To run a tax report in MyPMS follow these steps:
Go to REPORTS | ACCOUNTING | TRANSACTIONS
Choose a Start date and End date Choose the Transaction category for
Tax.This will return all transactions that were recorded between the
time period for Tax(es...
The BookingCenter MyPMS system has a complete front and back office
reporting system, and can bill for all room charges, restaurant, and
taxes and service fees.
To run report in MyPMS, go under Reports and chose from the category
you need. Note that the...
TO START , USE THESE TWO REPORTS TO GET A PICTURE OF THE CURRENT DAY,
WEEK, MONTH, ETC. TRANSACTIONS,
Transaction Summary
[https://docs.bookingcenter.com/display/MYPMS/Transaction+Summary]:
Summary of all transactions for the day, Month to date and Year...
The Tax Exempt Report displays bookings that have been set to "Tax
Exempt" in the Booking Data of the booking. See Booking Data
[https://docs.bookingcenter.com/display/MYPMS/Booking+Data]
This is a manual setting that prevents tax from being automatical...
To transfer a transaction to a folio in another Guest Booking, there
must be a transaction created in the original folio AND a
corresponding transaction created in the new folio.
For better record keeping, we recommend creating a Receipt Type called
Tra...
The High Balance report is only used for clients using MyCard (the
integrated credit card processing for MyPMS).
The report looks for ALL auth amounts and when the folio(s) balance
has hit 90% of that amount, the High Balance report brings it to the
att...
GUEST LEDGER AND CITY LEDGER
Folks who ran hotels in 'pre-computer' days frequently ask about a
Guest Ledger report, when daily, manually entered, ledgers were used
to track what happened _each day_ for _each booking_.
In accounting terms, the traditio...
The advanced deposits report are receipts taken in for bookings where
the Arrival Date is either TODAY (and check in has yet to occur) or
still in the FUTURE. Thus, this lists all 'current liabilities' where
you have taken monies but have yet to provide t...
The file that BookingCenter sends out when an Excel option is chosen
(from a Reports area or the 'Folio to Excel' on a folio) is a .xml, in
order to map to Microsoft's current Excel file type. However, older
versions of Excel don't use this - they use .XL...
This report uses the System Date to report on all bookings between the
time period selected.
This report is primarily used to analyze the booking activity in your
property via the sort categories (Room Type, Rate, Source, User, etc)
chosen.
This repo...
QUICKLY LOCATE GUESTS WITH ACTIVE SEARCH AND SEARCH BOOKINGS IN MYPMS
ACTIVE SEARCH
-----------------
To quickly locate an "active guest', use the Active Search located
next to the Quick list for "Arrivals", "Inhouse" and "Departures"at
the top of the ...
I POSTED A SINGLE PAYMENT. WHY DO I SEE IT AS MULTIPLE TRANSACTIONS ON
THE BATCH REPORT?
This can occur when you are posting a payment to a credit card on file
that has an existing authorization and the payment exceeds the
authorization amount.When that...
There is an easy way to restrict access to Setup and Reports by User.
A User Role provides specific access to Reports and Setup Functions.
In your MyPMS, go to SETUP|USERS, then either click on the name of an
existing User and choose a Role from the dro...
Why does my batch report show dates that are not the settle date When using the batch report the settled date is listed on the left under settle date. Under the user/time column on the right we list the date the credit card was added to the booking. Thi...
It's possible that the processor may be someone other than TSYS, so
that Merchant is Front End (aka FE) only on TSYS with Global/First
Data/Nashville/etc as their Backend (aka BE). IF we are getting Auths
but there is no settlement then there might be ded...
Each Travel Agent can have it's own commission rate. When a booking is
associated to a Travel Agent and completed and checked out, the
commission rate is calculated in the Travel Agent commission report.
Set this by entering the Setup Area, choose relatio...
This BOOKING PRODUCTION REPORT is meant to pull a list of bookings
that were initially booked between a date range. This is a perfect
report for showing how productive your staff is at booking rooms,
regardless of when they are to check in, or even whethe...
The Revenue Report in MyPMS allows one to report on revenue made
during a time period, by such factors as Company, Travel Agent,
Source, Room type, etc. This report contains the following components
with a breakdown of the logic applied to each component...
The Occupancy Forecast Report in MyPMS contains the following
components with a breakdown of the logic applied to each component.
As this report can be run with or without the 'Include Group Hard
Allocations' the explanation will be broken into two uniq...
The advanced charges report are Charges (Items) posted on folios for
bookings where the Arrival Date is either TODAY (and check in has yet
to occur) or still in the FUTURE. Thus, this lists all 'current
liabilities' where you have booked a revenue categor...
To get a report for all Income generated for a specific day, use the
Manager's Report.
Notice the section at top called "Folio Charges / Income". This
summarizes the categories of revenue and then provides a Total at the
bottom. That is the total daily...
Detail on every Income ('charges') and Payment categories are listed
on the Transactions Report by the System Date on which the Charge or
Payment was posted to a Folio.
If there are specific sub-category totals you wish to focus on, use
the drop-down me...
There are times when the reality of a Night Audit managed system might
have discrepencies in Revenue and Occupancy reports. This document
seeks to shed light on some common occurrences.
Occupancy and Revenue are different reporting paradigms and not
int...
In order to accommodate a custom report, you will have to format what
fields you want and how you would like them laid out. A 'prose'
description, such as a written summary, is not adequate for designing
a custom report. What does work is a visual descrip...
Properties sometimes report that rooms that they have marked out of
order aren't properly showing on the out of order report.
The most common cause of this occuring is that the default rate plan
assigned to the room type of the room not showing in the r...
REPORTS- TOP HELP ARTICLES
This page highlights the Top Help Articles users have found to be most
usefull when working with the Reports:
KNOWLEDGEBASE ARTICLES:
What types of Accounting Reports does MyPMS provide?
[https://support.bookingcenter.com/...
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