The Latest Updates to Tour Amigo

This feature enhances the existing Commission Refunds functionality to allow you to track the commission that you have already paid and the commission that is outstanding to pay to your distribution partners.

Summary of functionality

• Provides a consolidated list of bookings where commission is either owed to the Distribution Partner or already processed & paid to the Distribution Partner

• Allows you to process commission on individual bookings or in bulk

• Provides CSV exports of results for easier reporting 

How to access it

1. Go to Financial > Financial Dashboard

2. Click on ‘Refunds’ > ‘Commission Refunds’

Which bookings are shown in the report?

• All bookings made on your sites for your own tours

• Does not include 3rd party tours provided by other operators

• Booking must contain commission, either overall booking commission or individual element commission

• Booking must have ‘overpaid’ i.e. the distribution partner has paid their commission amount in the booking total and now requires this to be refunded by you

Reporting on commissions paid vs outstanding

Use the radio buttons at the top of the page to choose either the processed or not processed options. Then use the ‘Search’ button to update the results.

Use the ‘Download CSV’ button to export the list of all the results showing at that time. E.g. a report of all unprocessed and a report of all processed bookings.

Filtering the results

Use the filters to return the desired bookings for more specific reporting & processing:

• Distribution Partner - a list of all your active distribution partners 

• Tours - a list of all the tours created on your site

• Date From / Date To - calendar picker for you to choose a date range to search bookings with specific start and end dates

• If you choose a specific Tour from the list, then a ‘Specific Instance’ filter is also shown - a list of all instances from the tour (past & future). You can either search by an individual instance or date range. 

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Click on the ‘Search’ button to update the results.

You can combine multiple filters to return more specific results.

Report fields

Not processed report:

• Checkbox / Select All - use this to individually select bookings, or select all bookings, to process in bulk

• Booking Reference - clickable link that takes you to the Booking Details page to amend details as required

• Tour Details: Name, Code & Departure Date

• Commission Details: Amount & Tax Amount

• Booking Details: Lead Passenger Name & Booking Status

• Process Commission button - use this to process for this specific booking only

Processed report:

• Same columns as the above

• Commission Status - shows as ‘Paid’ to clearly highlight that you have processed it already for this booking

• Bulk Reference - shows the payment reference number entered during processing, as a link to the booking reference report (see below)

Booking Reference report:

• This is accessed by clicking the link of the ‘bulk reference’ from the processed report

• It shows a list of all bookings with the same reference number

• You can export this to csv using the ‘Download’ button at the bottom of the table

Processing individual commission

1. Filter the results by ‘Not Processed’ 

2. Click on the ‘Process Commission’ button next to the individual record

3. Enter the payment reference number

4. Click on the ‘Confirm Payment’ button

Upon clicking ‘Confirm Payment’ you are taken back to the table of results and a success message is displayed at the top. The specific booking is moved to the ‘Processed’ table as it is now complete.

Clicking on the ‘Back’ button will cancel the process without any changes. 

Processing bulk commissions

1. Filter the results by ‘Processed’ 

2. Use the checkboxes on the left to select all results or select multiple specific ones

3. Click on the ‘Bulk Process Commission’ button in the top right hand corner

4. Enter the payment reference number

5. Click on the ‘Confirm Payment’ button

Upon clicking ‘Confirm Payment’ you are taken back to the table of results and a success message is displayed at the top. The selected bookings are moved to the ‘Processed’ table. 

Clicking on the ‘Back’ button will cancel the process without any changes. 

Booking Updates

A new label has been added to the Commission table on the booking itself. This either says  ‘Not Paid’ or ‘Paid’ depending on whether it has been processed or not. 

Example of ‘Not Paid’ label:

Example of ‘Paid’ label: