The numbers your bookkeeper asks for, in minutes.
Bonus payouts by employee for any date range, as a CSV payroll can take. Invoices by status. Revenue by branch. Pulled in minutes, not rebuilt in a spreadsheet.
Clean numbers. No spreadsheet.
Bonus payouts, ready for payroll
Per-employee totals for the date range you pick, as a CSV payroll can take directly.
Invoices by status
Overdue, paid and pending are one filter away from a clean receivables picture.
Revenue by branch
Totals by branch and period: the number the owner wants and the loan officer asks for.
Date range in. Payroll file out.
1 Open Bonus Report
It sits in the admin menu next to Invoices. No report to build.
2 Pick a date range
Choose the pay period and download the CSV: employee ID, name and total bonus.
3 Hand it to payroll
Amounts are final after the branch payout cutoff, so the export never contradicts the wallet.
4 Ask Meni for the rest
Ad hoc questions don’t need an export. Ask and Meni answers live. Save the files for the systems that need them.
Questions, answered.
What format is the bonus export?
A CSV with employee ID, name and total bonus for the date range you pick. Payroll can take it directly.
Who can pull financial reports?
They’re role-gated. Admins and ops managers can pull payroll data. Field users can’t see the whole branch.
Can numbers change after export?
Not after the branch payout cutoff. Before the cutoff, a reopened job recalculates, so the export never contradicts the wallet.
Give your bookkeeper the afternoon back.
Pull the payroll file in minutes and let Meni answer the rest, so nobody rebuilds a spreadsheet again.