Overview
The Revenue tab displays reservation data, its accounting sync status, and filtering options. Use this tab to sort, search, filter reservation records, export data, and manage invoices or push reservations to accounting.
Reservation Revenue View
Access Reservation Data
Navigate to the Finance section and select the "Revenue" tab, then choose the "Reservations" sub-tab to view all reservation-related financial data.
Synchronize Reservations with Accounting
To ensure all financial data is current in your accounting system, identify reservations not yet synchronized by observing the unsynced reservation notification. Select "Push now" to initiate the synchronization process.
Refine Reservation Data Display
Apply filters to narrow down reservation data by listing, channel, status, sync status, or integration. You can also filter by a custom check-in date range. Select "Clear filters" to remove all applied filters and view the complete list.
Understand Reservation Details
Review the available columns to understand key data points for each reservation, including guest name, listing, channel, check-in date, number of nights, amount, accounting amount, status, invoice status, and sync status.
Manage Reservation Data
Organize Reservation Records
Select the "Sort by" dropdown to organize reservation records by check-in date, check-out date, guest name, booking date, or amount. Choose ascending or descending order to arrange the reservation list according to your chosen criteria.
Locate Specific Reservations
Enter a guest name, customer number, or invoice number into the search box to quickly find specific reservation entries.
Download Reservation Data
Select "Export CSV" to generate a downloadable file of the current reservation data for external use or record-keeping.
Process Reservations for Invoicing and Accounting
Select the checkbox next to a guest name to perform actions on individual reservation records, such as downloading an invoice or pushing the reservation to accounting. Select multiple checkboxes to process several reservations simultaneously. Use the three dots next to a reservation to download its invoice or view guest details.
Bulk Invoice Actions
Click any guest name in the table to reveal checkboxes for bulk invoice downloads or pushing multiple reservations to accounting.