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.

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.

You may see:

• Commission Operations
• Supplier Reconciliation
• Submission Review Queue
• Ready to Pay Agents
• Supplier Ledger
• Recent Agent Payouts
• Recent Follow-up Notes

You will also see those same milestones reflected in the table row timeline so each commission can be scanned quickly without opening details.

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

Action Queue

The Action Queue is the best place to start each day.

Depending on your role, it may include:

• Ready to Submit
• Ready to Submit to Host
• Submitted
• Submitted to Host
• Flagged
• Ready to Pay Agent

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 only meant for the right users.

• Single host agents should not need it
• Standard agency agents usually do not need it
• Admins and owners use it in Agency view

JourneyFuse labels this tab Supplier Reconciliation to make its purpose clearer.

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

If payout metadata has not been enabled in your database yet, JourneyFuse still supports marking payouts as paid.

For internal JourneyFuse agencies, 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.

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