Commissions Workflows by Role

JourneyFuse supports 3 different commission workflows, depending on how your agency operates:

1. A single agent working under a host agency
2. An agent inside a JourneyFuse agency
3. An admin or owner managing submissions, reconciliation, and payouts

This guide explains what each person should expect to see and do inside Commissions.

Shared Workflow

No matter which role you are in, JourneyFuse is designed to answer the same questions:

• What needs to be submitted?
• What has already been submitted?
• What has been paid?
• What still needs follow-up?

The main commissions table is centered around that workflow.

Core Milestones

• Submission / Host Submission: the commission has been prepared or submitted
• Matched / Paid by Host / Supplier Paid: the money has been received by the party above the agent
• Accepted for Payout: the owner finalized the supplier payment and released the advisor portion
• Paid to Agent: the advisor has been paid their portion
• Next Action: the clearest next step for that record

For agency owners, the cleanest mental model is:

1. Submitted
2. Matched
3. Accepted
4. Payable
5. Paid

1. Single Agent Under a Host Agency

This is the simplest workflow.

JourneyFuse acts as your personal tracking system. Your host agency may not use JourneyFuse, and that is okay.

What You Do

1. Wait for the trip to end
2. Open Commissions
3. Use Prepare Submission when a commission is ready
4. Review the prefilled details
5. Optionally add notes or proof
6. Submit it through your host's normal process
7. Mark it as submitted to your host
8. Later, mark it Paid by Host when your host pays you

What You See

In this workflow, JourneyFuse uses host-based language:

• Host Submission
• Paid by Host
• Next Action like Submit to host or Wait for host payment

You should not see agency finance tools like supplier reconciliation.

What Reminder Emails Do

Reminder emails help you know when it is time to file your commission after travel ends.

They include:

• trip details
• supplier details
• reservation numbers
• expected commission amounts

You can use those details to file with your host, even if the host does not use JourneyFuse.

2. Agent Inside a JourneyFuse Agency

This workflow is for advisors who work inside an agency where admins or owners also use JourneyFuse.

What You Do

1. Wait for the trip to end
2. Open Commissions
3. Use Submit to send the commission into the agency workflow
4. Review prefilled trip, guest, supplier, and amount details
5. Add optional notes or proof if needed
6. Submit it for review

What You See

In this workflow, JourneyFuse uses internal agency language:

• Submission
• Supplier Paid
• Paid to Agent
• Next Action like Submit commission or Wait for supplier payment

What Happens After Submission

After you submit:

• admins or owners can review it
• they can mark it as needing correction
• they can approve it for processing
• later they reconcile the supplier payment
• then they accept the supplier payment
• then they mark the payout to the agent

Agents usually stay in My View, where the page is focused on their own commissions and next steps.

Where your money is

Six tiles across the top of My View show where every commission you're owed sits. Each shows a total and a count. Click one to filter both lists below it, and click it again to clear.

Advisors on JourneyFuse Lite see the same tiles on My Submissions, without Trip not done (everything there is already filed).

On a row where the supplier paid a different amount, Explain the difference sends your note to your agency's flagged-commissions list with an Amount tag. The row stays On hold until they settle it.

3. Admins and Owners

This workflow is for the people running commission operations across the agency.

Best Practice

Use the view toggle at the bottom left of the app:

• My View: your own personal commissions
• Agency: the broader operational view for your team

What You See in My View

In My View, the page stays personal and simpler. It is meant to feel like an advisor workflow, even if you are an owner or admin.

What You See in Agency View

In Agency view, Today is laid out as the path commission money takes: Imports → Inbox → Payouts. The goal is to get every commission to Payouts. Each stop shows what is waiting there and opens that tab, so each job is finished on the tab that owns it:

• Imports: statements that arrived and still need recording, split into what goes straight to Payouts and what will need the Inbox
• Inbox: payments to match, statements that don't add up, advisor claims, claims to file, unclaimed funds, advisor flags, and money late from suppliers
• Payouts: what is ready to pay and to whom

What You Do

1. Wait for the trip to end
2. Open Commissions
3. Use Prepare Submission when a commission is ready
4. Review the prefilled details
5. Optionally add notes or proof
6. Submit it through your host's normal process
7. Mark it as submitted to your host
8. Later, mark it Paid by Host when your host pays you

What You See

In this workflow, JourneyFuse uses host-based language:

• Host Submission
• Paid by Host
• Next Action like Submit to host or Wait for host payment

You should not see agency finance tools like supplier reconciliation.

What Reminder Emails Do

Reminder emails help you know when it is time to file your commission after travel ends.

They include:

• trip details
• supplier details
• reservation numbers
• expected commission amounts

You can use those details to file with your host, even if the host does not use JourneyFuse.

2. Agent Inside a JourneyFuse Agency

This workflow is for advisors who work inside an agency where admins or owners also use JourneyFuse.

What You Do

1. Wait for the trip to end
2. Open Commissions
3. Use Submit to send the commission into the agency workflow
4. Review prefilled trip, guest, supplier, and amount details
5. Add optional notes or proof if needed
6. Submit it for review

What You See

In this workflow, JourneyFuse uses internal agency language:

• Submission
• Supplier Paid
• Paid to Agent
• Next Action like Submit commission or Wait for supplier payment

What Happens After Submission

After you submit:

• admins or owners can review it
• they can mark it as needing correction
• they can approve it for processing
• later they reconcile the supplier payment
• then they accept the supplier payment
• then they mark the payout to the agent

Agents usually stay in My View, where the page is focused on their own commissions and next steps.

Where your money is

Six tiles across the top of My View show where every commission you're owed sits. Each shows a total and a count. Click one to filter both lists below it, and click it again to clear.

Advisors on JourneyFuse Lite see the same tiles on My Submissions, without Trip not done (everything there is already filed).

On a row where the supplier paid a different amount, Explain the difference sends your note to your agency's flagged-commissions list with an Amount tag. The row stays On hold until they settle it.

3. Admins and Owners

This workflow is for the people running commission operations across the agency.

Best Practice

Use the view toggle at the bottom left of the app:

• My View: your own personal commissions
• Agency: the broader operational view for your team

What You See in My View

In My View, the page stays personal and simpler. It is meant to feel like an advisor workflow, even if you are an owner or admin.

What You See in Agency View

In Agency view, commissions becomes an operations center. Start with Statements to record, then work down the numbered Do next stages instead of searching individual bookings.

The top cards may show:

• To file
• In transit
• Unclaimed funds
• Open commissions (gross value not fully paid out) and Overdue 60+d
• Ready to pay
• Awaiting review
• Advisor flags

Each card opens the records behind its number. Below them, Do next keeps the agency work in the order Arrived → Match → Approve → Pay → Exceptions. A collection problem that has waited too long moves into Needs you now.

What You Do

1. Review submitted commissions from agents
2. Approve or return items for correction
3. Reconcile supplier payments
4. Accept finalized supplier payments
5. Flag discrepancies that need follow-up
6. Batch pay agents
7. Track supplier and payout history

Understanding the Main Page

Statements to record

Nothing an advisor is owed exists until a statement is recorded: recording is what turns its lines into payments, matches them to your advisors' claims, and lets the bank deposit for that money find its match on Deposits. Today's Imports stop shows how much is waiting, the oldest statements, and how much will go straight to Payouts; Record statements opens Imports, where each statement is one row you open to decide its lines.

Next Action

The Next Action column is there to reduce guesswork.

Examples:

• Submit to host
• Wait for host payment
• Submit commission
• Wait for supplier payment
• Pay agent
• Resolve discrepancy
• Complete

Submission Proof and Notes

Proof and notes are optional.

They are most useful when:

• an agent wants a record of what they filed with a host
• an agent needs to explain a special case to an admin
• an admin wants supporting context for a discrepancy or payout

Reconciliation

Reconciliation is agency money work, so it appears only for the people who are responsible for it.

• Single host agents should not need it
• Standard agency agents usually do not need it
• Admins and owners use Inbox in Agency view to match supplier payments to the right commissions

After matching, Deposits gives the agency a separate place to confirm that the statement's money actually reached the bank.

Payout Tracking

When agents are paid, JourneyFuse can track:

• payout date
• whether the agent has been paid
• optional payout method
• optional payout reference
• optional payout notes

Owners can also send an advisor payout summary email when they create the batch. That keeps the workflow simple:

1. owner pays the advisor
2. JourneyFuse records the batch
3. advisor gets a summary of what was included

Example:

• Supplier commission received: $100
• Advisor share paid: $70
• Agency keeps: $30

The advisor email helps confirm which trip, amount, and payout method were included in the payment.

Recommended Mental Model

If you are not sure how to think about the system, use this:

• Solo host agent: "JourneyFuse helps me prepare, track, and remember."
• Agency agent: "JourneyFuse helps me submit and follow the process."
• Admin or owner: "JourneyFuse helps me run commission operations."

Per-Trip Commission Overrides

Sometimes a specific trip needs a different commission split than the workspace default. Owners and admins can set a per-trip commission split override from the trip's Commission tab.

When a per-trip override is set:

• It takes priority over both the workspace default and the agent's personal split
• The override is clearly labeled in the commission tab so there's no confusion
• It applies only to that specific trip — other trips continue using the normal split

This is useful for special deals, group bookings, or promotional rates where the standard split doesn't apply.

Locking Commission Numbers

By default, an advisor can correct the commission on their own bookings: the gross, their split and their share. Agencies that want the office to own those numbers can turn that off.

Go to Settings → Agency & Branding → Team & Portal, find Agency Controls, and turn on Lock commission numbers. With the lock on:

• Only owners and admins can change a commission's gross, split % or advisor share, and only they can mark a commission received or undo it
• Advisors still do their part — they record bookings, submit sales to the agency, add notes, set the expected payment date, and flag a commission for review
• A booking's commission stays editable until your agency receives the money. Before that it is the advisor's estimate of what the supplier will pay. Once the commission is received, reconciled or paid out, an advisor can no longer change it by editing the booking
• When an advisor thinks a number is wrong, they explain it in the submission note or use Flag for review, and an owner or admin corrects it

The lock is enforced on the server and in the database, not just hidden on screen. It is off until you turn it on, and owners and admins are never locked.

Letting some advisors pick a commission category

Some advisors need to say which bucket a booking belongs in, for example a booking partner marking an agency-sourced lead, without being able to set their own numbers. Go to Settings → Advisors, open the advisor, and turn on Can pick a commission category. With the lock on, that advisor:

• Can pick a category on their own commission from the booking's commission Edit box. The split changes to that category's rate, and their share follows it. If your "Booking Partners" category is 80%, picking it sets the split to 80%
• Can't type a split, change the gross, or remove a category. To undo a pick, an owner or admin changes it
• Can't change a commission your agency has received. Once the money is in, the category is locked like everything else

The switch is for Agents only and is off by default. It does nothing while the lock is off, because advisors can already change their own split then.

Related

• Submitting Commissions — step-by-step submission guide for both workflows
• Commission Reconciliation — step-by-step reconciliation guide for owners and admins
• Tracking Commissions — per-booking commission lifecycle
• Commission Reports — filtering, analytics, and CSV export
• Per-Trip Commission Overrides — setting custom splits on individual trips