Report Business Value: The Open Balances Report is an income report that shows the remaining balance for each reservation on the system.Documentation Index
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- Shows the room charges separated from extras posted manually.
- Shows the payment separately.
- Shows the remaining balance for the guest whether in positive or negative signs.
- Shows payments made for reservations in advance as a deposit.
- Guest Ledger Section: this section returns the open balances for in-house guests and opened paymasters.
- Deposit Ledger Section: this section returns the open balances and the payments made on reservations in advance as a deposit for their reservations.
- Trial Balance 2 Report “front office income report”
- Balance Sheet Report “back office report”
- Select the Type of reservations you would like to see, whether Reservations, Paymasters or All.
- Select the Reservation State you desire, whether Expected Departures or All Reservations.
- Select the Date you would like to see the open balances on.
- It is optional to choose to Display contact information or no.
- Choose to Preview the report or the Download option you desire i.e. Excel “XLS / XLSX / ODS” or PDF.
- Room: returns the guest’s room number.
- Guest name: returns the guest’s name.
- Arrival/Departure: returns the dates of the guest’s reservation.
- Room Charge: returns the total of all room charges that has been added on guests’ bills through the night turn or posting of daily charges.
- Extras: returns the total of all extras enjoyed by the guest, whether added manually or automatically posted by the system.
- Payment: returns the total payments of the guest, whether paid in advance or at the middle or end of the stay.
- Balance: returns the difference between the total charges minus the payment ” (Room Charge + Extras) - Payment ”.
- No. Of persons: returns the number of guests included in the room.
- Rate: returns the nightly rate of the reservation.
- Email/Address/Mobile: returns the primary guest’s information from their profile to the report.