Setup- Admin Reference Guide

Configure > Credit Type

Configure > Credit Type Credit types enable you to define types of credits that will be used in calculation and reporting.  The credit types companies create are typically determined by the plan components, types of transactions […]

Exchange Rates

Setup > Exchange Rates You can use the Exchange Rates area to configure the rates for converting currencies. important: Exchange rates have active dates, which define when they are used. […]

Calendar

Setup > Calendar You can use the Calendar area to set up a company’s incentive calendar for compensation payments. The calendar contains the year in which the business was created in Xactly […]

Administrator Setup

Administrator Setup Introduction You can use the Setup area to specify general application settings that identify incentive compensation plans, control compensation payment, and customize the user experience for your payees. note: Before you can […]