation

    9 pages
    1. 01Business Central sales sourcesHow Bitta Commission captures posted sales invoices and credit memos as immutable source facts, attributes them to salespeople, and adds service, project, resource and purchase sources.
    2. 02Imports, G/L rules, and recurring contractsBring CSV files, API events, selected G/L entries and recurring contract events into Bitta Commission, handle late data, and release or exclude held rows in the source review.
    3. 03Eligibility, aging, and holdsControl when earned commission becomes payable: eligibility policies on posting or on customer payment, aging rules for overdue invoices, release conditions, forfeiture and eligibility holds.
    4. 04Calculation runs and schedulesCalculate commission for one document, a whole period in full or incremental batches, or a no-write trial run, and schedule incremental runs through the job queue.
    5. 05Explain any earningAnswer why a participant received an amount: the Commission Earning card, tier calculation details, the calculation trace, credit rule traces, difference explanations and the optional Explain This Earning draft.
    6. 06Earnings and the commission ledgerHow Bitta Commission records earnings, period earnings, eligibility and balance movements in append-only, hashed ledgers, and how corrections add entries instead of changing history.
    7. 07Returns and correctionsHow returns, unlinked credit memos, replacement sales, manual corrections and governed correction requests add linked delta earnings instead of changing history, and where those deltas land.
    8. 08Exceptions and data qualityWork governed commission exceptions with owners and SLAs, stop bad source rows with data quality rules, review anomaly alerts, and verify ledger hashes with the integrity sweep.
    9. 09Period close and reopenApprove results, work the Commission Period Close Checklist gates, sign off and close a period, freeze periods, apply the closed-period correction policy, and reopen through an approved request.
  5. Part 5

    Settlement and accounting

    8 pages
    1. 01Settlements and pay groupsCreate, approve and freeze commission settlements, set up pay groups with schedules and payment limits, record payments, and understand settlement and line statuses and adjustments after payment.
    2. 02Payroll exportCreate a payroll-ready CSV from a frozen settlement, import the payroll acknowledgement as JSON, resend rejected lines, create supplements, and review export evidence. No direct payroll provider connection is used.
    3. 03Vendor payments through PayablesPay vendor-paid participants from a frozen settlement: create the AP export, create and post standard purchase invoices from the posted liability, and track every document in Settlement Document Links.
    4. 04Accounting and postingConfigure Commission Posting Setup and account mappings, then build, validate, approve, preview and post accounting proposals, including clearing, payroll clearing, suspense reclassification and accrual adjustments.
    5. 05ReconciliationReconcile each posted accounting proposal with the G/L: build line-by-line comparisons, understand exception reason codes, record resolutions, and sign off at zero difference.
    6. 06Deferred commission accountingThe DEFERRAL_ACCOUNTING module mechanics: capitalize commission to a deferred asset, review layers and monthly schedules, recognize amortization through accounting proposals, and impair a layer.
    7. 07Multi-currencyThe MULTI_CURRENCY module: currency setup and rate date rules, measure currency rules for foreign sources, settlement in participant currencies, FX rate snapshots, FX adjustments, currency corrections and rounding.
    8. 08Clawbacks and recoveriesHow excess negative commission becomes recoverable debt, how recovery policies limit what settlements recover, and how to write off, hold or override recovery with full evidence.
  6. Part 6

    Statements and governance

    4 pages
    1. 01Participant and manager statementsGenerate immutable participant statements from frozen settlements, approve and make them available in Business Central, track acceptance and payment, produce manager statements, and archive delivered statements.
    2. 02Disputes and holdsRaise a dispute on a delivered statement, review and resolve it with governed actions and SLAs, route financial outcomes to corrections, and withhold only the disputed amount with a scoped payment hold.
    3. 03Approvals and notificationsCreate approval policies for plans, statements, settlements and accounting postings, decide single and bulk approvals, and set up comments, notification rules and the workflow deadline job.
    4. 04Audit and securityHow Bitta Commission keeps evidence tamper-evident with append-only ledgers, hashes and audit entries, plus business continuity, integrity sweeps, country policies, privacy handling and sanitized support diagnostics.
  7. Part 7

    Planning and insights

    5 pages
    1. 01What-if and scenariosProject a participant's earnings with Commission What-If and replay history under changed rates or a draft plan with Commission Scenarios, then compare cost, winners, losers and fairness without touching live data.
    2. 02Forecasts and estimatesSee estimated commission on open sales documents, refresh a versioned commission forecast of earnings, payment timing and liability, and review anomaly alerts raised by deterministic rules.
    3. 03AI plan design assistantSet up the governed AI assistants: consents, the Plan Design Assistant, Explain This Earning, dispute questions and the AI call audit. Output is always a draft for human review.
    4. 04Role centers and reportsThe Bitta Commission role center and its finance, operations, participant and manager tiles, the metric catalog, reports and layouts, multi-company consolidation and the read-only APIs.
    5. 05My Commission for sales repsA guide for sales reps: see your commission tiles, read and accept statements, raise a dispute, estimate a deal before you close it, and accept your plan.
  8. Part 8

    Administration and support

    8 pages
    1. 01Job queues, monitoring, and diagnosticsThe job queue entries Bitta Commission uses, run schedules and run operations setup, the run log, telemetry, integrity sweeps and how to collect sanitized support diagnostics.
    2. 02Multi-company and copying configurationCompare companies with Commission Company Readiness, copy calendars and draft plans to another company, report across companies, and record a migration from a legacy process.
    3. 03License lifecycleLicense states, participant and company capacity, refreshing and restoring a license, and exactly what a missing or lapsed license blocks and what keeps working.
    4. 04PricingOne plan priced per active salesperson: USD 199 per month billed annually for 5 salespeople, USD 20 per additional salesperson, every module included.
    5. 05TroubleshootingA first-response checklist, the most common BAA error codes with their causes and fixes, and how to collect support diagnostics for Bitta Apps.
    6. 06Known limitationsWhat Release 1.1 of Bitta Commission does not do or does differently, across setup, settlement, statements, AI, simulation, reporting and availability.
    7. 07Release notesVersion history of Bitta Commission: the Release 1.1 feature list and the contents of Core 1.0.
    8. 08RoadmapDirection Bitta Apps is exploring after Release 1.1, without dates or commitments.
// next step

Want help rolling out Bitta Commission?

Request a 30-day trial codeTalk to us