A scheme is rules, not a spreadsheet
Base: payment, deal amount or margin. Recognition: on payment or on win. A rate or tiers by period volume. You can have several schemes, by role or pipeline.
Manage margin
A scheme defines what you pay for, from when, and how much. The period closes with the number the rep has seen all month, so there is nothing to argue about.
Available from the Margin plan, $399 per month, 5,000 transactions included
Commission schemes
Add a scheme| Scheme | Basis and moment |
|---|---|
| Manager motivation — 2026ActiveMoney (base currency) · 3% up to 500,000 ₴, 5% from 500,000 ₴, 7% from 1,000,000 ₴ | % of payment received |
The manager calculates bonuses in a spreadsheet on the 2nd. The rep calculates them in his own and gets three thousand more. Half a day of meetings about those three thousand.
A client returned goods in April; the bonus for them was paid in March. Nobody wants to do the reversal, so the bonus stays.
A “5% of everything” scheme doesn’t motivate selling high-margin products: the rep discounts down to zero, because his percentage is of the amount.
Base: payment, deal amount or margin. Recognition: on payment or on win. A rate or tiers by period volume. You can have several schemes, by role or pipeline.
Every received payment or won deal creates an accrual by the scheme. Accounting sees the same records, so the numbers match by design.
A refund or a canceled deal reverses the accrual, in the current period, with a link to the original.
At month-end the period is closed in one step and the number is locked. Anything that comes in later goes into the next period. A role with the right permission can reopen it.
Base, recognition point, tiers, who it applies to. The scheme takes effect from a date; earlier accruals don’t change.
Commission schemes
Add a scheme| Scheme | Basis and moment |
|---|---|
| Manager motivation — 2026ActiveMoney (base currency) · 3% up to 500,000 ₴, 5% from 500,000 ₴, 7% from 1,000,000 ₴ | % of payment received |
A payment from the bank statement is confirmed, and the rep’s accrual is calculated. He sees it in his report the same day.
| № | Recorded | Type | Amount | Due | Deal | Counterparty | ||
|---|---|---|---|---|---|---|---|---|
| №2 | 10.09.2026, 19:50 | Actual | 50,000 ₴ | — | Full rollout — Tekhnoservis LLC | Tekhnoservis LLC | ||
| №1 | 10.09.2026, 19:50 | Actual | 178,000 ₴ | — | Full rollout — Tekhnoservis LLC | Tekhnoservis LLC |
A refund to the client removes the accrual with a link; the rep sees exactly what it was for.
The manager closes the month; the total for each rep goes to accounting. The next month starts from zero.
Krokul doesn’t run payroll or make payouts: it calculates the commission amount for the period, and accounting pays it. The scheme has no commissions for tasks, calls or other actions without money: only from deals, payments and margin.
Yes: by role, pipeline or period. A rep has one active scheme at the time of each accrual.
Their own accruals for the period with links to payments or deals, reversals and the total. Not anyone else’s.
By the base volume for the period: one rate up to the first threshold, another above it. The threshold is checked at the time of each accrual.
A spreadsheet calculates from an export and lives separately from payments. In Krokul the accrual appears at the moment of payment, is reversed on a refund and is closed with the period. It’s accounting, not a calculation.
Schemes and accruals come with the Margin plan, $399 per month. Accruals don’t count as transactions.
Yes, in their profile: accruals for the selected month with the base, rate and amount for each deal, the same number the manager closes in the period.
Set the base, the recognition point and the tiers, and the next payment from the bank statement will calculate who gets how much on its own. There will be nothing to argue about on the 2nd.
On the Margin plan this comes together with cost tracking and completion certificates.