Last updated September 26, 2026
For agency commission records, open Commissions → Ledger. The Ledger is the book of record; Today, Imports, Inbox, Deposits, and Payouts handle different parts of the workflow.
The Ledger starts in All open, which leaves out commissions already paid to advisors and terminal closed items. If a confirmation search returns nothing, choose Search everything or Everything, then check the remaining filters. A missing search result alone does not prove a commission was never entered.
Search by trip, client, supplier, or confirmation. You can also filter by advisor, supplier, commission payer, booked year, and travel month. Group keeps rows together by trip; List provides a flat list. Booked year and travel month answer different questions, and applying both narrows the results further.
Saved views include Expected, Submitted, Received, Flagged, Disputed, Written off, Paid YTD, and Everything. Their counts describe the workspace view; the totals above the results follow your filtered rows.
A top-up is an additional commission entry. It retains its own incremental amounts while using the original claim’s guest, confirmation, and dates for context. It should not count the same sale again.
Click a supplier row to open its details. Booked and Travel describe the booking. Expected and Received refer to supplier payment timing. Paid is the recorded advisor payout date, which can differ from the day someone entered the record.
Review saved documents and history. An empty history is not proof that no payment occurred. For saved advisor payout statements, open Payouts → History. For supplier matching, use Inbox; for bank confirmation, use Deposits.
When comparing a dashboard, forecast, or another report, first check its date basis and whether it measures gross commission, advisor earnings, supplier receipts, or money paid to the advisor. Undated entries may appear in an all-time view but be absent from a dated period.
Choose Export CSV after narrowing the Ledger. The download uses the current filtered rows and includes trip, client, advisor, supplier, confirmation, lifecycle, booked and travel dates, sale value, gross commission, amount received, advisor share, and payment dates.
A blank sale value means no value was recorded, not a zero-value sale. Compare the exported rows with the on-screen results before using them for a report.
The booking supplier and the organization paying commission may have different names. A commission payer can cover multiple booking brands. Check the active filter and underlying records before assuming differently labeled totals represent duplicates.
Connect your Dots account to pay advisor commissions directly from the Payouts page — one click sends money to each advisor's chosen method.
Prove a supplier's money actually reached your bank before you pay advisors against it — by connecting QuickBooks Online or uploading a bank export.
Match supplier payments to expected commissions, review strong suggestions, and handle differences without forcing the wrong booking.