Payout Method Alerts

Last updated November 11, 2026

If someone gets into an advisor's account, the first thing they usually change is where the money goes. Payout method alerts email the advisor the moment a payout method is added, changed or removed in Dots, and copy your team, so a change nobody expected is caught before the next payout run.

Off until you turn it on. Changes are recorded from the start, but no emails go out until an owner or admin enables them.

Turning it on

Go to Settings → Integrations → Dots and find the Payout method alerts card.

Setting	What it does
Email advisors about payout method changes	Sends the advisor an email for every change to their payout methods.
Copy your team at	One address copied on every alert. When an advisor replies to an alert, the reply goes here.

Click Save alert settings.

What the advisor receives

A short email titled A payout method changed on your account, listing each change:

Added: a new payout method, such as "Bank account ending 9876".
Removed: a payout method that is no longer on the account.
Changed: the details of an existing method were edited.
Default changed: the method payouts go to by default switched, for example from a bank account to Venmo.

Emails only ever show the last four digits of an account, or a masked email for PayPal.

If the change did not start from your own payout screen, the email says so in bold. That is the strongest warning sign: an advisor changing their own method normally does it from Manage payout method in your app.

If the advisor did not make the change, they reply to the email. The reply reaches your team, who can look into it before the next payout run.

Recent changes

The same card lists the latest changes across all your advisors, whether or not emails are on. Changes that did not start from your payout screen are marked in amber.

Good to know

The first check is silent. When alerts are added to your account, each advisor's current payout methods are recorded first, quietly. Nobody gets an email for methods they already had. The first alert comes from the next real change.
Most changes are caught within seconds. Dots tells us when an advisor's account changes. A daily re-check also catches anything that notice missed.
One email per change. A retried notice from Dots never sends a second email for the same change.

This is part of JourneyFuse’s travel commission tracking: expected commissions, supplier statements and payouts.

Commission Matching

How JourneyFuse connects a supplier payment to the booking it paid, the daily routine that keeps everything flowing to Payouts, and what to check when a payment doesn't match.

Should Be in Your Bank (Simple Mode)

See how much commission money your entries say the agency is still holding, what goes into that number, and every booking behind it.

Importing Commissions from CSV

Bulk-import a spreadsheet of commissions — any supplier, any sale type, and your whole team's sales in one file.