Everything Tern shipped for agencies in Back Office this quarter, organized so you can find what matters most to your workflow.

From supplier statement to agent payouts in minutes.

Upload a supplier or host payout statement and Tern automatically matches line items to bookings instead of you matching manually line-by-line. Matches sort into three buckets: Reconciled (auto-matched), Needs Review (partial matches), and Not Found. The parser includes supplier-specific handling for major hosts, including UTC, Uniglobe, Allianz, TPI, and Bedsonline.

Note: an issue that caused some statements to pull the wrong figure (for example, a full booking amount instead of the commission amount) was fixed August 4. The fix applies to new parses and backfilled records; a small number of statements parsed before August 4 may still need re-parsing if you spot an incorrect figure.

Split commission directly while reconciling, either as a one-off split on a single payment or as a recurring mentor-mentee arrangement that applies automatically to every future booking. Choose whether the shared percentage comes from the agent's share or from the agency's retained amount.

Set ready-to-pay and expected-commission dates per supplier category, with the option to override either one for an individual supplier, which inherits the category's defaults unless changed. Covers ready-to-pay type and reference, ready-to-pay offset days, and expected-commission reference and offset days. Imported bookings now fall back to the agency's payout rules for commission payout dates automatically.

Note: only a supplier-level override can be removed; a category-level rule can't be reset or deleted. Requires the "manage payout rules" permission.

Empowering your advisor with financial tools.

Agents can browse unclaimed bookings, identify their own, and submit a claim, which routes to the admin for approval before any payout. Tern also auto-suggests matches on previously logged unclaimed bookings based on confirmation number, so admins aren't matching everything by hand. Agents at a sub-agency can also claim unclaimed bookings that belong to their host agency.

These are already live and part of the full Back Office experience, but weren't called out directly in this webinar.

A single consolidated home for everything an agency admin needs, separated out from the day-to-day agent experience — a left sidebar replaces the old top-tab layout, with an Agency Switcher for admins managing multiple agencies.

The core step-by-step reconciliation workflow, and how to configure standard agent rates and commission types. The Commission tab is available to reconciling agencies (the default for new agencies, admin-configurable).

How the host-agency relationship model works, and how the Accreditation setting controls syncing and reconciliation visibility for TPISuitcase and migrated bookings.

Financial configuration and agency-wide Terms & Conditions.