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In House Guest Folio Balances

📆 Revision Date:

The In House Guest Folio Balances report Provides a list of in-house guest folio balances. Report provides guest confirmation number, room number, name, check-in date, check-out date, today's charges, today's payments and net change and today's ending balance.

Date Range: In House reservations as of today’s date

Reservations

Confirmation Number

Confirmation number on the reservation

Group Code

Group master code (if applicable)

Room Number

Room number on the reservation (if applicable)

Guest Name

Primary guest on the reservation

Additional Guests

Indicates if any additional guests on the reservation (ex - Yes if additional guests, No if no additional guests)

Company Name

Lists the corporate negotiated name on the reservation, if applicable

Check In Date

Check in date of the reservation (ex - Mar 04, 2024)

Check Out Date

Checkout date of the reservation (ex - Mar 10, 2024)

Rate Plan

Rate plan code of the reservation (ex - GCG01)

Payment Method

Payment method of the reservation (ex - Cash, Bill to Company, Credit Card)

Status

Status of the Reservation; this report shows all In House with a balance

Today’s Charges

Shows charges posted today on this reservation (ex - $100)

Today’s Payments

Shows payments posted today on this reservation (ex - if paid $100, column will show $100)

Today’s Opening Balance

Shows today’s balance on the reservation at the beginning of the business date

Today’s Net Change

Shows the net change based on both payments and charges posted on the reservation

Example-

Today’s charges are $203; opening balance was -$300; the ending balance of the day is now -$100.

Groups

Confirmation Number

Indicates the confirmation number on the group (if any in house)

Group Contact Name

Indicates the primary group contact name

Company Name

Indicates the corporate name on the group (if relevant)

Start Date

Start date of the reservation (ex - Mar 04, 2024)

End Date

Checkout date of the reservation (ex - Mar 10, 2024)

Rate Plan

Rate plan code of the reservation (ex - GCG01)

Payment Method

Payment method of the reservation (ex - Cash, Bill to Company, Credit Card)

Today’s Charges

Status of the Reservation; this report shows all In House with a balance

Today’s Payments

Shows charges posted today on this reservation (ex - $100)

Today’s Opening Balance

Shows payments posted today on this reservation (ex - if paid $100, column will show $100)

Today’s Net Change

Shows today’s balance on the reservation at the beginning of the business date

Today’s Ending Balance

Shows the net change based on both payments and charges posted on the reservation

Example-

Today’s charges are $203; opening balance was -$300; the ending balance of the day is now -$100.

Net Totals

Today’s Charges

Shows full balance of today's charges (ex - $94,650)

Today’s Payments

Shows full payments taken for today (ex - $24,515)

Today’s Opening Balance

Shows today’s opening balance (charges minus payments) for today’s reservations (ex - $26,429)

Today’s Net Change

Shows today’s net change (charges posted minus payments posted for the day)

Example-

If today’s charges are $1000, payments taken are $500, then today’s net change is $500.

Today’s Ending Balance

Shows today’s ending balance (today’s opening balance minus today’s net change)

Balances

In House Guest Folio Opening Balance

Shows the currently opening balance for all in house guest folios today

Today’s Net Change

Shows today’s net change (charges posted minus payments posted for the day)

Example-

If today’s charges are $1000, payments taken are $500, then today’s net change is $500.

In House Guest Folio Closing Balance

Value is In House Guest Folio Opening Balance minus Today’s Net Change

In House Group Opening Balance

Shows the currently opening balance for all in house group folios today

In House Group Net Change

Shows today’s net change (charges posted minus payments posted for the day)

Example-

If today’s charges are $1000, payments taken are $500, then today’s net change is $500.

In House Group Ending Balance

Value is In House Group Opening Balance minus In House Group Net Change

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