Agent Payout Adjustments
Logging an Adjustment
Agency admins can log financial adjustments directly within agent payouts to account for additional revenues, fees, and bonuses that are not linked to specific bookings.
Navigate to the Agent Payouts Tab:
Go to the "Agent Payouts" within the commission tab of your dashboard
Click “Add Adjustment”:
This option allows you to add bonuses, fees, or other non-commission-related items.
Enter Adjustment Details:
Amount: Enter the positive or negative amount to reflect the adjustment.
Currency: Select the currency that this adjustment should be within.
Adjustment Name: Add a clear and concise name for the adjustment (e.g., "Performance Bonus" or "Fee for Late Booking Logs").
Agent: Select the agent the adjustment applies to.
Eligible for Payout Date: Choose the date the adjustment will be eligible for payout (defaults to today).
Type: Select a category (Fee or Bonus).
Notes/Description: Optionally, add a description. Note that agents will see this information on their side.
Save the Adjustment:
The adjustment will now appear in the agent’s payout list.
Managing Adjustments
View Adjustments: Adjustments appear in the payouts table, with columns for amount, name, type, and status.
Filter Adjustments: Use the new "Payout Type" filter to view:
Commission
Fees
Bonuses
Mark as Paid: Mark adjustments as paid individually or in bulk, just as you would with regular commission payouts.
Export Adjustments: Adjustments are included in the payout export for easy reporting.
Advisor View
Agents can see adjustments logged by admins on their payouts dashboard:
View Details: Agents can click on the adjustment to see all details logged by the admin (e.g., amount, description, type).
Transparency: Notes added by the admin will be visible to the agent, ensuring clarity.
Supplier Statement Adjustments
Logging an Adjustment
Agency admins can log financial adjustments directly within supplier statements to account for additional revenues, fees, and bonuses that are not linked to specific bookings.
Open the relevant Supplier Statement or click Add Statement.
Navigate to the Adjustments section.
Click Add Adjustment.
Enter the required details:
Amount / Currency: Can be positive or negative.
Adjustment Name: Required field for description.
Supplier: Optional.
Agent: Optional.
Type: Optional selection (Fee / Bonus / Other).
Notes/Description: Optional.
If an agent is linked, additional required fields appear:
Agent Split: Pre-fills to default but can be adjusted.
Eligible for Payout Date: Defaults to today but can be modified.
Date Received: Automatically set based on the supplier statement date.
Click Save & Close to finalize the adjustment.
Editing & Deleting Adjustments
Adjustments can be edited or deleted.
Changes automatically update the total reconciled amount in the supplier statement.
Agent Payouts Integration
If an agent is linked to a supplier statement adjustment, it will also appear in the Agent Payouts tab.
The adjustment will include the supplier statement association, similar to commission payouts.
Agents will be able to view these adjustments under their payouts dashboard.
Reporting Considerations
Sales & Expected Commission Reports: Adjustments do not affect these reports.
Received Commission Report: Adjustments do impact received commission calculations.