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RDP News Item

12/10/2024 - Note Templates

Note Templates can be very helpful on reservations to keep track of important information about the reservation or the guest.

For example, use a note template that will load notes related to different departments, such as Reservations, Front Desk, Concierge, Bell Staff, Housekeeping or Maintenance. This can help you organize your notes.

Note Templates can also be configured based on the reservation type, so a Note Template can be configured for a Pre-assigned or Inventory reservation and a different Note Template for an Owner or Guest of Owner reservation.

Note Templates are available on Reservations, Owners, Group Masters, Room Masters, Travel Agents, Activity Vendor Masters, Work Order Vendor Masters, Work Order Assets, and itineraries.

Click here on How to Configure Note Templates

10/22/2024 - Folio Filters

Folio Filter can be used to filter All transactions, Pre-Posted transactions, or Actual transactions on a folio or reservation.

The Folio Filter is available under Folio tab, Charge Summary tab, Charge Summary tab in Reservation Change screen, Deposit/Payment option, and when Previewing or Printing a folio.

Actual transactions are transactions that have already been posted to the folio and will affect general ledger accounts and statistics. Actual transactions will have a blank field in the "Pre" column in the list of transactions on the folio.

Pre-posted transactions are transactions that are scheduled to be posted, and Pre-Posted transactions will displayed with an " * " in the

"Pre" column in the list of transactions on the folio.

If a guest is departing tomorrow, and the guest would like to know what their balance due will be at the end of their stay, use the Folio tab and change the Folio Filter to All transactions to list the Actual transactions plus the Pre-Posted Transactions.

Another way to view the balance of a reservation prior to the guest's checkout date is to view the amount in the "Due" column for "All" under the Folio tab.

 

09/02/2022 - Happy Labor Day Weekend!