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In House Guest Balances .ng

In House Guest Balances

Report Description:  The In House Guest Balances report provides a list of room rate, folio balance, credit balance, outstanding balance and payment method on reservations that are in house. This report will only show reservations with a positive balance and can be helpful to indicate if there are outstanding reservations with balances that need to be paid.

Date Range: Current business day only

Available Report Columns for Following Sections:

Column Name

Column Description

Amount Includes Taxes and Fees

Calculation

Room Number

Room number associated with the reservation

Not Applicable

Not Applicable

Guest Name

Primary guest name on the reservation

Not Applicable

Not Applicable

Guest Tier

VIP tier of the guest, if applicable

Not Applicable

Not Applicable

Arrival Date

Date the guest is scheduled to arrive

Not Applicable

Not Applicable

Departure Date

Date the guest is scheduled to depart

Not Applicable

Not Applicable

Room Rate

Room rate on the reservation, not including taxes

Not Applicable

Not Applicable

Folio Name

Name or number on the folio.  Example - “General” or “12345”

Not Applicable

Not Applicable

Folio Balance

Indicates a positive balance on the folio

Note only folios with outstanding balances will display.

YES

=sum(charges) - (payments)

Credit Balance

Indicates if there is positive active authorization on a credit card

Not Applicable

Not Applicable

Outstanding Balance

Outstanding balance after credit balance is applied

YES

=sum(folio balance) - (credit balance)

Payment Method

Payment method on the reservation

Not Applicable

Not Applicable

Auto Top Off Status

Indicates if the folio will be topped off upon night audit, if applicable

Not Applicable

Not Applicable

Misc Report Information:

Available Features:

  • Export:  ability to download and save the file into an alternate format.

  • Filter:  filter a range of data based on criteria defined by the user.

  • Highlight:  also known as conditional formatting is the ability to highlight certain values making them easier to identify.

Available Configuration:

  • User Preferences:  allows the user to customize their report view by repositioning or removing columns.

  • Property Preferences:  allows the property to customize the report view for all users by repositioning or removing columns. 

  Baseline Configuration:

  • Property Preferences Settings:

    • Following columns to be disabled for initial deployment:

      • Not Applicable

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