Reconcile team commissions using the Statements & Team payouts tabs 🎥

The Statements and Team payouts tabs allow Team owners to reconcile commission statements received from suppliers and track commission payouts made to team members.

Using the Statements Tab

To begin, navigate to Reports → Statements. From this page, locate and click “New statement”:

You can now begin inputting statement details using the fields at the top of the screen:

• Supplier
• Received on date
• Total collected
• Statement reference number
• Currency

Once the statement details have been entered, you can then search across your team’s invoice items to add items to your statement.

The search window will display specific categories where your search fields can be used to locate an invoice item. To search across all fields, just type in your search (e.g. “Marriott”) and press “Enter”:

Invoice items with the search terms will then populate. You can expand each item to view more details by clicking on the item directly:

Once you have found the invoice item, click “+” to add it to the statement:

Once the invoice item is added, navigate to the right-hand side of the invoice item and input the collected amount to begin reconciling the payments received from your supplier.

Once the appropriate items are added with the collected amount, the “Reconciled” total will show a green check mark to reflect that the entire statement has been reconciled:

Using the Team payouts tab

Once your commission payment(s) have been reconciled with invoice items, you can visit the Team payouts tab to track which commission payouts have been paid to team members.

You can filter this page using the “Commissions received on” field and “Currency” field at the top of the screen:

You can view more details regarding the payment by clicking on it. The details will display on the right side of your screen:

Once you have paid your team member outside of the TravelJoy platform, you can mark the payment as paid for your records: