Match Your Commissions to TESS

Most agencies moving from TESS keep paying their advisors from TESS for a few weeks. During that time JourneyFuse falls behind: commissions TESS has already collected and paid still show as expected in your ledger. Match TESS payments catches JourneyFuse up from one TESS report.

Who can use it. Agency owners and admins. It records commissions as received and paid, so advisors do not see it.

What you need from TESS

TESS's Checks Received report, exported to Excel. It lists every supplier check against a booking number and, once the advisor was paid, the payout check. The columns JourneyFuse reads are:

• Booking Number
• Agent Name
• Check Received Date, Check Received Number, Check Received Amount
• Check Paid Date, Check PaidNumber, Check Paid Amount

Export the whole history, not just this month. Commissions that already match are simply counted and left alone, so a full export is safe to upload again and again.

Step by step

1. Go to Commissions, then Ledger, and click Match TESS payments. If you don't see the button, go straight to /commissions/match-tess.
2. Choose the Checks Received file. JourneyFuse reads it in your browser and compares it with your ledger. Nothing is saved yet.
3. Read the four numbers at the top:
   • Mark paid: TESS collected the commission and paid the advisor. JourneyFuse will record both, on the dates TESS paid, at TESS's amounts.
   • Mark received: TESS collected the commission and is holding it until the trip. JourneyFuse will record it received, and it waits on Payouts, Pending until travel, just as it does in TESS.
   • Already match: nothing to change.
   • Need a look: left exactly as they are, with the reason beside each one.
4. Click Record and confirm.

No money moves and nobody is emailed. Each advisor's payouts are recorded as TESS payouts, one per TESS payout check, so their paid history in JourneyFuse matches what TESS paid them.

Why a commission lands in "Need a look"

JourneyFuse only writes when one commission answers one booking number and the money is unambiguous. Everything else waits for you:

In TESS, not in JourneyFuse

The last list shows TESS bookings with no booking of the same number in JourneyFuse. Held ones are money TESS is holding for a trip that has not happened yet, so add those bookings to JourneyFuse, then upload the report again and they will be marked received. Older paid ones are history and can stay in TESS.

If something changes mid-way

If anyone edits one of these commissions between the preview and Record, nothing is saved and you are asked to upload the report again. That way a preview never overwrites newer work.

Related

• What Each Commission Status Means
• Commission Reconciliation