This guide was created with Scribe in 2 minutes. Sign in and create your own!
How to close your daily revenue
Anna Branquinho |
0 step |
2 minutes
Roomraccoon
Closing your daily revenue is a permanent and irreversible action. This means you will no longer have the ability to modify, delete or update the rate plan, discounts, or additional offerings for bookings on the dates affected by the closure.
Click "Reports"
Zoom Saved
Click "Daily Revenue"
Zoom Saved
The first tab, the Daily Revenue tab, provides you with an overview of your revenue (open or closed) over a selection of consecutive days. You can select the timeframe and specific date of these results in the next step.
Click this dropdown to set the timeframe of the day's revenue.
You can select 5 days, 1 week, 2 weeks or 1 month.
Zoom Saved
Select the starting date for the revenue entries using the date picker. The system will then display dates retroactively from the chosen 'start' date.
Zoom Saved
Click "Show more details" to view a breakdown of your revenue recorded for a specific date.
This revenue will be categorised according to revenue group.
Zoom Saved
Make sure you set up revenue groups for your add-ons in the 'Finance' module, under the 'Revenue Groups' tab.
Add-ons that have not been associated to a revenue group will be categorised in 'Other' as default.
Click "Show less details" to close the revenue breakdown overview.
Zoom Saved
Click "Download" to export a CSV file of the revenue data for that specific day.
Zoom Saved
Your daily revenue report will contain the revenue breakdown of your items' revenue data for the day selected.
This data will be separated according to revenue group and will also include a city tax column where applicable.
Zoom Saved
Click the "Due to be closed" tab to view the outstanding days within the selected date period where the revenue has not yet been closed.
Zoom Saved
You will only be able to close daily revenue on selected days through the tab 'Due to be closed'.
Click "Close until this day" to close off the revenue for this specific day.
Zoom Saved
Closing off your revenue is a permanent and irreversible action. This means you will no longer have the ability to modify, delete or update the rate plan, discounts, or additional offerings for bookings on the dates affected by the closure.
Click "Continue" to confirm the closing of revenue for this day.
Zoom Saved
Closing revenue for a particular day is an irreversible and permanent action.
Click "Closing history" to access the overview of the closing history of your revenue entries.
Zoom Saved
Select the starting date for the revenue entries using the date picker. The system will then display dates retroactively from the chosen 'start' date.
Zoom Saved
Click this dropdown to sort the closing history in ascending or descending order.
Zoom Saved
Want to make guides like this in seconds? Yes, it's really that fast.
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe
Have something to say?Create an account to leave messages for the author to see!
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key