Catch Up Commissions

If you imported years of booking history into JourneyFuse, you may open the Ledger and find it nearly empty — hundreds of completed trips, almost no commissions. Catch Up Commissions fixes that in one pass instead of one reservation at a time.

Commissions → Catch Up

Why your ledger is empty

JourneyFuse creates a commission automatically when a booking is confirmed — but only if that booking already carries a commission figure. Bulk history imports usually don't. They bring over the client, the supplier, the price, and the travel dates, but no commission rate, so there is nothing for JourneyFuse to calculate from.

The result is silent: trips close normally, everything looks right, and the money side is simply blank.

The year problem (read this first)

The instinct is to go add those commissions now. The trap is that a commission entered today, with no other date on it, reports as this year's income. Back-fill five years of history that way and every prior year collapses into the current one — your reporting gets worse, not better.

Catch Up Commissions dates every entry it creates to that reservation's completion date — the booking's end date, falling back to the trip's. A 2022 sailing recorded today counts as 2022 income. Before you create anything, the action bar shows a per-year breakdown of exactly what is about to post, so you can check the split first.

How to use it

1. Go to Commissions → Catch Up. JourneyFuse scans every confirmed reservation whose travel date has passed and which has no commission recorded.
2. Set your rates by supplier. The panel at the top lists suppliers biggest-first, so setting your top few usually prices most of the list. Any rate already saved on the supplier record is filled in for you.
3. Review the rows. Each shows the client, trip, supplier, completion date (with its year), sale amount, rate, and the resulting commission. Override the rate on any single row if that booking was different.
4. Or type the commission in dollars. The Commission column is editable on every row. A rate is a percentage of the sale price — and the sale price usually includes taxes, fees, and other non-commissionable pieces, so a flat supplier rate can overstate what you were actually paid. Where that's the case, type the dollar figure straight in. It wins over the supplier rate, over a per-row rate, and over any figure that came across on the import. The Rate column then shows what your figure works out to as a percentage, so a mistyped number is obvious at a glance.
5. Select what you want to record. Filter by year, or use Select all priced. Rows with no figure stay unselectable — nothing is ever posted on a guess.
6. Choose how it posts:
   • Mark as received (on by default) records the commission as money already collected, dated to the completion date. This is the normal choice for history — you're recording commissions you were actually paid.
   • Turn it off to post them as still outstanding instead.
   • Save rates to suppliers writes the rates you typed onto your supplier records, so future bookings price themselves automatically.
7. Click Record commissions. Large batches run in chunks with a progress bar.

What it will not do

• It never overwrites a real number with an estimate. A reservation that already carries its own commission amount keeps it — the supplier rate is only used where there's nothing there. A figure you type yourself is the one exception, and it's deliberate: correcting a wrong imported amount is exactly what that field is for.
• It never creates a duplicate. Reservations that already have a commission are excluded, and creation is blocked at the database level besides. Running it twice tops up what's missing rather than doubling anything.
• It never guesses a date. A reservation with no usable travel date is left out entirely rather than posted to the current year.
• Cancelled, replaced, placeholder, and not-yet-travelled reservations are excluded.

Fixing a single commission's year

You don't need the Catch Up page for one-offs. Open any commission's amount editor (from the Ledger, or from the booking) and you'll find Expected payment and Received date. The same Expected payment date is editable straight from the commission's detail dialog under My commissions — click the date on the timeline.

Reports use the received date, falling back to the expected payment date. Set the expected payment date to the travel or completion date and the commission moves to the year it belongs in.

Keeping it from happening again

Two settings stop the backlog from rebuilding:

• Supplier commission rates (Suppliers → pick a supplier → Set rate). Once a supplier has a rate, any new booking for that supplier gets its commission calculated the moment it's confirmed — no dollar figure required on the booking. Saving rates from the Catch Up page does this for you.
• Auto-submit commissions (Settings → Commissions). When a trip closes, its commissions are filed automatically.

With both on, trips close on their own the day after travel ends and the commission is already waiting in your ledger.

Who can use it

Agency owners and admins. Advisors don't see the page — back-filling history is an agency-level bookkeeping action.