Reconciling commissions should be straightforward, but for many agencies, it’s still a manual process filled with gaps, back-and-forth, and room for error.

Smart Reconcile brings everything into one place, helping you automatically match supplier payments to expected commissions, track what’s been received, and clearly see what’s still outstanding.

Here's how to begin using it.

First click on your name, and then select Bookings from the drop-down menu that appears:

Click the 'Incoming' tab at the top of the Bookings page. This will bring you to all of your current, Smart Reconciled bookings.

Bonus: If you’re trying to find specific Smart Reconcile bookings, use the filters and column options to customize your view and quickly narrow down to the exact booking you need. You can also use the search bar to pull up exactly what you need.

Filter options:

Column options:

Click 'New Incoming Payment' at the top left. Upload your supplier payment document, copy/paste, or manually add the payment and booking details from the supplier.

Then, click 'Continue' at the bottom right.

Next, type in your supplier's name and select their name from your supplier list. If needed, you can make edits to the payment reference along with the payment received date.

Once complete, select 'Continue' at the bottom right.

Travefy will now begin to automatically match bookings from the supplier payment details with the bookings entered by your team.

Select 'Match Booking' to search for the correct booking.

Use filters, columns, and/or the search bar to quickly pull up the correct booking. Then, simply select the booking before clicking 'Match Booking' at the bottom right.

To update information, hover over the booking and click the pencil icon to make changes. If you need to remove it from the reconciliation, click the trashcan icon.

Please reach out to our team at Support@Travefy.com if a document is not coming in as you expected.

Select 'Finish Reconciliation' and your bookings will now show an updated reconciled status.

Smart Reconcile brings clarity to a process that’s long been manual and inconsistent. By connecting expected commissions with actual supplier payments, you can track what’s been received, identify what’s still outstanding, and keep your financials accurate, without the back-and-forth.