👤 Role: Finance Manager, Platform Administrator
What you'll learn
How to navigate to the financial settings within EMS.
How to view existing commission categories.
How to successfully create and save a new commission category for future profile assignment.
When should I use this?
Use this guide when you need to establish a new tier or classification for tracking commissions within the platform. Creating distinct categories ensures your financial reporting remains accurate and allows you to easily apply specific commission structures to relevant profiles later in the setup process.
Before you start
Ensure you have administrative or financial management permissions to access the EMS Settings menu.
Decide on a clear, standardised naming convention for the new category to keep your financial records organised.
Step-by-step
Log in to your EMS dashboard. Move your cursor to the bottom left corner of the screen and click on Settings. This will open up the configuration management area.
Locate the Financials section within the settings menu. Under this section, click on Commission Categories.
On this screen, you will see a comprehensive list of all currently created categories. To initiate a new one, click the Add New button located in the top right corner.
Click directly into the Commission Category Name text box and type the relevant new category name. Ensure the spelling aligns with your internal reporting standards.
Review the name you have entered. When you are happy with the details, click the Save button in the bottom right corner of the screen.
Important Notice: Once saved, the system will instantly create the category. It will then be immediately available to be assigned during your commission profile setup.
Best practice
Keep it Consistent: Use clear, descriptive names (e.g., "Standard OTAs 10%", "Corporate Partner Tier 1") so other team members instantly understand the category's purpose.
Review Existing Lists First: Always scan the existing table of categories on the main screen before hitting Add New to prevent accidental duplicates.
Need Assistance?: If you need a hand with your financial configurations, the Journey Support Team is available via live chat on our support portal or at support@journey.travel.