Dashboard > Export
TeamBuyIn lets you export your payout data as a CSV directly from the Dashboard. Before exporting, select the date range you want to cover -- this can be any window between two dates.
Dashboard > Export > Report Type
There are two report types to choose from. Performance Pay report shows each technician's total allocated payout for the selected period. Accounting report breaks everything down further, showing each job ticket split into individual line items with the payouts tied to each one. Choose whichever format works for your payroll or bookkeeping process, then click "Export."
How does TeamBuyIn reconcile tips?
Tips are included in the Performance Pay report as a distinct column. If tips are part of your technician payouts, you'll see them broken out separately in the export so you can reconcile them without cross-referencing anything else. Tips are always commissionable by default and split evenly between assigned technicians, but are customizable on a job by job basis.
Note: Accounting report is the right choice if you need a job-by-job breakdown. Performance Pay report is the right choice if you just need totals by technician for payroll.