Revenue Submission Forms

Setup > Your Account > Revenue Submissions

The Revenue Submissions feature allows users to record and manage revenue submissions within their Salesorder account. Users can create new submissions, view existing records, bookmark important entries, add memos, and delete records when required.

Creating a Revenue Submission

Step 1: Open Revenue Submissions

Navigate to the Revenue Submissions page from the Setup menu. If no submissions have been created, the page will display an empty list.

Step 2: Create a New Submission

Click the + (Plus) icon at the top of the Revenue Submissions page. This opens the New Revenue Submission form.

Step 3: Complete the Revenue Form

Enter the required information into the form.

Available Fields

Field	Description
First Name	User's first name
Last Name	User's last name
Email	Contact email address
Company Name	Company associated with the submission
SOA Number	Salesorder account/reference number
Month	Revenue reporting month
Year	Revenue reporting year
Revenue	Revenue amount to be submitted
Currency	Currency associated with the revenue value

Step 4: Save the Submission

After entering the required data, click Save.

The system creates the revenue submission and displays the saved record.

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Managing Revenue Submissions

View a Submission

Once saved, the submission can be opened to view all submitted information. The record displays the revenue form details and available actions.

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Bookmark a Submission

To bookmark:

1. Open the record.

2. Click the Star icon.

Bookmarked records appear with a star indicator and can be used to highlight important submissions.

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Add a Memo

To add notes to a submission:

1. Open the submission record.

2. Click the Memo icon.

This allows additional information or commentary to be attached to the record.

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Edit a Revenue Submission

Open an existing revenue submission and click Edit to update the submission details. Changes can then be saved. The Edit option is available from the record view screen.

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Delete a Revenue Submission

To remove a submission:

1. Open the submission record.

2. Click Delete.

The record will be removed from the Revenue Submissions list. Users should ensure the submission is no longer required before deletion.