Agency Commissions Dashboard

Owners and admins on team workspaces get a six-tab dashboard built around the actual flow of money: deposits land, you allocate them, you pay your advisors, you track who's slow, and you pull the records when you need them. Each tab does one job — no kitchen-sink tables, no hunting for where to do the next thing.

Where to find it: the Agency view of /commissions (toggle in the left sidebar). Solo workspaces see the simpler personal view; agents see only their own commissions.

The Six Tabs

Tab	What it's for	When you use it
Today	Action queue + KPI snapshot	First thing every morning
Inbox	Triage incoming supplier payments	When a supplier statement arrives
Payouts	Pay your advisors	Twice a month or on payday
Suppliers	Per-payer scorecard	Quarterly reviews, slow-pay diagnostics
Ledger	Read-only book of record	Looking up a specific commission
Settings	Defaults & per-supplier rates	Onboarding, configuring policy

The order matches the natural flow: action → analytics → reference. Daily tabs first, occasional tabs last.

---

Today

Your morning briefing. Seven tiles across the top:

• To file — commissions needing a claim filed with the supplier (click → Inbox Needs filing bucket). See Supplier Payment Behavior & Claim Filing.
• In transit — supplier deposits sitting in Inbox waiting to be matched
• Outstanding — gross commission value of all open commissions
• Overdue 60+d — what's past expected pay date
• Ready to pay — agent share that's been reconciled and is owed
• Awaiting review — submissions from your advisors waiting on you
• Agent flags — commissions where an advisor flagged something for you

Each tile is clickable and lands you on the right tab pre-filtered.

Below the tiles:

• Do next — priority-sorted action queue. Each row = one decision. Press 1–5 to trigger items by keyboard.
• Where your commission dollars are — a four-stage waterfall: Expected → Received → Paid to agents → Your margin. Each node is clickable.
• Flagged by your team — when advisors flag a commission for review, they show here with a Resolve button.
• Your advisors + Supplier watch — two columns: top advisors by YTD earnings and slowest-paying suppliers ranked by average pay-lag.

Keyboard shortcuts (top-right keyboard icon): 1–5 triggers Do-next items, P = Pay agents, R = Reconcile/Inbox, / = Focus search.

---

Inbox

Where money you've received turns into money allocated, plus where you catch commissions that need you to file a claim with the supplier. Four buckets surface at the top of the page:

Bucket 1: Needs filing 🎯

Commissions from claim-required suppliers whose trips have ended but where you haven't filed a claim yet. Click File claim to open a dialog with supplier-specific instructions, portal link or email draft, reference-number logging, and one-click "Mark as filed."

This is unique to JourneyFuse — competitors (Tern, TravelJoy, ClientBase, Sion) treat every supplier as auto-pay and don't surface this distinction. See Supplier Payment Behavior & Claim Filing for the full workflow.

Bucket 2: Unmatched payments

Every supplier deposit that isn't fully allocated. Each row shows the payer, amount, reference, date, and how much is still unmatched (with a small progress bar). Click Match to allocate it.

Bucket 3: Variance flags

Grouped by payer. When a supplier paid more or less than expected on a booking, it lands here with the per-booking variance shown. Resolve in-place — pick a reason, save.

Bucket 4: Stale expecteds

Commissions past their expected pay date. Bulk-select rows → Chase sends individual chase emails to each supplier (uses email on file or asks you for one).

Recording or matching a payment

Top of the Inbox: Record payment button. Or click the Match button on any unmatched row.

The match wizard handles three flows:

• Existing payment, allocate now — header shows the deposit, table below lists pending commissions for that payer with checkbox + actual-amount per row. Variance column shows ✓ Match or ⚐ +$X / -$X. Sticky bottom bar shows running totals (Selected, Allocated, Remaining, Variance) and the Save button.
• New payment, save without allocating — useful when a deposit lands but you want to do the line-item work later. Pick payer + amount + date + method + ref → save → return to Inbox.
• New payment, allocate immediately — pick payer; if any pending commissions exist for that payer, the table appears below the form, and the same Save button creates the payment + allocation in one transaction.

CSV bulk import: drag a .csv file anywhere on the Inbox page. We parse it, show a preview table of all rows (payer/amount/date/method/ref), and let you import them all in one click — each lands as Unmatched and you allocate from Inbox.

The CSV format we accept:

payer_name,amount,payment_date,reference_number,payment_method,notes
Sandals,4287.16,2026-04-12,ACH-001,ACH,April monthly
Avoya,1240.00,2026-04-12,CHK-998,Check,Group booking #44

Editing a previous allocation

If you allocated a commission and need to undo it (e.g., supplier corrected an amount), open the payment in Match. Already-allocated rows show muted with an Unallocate button. Click it → the allocation reverses, the commission moves back to pending, and the payment's unmatched amount goes back up. Then re-allocate with the corrected number. Won't work if the commission has already been paid out to the agent — reverse the payout first.

---

Payouts

Two tabs: Ready to pay and History.

Ready to pay

Every agent who has reconciled commissions waiting to be paid. Each agent row is collapsible → expands to show every line included in their next payout. Pay one at a time with the per-row Pay button, OR check multiple agents and use the master Pay N agents bar at the top.

The pay dialog asks for method (ACH / Check / Zelle / Venmo / Other), reference number, optional notes, and a "Email statement to " toggle. Bulk pay applies the same method to everyone but sends each their own statement individually.

History

Every payout batch you've ever created. Each row: agent · paid date · method · reference · # of lines · total · acknowledgment status (whether the agent confirmed receipt).

Per-row actions:

• Download statement dropdown → PDF (formatted, brand-able) or CSV (raw data)
• Email icon → re-send the statement to the agent

1099 export

Top-right of the page. Pick a tax year + agent (or All) → download a CSV of every commission paid to that agent that year. Use for 1099-NEC filing. The IRS threshold is $600 — agents below it are still included so you can decide whether to file.

---

Suppliers

Per-payer scorecard. Three summary tiles: YTD revenue · Open pipeline · All-time gross.

The table ranks every commission payer by YTD revenue (sortable by YTD, Open value, Most overdue, Slowest pay-lag, Most variances, or Name). Each row shows:

• YTD — gross commissions paid this year
• Open — outstanding value + count
• Bookings — total commissions logged
• Avg pay-lag — color-coded: green <30d, amber 30–60d, red >60d (slow payer)
• On-time % — percentage of commissions paid by their expected date
• Status badge — "Caught up" (emerald), "Tracking" (gray), or "d overdue" (rose)
• Last paid date

3-dot menu per row:

• View commission history → jumps to Ledger filtered to that supplier (Everything view)
• Chase open → jumps to Inbox stale bucket pre-filtered to this supplier
• Manage in supplier directory → /suppliers to edit contacts, default rates, etc.

---

Ledger

The book of record. Read-only. Use this when you need to look something up.

Saved views (with live counts)

Pill bar at the top: All open · Expected · Submitted · Received · Flagged · Disputed · Written off · Paid YTD · Everything. Each pill shows the count for the current workspace.

Filters

• Search (trip, client, supplier, confirmation)
• Agent dropdown
• Supplier dropdown
• Group toggle: By trip (default — collapses commissions under their parent trip with subtotals) or Flat list

Row drawer

Click any row → side drawer slides in showing:

• Big stats grid (Gross, Agent share, Submitted, Received, Expected, Paid)
• Status + variance flags + dispute / write-off reasons
• Notes field
• History — full audit log of every event on this commission (who did what, when), with reason/response context for flag events

Pagination

50 trips (or 50 flat rows) per page. Counter at the bottom: "Showing 1–50 of 234 trips."

CSV export

Header button: exports the current filtered view as CSV.

---

Settings

Defaults that apply to every new commission.

Default agent split

The agency keeps the inverse — e.g. an 80% split means agents take 80%, agency keeps 20%. Per-trip overrides on the trip page beat this.

Lock split for agents toggle — when on, agents can't see or change their split on individual trips. Owners and admins can always override.

Default supplier commission rate (optional)

Auto-fills new bookings when no per-supplier rate is set.

Per-supplier rate overrides

Lists every supplier with a custom commission rate. Click a name → jumps to the supplier directory to edit. Rate set here overrides the default for any booking with that supplier.

Auto-chase reminders

Toggle to enable background reminders for overdue commissions, with editable cadences:

• Before expected pay — comma-separated days (e.g., 7, 1 sends 7d and 1d before)
• After (overdue) — same format (e.g., 3, 14, 30)

Manual chases from the Inbox always work regardless of this setting.

Quick links

Cards link out to:

• Manage agents (/settings/team) — roles, splits, payouts
• Manage suppliers (/suppliers) — contacts, default rates, commission payer aliases

---

Cross-tab Hand-offs

Each daily-action tab shows what's waiting for you on the next one:

• After reconciling in Inbox: footer says "✓ N agents now ready to pay · $X — Go to Payouts →"
• On Payouts: footer says "⚠ N supplier payments waiting in Inbox · $X unallocated — Go to Inbox →"
• Today's tiles also link to the right tab

So the workflow loops naturally: morning Today → Inbox → Payouts → done.

---

Persona Differences

The Agency dashboard is owner/admin only on team workspaces. Other personas see different surfaces:

Persona	What they see at /commissions
Solo advisor (with external host like Avoya, Travel Edge)	MyView with their personal commissions, host submission flow, payout tracking from the host
Agency advisor (agent role on a team workspace)	MyView showing only their assigned commissions, agency-managed payouts
Agency owner / admin	Toggle between MyView (their personal commissions, if any) and Agency view (the dashboard above)

Agents and solo workspaces don't see Inbox / Payouts / Suppliers / Ledger / Settings tabs — they're admin-only and redirect home if accessed directly.

---

Tips for Agency Owners

• Drop CSVs anywhere on Inbox. Not just the Record Payment button — anywhere on the page triggers the bulk import overlay.
• Use the bulk pay on payday. Check every agent in the Ready tab → one dialog → done. Each agent gets their own statement email.
• Sort Suppliers by "Most overdue" monthly to spot pay-lag trends — flag chronic slow payers in your supplier notes.
• Link Suppliers → Ledger via the 3-dot menu for negotiating new rates: see your full history with that payer in one click.
• Lock agent splits in Settings if your agents shouldn't see their split — they can still see their dollar share.
• Save reconciliation notes in batch. Each Match save can include a batch note that lands on every commission in the audit log.
• The Ledger is read-only. All actions live on the action tabs. If you can't edit something in Ledger, that's by design — the action lives elsewhere.

---

Related Articles

• Supplier Payment Behavior & Claim Filing — classify suppliers and file claims with claim-required ones
• Tracking Commissions — booking-level commission entries and statuses
• Commission Reconciliation — how the matching engine works under the hood
• Per-trip Commission Overrides — when to override the default split
• Commission Reports — analytics across the whole workspace
• Workflows by Role — what each persona sees and does