Sync with QuotaPath

Syncing with QuotaPath pulls your deals and resolved commission payouts into Maxio. Payouts sync in as Expense Obligations, which you then process to generate the vendor, Contract, Expense Transaction, and bill for each commission.

Sync steps

Each sync step can be run independently, and has its own Sync Now action and Date of Last Synchronization.

To run these sync steps, go to Expenses > QuotaPath, then select the Synchronization tab.

QuotaPath only marks a payout as Resolved once it's been finalized on their side. Maxio doesn't sync Unresolved payouts, which limits the risk of accounting for an amount that could still change.

Typical data flow

Once connected, commission data typically flows from QuotaPath into Maxio in this order:

1. A sales commission is paid out in QuotaPath.
2. You sync with QuotaPath in Maxio, and the commission comes in as an Expense Obligation.
3. You process the Expense Obligation to generate the vendor, Contract, Expense Transaction, and bill for the commission.
4. Creating the Expense Transaction also creates the expense recognition schedule, which the Advanced Expense Summary Report uses.

Maxio accounts for the date a commission was earned separately from the date it was paid, defaulting the recognition start date to when the commission was earned. This keeps your accounting compliant even when there's a delay between the two dates, and supports cumulative catch-ups if you've already closed the accounting periods a commission relates to.

Related information

To process a synced Expense Obligation, see Manage Expenses.