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Knowledgebase : MyPMS > Reporting
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 fo...
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/...