With full connectivity between RoomRaccoon and your accounting software you can get an overview of your paid invoices within your accounting dashboard, as well as those still pending, needing to be linked or requiring attention.
At the top of your dashboard you can easily view the amount of invoices that are:
Queued: This is the number of invoices that will be presented the next day.
Sent and Balanced: The number of successfully posted according to the date you have entered.
Failed to send: The number of transactions which have failed to be sent according to the dates you have entered.
Enter the date you would like to view.
You can choose to view either all transactions, payments out or revenue received from the drop down menu next to the date field.
View all, failed, queued or successfully posted transactions in the drop down menu to the right.
You can also search for transactions via the keyword search bar, which is helpful for locating specific reservations or invoice numbers.
If you would like to view more than 10 transactions in your search simply click on the options menu at the bottom of the list.
Invoices that have been successfully posted that have not been assigned to a ledger will be missing the information in the ledger column:
Invoices that have been successfully sent, paid and synced will show a date in the synced column.
To open and view a reservation within the list simply click on a reservation number.
Here you will be able to view the invoice/s connected to the reservation:
You can also view any OTA remarks, add-ons and payment methods along with all other reservation details.
Updated on: 13/12/2021