incentX Knowledge Base
Troubleshooting and how-to tips for incentX
Fiscal & Calculation Options
Fiscal Year Start
Set the month of the year in which your company’s fiscal year starts.
Data Start Date
This sets the date from which transaction (Invoice and Order) data will be loaded from QuickBooks to incentX
You can set today’s date if you are not interested in using incentX to calculate past incentives.
Setting a Data Start Date further in the past will make the initial data load take longer, depending on how much past data your system has.
Inactive Customer Month(s)
After this many months without orders, a customer will be considered inactive, and new customer bonuses will apply when they make a new order.
Include in Commission Calculation
Choose which amounts, if any, should be included by default when calculating commission contracts. You can override these options on a per-contract basis using rules & exclusions.