Hello Softinn PMS users!
You would like to know how much cash and payment that your Hotel Front Officer has collected during their Shift. You also would like to know the cash and payment collected are belong to which guest folio.
In Softinn PMS, you could get this information from the Shift Summary Report.
Check out this video to find out where to view the Shift Summary Report in Softinn PMS :
Steps to View Shift Summary Report in Softinn PMS:
Follow the guidelines below:
Step 1 : Login to Softinn PMS
Step 2 : Select the correct property.
Step 3 : Click “REPORT“
Step 4 : Click “Shift Summary“
- You’ll be able to view the specific date for the Shift Summary Report
- You could filter the payment method, if you want to
Step 5 : Next, select the right shift that you would like to view the Report
- You will be able to see the staff name who is on duty in the particular shift
- From Shift Summary report, you will know the total amount of money your hotel has received & refunded during a shift
- It shows you the transactions that happened during a particular shift that involved money collected or refunded in Payment, Security Deposit, and Adv Deposit
- From the Shift Summary report, you will be given the Guest Folio No., its room no. & the room type for which you collected or refunded the money during the shift
Step 6 : The Guest Folio No. is clickable and you will be redirected to that folio
Step 7 : Advance Deposit No is clickable too and you will be redirected to the Advance Deposit page
Step 8 : You will be able to view “Transfer”
- You will see the Advance Payment that you’ve transferred to the guest folio
Step 9 : You can download the Shift Summary report in Excel by clicking on the “Excel” button
Hope this video helps you on where to view Shift Summary Report in Softinn PMS 🙂