Commission Reconciliation Guide
Full reconciliation guide for agency owners and admins
By Brad and 3 others4 authors11 articles
- Commission reconciliation overview
- Log supplier commission statements
- Match supplier commission payments to bookings
- Tracking down unclaimed commission
- Close supplier statements after reconciliation
- Add adjustments to agent payouts
- Process agent payouts
- Commission Reconciliation: FAQ for Agency OwnersSummarized Q&A from December 18, 2025 Agency Owner Training Series
- Commission Reconciliation for Sub-Agency OwnersHow sub-agency owners can reconcile commissions and run accurate reports in Tern when their host agency is not reconciling commissions directly in Tern.
- Tracking Commission as a Direct Host MemberHow advisors who are direct members of a host agency can log commission payments and run accurate reports in Tern when their host is not reconciling commissions in Tern.
- Tracking Tax on Agent PayoutsHow to separate tax amounts like HST from commission in Tern so agents receive clearly labeled payouts and can accurately track what they need to remit.