Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
SaasAnt Transactions changes the way you manage accounting operations. Import, export and modify transactions in QuickBooks and Xero using Excel files.
You can handle bulk imports and export data in different formats, such as xlsx and xlsx. You can also export data to txt and zip.
Product Features
Easy File Automations
Bulk Transaction Importer for QuickBooks or Xero
Bulk Transaction Exporter
Bulk Transaction Deleter
Import, export, delete and modify batch transactions
Easy Live Edit Data in Xero/QuickBooks
Import Excel, CSV and PDF files to QuickBooks/Xero
Automated Rules
Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Axis LMS
QuickBooks Desktop Premier
QuickBooks Online Advanced
Xero
Integrations
QuickBooks Online
Axis LMS
QuickBooks Desktop Premier
QuickBooks Online Advanced
Xero
Pricing Details
$15/month/user
$15 Per Month / $100 Per year
$30 Per Month / $150 Per year
$50 Per Month / $300 Per year
$100 Per Month / $500 Per year
$30 Per Month / $150 Per year
$50 Per Month / $300 Per year
$100 Per Month / $500 Per year
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SaasAnt Inc
Founded
2015
Country
USA
Website
www.saasant.com/app-saasant-transactions-quickbooks-automation.html
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Alternatives
Alternatives
No Alternatives