Bonus Categories
There are two ways to use Bonus Categories
Bonus Tracking:
💰 Sales/Upsell & New Lead Commissions
🎉 General Bonuses
💳 Reimbursements
📅 Attendance & Monthly Bonuses
➕ And more by adding more categories
Bonus Organizing:
Bonus Category
🔖 Select a category to classify this bonus for reporting and CSV exports.Account Code
💼 Optional: Enter the financial account code linked to this category for accounting alignment.Description
📝 Optional: Add a brief description to explain how this bonus category is used internally.Reimbursement Category
💸 Use for non-taxable fund transfers; treated as reimbursements for reporting and tax purposes.
➕ Add Custom Bonus Category
Create your bonus category by filling out the following:
🏷️ Category Name
🧾 Account Code / Description (helps with internal payroll tracking)
🎯 Bonus Type (taxable or non-taxable)
✅ Active or Inactive status
Use this to tailor bonus tracking and ensure categories appear correctly in reports and bonus selections.
Note: To see all the bonuses that have been sent to employees you will view those in the "Send" tab of the Bonuses page. You see Bonus totals by employee in the payroll or summary by employee reports. Individual bonuses can be found in reports through the "Itemized Bonuses" report. All these reports are found in the "Reports" section