Commissions

You can access the Commissions page from Financials > Commissions to review current commissions owed or on hold for Travel Agents. Please note, commissions have an informational purpose. If a commissionable bill gets set to paid, this does not reflect on the Journal.

Commissions Page Overview:

Functionality:

(1) PAYABLE: This tab lists all open/unpaid accounts.
(2) ON HOLD: This tab lists all accounts that have been marked as ON HOLD. These accounts will not be available for repayment until a certified user approves the account for payment. Only records with an UNPAID status can be placed on hold. It is not possible to set paid records on hold.
(3) EXPORT: This button exports all the open/unpaid travel agents under the PAYABLE tab in a CSV file (best done from a desktop). At this time, users can export a standard CSV file to any recipient with a valid email address (see screenshot below).

(4) List of Open Accounts: The Commissions page automatically opens a list of PAYABLE accounts. Users have the option to view ON HOLD accounts by selecting the ON HOLD tab.

- Note the gray double arrow chevron arrows that appear to the left of the travel agent icon.

- Click these arrows to reveal reservation details. Select one or multiple reservations.

- You have the option to update one or multiple reservations with a HOLD status or mark the reservations(s) as SET TO PAID.

- Choose CLEAR SELECTION when you want to deselect all the reservations currently selected. The account will "disappear" and reappear on the ON HOLD page if the user marks ALL reservations with a HOLD status.

- From the ON HOLD tab, selecting reservations will reveal a RELEASE button.

- When a user selects the orange chevron arrows, the PMS opens the Travel Agent’s commissions tab. The selection of Travel Agents varies depending on which tab you have selected (PAYABLE vs ON HOLD).

- From here, users can also place the reservation records on Hold. You can place multiple reservations on hold by clicking the checkboxes to the left of each reservation and then clicking into the HOLD STATUS dropdown menu. You can also use the RECALCULATE COMM. field to change the percentage or currency amount of the already calculated commission.

- There is also the option to update a single invoice with a hold/unhold status by clicking the hand button underneath the HOLD column.

- If no invoices are selected, the user can choose to sort invoices by configuring the Commissions tab.

- The PAID STATUS dropdown menu can sort for Unpaid, Paid, Prepaid, and Hold invoices.

(5) Search Bar: You can retrieve an account with the search bar. Choose to search by Travel Agent Name, IATA Number, or City.

(6) Filter: By clicking on the filter icon at the top right of the screen, you can enter a MIN. AMOUNT (i.e., a minimum commissionable amount) as well as choose to SORT BY either NAME ASC, NAME DESC, AMOUNT ASC, or AMOUNT DESC. Furthermore, you can also choose to include NON-COMMISSIONABLE BILLS. When you’re ready to apply the filters, click APPLY.

(7) Print: Finally, you can print commissions by clicking the blue printer icon at the top right of the screen.

Lastly, if while looking at the PAY page, you notice the following hold icon (red hand in an octagon), that means that one or more of the reservations under this account have been marked as HOLD. However, because not all the reservations have been updated with a HOLD status, the account will remain on the PAYABLE page.

Icon: