Setup Travel Agents Company Codes (Cloud) 🎥
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Travel Agent Company Codes allow you to group Travel Agents into defined categories such as Business, Leisure, or other internal classifications. These codes help organize agents for reporting, filtering, and commission processing. This article explains how to create and manage Travel Agent Company Codes in Visual Matrix Cloud.
Path: Accounting > Travel Agents > Set Up > Company Codes
Instructions
Company Codes are used to group Travel Agents into categories for filtering, reporting, and commission processing. Once created, these codes can be assigned to individual Travel Agent profiles and used across commission and reconciliation screens.
1. Click Add to create a new code.
2. Enter:
- Source Code: Short identifier used to categorize Travel Agents (for example: BUSI, LEIS, STAT).
- Description: Full name of the Company Code grouping (for example: Mostly Business TA, Mostly Leisure TA).
3. Click Save to apply your changes.
A Company Code cannot be deleted if it is currently assigned to one or more Travel Agents.
If you need to remove a code, first update the affected Travel Agent profiles to assign a different Company Code.
If you need to remove a code, first update the affected Travel Agent profiles to assign a different Company Code.
Still Need Help With This Topic?
Ask Yourself:
- Am I using consistent naming for Company Codes?
- Does this code align with my reporting needs?
- Is the code already assigned to Travel Agents before deleting it?
Support May Ask You:
- The Source Code entered
- Where the code is being used
- A screenshot of the Setup screen
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