Performance Allocation is how the clinic distributes revenue from each bill among the staff who contributed — attending vet, technician, surgeon, dispensing pharmacist, and so on. Configure split rules once, and every settled bill is allocated automatically for payroll and commission reporting.

How to access

1. From the main menu, click Cashier.
2. Click the Performance Allocation tab.
3. Filter by time period, staff member, service category, or branch.

What you’ll see

Each row is one allocation entry derived from a settled bill, with:

• Bill date and bill amount (after discounts).
• Service category — consultation, surgery, dispensing, hospitalization, etc.
• Allocated staff — one or more people, each with a percentage.
• Individual share — the dollar amount credited to each person.

Configuring allocation rules

Rules are defined in Settings > Performance Rules and look like this:

• For each Service category (e.g., dental cleaning, vaccination, surgery), set a default split:
  • Attending vet — 40%.
  • Technician — 20%.
  • Clinic pool — 40%.
• Override per-staff splits if a senior surgeon earns a different percentage on specific procedures.
• Tag products with their own commission rules — e.g., merchandise sales earn the dispensing staff 10%.

Once configured, every newly settled bill is allocated automatically. Historical bills can be re-allocated in bulk if a rule changes.

Manual override on a single bill

1. Click the allocation row.
2. Edit the staff list, percentages, or absolute amounts.
3. Add a Reason — required for audit when the override deviates from the rule.
4. Click Confirm.

Exporting for payroll

1. Use the filter to set the payroll cycle (e.g., last month).
2. Click Export.
3. Choose CSV or PDF. The export groups by staff with totals ready to hand off to accounting.

Tip

Review the allocation rules once a year. Service mix shifts — the percentage that made sense when surgery was 30% of revenue may need adjusting when it grows to 50%. Manual overrides should stay rare; if you’re overriding the same case repeatedly, that’s a signal the rule itself needs updating.